Institutional Ownership First Republic Bank (FRC)
This table provides information about the institutional ownership of First Republic Bank (FRC). We have compiled data on the 66 institutions that hold shares in the stock, with a total of 2.35 Million shares, which have been reported (via 13F filing form) to have a value of $1.69 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
65
shares
|
$46
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Core Alternative Capital
|
Aug 16, 2024 Q2 2024 |
40
shares
|
$28
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Aug 02, 2024 Q2 2024 |
32
shares
|
$23
0.0% of portfolio
|
Q1 2023
Reduced 79.62%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
28
shares
|
$20
0.0% of portfolio
|
Q3 2023
Reduced 67.44%
|
|
|
Wells Financial Advisors Inc
|
Aug 09, 2024 Q2 2024 |
24
shares
|
$17
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Archer Investment Corp
|
Aug 02, 2024 Q2 2024 |
21
shares
|
$15
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
20
shares
|
$14
0.0% of portfolio
|
Q2 2022
Reduced 84.73%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 13, 2024 Q2 2024 |
15
shares
|
$10
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
13
shares
|
$9
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
8
shares
|
$5
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
5
shares
|
$3
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
3
shares
|
$2
0.0% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
1
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 98.48%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
1
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Aug 09, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2022
New holding
|