Purchases and Sales Made in Q3 2021 in First Republic Bank (FRC)
This table provides information about the institutional ownership of First Republic Bank (FRC) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 10, 2021
Q3 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
44+ 0.2% |
$8.2K - $8.97K
|
22.1K
$15.9K
|
|
Oct 25, 2021
Q3 2021
|
Orion Capital Management LLC
|
BUY
|
- |
43New |
$8.02K - $8.76K
|
43
$31
|
|
Oct 21, 2021
Q3 2021
|
Jackson Square Capital, LLC
|
BUY
|
- |
43+ 0.15% |
$8.02K - $8.76K
|
28.7K
$20.7K
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
40+ 1.44% |
$7.46K - $8.15K
|
2.82K
$2.03K
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
39+ 0.81% |
$7.27K - $7.95K
|
4.87K
$3.5K
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
36+ 0.88% |
$6.71K - $7.34K
|
4.11K
$2.96K
|
|
Nov 15, 2021
Q3 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
31+ 1.48% |
$5.78K - $6.32K
|
2.13K
$1.54K
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
30+ 2.25% |
$5.59K - $6.11K
|
1.37K
$984
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
29+ 23.97% |
$5.41K - $5.91K
|
150
$108
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
28New |
$5.22K - $5.71K
|
28
$20.2
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
27New |
$5.03K - $5.5K
|
27
$19.4
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
27+ 81.82% |
$5.03K - $5.5K
|
60
$43.2
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
26+ 0.83% |
$4.85K - $5.3K
|
3.17K
$2.28K
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
26+ 17.57% |
$4.85K - $5.3K
|
174
$125
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
25New |
$4.66K - $5.09K
|
25
$18
|
|
Nov 12, 2021
Q3 2021
|
Impax Asset Management Group PLC
|
BUY
|
- |
24+ 0.44% |
$4.47K - $4.89K
|
5.51K
$3.97K
|
|
Nov 09, 2021
Q3 2021
|
Candriam S.C.A.
|
BUY
|
- |
23+ 0.23% |
$4.29K - $4.69K
|
10.2K
$7.32K
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
22+ 30.99% |
$4.1K - $4.48K
|
93
$67
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
21+ 0.65% |
$3.92K - $4.28K
|
3.26K
$2.35K
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
21+ 0.27% |
$3.92K - $4.28K
|
7.7K
$5.54K
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
20+ 4.3% |
$3.73K - $4.08K
|
485
$349
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20+ 0.19% |
$3.73K - $4.08K
|
10.6K
$7.65K
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
20New |
$3.73K - $4.08K
|
20
$14.4
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
BUY
|
- |
18+ 0.24% |
$3.36K - $3.67K
|
7.52K
$5.42K
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
18+ 54.55% |
$3.36K - $3.67K
|
51
$36.7
|
|
Oct 26, 2021
Q3 2021
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
18+ 0.04% |
$3.36K - $3.67K
|
49.8K
$35.9K
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
16+ 2.34% |
$2.98K - $3.26K
|
700
$504
|
|
Nov 15, 2021
Q3 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
16+ 2.42% |
$2.98K - $3.26K
|
677
$487
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
16+ 11.27% |
$2.98K - $3.26K
|
158
$114
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
15+ 0.19% |
$2.8K - $3.06K
|
8.01K
$5.77K
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
15+ 55.56% |
$2.8K - $3.06K
|
42
$30.2
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
11+ 36.67% |
$2.05K - $2.24K
|
41
$29.5
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9+ 1.48% |
$1.68K - $1.83K
|
617
$444
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8+ 2.93% |
$1.49K - $1.63K
|
281
$202
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
7New |
$1.31K - $1.43K
|
7
$5.04
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
7+ 0.36% |
$1.31K - $1.43K
|
1.97K
$1.41K
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
7New |
$1.31K - $1.43K
|
7
$5.04
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
5+ 3.18% |
$932 - $1.02K
|
162
$117
|
|
Oct 22, 2021
Q3 2021
|
Patten & Patten Inc
|
BUY
|
- |
5+ 0.22% |
$932 - $1.02K
|
2.3K
$1.65K
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
4+ 0.02% |
$746 - $815
|
25.9K
$18.6K
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4+ 0.32% |
$746 - $815
|
1.26K
$909
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
BUY
|
- |
2+ 5.41% |
$373 - $408
|
39
$28.1
|
|
Nov 08, 2021
Q3 2021
|
Curated Wealth Partners LLC
|
BUY
|
- |
2+ 0.12% |
$373 - $408
|
1.64K
$1.18K
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1+ 0.04% |
$186 - $204
|
2.45K
$1.76K
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.53% |
$186 - $204
|
189
$136
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 33.33% |
$186 - $204
|
4
$2.88
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1- 0.38% |
$186 - $204
|
259
$186
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1- 4.0% |
$186 - $204
|
24
$17.3
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
SELL
|
- |
-1- 12.5% |
$186 - $204
|
7
$5.04
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
SELL
|
- |
-2- 0.04% |
$373 - $408
|
4.66K
$3.35K
|