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 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3+ 0.18% |
$589 - $666
|
1.71K
$1.23K
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
2+ 0.07% |
$392 - $444
|
2.95K
$2.12K
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2+ 0.13% |
$392 - $444
|
1.58K
$1.14K
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
2+ 0.07% |
$392 - $444
|
2.68K
$1.93K
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1+ 0.04% |
$196 - $222
|
2.77K
$1.99K
|
|
Nov 22, 2024
Q4 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1- 16.67% |
$196 - $222
|
5
$3.6
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4Closed |
$785 - $888
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-5- 8.62% |
$981 - $1.11K
|
53
$38.2
|
|
Jan 24, 2022
Q4 2021
|
Steph & CO
|
SELL
|
- |
-6- 0.43% |
$1.18K - $1.33K
|
1.39K
$998
|
|
Feb 14, 2022
Q4 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-7- 0.38% |
$1.37K - $1.55K
|
1.84K
$1.32K
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-8- 4.6% |
$1.57K - $1.78K
|
166
$120
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-12- 0.29% |
$2.35K - $2.66K
|
4.08K
$2.94K
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-14- 0.5% |
$2.75K - $3.11K
|
2.79K
$2.01K
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-15- 0.23% |
$2.94K - $3.33K
|
6.51K
$4.69K
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-15- 35.71% |
$2.94K - $3.33K
|
27
$19.4
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-15- 0.62% |
$2.94K - $3.33K
|
2.4K
$1.73K
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-15- 0.23% |
$2.94K - $3.33K
|
6.51K
$4.69K
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-16- 2.07% |
$3.14K - $3.55K
|
756
$544
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-20Closed |
$3.92K - $4.44K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-20- 1.58% |
$3.92K - $4.44K
|
1.24K
$895
|
|
Jan 04, 2022
Q4 2021
|
Canandaigua National Corp
|
SELL
|
- |
-21- 1.38% |
$4.12K - $4.66K
|
1.5K
$1.08K
|
|
Feb 01, 2022
Q4 2021
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-24- 0.69% |
$4.71K - $5.33K
|
3.44K
$2.48K
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-27- 6.57% |
$5.3K - $5.99K
|
384
$276
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-28Closed |
$5.49K - $6.21K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-28- 31.11% |
$5.49K - $6.21K
|
62
$44.6
|
|
Feb 10, 2022
Q4 2021
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-32- 1.88% |
$6.28K - $7.1K
|
1.67K
$1.2K
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-38Closed |
$7.46K - $8.43K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-39Closed |
$7.65K - $8.65K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-39- 1.84% |
$7.65K - $8.65K
|
2.08K
$1.5K
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-40Closed |
$7.85K - $8.88K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-44- 1.62% |
$8.63K - $9.76K
|
2.68K
$1.93K
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-47Closed |
$9.22K - $10.4K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-47Closed |
$9.22K - $10.4K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-53- 2.5% |
$10.4K - $11.8K
|
2.07K
$1.49K
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-57- 1.88% |
$11.2K - $12.6K
|
2.98K
$2.15K
|
|
Feb 08, 2022
Q4 2021
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-59- 2.48% |
$11.6K - $13.1K
|
2.32K
$1.67K
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-59Closed |
$11.6K - $13.1K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-60Closed |
$11.8K - $13.3K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-73- 0.06% |
$14.3K - $16.2K
|
116K
$83.2K
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-74- 77.08% |
$14.5K - $16.4K
|
22
$15.8
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-75- 2.29% |
$14.7K - $16.6K
|
3.2K
$2.31K
|
|
Feb 02, 2022
Q4 2021
|
New York State Common Retirement Fund
|
SELL
|
- |
-77- 0.04% |
$15.1K - $17.1K
|
210K
$152K
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-77- 0.76% |
$15.1K - $17.1K
|
10.1K
$7.24K
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-79- 13.34% |
$15.5K - $17.5K
|
513
$369
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-88- 3.18% |
$17.3K - $19.5K
|
2.68K
$1.93K
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-89- 4.24% |
$17.5K - $19.7K
|
2.01K
$1.45K
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-90- 3.73% |
$17.7K - $20K
|
2.32K
$1.67K
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-95- 0.65% |
$18.6K - $21.1K
|
14.5K
$10.4K
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-95- 82.61% |
$18.6K - $21.1K
|
20
$14.4
|