Focus Financial Network, Inc. Spdr Nuveen Bloomberg Municipa Transaction History

Focus Financial Network, Inc.

$2.52 Trillion
Q4 2024

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Jul 22, 2024	BUY	$43.67 - $46.49 $54,587 - $58,112	1,250 Added 28.02%	5,711 $250 Million
Q2 2023 Jul 22, 2024	BUY	$45.36 - $47.24 $1,088 - $1,133	24 Added 0.54%	4,461 $206 Million
Q1 2023 Jul 22, 2024	BUY	$45.4 - $47.21 $201,439 - $209,470	4,437 New	4,437 $208 Million
Q4 2022 Jul 24, 2024	SELL	$43.48 - $46.24 $873,643 - $929,100	-20,093 Closed	0 $0
Q3 2022 Jul 24, 2024	SELL	$43.92 - $47.21 $110,151 - $118,402	-2,508 Reduced 29.8%	5,908 $260 Million
Q2 2022 Jul 24, 2024	SELL	$45.07 - $47.95 $86,489 - $92,016	-1,919 Reduced 18.57%	8,416 $386 Million
Q1 2022 Jul 24, 2024	BUY	$47.75 - $51.66 $293,089 - $317,089	6,138 Added 146.25%	10,335 $495 Million
Q4 2021 Jul 24, 2024	SELL	$51.25 - $51.8 $2,050 - $2,072	-40 Reduced 0.94%	4,197 $217 Million
Q3 2021 Jul 24, 2024	BUY	$51.57 - $52.51 $13,614 - $13,862	264 Added 6.64%	4,237 $219 Million
Q2 2021 Jul 24, 2024	SELL	$51.61 - $52.39 $1.17 Million - $1.19 Million	-22,691 Reduced 85.1%	3,973 $207 Million
Q1 2021 Jul 24, 2024	BUY	$51.39 - $52.66 $57,454 - $58,873	1,118 Added 4.38%	26,664 $1.38 Billion
Q4 2020 Jul 24, 2024	BUY	$51.59 - $52.53 $18,211 - $18,543	353 Added 1.4%	25,546 $1.34 Billion
Q3 2020 Jul 24, 2024	BUY	$51.6 - $52.7 $442,263 - $451,691	8,571 Added 51.56%	25,193 $1.31 Billion
Q2 2020 Jul 24, 2024	SELL	$48.59 - $51.81 $261,754 - $279,100	-5,387 Reduced 24.48%	16,622 $859 Million
Q1 2020 Jul 24, 2024	BUY	$44.31 - $52.43 $975,218 - $1.15 Million	22,009 New	22,009 $1.1 Billion
Q4 2019 Jul 24, 2024	BUY	$50.2 - $51.05 $11,546 - $11,741	230 Added 1.16%	20,093 $1.02 Billion
Q3 2019 Jul 24, 2024	BUY	$50.31 - $50.99 $341,554 - $346,171	6,789 Added 51.93%	19,863 $1.01 Billion
Q2 2019 Jul 24, 2024	BUY	N/A	3,119 Added 31.33%	13,074 $656 Million
Q1 2019 Jul 24, 2024	BUY	N/A	9,955 New	9,955 $491 Million

Others Institutions Holding TFI

# of Institutions

344

Shares Held

72.3M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

19M
Shares

$869 Million
0.07% of portfolio
Morgan Stanley New York, NY

13.7M
Shares

$624 Million
0.04% of portfolio
Betterment LLC New York, NY

7.09M
Shares

$324 Million
0.78% of portfolio
Northwestern Mutual Wealth Management CO

4.74M
Shares

$217 Million
0.18% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.4M
Shares

$155 Million
0.06% of portfolio

About SPDR NUVEEN BLOOMBERG MUNICIPA

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