Advisors Asset Management, Inc. Focus Financial Partners Inc. Transaction History

Advisors Asset Management, Inc.

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	BUY	$51.84 - $52.53 $44,893 - $45,490	866 Added 4.72%	19,230 $1.01 Million
Q1 2023 May 12, 2023	SELL	$37.77 - $51.93 $22,926 - $31,521	-607 Reduced 3.2%	18,364 $952,000
Q3 2022 Nov 08, 2022	BUY	$31.51 - $44.25 $83,564 - $117,351	2,652 Added 16.08%	19,149 $603,000
Q2 2022 Aug 08, 2022	BUY	$31.44 - $46.02 $43,198 - $63,231	1,374 Added 9.09%	16,497 $562,000
Q1 2022 May 17, 2022	BUY	$43.07 - $61.16 $166,250 - $236,077	3,860 Added 34.27%	15,123 $692,000
Q4 2021 Feb 15, 2022	BUY	$52.65 - $68.21 $121,779 - $157,769	2,313 Added 25.84%	11,263 $673,000
Q3 2021 Nov 12, 2021	BUY	$48.09 - $53.55 $140,038 - $155,937	2,912 Added 48.23%	8,950 $469,000
Q2 2021 Jul 30, 2021	BUY	$42.34 - $54.45 $113,259 - $145,653	2,675 Added 79.54%	6,038 $293,000
Q1 2021 May 07, 2021	BUY	$41.36 - $54.7 $139,093 - $183,956	3,363 New	3,363 $140,000

78.5K

Ticker FOCS
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 65,448,400
Description
Focus Financial Partners Inc. provides wealth management services to primarily ultra-high and high net worth individuals, families, and business entities. Its wealth management services include investment advice, financial and tax planning, consulting, tax return preparation, family office services, and other services. The company also offers re...

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