Latest Institutional Transactions on Franklin Bsp Realty Trust, Inc. (FBRT)
This table provides information on the latest institutional transactions involving Franklin Bsp Realty Trust, Inc. (FBRT) 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 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.51KNew |
$48.1K - $57.4K
|
4.51K
$45.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.35K- 67.53% |
$35.7K - $42.6K
|
1.61K
$16.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-4.26K- 3.17% |
$45.5K - $54.2K
|
130K
$1.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
36+ 40.0% |
$384 - $458
|
126
$1.26K
|
|
|
Aug 08, 2025
Q2 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-2.3K- 10.31% |
$24.6K - $29.3K
|
20K
$200K
|
|
|
Aug 08, 2025
Q2 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.96KNew |
$21K - $25K
|
1.96K
$19.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
120New |
$1.28K - $1.53K
|
120
$1.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.5K+ 80.15% |
$208K - $248K
|
43.9K
$439K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
528New |
$5.64K - $6.72K
|
528
$5.28K
|
|
|
Aug 05, 2025
Q2 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
33.1KNew |
$354K - $422K
|
33.1K
$331K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-94- 4.16% |
$1K - $1.2K
|
2.16K
$21.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
18+ 0.14% |
$192 - $229
|
12.4K
$124K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
11.6K+ 39.18% |
$124K - $148K
|
41.2K
$412K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
45.8K+ 292.33% |
$489K - $583K
|
61.5K
$615K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.54K- 12.7% |
$16.4K - $19.6K
|
10.6K
$106K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
11.9KNew |
$127K - $152K
|
11.9K
$119K
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
BUY
|
- |
657New |
$7.02K - $8.36K
|
657
$6.57K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2.54K+ 38.88% |
$27.1K - $32.3K
|
9.07K
$90.7K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
1.22KNew |
$13K - $15.5K
|
1.22K
$12.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
8.84K+ 29.89% |
$94.4K - $113K
|
38.4K
$384K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-3.5K- 3.95% |
$42.2K - $47.4K
|
85.1K
$851K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
20KNew |
$241K - $271K
|
20K
$200K
|
|
|
May 15, 2025
Q1 2025
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
6.87K+ 63.64% |
$82.9K - $93.1K
|
17.7K
$177K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.37K+ 16.12% |
$40.6K - $45.6K
|
24.2K
$242K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
804+ 6.19% |
$9.7K - $10.9K
|
13.8K
$138K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
534New |
$6.44K - $7.24K
|
534
$5.34K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
13K+ 13.48% |
$157K - $176K
|
109K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.1K- 2.2% |
$13.2K - $14.9K
|
48.7K
$487K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.06KNew |
$36.9K - $41.4K
|
3.06K
$30.6K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.63KNew |
$67.8K - $76.2K
|
5.63K
$56.3K
|
|
|
May 12, 2025
Q1 2025
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-12K- 11.11% |
$145K - $163K
|
96K
$960K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-68- 0.26% |
$820 - $921
|
25.6K
$256K
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-1.2K- 0.75% |
$14.5K - $16.3K
|
159K
$1.59M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-22.2K- 28.45% |
$268K - $301K
|
55.9K
$559K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-4.62K- 99.25% |
$55.7K - $62.6K
|
35
$350
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
10KNew |
$121K - $136K
|
10K
$100K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
12.8KNew |
$155K - $174K
|
12.8K
$128K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-4- 25.0% |
$48.2 - $54.2
|
12
$120
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-1.2K- 7.93% |
$14.5K - $16.3K
|
13.9K
$139K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.5K+ 5.81% |
$18K - $20.3K
|
27.2K
$272K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
210New |
$2.53K - $2.85K
|
210
$2.1K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-5.98K- 6.27% |
$72.2K - $81.1K
|
89.4K
$894K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
10KNew |
$121K - $136K
|
10K
$100K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.15K- 9.2% |
$13.9K - $15.6K
|
11.3K
$113K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
30New |
$362 - $407
|
30
$300
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
240New |
$2.89K - $3.25K
|
240
$2.4K
|
|
| Q4 2024 | |||||||
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
10.2KNew |
$126K - $136K
|
10.2K
$102K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-15.9K- 7.66% |
$198K - $213K
|
192K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
11.9KNew |
$148K - $159K
|
11.9K
$119K
|
|