Purchases and Sales Made in Q2 2022 in First Republic Bank (FRC)
This table provides information about the institutional ownership of First Republic Bank (FRC) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2022
Q2 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
186+ 14.29% |
$25K - $30.8K
|
1.49K
$1.07K
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
182+ 13.48% |
$24.4K - $30.2K
|
1.53K
$1.1K
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
170New |
$22.8K - $28.2K
|
170
$122
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
164+ 48.66% |
$22K - $27.2K
|
501
$361
|
|
Jul 22, 2022
Q2 2022
|
Sumitomo Life Insurance CO
|
BUY
|
- |
163+ 1.76% |
$21.9K - $27K
|
9.44K
$6.8K
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
145+ 6.43% |
$19.5K - $24K
|
2.4K
$1.73K
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
BUY
|
- |
145+ 1.66% |
$19.5K - $24K
|
8.86K
$6.38K
|
|
Aug 10, 2022
Q2 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
142+ 8.16% |
$19.1K - $23.5K
|
1.88K
$1.36K
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
141+ 5.32% |
$18.9K - $23.4K
|
2.79K
$2.01K
|
|
Aug 15, 2022
Q2 2022
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
140+ 5.87% |
$18.8K - $23.2K
|
2.52K
$1.82K
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
130+ 10.24% |
$17.5K - $21.6K
|
1.4K
$1.01K
|
|
Jul 28, 2022
Q2 2022
|
Arizona State Retirement System
|
BUY
|
- |
129+ 0.26% |
$17.3K - $21.4K
|
49.3K
$35.5K
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
123+ 6.08% |
$16.5K - $20.4K
|
2.15K
$1.55K
|
|
Jul 20, 2022
Q2 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
121+ 5.51% |
$16.3K - $20.1K
|
2.32K
$1.67K
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
118+ 25.32% |
$15.8K - $19.6K
|
584
$420
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
115New |
$15.4K - $19.1K
|
115
$82.8
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
BUY
|
- |
114+ 0.21% |
$15.3K - $18.9K
|
54.9K
$39.6K
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
BUY
|
- |
110+ 0.35% |
$14.8K - $18.2K
|
31.1K
$22.4K
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
108+ 4.77% |
$14.5K - $17.9K
|
2.37K
$1.71K
|
|
Aug 03, 2022
Q2 2022
|
Empire Life Investments Inc.
|
BUY
|
- |
106+ 0.85% |
$14.2K - $17.6K
|
12.6K
$9.09K
|
|
Aug 03, 2022
Q2 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
103+ 0.17% |
$13.8K - $17.1K
|
59.5K
$42.8K
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
101+ 272.97% |
$13.6K - $16.7K
|
138
$99.4
|
|
Jul 20, 2022
Q2 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.88% |
$13.4K - $16.6K
|
11.4K
$8.21K
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
88+ 1.11% |
$11.8K - $14.6K
|
8.04K
$5.79K
|
|
Aug 11, 2022
Q2 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
74New |
$9.94K - $12.3K
|
74
$53.3
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
71+ 1.45% |
$9.54K - $11.8K
|
4.96K
$3.57K
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
71+ 1.55% |
$9.54K - $11.8K
|
4.65K
$3.35K
|
|
Jul 26, 2022
Q2 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
68+ 3.94% |
$9.13K - $11.3K
|
1.8K
$1.29K
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
65+ 122.64% |
$8.73K - $10.8K
|
118
$85
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
61New |
$8.19K - $10.1K
|
61
$43.9
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
59+ 9.1% |
$7.92K - $9.78K
|
707
$509
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
52+ 15.2% |
$6.98K - $8.62K
|
394
$284
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
51+ 14.91% |
$6.85K - $8.46K
|
393
$283
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
49+ 81.67% |
$6.58K - $8.12K
|
109
$78.5
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
45+ 29.61% |
$6.04K - $7.46K
|
197
$142
|
|
Aug 15, 2022
Q2 2022
|
Sapience Investments, LLC
Newport Beach, CA |
BUY
|
- |
45+ 0.75% |
$6.04K - $7.46K
|
6.06K
$4.36K
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
45+ 39.13% |
$6.04K - $7.46K
|
160
$115
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
42+ 3.12% |
$5.64K - $6.96K
|
1.39K
$1K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
41+ 0.57% |
$5.51K - $6.8K
|
7.17K
$5.16K
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
39New |
$5.24K - $6.47K
|
39
$28.1
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
39New |
$5.24K - $6.47K
|
39
$28.1
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
BUY
|
- |
39+ 2.48% |
$5.24K - $6.47K
|
1.61K
$1.16K
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
32+ 0.76% |
$4.3K - $5.31K
|
4.24K
$3.06K
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
32+ 42.11% |
$4.3K - $5.31K
|
108
$77.8
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
31+ 10.47% |
$4.16K - $5.14K
|
327
$235
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
29+ 4.74% |
$3.89K - $4.81K
|
641
$462
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
28+ 1.21% |
$3.76K - $4.64K
|
2.34K
$1.68K
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
27+ 1.13% |
$3.63K - $4.48K
|
2.42K
$1.74K
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
24+ 16.9% |
$3.22K - $3.98K
|
166
$120
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
24+ 16.9% |
$3.22K - $3.98K
|
166
$120
|