Institutional Ownership First Republic Bank (FRC)
This table provides information about the institutional ownership of First Republic Bank (FRC). We have compiled data on the 61 institutions that hold shares in the stock, with a total of 2.35 Million shares, which have been reported (via 13F filing form) to have a value of $1.69 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
1,576
shares
|
$1,134
0.0% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
1,543
shares
|
$1,110
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
1,400
shares
|
$1,008
0.0% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,312
shares
|
$944
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
1,216
shares
|
$875
0.06% of portfolio
|
Q3 2022
Reduced 28.26%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
935
shares
|
$673
0.0% of portfolio
|
Q1 2024
Reduced 6.15%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
728
shares
|
$524
0.0% of portfolio
|
Q3 2024
Reduced 40.72%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
614
shares
|
$442
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
530
shares
|
$381
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
524
shares
|
$377
0.01% of portfolio
|
Q4 2022
Added 451.58%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
347
shares
|
$249
0.0% of portfolio
|
Q1 2024
Reduced 94.07%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
310
shares
|
$223
0.0% of portfolio
|
Q4 2023
Added 24.0%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
270
shares
|
$194
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
257
shares
|
$185
0.03% of portfolio
|
Q2 2022
Reduced 35.43%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
207
shares
|
$149
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
153
shares
|
$110
0.0% of portfolio
|
Q1 2024
Reduced 85.47%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
147
shares
|
$105
0.0% of portfolio
|
Q3 2024
Reduced 33.18%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
91
shares
|
$65
0.0% of portfolio
|
Q4 2022
Reduced 9.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
89
shares
|
$64
0.0% of portfolio
|
Q3 2022
Added 242.31%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
86
shares
|
$61
0.0% of portfolio
|
Q2 2024
Added 473.33%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
80
shares
|
$57
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
65
shares
|
$46
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
65
shares
|
$46
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Core Alternative Capital
|
Nov 14, 2024 Q3 2024 |
40
shares
|
$28
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
32
shares
|
$23
0.0% of portfolio
|
Q1 2023
Reduced 79.62%
|