First Republic Bank Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
PARALLEL ADVISORS, LLC | 05/06/2024 | 19,434 | $738 | -1.48% | 0.01% |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 04/17/2024 | 10,400 | $1.69 M | 100.00% | 0.01% |
LINDBROOK CAPITAL, LLC | 04/25/2024 | 7,826 | $297 | 0.00% | 0.00% |
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 04/30/2024 | 1,626 | $61 | -0.91% | 0.00% |
TUCKER ASSET MANAGEMENT LLC | 08/09/2024 | 1,400 | $53 | 0.00% | 0.00% |
CALDWELL SUTTER CAPITAL, INC. | 04/19/2024 | 1,228 | $47 | 0.00% | 0.00% |
ATLAS CAPITAL ADVISORS LLC | 04/15/2024 | 400 | $15 | 0.00% | 0.00% |
FARTHER FINANCE ADVISORS, LLC | 05/14/2024 | 347 | $13 | 638.30% | 0.00% |
CREATIVE FINANCIAL DESIGNS INC /ADV | 05/01/2024 | 310 | $12 | 0.00% | 0.00% |
HEXAGON CAPITAL PARTNERS LLC | 04/18/2024 | 270 | $10 | 0.00% | 0.00% |
ANCORA ADVISORS, LLC | 05/16/2024 | 220 | $9 | 0.00% | 0.00% |
NBC SECURITIES, INC. | 04/05/2024 | 200 | $1,000 | 100.00% | 0.00% |
LIFESTEPS FINANCIAL, INC. | 04/26/2024 | 200 | $8 | 100.00% | 0.00% |
PLANTE MORAN FINANCIAL ADVISORS, LLC | 05/09/2024 | 153 | $6 | -85.47% | 0.00% |
OPEROSE ADVISORS LLC | 05/13/2024 | 86 | $3 | 100.00% | 0.00% |
HUNTINGTON NATIONAL BANK | 05/03/2024 | 66 | $2 | 0.00% | 0.00% |
BAY HARBOR WEALTH MANAGEMENT, LLC | 04/22/2024 | 65 | $2 | 0.00% | 0.00% |
CORE ALTERNATIVE CAPITAL | 05/15/2024 | 40 | $2 | 100.00% | 0.00% |
MASCOMA WEALTH MANAGEMENT LLC | 05/02/2024 | 32 | $1 | 0.00% | 0.00% |
AMERICAN CAPITAL ADVISORY, LLC | 04/29/2024 | 28 | $392 | 100.00% | 0.00% |
ST GERMAIN D J CO INC | 04/02/2024 | 28 | $1 | 0.00% | 0.00% |
ARCHER INVESTMENT CORP | 05/09/2024 | 21 | $1 | 0.00% | 0.00% |
EVERSOURCE WEALTH ADVISORS, LLC | 06/11/2024 | 15 | $1 | 0.00% | 0.00% |
CORNERSTONE PLANNING GROUP LLC | 05/07/2024 | 15 | $1 | 0.00% | 0.00% |
ROTHSCHILD INVESTMENT LLC | 07/31/2024 | 0 | $0 | -100.00% | 0.00% |
HOLLENCREST CAPITAL MANAGEMENT | 05/01/2024 | 0 | $0 | -100.00% | 0.00% |
HARBOR INVESTMENT ADVISORY, LLC | 04/12/2024 | 0 | $0 | -100.00% | 0.00% |
HIGHLANDER CAPITAL MANAGEMENT, LLC | 05/20/2024 | 0 | $0 | -100.00% | 0.00% |
WESTSIDE INVESTMENT MANAGEMENT, INC. | 04/19/2024 | 0 | $0 | -100.00% | 0.00% |
ADVISORY SERVICES NETWORK, LLC | 05/06/2024 | 0 | $0 | -100.00% | 0.00% |
PRIVATE OCEAN, LLC | 04/17/2024 | 0 | $0 | -100.00% | 0.00% |
SALOMON & LUDWIN, LLC | 05/02/2024 | 0 | $0 | -100.00% | 0.00% |
CASSADY SCHILLER WEALTH MANAGEMENT, LLC | 05/13/2024 | 0 | $0 | -100.00% | 0.00% |
JDM FINANCIAL GROUP LLC | 05/09/2024 | 0 | $0 | -100.00% | 0.00% |
BARTLETT & CO. WEALTH MANAGEMENT LLC | 05/09/2024 | 0 | $0 | -100.00% | 0.00% |
First Republic Bank institutional Ownership - FAQ's
During the previous two years, 227 institutional investors and hedge funds held shares of First Republic Bank. The most heavily invested institutionals were:
Highlander Capital Management, LLC: 0
Baystate Wealth Management LLC: 80
Karani Asset Management LLC: 0
Vigilant Capital Management, LLC: 2,500
TimeScale Financial, Inc.: 0
BerganKDV Wealth Management, LLC: 0
0.02% of First Republic Bank stock is owned by institutional investors.
Institutional investors have bought a total of 31.93 M shares in the last 24 months. This purchase volume represents approximately $112.09 M in transactions.