Purchases and Sales Made in Q2 2022 in First Republic Bank (FRC)
This table provides information about the institutional ownership of First Republic Bank (FRC) during Q2 2022. The information is specifically focused on institutions that hold shares of FIRST REPUBLIC BANK.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2022
Q2 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
20+ 0.1% |
$2.69K - $3.32K
|
20K
$14.4K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
20+ 57.14% |
$2.69K - $3.32K
|
55
$39.6
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
19New |
$2.55K - $3.15K
|
19
$13.7
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
17+ 7.49% |
$2.28K - $2.82K
|
244
$176
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
17+ 242.86% |
$2.28K - $2.82K
|
24
$17.3
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
16+ 0.7% |
$2.15K - $2.65K
|
2.3K
$1.66K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
16New |
$2.15K - $2.65K
|
16
$11.5
|
|
|
Aug 01, 2022
Q2 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
15+ 0.01% |
$2.01K - $2.49K
|
188K
$135K
|
|
|
Aug 01, 2022
Q2 2022
|
Core Alternative Capital
|
BUY
|
- |
13+ 37.14% |
$1.75K - $2.16K
|
48
$34.6
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
13New |
$1.75K - $2.16K
|
13
$9.36
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
12+ 0.18% |
$1.61K - $1.99K
|
6.53K
$4.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
12New |
$1.61K - $1.99K
|
12
$8.64
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
7+ 28.0% |
$940 - $1.16K
|
32
$23
|
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
6New |
$806 - $995
|
6
$4.32
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
6+ 0.25% |
$806 - $995
|
2.41K
$1.74K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5New |
$672 - $829
|
5
$3.6
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4+ 21.05% |
$537 - $663
|
23
$16.6
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
4+ 0.1% |
$537 - $663
|
4.13K
$2.97K
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
4New |
$537 - $663
|
4
$2.88
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3+ 0.17% |
$403 - $497
|
1.75K
$1.26K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3New |
$403 - $497
|
3
$2.16
|
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2+ 0.08% |
$269 - $332
|
2.42K
$1.74K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 13.33% |
$269 - $332
|
17
$12.2
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1New |
$134 - $166
|
1
$0.72
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.46% |
$134 - $166
|
218
$157
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
BUY
|
- |
1+ 1.75% |
$134 - $166
|
58
$41.8
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-2- 0.12% |
$269 - $332
|
1.66K
$1.19K
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2Closed |
$269 - $332
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
SELL
|
- |
-2Closed |
$269 - $332
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-3- 0.12% |
$403 - $497
|
2.47K
$1.78K
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3- 3.75% |
$403 - $497
|
77
$55.4
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-5- 9.8% |
$672 - $829
|
46
$33.1
|
|
|
Aug 15, 2022
Q2 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-5- 0.31% |
$672 - $829
|
1.63K
$1.17K
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-7Closed |
$940 - $1.16K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8- 11.76% |
$1.07K - $1.33K
|
60
$43.2
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-8- 0.3% |
$1.07K - $1.33K
|
2.64K
$1.9K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-9- 2.51% |
$1.21K - $1.49K
|
349
$251
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-10- 3.3% |
$1.34K - $1.66K
|
293
$211
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-10- 0.29% |
$1.34K - $1.66K
|
3.4K
$2.45K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-14- 0.42% |
$1.88K - $2.32K
|
3.31K
$2.38K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-16- 22.54% |
$2.15K - $2.65K
|
55
$39.6
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-16- 48.48% |
$2.15K - $2.65K
|
17
$12.2
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-16- 26.23% |
$2.15K - $2.65K
|
45
$32.4
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-16- 1.22% |
$2.15K - $2.65K
|
1.3K
$935
|
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-18- 0.4% |
$2.42K - $2.98K
|
4.51K
$3.25K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-18- 2.94% |
$2.42K - $2.98K
|
594
$428
|
|
|
Jul 05, 2022
Q2 2022
|
Canandaigua National Corp
|
SELL
|
- |
-20- 1.34% |
$2.69K - $3.32K
|
1.48K
$1.06K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-20- 16.67% |
$2.69K - $3.32K
|
100
$72
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-22- 1.16% |
$2.95K - $3.65K
|
1.88K
$1.35K
|