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 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
17+ 242.86% |
$207 - $2.5K
|
24
$17.3
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
15+ 78.95% |
$183 - $2.21K
|
34
$24.5
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
13New |
$158 - $1.91K
|
13
$9.36
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
9+ 21.95% |
$110 - $1.32K
|
50
$36
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
8+ 16.67% |
$97.4 - $1.18K
|
56
$40.3
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8New |
$97.4 - $1.18K
|
8
$5.76
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 4.12% |
$48.7 - $588
|
101
$72.7
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1+ 25.0% |
$12.2 - $147
|
5
$3.6
|
|
|
May 09, 2023
Q1 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1+ 2.78% |
$12.2 - $147
|
37
$26.6
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2- 4.35% |
$24.4 - $294
|
44
$31.7
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-8- 3.88% |
$97.4 - $1.18K
|
198
$143
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-10- 0.04% |
$122 - $1.47K
|
25.6K
$18.4K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-10- 76.92% |
$122 - $1.47K
|
3
$2.16
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-13- 81.25% |
$158 - $1.91K
|
3
$2.16
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-16- 39.02% |
$195 - $2.35K
|
25
$18
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-24- 0.55% |
$292 - $3.53K
|
4.31K
$3.1K
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-43- 0.09% |
$524 - $6.32K
|
47.4K
$34.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-51- 27.72% |
$621 - $7.5K
|
133
$95.8
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-51- 51.0% |
$621 - $7.5K
|
49
$35.3
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-74- 1.44% |
$901 - $10.9K
|
5.08K
$3.65K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-75- 68.18% |
$914 - $11K
|
35
$25.2
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-77- 50.66% |
$938 - $11.3K
|
75
$54
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-82- 5.01% |
$999 - $12.1K
|
1.56K
$1.12K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-98- 96.08% |
$1.19K - $14.4K
|
4
$2.88
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-108- 88.52% |
$1.32K - $15.9K
|
14
$10.1
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-108- 53.47% |
$1.32K - $15.9K
|
94
$67.7
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-109- 9.02% |
$1.33K - $16K
|
1.1K
$792
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-118- 81.94% |
$1.44K - $17.3K
|
26
$18.7
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-123- 0.72% |
$1.5K - $18.1K
|
16.9K
$12.2K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-125- 79.62% |
$1.52K - $18.4K
|
32
$23
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-142- 74.74% |
$1.73K - $20.9K
|
48
$34.6
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-179- 65.33% |
$2.18K - $26.3K
|
95
$68.4
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-200- 2.3% |
$2.44K - $29.4K
|
8.5K
$6.12K
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-246- 0.35% |
$3K - $36.2K
|
69.1K
$49.7K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-248- 2.36% |
$3.02K - $36.5K
|
10.3K
$7.4K
|
|
|
Apr 27, 2023
Q1 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-280- 0.15% |
$3.41K - $41.2K
|
188K
$135K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-291- 82.91% |
$3.54K - $42.8K
|
60
$43.2
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
SELL
|
- |
-291- 90.37% |
$3.54K - $42.8K
|
31
$22.3
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-328- 90.86% |
$4K - $48.2K
|
33
$23.8
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-329- 0.28% |
$4.01K - $48.4K
|
116K
$83.2K
|
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-332- 14.52% |
$4.04K - $48.8K
|
1.96K
$1.41K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-338- 24.89% |
$4.12K - $49.7K
|
1.02K
$734
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-373- 18.68% |
$4.54K - $54.8K
|
1.62K
$1.17K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-435- 85.46% |
$5.3K - $63.9K
|
74
$53.3
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-498- 16.22% |
$6.07K - $73.2K
|
2.57K
$1.85K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-512- 76.08% |
$6.24K - $75.3K
|
161
$116
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-651- 42.44% |
$7.93K - $95.7K
|
883
$636
|
|
|
Jun 14, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-720- 0.35% |
$8.77K - $106K
|
206K
$148K
|
|
|
May 11, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-720- 0.35% |
$8.77K - $106K
|
206K
$148K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-794- 7.19% |
$9.67K - $117K
|
10.2K
$7.38K
|