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 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
180+ 97.3% |
$2.19K - $26.5K
|
365
$263
|
|
|
May 10, 2023
Q1 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
175New |
$2.13K - $25.7K
|
175
$126
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
166New |
$2.02K - $24.4K
|
166
$120
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
162New |
$1.97K - $23.8K
|
162
$117
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
150New |
$1.83K - $22.1K
|
150
$108
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
150New |
$1.83K - $22.1K
|
150
$108
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
144New |
$1.75K - $21.2K
|
144
$104
|
|
|
May 12, 2023
Q1 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
134New |
$1.63K - $19.7K
|
134
$96.5
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
118+ 1685.71% |
$1.44K - $17.3K
|
125
$90
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
117+ 0.82% |
$1.43K - $17.2K
|
14.3K
$10.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
110New |
$1.34K - $16.2K
|
110
$79.2
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
107+ 1.87% |
$1.3K - $15.7K
|
5.84K
$4.2K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
107New |
$1.3K - $15.7K
|
107
$77
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
105+ 233.33% |
$1.28K - $15.4K
|
150
$108
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
101+ 37.0% |
$1.23K - $14.8K
|
374
$269
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
100New |
$1.22K - $14.7K
|
100
$72
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
100New |
$1.22K - $14.7K
|
100
$72
|
|
|
Apr 24, 2023
Q1 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
100New |
$1.22K - $14.7K
|
100
$72
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
98+ 4900.0% |
$1.19K - $14.4K
|
100
$72
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
95New |
$1.16K - $14K
|
95
$68.4
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
94+ 1566.67% |
$1.14K - $13.8K
|
100
$72
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
93+ 51.67% |
$1.13K - $13.7K
|
273
$197
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
90+ 900.0% |
$1.1K - $13.2K
|
100
$72
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
87New |
$1.06K - $12.8K
|
87
$62.6
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
87+ 263.64% |
$1.06K - $12.8K
|
120
$86.4
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
79+ 34.65% |
$962 - $11.6K
|
307
$221
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
76+ 101.33% |
$926 - $11.2K
|
151
$109
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
75+ 300.0% |
$914 - $11K
|
100
$72
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
75New |
$914 - $11K
|
75
$54
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
66+ 9.05% |
$804 - $9.7K
|
795
$572
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
65+ 94.2% |
$792 - $9.56K
|
134
$96.5
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
65New |
$792 - $9.56K
|
65
$46.8
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
60New |
$731 - $8.82K
|
60
$43.2
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
50New |
$609 - $7.35K
|
50
$36
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
50New |
$609 - $7.35K
|
50
$36
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
49New |
$597 - $7.2K
|
49
$35.3
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
42+ 75.0% |
$512 - $6.17K
|
98
$70.6
|
|
|
May 15, 2023
Q1 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
41+ 0.07% |
$499 - $6.03K
|
61.1K
$44K
|
|
|
May 15, 2023
Q1 2023
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
35New |
$426 - $5.15K
|
35
$25.2
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
35+ 129.63% |
$426 - $5.15K
|
62
$44.6
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
34New |
$414 - $5K
|
34
$24.5
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
30New |
$365 - $4.41K
|
30
$21.6
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
27+ 122.73% |
$329 - $3.97K
|
49
$35.3
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
25+ 277.78% |
$305 - $3.68K
|
34
$24.5
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
25New |
$305 - $3.68K
|
25
$18
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
23New |
$280 - $3.38K
|
23
$16.6
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
23New |
$280 - $3.38K
|
23
$16.6
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
20New |
$244 - $2.94K
|
20
$14.4
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
20New |
$244 - $2.94K
|
20
$14.4
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
20New |
$244 - $2.94K
|
20
$14.4
|