Purchases and Sales Made in Q4 2022 in First Republic Bank (FRC)
This table provides information about the institutional ownership of First Republic Bank (FRC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
BUY
|
- |
15+ 0.72% |
$1.67K - $2.14K
|
2.11K
$1.52K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
14New |
$1.56K - $1.99K
|
14
$10.1
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
10New |
$1.11K - $1.42K
|
10
$7.2
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
10New |
$1.11K - $1.42K
|
10
$7.2
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
10New |
$1.11K - $1.42K
|
10
$7.2
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
9New |
$1K - $1.28K
|
9
$6.48
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
9+ 0.16% |
$1K - $1.28K
|
5.72K
$4.12K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8New |
$892 - $1.14K
|
8
$5.76
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
8New |
$892 - $1.14K
|
8
$5.76
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
8+ 4.04% |
$892 - $1.14K
|
206
$148
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7+ 77.78% |
$780 - $996
|
16
$11.5
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
7+ 38.89% |
$780 - $996
|
25
$18
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
7New |
$780 - $996
|
7
$5.04
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
7+ 0.17% |
$780 - $996
|
4.01K
$2.89K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5New |
$557 - $712
|
5
$3.6
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
5New |
$557 - $712
|
5
$3.6
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5New |
$557 - $712
|
5
$3.6
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4New |
$446 - $569
|
4
$2.88
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 0.67% |
$334 - $427
|
449
$323
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3+ 13.04% |
$334 - $427
|
26
$18.7
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.28% |
$223 - $285
|
708
$510
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2+ 5.13% |
$223 - $285
|
41
$29.5
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.38% |
$111 - $142
|
261
$188
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2- 18.18% |
$223 - $285
|
9
$6.48
|
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-2- 33.33% |
$223 - $285
|
4
$2.88
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 16.67% |
$334 - $427
|
15
$10.8
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3- 6.82% |
$334 - $427
|
41
$29.5
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-3- 0.15% |
$334 - $427
|
1.94K
$1.39K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4- 7.27% |
$446 - $569
|
51
$36.7
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-7- 35.0% |
$780 - $996
|
13
$9.36
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-7- 6.54% |
$780 - $996
|
100
$72
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-9- 9.0% |
$1K - $1.28K
|
91
$65.5
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-9- 20.45% |
$1K - $1.28K
|
35
$25.2
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-9- 9.0% |
$1K - $1.28K
|
91
$65.5
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-11- 0.26% |
$1.23K - $1.57K
|
4.23K
$3.05K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-12- 30.77% |
$1.34K - $1.71K
|
27
$19.4
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-15- 42.86% |
$1.67K - $2.14K
|
20
$14.4
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-16- 0.7% |
$1.78K - $2.28K
|
2.28K
$1.64K
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-30- 1.66% |
$3.34K - $4.27K
|
1.77K
$1.28K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-35- 70.0% |
$3.9K - $4.98K
|
15
$10.8
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-43- 13.61% |
$4.79K - $6.12K
|
273
$197
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
SELL
|
- |
-45- 20.64% |
$5.02K - $6.41K
|
173
$125
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-49- 85.96% |
$5.46K - $6.98K
|
8
$5.76
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-50- 0.49% |
$5.57K - $7.12K
|
10.2K
$7.34K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-51- 2.9% |
$5.68K - $7.26K
|
1.71K
$1.23K
|
|
|
Jan 10, 2023
Q4 2022
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-52- 0.27% |
$5.8K - $7.4K
|
19.5K
$14.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-53- 33.13% |
$5.91K - $7.54K
|
107
$77
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-54- 1.69% |
$6.02K - $7.69K
|
3.14K
$2.26K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-54- 3.12% |
$6.02K - $7.69K
|
1.68K
$1.21K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
SELL
|
- |
-56- 8.33% |
$6.24K - $7.97K
|
616
$444
|