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 |
|---|---|---|---|---|---|---|---|
|
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
|
Naviter Wealth, LLC
|
SELL
|
- |
-73- 1.88% |
$6.85K - $9.23K
|
3.82K
$354K
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1.65KClosed |
$155K - $208K
|
0
$0
|
|
|
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
$92.8
|
|
|
Jul 08, 2022
Q2 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
6.09KNew |
$572K - $770K
|
6.09K
$565K
|
|
| Q1 2022 | |||||||
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.75KNew |
$318K - $383K
|
2.75K
$255K
|
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.71KNew |
$198K - $239K
|
1.71K
$159K
|
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
6New |
$695 - $836
|
6
$557
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19.3KNew |
$2.23M - $2.68M
|
19.3K
$1.79M
|
|
|
May 11, 2022
Q1 2022
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-439Closed |
$50.8K - $61.2K
|
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
$15.4K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
16New |
$1.85K - $2.23K
|
16
$1.49K
|
|
|
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
$22.3K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
17New |
$1.97K - $2.37K
|
17
$1.58K
|
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
29New |
$3.36K - $4.04K
|
29
$2.69K
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3New |
$347 - $418
|
3
$278
|
|
|
Apr 21, 2022
Q1 2022
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
100KNew |
$11.6M - $13.9M
|
100K
$9.28M
|
|
|
Apr 08, 2022
Q1 2022
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
599New |
$69.4K - $83.5K
|
599
$55.6K
|
|
|
Apr 05, 2022
Q1 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
100New |
$11.6K - $13.9K
|
100
$9.28K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
150New |
$18K - $20.6K
|
150
$13.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
12New |
$1.44K - $1.65K
|
12
$1.11K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
15New |
$1.8K - $2.06K
|
15
$1.39K
|
|
|
Jan 07, 2022
Q4 2021
|
M&R Capital Management Inc
|
BUY
|
- |
270New |
$32.4K - $37K
|
270
$25.1K
|
|
| Q2 2017 | |||||||
|
Dec 21, 2023
Q2 2017
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|