Purchases and Sales Made in Q2 2023 in Federal Realty Investment Trust (FRT)
This table provides information about the institutional ownership of Federal Realty Investment Trust (FRT) during Q2 2023. The information is specifically focused on institutions that hold shares of FEDERAL REALTY INVESTMENT TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3New |
$258 - $297
|
3
$315
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.93% |
$258 - $297
|
325
$34.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.83% |
$172 - $198
|
242
$25.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
2+ 0.09% |
$172 - $198
|
2.3K
$241K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
2New |
$172 - $198
|
2
$210
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 0.92% |
$85.9 - $98.9
|
110
$11.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 5.26% |
$85.9 - $98.9
|
20
$2.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1- 0.02% |
$85.9 - $98.9
|
4.34K
$455K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2- 0.04% |
$172 - $198
|
4.86K
$509K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-3- 6.25% |
$258 - $297
|
45
$4.72K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4- 0.01% |
$344 - $396
|
36.4K
$3.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-4- 0.45% |
$344 - $396
|
879
$92.2K
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-6- 23.08% |
$516 - $593
|
20
$2.1K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6- 1.54% |
$516 - $593
|
384
$40.3K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6- 1.54% |
$516 - $593
|
384
$40.3K
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-6- 0.23% |
$516 - $593
|
2.62K
$275K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-7- 23.33% |
$601 - $692
|
23
$2.41K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-10- 3.03% |
$859 - $989
|
320
$33.6K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-11- 4.28% |
$945 - $1.09K
|
246
$25.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-11- 4.28% |
$945 - $1.09K
|
246
$25.8K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-12- 0.06% |
$1.03K - $1.19K
|
19.9K
$2.09M
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-14- 0.45% |
$1.2K - $1.38K
|
3.08K
$323K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-15- 0.17% |
$1.29K - $1.48K
|
8.91K
$934K
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-15- 0.54% |
$1.29K - $1.48K
|
2.77K
$290K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-16- 1.31% |
$1.37K - $1.58K
|
1.2K
$126K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-17- 48.57% |
$1.46K - $1.68K
|
18
$1.89K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-17- 0.67% |
$1.46K - $1.68K
|
2.52K
$265K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-20- 0.77% |
$1.72K - $1.98K
|
2.57K
$269K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-28- 0.17% |
$2.41K - $2.77K
|
16.9K
$1.77M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-31- 10.4% |
$2.66K - $3.07K
|
267
$28K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-32Closed |
$2.75K - $3.16K
|
0
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-33- 0.74% |
$2.84K - $3.26K
|
4.45K
$467K
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-36- 3.02% |
$3.09K - $3.56K
|
1.16K
$121K
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-41- 0.1% |
$3.52K - $4.05K
|
39.6K
$4.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-49- 33.79% |
$4.21K - $4.85K
|
96
$10.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-63- 0.89% |
$5.41K - $6.23K
|
7.02K
$736K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-66- 39.76% |
$5.67K - $6.53K
|
100
$10.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-95- 1.72% |
$8.16K - $9.39K
|
5.44K
$570K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 1.68% |
$8.59K - $9.89K
|
5.86K
$615K
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-101- 0.94% |
$8.68K - $9.99K
|
10.6K
$1.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-113- 88.98% |
$9.71K - $11.2K
|
14
$1.47K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-114- 13.75% |
$9.79K - $11.3K
|
715
$75K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-120- 10.16% |
$10.3K - $11.9K
|
1.06K
$111K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-121- 0.74% |
$10.4K - $12K
|
16.2K
$1.69M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-201- 24.51% |
$17.3K - $19.9K
|
619
$64.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-202- 97.12% |
$17.4K - $20K
|
6
$629
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-216- 9.06% |
$18.6K - $21.4K
|
2.17K
$227K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-217- 3.32% |
$18.6K - $21.5K
|
6.33K
$664K
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-272- 1.43% |
$23.4K - $26.9K
|
18.8K
$1.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-300- 8.0% |
$25.8K - $29.7K
|
3.45K
$362K
|