Purchases and Sales Made in Q4 2021 in First Republic Bank (FRC)
This table provides information about the institutional ownership of First Republic Bank (FRC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
50New |
$9.81K - $11.1K
|
50
$36
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
BUY
|
- |
49+ 700.0% |
$9.61K - $10.9K
|
56
$40.3
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
48+ 171.43% |
$9.42K - $10.7K
|
76
$54.7
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
40New |
$7.85K - $8.88K
|
40
$28.8
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
38+ 3.03% |
$7.46K - $8.43K
|
1.29K
$931
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
37+ 1.75% |
$7.26K - $8.21K
|
2.15K
$1.55K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
36New |
$7.06K - $7.99K
|
36
$25.9
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
33+ 0.98% |
$6.47K - $7.32K
|
3.39K
$2.44K
|
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
31+ 1.84% |
$6.08K - $6.88K
|
1.71K
$1.23K
|
|
|
Jan 19, 2022
Q4 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
30+ 1.41% |
$5.89K - $6.66K
|
2.16K
$1.55K
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
27+ 1.27% |
$5.3K - $5.99K
|
2.16K
$1.55K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
26+ 288.89% |
$5.1K - $5.77K
|
35
$25.2
|
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
25New |
$4.9K - $5.55K
|
25
$18
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
23+ 0.47% |
$4.51K - $5.1K
|
4.89K
$3.52K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
22+ 23.66% |
$4.32K - $4.88K
|
115
$82.8
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
21New |
$4.12K - $4.66K
|
21
$15.1
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
20New |
$3.92K - $4.44K
|
20
$14.4
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
20New |
$3.92K - $4.44K
|
20
$14.4
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
19New |
$3.73K - $4.22K
|
19
$13.7
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
18New |
$3.53K - $3.99K
|
18
$13
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
18New |
$3.53K - $3.99K
|
18
$13
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
17+ 2.43% |
$3.34K - $3.77K
|
717
$516
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
17+ 10.49% |
$3.34K - $3.77K
|
179
$129
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
17+ 28.81% |
$3.34K - $3.77K
|
76
$54.7
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
BUY
|
- |
17+ 1.52% |
$3.34K - $3.77K
|
1.13K
$816
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
16+ 2.59% |
$3.14K - $3.55K
|
633
$456
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
15+ 1.18% |
$2.94K - $3.33K
|
1.28K
$923
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11New |
$2.16K - $2.44K
|
11
$7.92
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
11New |
$2.16K - $2.44K
|
11
$7.92
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
10+ 0.36% |
$1.96K - $2.22K
|
2.83K
$2.03K
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
10+ 0.61% |
$1.96K - $2.22K
|
1.64K
$1.18K
|
|
|
Jan 26, 2022
Q4 2021
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
9+ 0.16% |
$1.77K - $2K
|
5.79K
$4.17K
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
9+ 0.43% |
$1.77K - $2K
|
2.12K
$1.53K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
9+ 5.96% |
$1.77K - $2K
|
160
$115
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
8+ 0.23% |
$1.57K - $1.78K
|
3.46K
$2.49K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
8New |
$1.57K - $1.78K
|
8
$5.76
|
|
|
Feb 14, 2022
Q4 2021
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
8+ 0.0% |
$1.57K - $1.78K
|
5.52M
$3.97M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
7+ 70.0% |
$1.37K - $1.55K
|
17
$12.2
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
6+ 4.0% |
$1.18K - $1.33K
|
156
$112
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6+ 1.24% |
$1.18K - $1.33K
|
491
$354
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
6+ 0.38% |
$1.18K - $1.33K
|
1.59K
$1.14K
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
BUY
|
- |
5New |
$981 - $1.11K
|
5
$3.6
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
5New |
$981 - $1.11K
|
5
$3.6
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
5New |
$981 - $1.11K
|
5
$3.6
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
5+ 0.33% |
$981 - $1.11K
|
1.51K
$1.09K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 9.76% |
$785 - $888
|
45
$32.4
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
4New |
$785 - $888
|
4
$2.88
|
|
|
Feb 10, 2022
Q4 2021
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
3+ 0.05% |
$589 - $666
|
5.94K
$4.28K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 0.99% |
$589 - $666
|
305
$220
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 0.18% |
$589 - $666
|
1.63K
$1.17K
|