Purchases and Sales Made in Q3 2022 in First Republic Bank (FRC)
This table provides information about the institutional ownership of First Republic Bank (FRC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
23+ 7.85% |
$405 - $3.74K
|
316
$228
|
|
|
Oct 21, 2022
Q3 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
23+ 0.11% |
$405 - $3.74K
|
20K
$14.4K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
22+ 15.94% |
$388 - $3.58K
|
160
$115
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
22+ 2.63% |
$388 - $3.58K
|
857
$617
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
20+ 117.65% |
$353 - $3.25K
|
37
$26.6
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
18New |
$317 - $2.93K
|
18
$13
|
|
|
Oct 14, 2022
Q3 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
17+ 1.03% |
$300 - $2.77K
|
1.66K
$1.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
17+ 0.51% |
$300 - $2.77K
|
3.32K
$2.39K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
16+ 6.56% |
$282 - $2.6K
|
260
$187
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
15New |
$264 - $2.44K
|
15
$10.8
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
15+ 12.71% |
$264 - $2.44K
|
133
$95.8
|
|
|
Nov 09, 2022
Q3 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
15New |
$264 - $2.44K
|
15
$10.8
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
15+ 75.0% |
$264 - $2.44K
|
35
$25.2
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
13+ 0.07% |
$229 - $2.12K
|
17.6K
$12.7K
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
13New |
$229 - $2.12K
|
13
$9.36
|
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
12+ 0.15% |
$212 - $1.95K
|
8.05K
$5.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
12+ 44.44% |
$212 - $1.95K
|
39
$28.1
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12+ 400.0% |
$212 - $1.95K
|
15
$10.8
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11+ 11.0% |
$194 - $1.79K
|
111
$79.9
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
10New |
$176 - $1.63K
|
10
$7.2
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8+ 0.49% |
$141 - $1.3K
|
1.63K
$1.18K
|
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
8+ 0.19% |
$141 - $1.3K
|
4.13K
$2.98K
|
|
|
Nov 04, 2022
Q3 2022
|
Profund Advisors LLC
|
BUY
|
- |
7+ 0.21% |
$123 - $1.14K
|
3.38K
$2.43K
|
|
|
Nov 14, 2022
Q3 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
7+ 0.21% |
$123 - $1.14K
|
3.4K
$2.45K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 200.0% |
$106 - $976
|
9
$6.48
|
|
|
Oct 24, 2022
Q3 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
6+ 0.33% |
$106 - $976
|
1.8K
$1.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5+ 83.33% |
$88.1 - $814
|
11
$7.92
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5+ 4.59% |
$88.1 - $814
|
114
$82.1
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
5+ 0.19% |
$88.1 - $814
|
2.64K
$1.9K
|
|
|
Nov 08, 2022
Q3 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
3+ 0.0% |
$52.9 - $488
|
77.9K
$56.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
3+ 0.13% |
$52.9 - $488
|
2.38K
$1.71K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2New |
$35.3 - $325
|
2
$1.44
|
|
|
Nov 04, 2022
Q3 2022
|
Empowered Funds, LLC
|
BUY
|
- |
1+ 0.02% |
$17.6 - $163
|
5.85K
$4.21K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 5.88% |
$17.6 - $163
|
18
$13
|
|
|
Oct 27, 2022
Q3 2022
|
Cottage Street Advisors LLC
|
BUY
|
- |
1+ 0.0% |
$17.6 - $163
|
21.4K
$15.4K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.53% |
$17.6 - $163
|
190
$137
|
|
|
Nov 26, 2024
Q3 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1- 0.06% |
$17.6 - $163
|
1.8K
$1.3K
|
|
|
Oct 26, 2022
Q3 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-1- 0.01% |
$17.6 - $163
|
8.85K
$6.37K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
SELL
|
- |
-1- 1.72% |
$17.6 - $163
|
57
$41
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2- 4.35% |
$35.3 - $325
|
44
$31.7
|
|
|
Nov 07, 2022
Q3 2022
|
Arizona State Retirement System
|
SELL
|
- |
-2- -0.0% |
$35.3 - $325
|
49.3K
$35.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3- 0.06% |
$52.9 - $488
|
4.96K
$3.57K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-3- 1.14% |
$52.9 - $488
|
260
$187
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4- 0.05% |
$70.5 - $651
|
8.69K
$6.26K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
SELL
|
- |
-4- 16.67% |
$70.5 - $651
|
20
$14.4
|
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-4- 0.05% |
$70.5 - $651
|
7.89K
$5.68K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-9- 0.14% |
$159 - $1.46K
|
6.5K
$4.68K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-9- 0.14% |
$159 - $1.46K
|
6.5K
$4.68K
|