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 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-15- 8.77% |
$264 - $2.44K
|
156
$112
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-15- 24.59% |
$264 - $2.44K
|
46
$33.1
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16- 26.67% |
$282 - $2.6K
|
44
$31.7
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-18- 0.75% |
$317 - $2.93K
|
2.4K
$1.72K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-19- 45.24% |
$335 - $3.09K
|
23
$16.6
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-21- 1.31% |
$370 - $3.42K
|
1.59K
$1.14K
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-27- 35.06% |
$476 - $4.39K
|
50
$36
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-29- 0.02% |
$511 - $4.72K
|
153K
$110K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-29- 26.85% |
$511 - $4.72K
|
79
$56.9
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-30- 0.36% |
$529 - $4.88K
|
8.21K
$5.91K
|
|
|
Oct 17, 2022
Q3 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-45- 1.85% |
$793 - $7.32K
|
2.38K
$1.71K
|
|
|
Nov 14, 2022
Q3 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-55- 3.04% |
$970 - $8.95K
|
1.76K
$1.27K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-62- 1.06% |
$1.09K - $10.1K
|
5.81K
$4.18K
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-63- 0.5% |
$1.11K - $10.3K
|
12.5K
$8.98K
|
|
|
Nov 14, 2022
Q3 2022
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-65- 2.58% |
$1.15K - $10.6K
|
2.46K
$1.77K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-66- 39.76% |
$1.16K - $10.7K
|
100
$72
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-66- 39.76% |
$1.16K - $10.7K
|
100
$72
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-67- 5.16% |
$1.18K - $10.9K
|
1.23K
$886
|
|
|
Dec 02, 2022
Q3 2022
|
Values First Advisors, Inc.
|
SELL
|
- |
-72- 3.11% |
$1.27K - $11.7K
|
2.24K
$1.62K
|
|
|
Nov 14, 2022
Q3 2022
|
Empire Life Investments Inc.
|
SELL
|
- |
-73- 0.58% |
$1.29K - $11.9K
|
12.5K
$9.03K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-75- 44.12% |
$1.32K - $12.2K
|
95
$68.4
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-81- 4.88% |
$1.43K - $13.2K
|
1.58K
$1.14K
|
|
|
Nov 14, 2022
Q3 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-81- 3.48% |
$1.43K - $13.2K
|
2.25K
$1.62K
|
|
|
Oct 11, 2022
Q3 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-82- 2.11% |
$1.45K - $13.3K
|
3.8K
$2.74K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-87- 12.31% |
$1.53K - $14.2K
|
620
$446
|
|
|
Nov 04, 2022
Q3 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-88- 0.26% |
$1.55K - $14.3K
|
33.5K
$24.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-90- 21.48% |
$1.59K - $14.6K
|
329
$237
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-92- 20.22% |
$1.62K - $15K
|
363
$261
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-98- 4.72% |
$1.73K - $15.9K
|
1.98K
$1.43K
|
|
|
Nov 15, 2022
Q3 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-100- 50.0% |
$1.76K - $16.3K
|
100
$72
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-111- 0.62% |
$1.96K - $18.1K
|
17.8K
$12.8K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-115- 40.78% |
$2.03K - $18.7K
|
167
$120
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-115- 29.26% |
$2.03K - $18.7K
|
278
$200
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-116- 4.97% |
$2.05K - $18.9K
|
2.22K
$1.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-120- 0.31% |
$2.12K - $19.5K
|
39.1K
$28.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-122- 1.19% |
$2.15K - $19.9K
|
10.2K
$7.32K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-123- 1.14% |
$2.17K - $20K
|
10.7K
$7.68K
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-129- 4.11% |
$2.27K - $21K
|
3.01K
$2.17K
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-139- 3.59% |
$2.45K - $22.6K
|
3.73K
$2.69K
|
|
|
Oct 31, 2022
Q3 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-142- 19.94% |
$2.5K - $23.1K
|
570
$410
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-151- 0.59% |
$2.66K - $24.6K
|
25.3K
$18.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-158- 2.13% |
$2.79K - $25.7K
|
7.28K
$5.24K
|
|
|
Nov 14, 2022
Q3 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-161- 6.52% |
$2.84K - $26.2K
|
2.31K
$1.66K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-165- 4.85% |
$2.91K - $26.8K
|
3.24K
$2.33K
|
|
|
Nov 09, 2022
Q3 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-172- 3.53% |
$3.03K - $28K
|
4.7K
$3.39K
|
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-175- 8.08% |
$3.09K - $28.5K
|
1.99K
$1.43K
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-175- 3.35% |
$3.09K - $28.5K
|
5.05K
$3.64K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-177- 15.75% |
$3.12K - $28.8K
|
947
$682
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-181- 4.26% |
$3.19K - $29.5K
|
4.06K
$2.93K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-183- 0.88% |
$3.23K - $29.8K
|
20.5K
$14.8K
|