Latest Institutional Transactions on First Rep Bk San Francisco Cal (FRCPRI)
This table provides information on the latest institutional transactions involving First Rep Bk San Francisco Cal (FRCPRI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
16New |
N/A
|
16
$0
|
|
| Q2 2023 | |||||||
|
Aug 22, 2023
Q2 2023
|
Comerica Bank
|
BUY
|
- |
1.56KNew |
N/A
|
1.56K
$0
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-25.8K- 50.32% |
N/A
|
25.5K
$0
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
408+ 135.55% |
N/A
|
709
$0
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
795New |
N/A
|
795
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
31.5KNew |
N/A
|
31.5K
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
125New |
N/A
|
125
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
600New |
N/A
|
600
$0
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
454KNew |
N/A
|
454K
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-7.56KClosed |
N/A
|
0
$0
|
|