Purchases and Sales Made in Q1 2023 in First Republic Bank (FRC)
This table provides information about the institutional ownership of First Republic Bank (FRC) during Q1 2023. 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 15, 2023
Q1 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
5.52K+ 19.85% |
$67.3K - $812K
|
33.3K
$24K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.51K+ 65.44% |
$67.1K - $810K
|
13.9K
$10K
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
5.37K+ 20.94% |
$65.4K - $790K
|
31K
$22.3K
|
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
5.31KNew |
$64.6K - $780K
|
5.31K
$3.82K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.04KNew |
$61.3K - $740K
|
5.04K
$3.63K
|
|
|
May 12, 2023
Q1 2023
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
5KNew |
$60.9K - $735K
|
5K
$3.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
4.8K+ 237.25% |
$58.5K - $706K
|
6.83K
$4.91K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
4.47KNew |
$54.4K - $657K
|
4.47K
$3.22K
|
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
4.23K+ 7.74% |
$51.6K - $622K
|
58.9K
$42.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
4.05KNew |
$49.3K - $595K
|
4.05K
$2.92K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.64K+ 8.77% |
$44.3K - $534K
|
45.1K
$32.5K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.95KNew |
$35.9K - $434K
|
2.95K
$2.12K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2.8KNew |
$34.1K - $412K
|
2.8K
$2.02K
|
|
|
May 11, 2023
Q1 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
2.71K+ 6.89% |
$33.1K - $399K
|
42.1K
$30.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
2.7K+ 3.2% |
$32.9K - $397K
|
87.1K
$62.7K
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.57K+ 10.64% |
$31.3K - $378K
|
26.7K
$19.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.45K+ 10208.33% |
$29.8K - $360K
|
2.47K
$1.78K
|
|
|
May 10, 2023
Q1 2023
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
2.4KNew |
$29.2K - $353K
|
2.4K
$1.73K
|
|
|
May 12, 2023
Q1 2023
|
Uss Investment Management LTD
|
BUY
|
- |
2.38K+ 8.35% |
$29K - $349K
|
30.9K
$22.2K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.31K+ 396.23% |
$28.2K - $340K
|
2.9K
$2.09K
|
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
BUY
|
- |
2.27K+ 3.74% |
$27.7K - $334K
|
63K
$45.4K
|
|
|
May 09, 2023
Q1 2023
|
Hartford Investment Management CO
|
BUY
|
- |
2.25K+ 17.02% |
$27.4K - $330K
|
15.5K
$11.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2.24K+ 32.61% |
$27.3K - $330K
|
9.12K
$6.56K
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2.17KNew |
$26.4K - $319K
|
2.17K
$1.56K
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.07K+ 2.62% |
$25.2K - $304K
|
81K
$58.3K
|
|
|
May 12, 2023
Q1 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
2.05KNew |
$25K - $302K
|
2.05K
$1.48K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
2K+ 118.69% |
$24.4K - $294K
|
3.69K
$2.65K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.81K+ 3124.14% |
$22.1K - $266K
|
1.87K
$1.35K
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1.81KNew |
$22K - $266K
|
1.81K
$1.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.8KNew |
$21.9K - $265K
|
1.8K
$1.3K
|
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
1.8KNew |
$21.9K - $264K
|
1.8K
$1.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.77K+ 6.07% |
$21.5K - $259K
|
30.8K
$22.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.69K+ 496.48% |
$20.6K - $249K
|
2.03K
$1.46K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1.57KNew |
$19.2K - $231K
|
1.57K
$1.13K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.52K+ 21.8% |
$18.5K - $223K
|
8.47K
$6.09K
|
|
|
May 15, 2023
Q1 2023
|
Caz Investments LP
Houston, TX |
BUY
|
- |
1.5KNew |
$18.3K - $221K
|
1.5K
$1.08K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
1.46K+ 2.83% |
$17.8K - $215K
|
53.2K
$38.3K
|
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
1.46K+ 2.36% |
$17.8K - $215K
|
63.4K
$45.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
1.43K+ 6.35% |
$17.4K - $209K
|
23.9K
$17.2K
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1.36KNew |
$16.6K - $200K
|
1.36K
$981
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
1.3K+ 2.61% |
$15.8K - $191K
|
51K
$36.7K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.26K+ 484.29% |
$15.4K - $186K
|
1.53K
$1.1K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.26K+ 328.13% |
$15.3K - $185K
|
1.64K
$1.18K
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.17K+ 1.82% |
$14.3K - $172K
|
65.6K
$47.3K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.14KNew |
$13.8K - $167K
|
1.14K
$817
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
1.08K+ 7.71% |
$13.1K - $158K
|
15K
$10.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.01KNew |
$12.3K - $148K
|
1.01K
$725
|
|
|
May 15, 2023
Q1 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
1KNew |
$12.2K - $147K
|
1K
$720
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1KNew |
$12.2K - $147K
|
1K
$720
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
980New |
$11.9K - $144K
|
980
$706
|