Purchases and Sales Made in Q1 2022 in First Republic Bank (FRC)
This table provides information about the institutional ownership of First Republic Bank (FRC) during Q1 2022. The information is specifically focused on institutions that hold shares of FIRST REPUBLIC BANK.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
39+ 1.92% |
$6.1K - $8.12K
|
2.07K
$1.49K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
37+ 12.13% |
$5.79K - $7.7K
|
342
$246
|
|
|
May 02, 2022
Q1 2022
|
Security Asset Management
|
BUY
|
- |
35+ 0.3% |
$5.48K - $7.28K
|
11.5K
$8.3K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
33New |
$5.16K - $6.87K
|
33
$23.8
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
33+ 56.9% |
$5.16K - $6.87K
|
91
$65.5
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
32+ 2.5% |
$5.01K - $6.66K
|
1.31K
$946
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
31+ 11.7% |
$4.85K - $6.45K
|
296
$213
|
|
|
May 16, 2022
Q1 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
29+ 13.24% |
$4.54K - $6.03K
|
248
$179
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
28+ 24.35% |
$4.38K - $5.83K
|
143
$103
|
|
|
May 10, 2022
Q1 2022
|
Core Alternative Capital
|
BUY
|
- |
27+ 337.5% |
$4.22K - $5.62K
|
35
$25.2
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
27New |
$4.22K - $5.62K
|
27
$19.4
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
26New |
$4.07K - $5.41K
|
26
$18.7
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
25+ 34.25% |
$3.91K - $5.2K
|
98
$70.6
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
20New |
$3.13K - $4.16K
|
20
$14.4
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
20New |
$3.13K - $4.16K
|
20
$14.4
|
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
19New |
$2.97K - $3.95K
|
19
$13.7
|
|
|
May 05, 2022
Q1 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
16+ 0.93% |
$2.5K - $3.33K
|
1.73K
$1.24K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
15New |
$2.35K - $3.12K
|
15
$10.8
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
15+ 2.37% |
$2.35K - $3.12K
|
648
$467
|
|
|
May 12, 2022
Q1 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
15+ 0.9% |
$2.35K - $3.12K
|
1.69K
$1.21K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
15+ 1.98% |
$2.35K - $3.12K
|
771
$555
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
14+ 3.65% |
$2.19K - $2.91K
|
398
$287
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
13+ 34.21% |
$2.03K - $2.71K
|
51
$36.7
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
13+ 6.07% |
$2.03K - $2.71K
|
227
$163
|
|
|
May 09, 2022
Q1 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
11+ 0.69% |
$1.72K - $2.29K
|
1.59K
$1.15K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
10+ 0.31% |
$1.56K - $2.08K
|
3.2K
$2.3K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
9+ 6.29% |
$1.41K - $1.87K
|
152
$109
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
7+ 13.21% |
$1.1K - $1.46K
|
60
$43.2
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
5+ 0.26% |
$782 - $1.04K
|
1.9K
$1.37K
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.19% |
$626 - $832
|
2.09K
$1.5K
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
4+ 18.18% |
$626 - $832
|
26
$18.7
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
4+ 5.26% |
$626 - $832
|
80
$57.6
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3New |
$469 - $624
|
3
$2.16
|
|
|
May 12, 2022
Q1 2022
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
2+ 0.12% |
$313 - $416
|
1.71K
$1.23K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
1+ 20.0% |
$156 - $208
|
6
$4.32
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1+ 0.06% |
$156 - $208
|
1.72K
$1.23K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
1+ 1.79% |
$156 - $208
|
57
$41
|
|
|
May 09, 2022
Q1 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
1+ 0.07% |
$156 - $208
|
1.45K
$1.04K
|
|
|
Apr 20, 2022
Q1 2022
|
Fractal Investments LLC
|
SELL
|
- |
-1- 0.05% |
$156 - $208
|
1.82K
$1.31K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2- 0.41% |
$313 - $416
|
489
$352
|
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-3- 60.0% |
$469 - $624
|
2
$1.44
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3- 0.18% |
$469 - $624
|
1.62K
$1.17K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
SELL
|
- |
-4- 36.36% |
$626 - $832
|
7
$5.04
|
|
|
Apr 20, 2022
Q1 2022
|
Retirement Systems Of Alabama
|
SELL
|
- |
-5- 0.01% |
$782 - $1.04K
|
59.4K
$42.8K
|
|
|
May 09, 2022
Q1 2022
|
Canandaigua National Corp
|
SELL
|
- |
-5- 0.33% |
$782 - $1.04K
|
1.5K
$1.08K
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-5- 71.43% |
$782 - $1.04K
|
2
$1.44
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-5Closed |
$782 - $1.04K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-6- 0.17% |
$939 - $1.25K
|
3.46K
$2.49K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-6- 11.76% |
$939 - $1.25K
|
45
$32.4
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
SELL
|
- |
-7- 0.04% |
$1.1K - $1.46K
|
18.4K
$13.3K
|