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 49 institutions that hold shares in the stock, with a total of 2.32 Million shares, which have been reported (via 13F filing form) to have a value of $1.67 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 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.
|
Jan 23, 2025 Q4 2024 |
910
shares
|
$655
0.0% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
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 |
Apr 10, 2025 Q1 2025 |
529
shares
|
$380
0.0% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
524
shares
|
$377
0.01% of portfolio
|
Q4 2022
Added 451.58%
|
|
|
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
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 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%
|
|
|
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
|
Jan 27, 2025 Q4 2024 |
65
shares
|
$46
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
40
shares
|
$28
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
21
shares
|
$15
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
20
shares
|
$14
0.0% of portfolio
|
Q2 2022
Reduced 84.73%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
13
shares
|
$9
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
8
shares
|
$5
0.0% of portfolio
|
Q4 2024
Added 700.0%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
8
shares
|
$5
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
5
shares
|
$3
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Feb 14, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|