Latest Institutional Purchases of Federal Realty Investment Trust (FRT)
This list provides information on the latest institutional transactions involving Federal Realty Investment Trust (FRT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
17.5KNew |
$1.59M - $2M
|
17.5K
$1.86M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
16.5KNew |
$1.51M - $1.89M
|
16.5K
$1.76M
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
10KNew |
$913K - $1.14M
|
10K
$1.07M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5KNew |
$456K - $571K
|
5K
$533K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
3.49KNew |
$318K - $398K
|
3.49K
$372K
|
|
|
May 12, 2023
Q1 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
3.08KNew |
$281K - $351K
|
3.08K
$328K
|
|
|
Apr 13, 2023
Q1 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
2.38KNew |
$216K - $271K
|
2.38K
$253K
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2.2KNew |
$200K - $251K
|
2.2K
$234K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.71KNew |
$156K - $195K
|
1.71K
$182K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
704+ 27.99% |
$64.1K - $80.3K
|
3.22K
$343K
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
640+ 5.81% |
$58.3K - $73K
|
11.7K
$1.24M
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
500New |
$45.6K - $57K
|
500
$53.3K
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
146New |
$13.3K - $16.7K
|
146
$15.6K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
88New |
$8.02K - $10K
|
88
$9.38K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
67+ 0.72% |
$6.11K - $7.64K
|
9.33K
$994K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
22New |
$2K - $2.51K
|
22
$2.34K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
19New |
$1.73K - $2.17K
|
19
$2.02K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
18New |
$1.64K - $2.05K
|
18
$1.92K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
6New |
$547 - $684
|
6
$639
|
|
| Q4 2022 | |||||||
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
331KNew |
$29.5M - $36.7M
|
331K
$35.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
56.2KNew |
$5.01M - $6.24M
|
56.2K
$5.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
27.3KNew |
$2.43M - $3.03M
|
27.3K
$2.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
21.3K+ 41.88% |
$1.9M - $2.36M
|
72.1K
$7.68M
|
|
|
Jan 30, 2023
Q4 2022
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
9.91KNew |
$884K - $1.1M
|
9.91K
$1.06M
|
|
|
Mar 24, 2023
Q4 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
5.45KNew |
$486K - $605K
|
5.45K
$580K
|
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2.18KNew |
$195K - $243K
|
2.18K
$233K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
665New |
$59.3K - $73.9K
|
665
$70.8K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
622New |
$55.5K - $69.1K
|
622
$66.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
525New |
$46.8K - $58.3K
|
525
$55.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
200New |
$17.8K - $22.2K
|
200
$21.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
110New |
$9.81K - $12.2K
|
110
$11.7K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
68New |
$6.06K - $7.55K
|
68
$7.24K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
65New |
$5.8K - $7.22K
|
65
$6.93K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
50New |
$4.46K - $5.55K
|
50
$5.33K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
31New |
$2.76K - $3.44K
|
31
$3.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
25+ 100.0% |
$2.23K - $2.78K
|
50
$5.33K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
20New |
$1.78K - $2.22K
|
20
$2.13K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6New |
$535 - $667
|
6
$639
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5New |
$446 - $555
|
5
$533
|
|
|
Feb 09, 2023
Q4 2022
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
3+ 4.55% |
$268 - $333
|
69
$7.35K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Beck Bode, LLC
|
BUY
|
- |
31.9KNew |
$800K - $3.42M
|
31.9K
$3.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Hill Winds Capital LP
|
BUY
|
- |
27.5KNew |
$689K - $2.95M
|
27.5K
$2.93M
|
|
|
Nov 02, 2022
Q3 2022
|
Forward Management, LLC
|
BUY
|
- |
8.02KNew |
$201K - $861K
|
8.02K
$854K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.4KNew |
$60.1K - $257K
|
2.4K
$256K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
534New |
$13.4K - $57.3K
|
534
$56.9K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
238New |
$5.97K - $25.5K
|
238
$25.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
150New |
$3.76K - $16.1K
|
150
$16K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
135New |
$3.38K - $14.5K
|
135
$14.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
131New |
$3.28K - $14.1K
|
131
$14K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
101+ 2.49% |
$2.53K - $10.8K
|
4.16K
$443K
|
|