Latest Institutional Transactions on Federal Realty Investment Trust (FRT)
This table provides information on the latest institutional transactions involving Federal Realty Investment Trust (FRT) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-300- 8.0% |
$25.8K - $29.7K
|
3.45K
$392K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-216- 9.06% |
$18.6K - $21.4K
|
2.17K
$246K
|
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
2.74KNew |
$236K - $271K
|
2.74K
$311K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.04K+ 5.25% |
$88.9K - $102K
|
20.7K
$2.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-2.03K- 7.49% |
$175K - $201K
|
25.1K
$2.85M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.08KNew |
$179K - $205K
|
2.08K
$236K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 5.26% |
$85.9 - $98.9
|
20
$2.27K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-17- 48.57% |
$1.46K - $1.68K
|
18
$2.04K
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
151+ 6.75% |
$13K - $14.9K
|
2.39K
$271K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
9.46KNew |
$813K - $936K
|
9.46K
$1.07M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
9+ 37.5% |
$773 - $890
|
33
$3.74K
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-14- 0.45% |
$1.2K - $1.38K
|
3.08K
$349K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-2.42K- 82.36% |
$208K - $239K
|
518
$58.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
337New |
$29K - $33.3K
|
337
$38.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 0.92% |
$85.9 - $98.9
|
110
$12.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
132New |
$11.3K - $13.1K
|
132
$15K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
29New |
$2.49K - $2.87K
|
29
$3.29K
|
|
| Q1 2023 | |||||||
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5KNew |
$456K - $571K
|
5K
$568K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-99- 3.72% |
$9.02K - $11.3K
|
2.56K
$291K
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
640+ 5.81% |
$58.3K - $73K
|
11.7K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.71KNew |
$156K - $195K
|
1.71K
$194K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
PUT |
35KNew |
$3.19M - $3.99M
|
35K
$3.97M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
3.49KNew |
$318K - $398K
|
3.49K
$396K
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
17.5KNew |
$1.59M - $2M
|
17.5K
$1.99M
|
|
|
May 12, 2023
Q1 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
3.08KNew |
$281K - $351K
|
3.08K
$350K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
500New |
$45.6K - $57K
|
500
$56.7K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
67+ 0.72% |
$6.11K - $7.64K
|
9.33K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-237- 70.33% |
$21.6K - $27K
|
100
$11.3K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
704+ 27.99% |
$64.1K - $80.3K
|
3.22K
$365K
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2.2KNew |
$200K - $251K
|
2.2K
$250K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
6New |
$547 - $684
|
6
$681
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-65- 31.86% |
$5.92K - $7.42K
|
139
$15.8K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
720KNew |
$65.6M - $82.2M
|
720K
$81.7M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
22New |
$2K - $2.51K
|
22
$2.5K
|
|
|
May 08, 2023
Q1 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-1.4K- 5.76% |
$128K - $160K
|
22.9K
$2.6M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-7- 58.33% |
$638 - $799
|
5
$567
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-558- 2.44% |
$50.8K - $63.7K
|
22.3K
$2.53M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-94- 9.69% |
$8.57K - $10.7K
|
876
$99.4K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-6.24K- 11.29% |
$569K - $712K
|
49K
$5.57M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
88New |
$8.02K - $10K
|
88
$9.99K
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
146New |
$13.3K - $16.7K
|
146
$16.6K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
19New |
$1.73K - $2.17K
|
19
$2.16K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-165- 97.06% |
$15K - $18.8K
|
5
$567
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
18New |
$1.64K - $2.05K
|
18
$2.04K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-880- 46.81% |
$80.2K - $100K
|
1K
$113K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
16.5KNew |
$1.51M - $1.89M
|
16.5K
$1.88M
|
|
|
Apr 13, 2023
Q1 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
2.38KNew |
$216K - $271K
|
2.38K
$270K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-473- 18.7% |
$43.1K - $54K
|
2.06K
$233K
|
|
| Q4 2022 | |||||||
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
331KNew |
$29.5M - $36.7M
|
331K
$37.5M
|
|
|
Mar 24, 2023
Q4 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
5.45KNew |
$486K - $605K
|
5.45K
$618K
|
|