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 10, 2022
Q2 2022
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-189KClosed |
$17.7M - $23.9M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
482New |
$45.2K - $61K
|
482
$46.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-5.8KClosed |
$544K - $734K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
28.6KNew |
$2.69M - $3.62M
|
28.6K
$2.75M
|
|
|
Aug 04, 2022
Q2 2022
|
Dorchester Wealth Management CO
|
SELL
|
- |
-1.48KClosed |
$138K - $187K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Aew Capital Management L P
|
SELL
|
- |
-327KClosed |
$30.7M - $41.4M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
7New |
$657 - $885
|
7
$672
|
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
SELL
|
- |
-3.23KClosed |
$303K - $408K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
SELL
|
- |
-19- 0.26% |
$1.78K - $2.4K
|
7.42K
$713K
|
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-9.97KClosed |
$935K - $1.26M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-13- 25.0% |
$1.22K - $1.64K
|
39
$3.75K
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
12.4KNew |
$1.16M - $1.57M
|
12.4K
$1.19M
|
|
|
Jul 25, 2022
Q2 2022
|
Pendal Group LTD
|
SELL
|
- |
-13.1KClosed |
$1.23M - $1.66M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
1.01K+ 15.86% |
$94.7K - $128K
|
7.37K
$708K
|
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-18.4KClosed |
$1.73M - $2.33M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-17.3KClosed |
$1.62M - $2.19M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-2.07KClosed |
$194K - $261K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-25Closed |
$2.35K - $3.16K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1.65KClosed |
$155K - $208K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Naviter Wealth, LLC
|
SELL
|
- |
-73- 1.88% |
$6.85K - $9.23K
|
3.82K
$367K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-5Closed |
$469 - $632
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
BUY
|
- |
1New |
$93.9 - $126
|
1
$96
|
|
|
Jul 08, 2022
Q2 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
6.09KNew |
$572K - $770K
|
6.09K
$585K
|
|
| Q1 2022 | |||||||
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.75KNew |
$318K - $383K
|
2.75K
$264K
|
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.71KNew |
$198K - $239K
|
1.71K
$164K
|
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
6New |
$695 - $836
|
6
$576
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19.3KNew |
$2.23M - $2.68M
|
19.3K
$1.85M
|
|
|
May 11, 2022
Q1 2022
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-439Closed |
$50.8K - $61.2K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-8.8KClosed |
$1.02M - $1.23M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-8Closed |
$926 - $1.11K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
166New |
$19.2K - $23.1K
|
166
$15.9K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
16New |
$1.85K - $2.23K
|
16
$1.54K
|
|
|
May 02, 2022
Q1 2022
|
Howard Capital Management Inc.
|
SELL
|
- |
-1.6KClosed |
$185K - $222K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
240New |
$27.8K - $33.4K
|
240
$23K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
17New |
$1.97K - $2.37K
|
17
$1.63K
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3New |
$347 - $418
|
3
$288
|
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
29New |
$3.36K - $4.04K
|
29
$2.79K
|
|
|
Apr 21, 2022
Q1 2022
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
100KNew |
$11.6M - $13.9M
|
100K
$9.6M
|
|
|
Apr 08, 2022
Q1 2022
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
599New |
$69.4K - $83.5K
|
599
$57.5K
|
|
|
Apr 05, 2022
Q1 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
100New |
$11.6K - $13.9K
|
100
$9.6K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
150New |
$18K - $20.6K
|
150
$14.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
12New |
$1.44K - $1.65K
|
12
$1.15K
|
|
|
Feb 09, 2022
Q4 2021
|
Lasalle Investment Management Securities LLC
Baltimore, MD |
BUY
|
- |
15.5KNew |
$1.85M - $2.12M
|
15.5K
$1.49M
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
15New |
$1.8K - $2.06K
|
15
$1.44K
|
|
|
Jan 07, 2022
Q4 2021
|
M&R Capital Management Inc
|
BUY
|
- |
270New |
$32.4K - $37K
|
270
$25.9K
|
|
| Q2 2017 | |||||||
|
Dec 21, 2023
Q2 2017
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|