Purchases and Sales Made in Q3 2022 in First Republic Bank (FRC)
This table provides information about the institutional ownership of First Republic Bank (FRC) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
114+ 6.93% |
$2.01K - $18.5K
|
1.76K
$1.27K
|
|
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
BUY
|
- |
113+ 6.1% |
$1.99K - $18.4K
|
1.97K
$1.42K
|
|
Nov 09, 2022
Q3 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
109+ 0.24% |
$1.92K - $17.7K
|
45.7K
$32.9K
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
101+ 0.07% |
$1.78K - $16.4K
|
155K
$112K
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
100New |
$1.76K - $16.3K
|
100
$72
|
|
Nov 01, 2022
Q3 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
89+ 0.64% |
$1.57K - $14.5K
|
14K
$10.1K
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
87New |
$1.53K - $14.2K
|
87
$62.6
|
|
Oct 05, 2022
Q3 2022
|
Canandaigua National Corp
|
BUY
|
- |
87+ 5.89% |
$1.53K - $14.2K
|
1.56K
$1.13K
|
|
Oct 18, 2022
Q3 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
86+ 30.07% |
$1.52K - $14K
|
372
$268
|
|
Oct 24, 2022
Q3 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
84+ 1.8% |
$1.48K - $13.7K
|
4.76K
$3.43K
|
|
Nov 07, 2022
Q3 2022
|
Sycomore Asset Management
|
BUY
|
- |
84+ 0.41% |
$1.48K - $13.7K
|
20.6K
$14.8K
|
|
Nov 08, 2022
Q3 2022
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
84+ 0.16% |
$1.48K - $13.7K
|
52.7K
$37.9K
|
|
Nov 14, 2022
Q3 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
81+ 0.38% |
$1.43K - $13.2K
|
21.5K
$15.5K
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
76+ 0.14% |
$1.34K - $12.4K
|
54.6K
$39.3K
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
74+ 164.44% |
$1.3K - $12K
|
119
$85.7
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
64+ 3.21% |
$1.13K - $10.4K
|
2.06K
$1.48K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
63+ 242.31% |
$1.11K - $10.3K
|
89
$64.1
|
|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
BUY
|
- |
60New |
$1.06K - $9.76K
|
60
$43.2
|
|
Mar 30, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
60+ 0.58% |
$1.06K - $9.76K
|
10.5K
$7.55K
|
|
Nov 14, 2022
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
60+ 0.58% |
$1.06K - $9.76K
|
10.5K
$7.55K
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
58+ 1.58% |
$1.02K - $9.44K
|
3.72K
$2.68K
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
58+ 3.6% |
$1.02K - $9.44K
|
1.67K
$1.2K
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
58New |
$1.02K - $9.44K
|
58
$41.8
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
56+ 3.47% |
$987 - $9.11K
|
1.67K
$1.2K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
55New |
$970 - $8.95K
|
55
$39.6
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
55+ 7.85% |
$970 - $8.95K
|
756
$544
|
|
Oct 18, 2022
Q3 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
54+ 2.52% |
$952 - $8.79K
|
2.2K
$1.58K
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
52+ 13.2% |
$917 - $8.46K
|
446
$321
|
|
Nov 14, 2022
Q3 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
51+ 3.17% |
$899 - $8.3K
|
1.66K
$1.2K
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
47+ 0.72% |
$829 - $7.65K
|
6.58K
$4.74K
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
46+ 143.75% |
$811 - $7.48K
|
78
$56.2
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
45+ 0.82% |
$793 - $7.32K
|
5.54K
$3.99K
|
|
Nov 14, 2022
Q3 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
45+ 1.14% |
$793 - $7.32K
|
4.01K
$2.88K
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
45New |
$793 - $7.32K
|
45
$32.4
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
43+ 1.78% |
$758 - $7K
|
2.46K
$1.77K
|
|
Nov 07, 2022
Q3 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
41+ 0.81% |
$723 - $6.67K
|
5.12K
$3.68K
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
38New |
$670 - $6.18K
|
38
$27.4
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
38New |
$670 - $6.18K
|
38
$27.4
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
36New |
$635 - $5.86K
|
36
$25.9
|
|
Oct 20, 2022
Q3 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
34+ 0.15% |
$599 - $5.53K
|
22.8K
$16.4K
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
33+ 9.46% |
$582 - $5.37K
|
382
$275
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
32New |
$564 - $5.21K
|
32
$23
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
31+ 9.28% |
$547 - $5.04K
|
365
$263
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
31+ 2.05% |
$547 - $5.04K
|
1.54K
$1.11K
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
30+ 1.6% |
$529 - $4.88K
|
1.91K
$1.37K
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
30+ 1.54% |
$529 - $4.88K
|
1.97K
$1.42K
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
25+ 0.73% |
$441 - $4.07K
|
3.45K
$2.49K
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
24+ 12.18% |
$423 - $3.91K
|
221
$159
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
23+ 7.85% |
$405 - $3.74K
|
316
$228
|
|
Oct 21, 2022
Q3 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
23+ 0.11% |
$405 - $3.74K
|
20K
$14.4K
|