Buckingham Strategic Wealth, LLC Focus Financial Partners Inc. Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 11, 2023	SELL	$51.84 - $52.53 $2.38 Million - $2.41 Million	-45,851 Reduced 38.5%	73,241 $3.85 Million
Q4 2022 Feb 13, 2023	SELL	$30.65 - $39.97 $128,730 - $167,874	-4,200 Reduced 3.41%	119,092 $4.44 Million
Q3 2022 Nov 07, 2022	SELL	$31.51 - $44.25 $3,151 - $4,425	-100 Reduced 0.08%	123,292 $3.89 Million
Q2 2022 Aug 12, 2022	SELL	$31.44 - $46.02 $15,720 - $23,010	-500 Reduced 0.4%	123,392 $4.2 Million
Q4 2021 Feb 09, 2022	SELL	$52.65 - $68.21 $1.05 Million - $1.36 Million	-20,000 Reduced 13.9%	123,892 $7.4 Million
Q3 2021 Nov 10, 2021	SELL	$48.09 - $53.55 $72,135 - $80,325	-1,500 Reduced 1.03%	143,892 $7.54 Million
Q2 2021 Aug 06, 2021	BUY	$42.34 - $54.45 $342,869 - $440,936	8,098 Added 5.9%	145,392 $7.05 Million
Q1 2021 Apr 30, 2021	BUY	$41.36 - $54.7 $555,340 - $734,456	13,427 Added 10.84%	137,294 $5.71 Million
Q4 2020 Feb 16, 2021	SELL	$32.93 - $46.17 $8.98 Million - $12.6 Million	-272,666 Reduced 68.76%	123,867 $5.39 Million
Q3 2020 Nov 12, 2020	BUY	$30.42 - $39.94 $7.66 Million - $10.1 Million	251,941 Added 174.24%	396,533 $13 Million
Q2 2020 Aug 03, 2020	SELL	$18.66 - $33.05 $2.49 Million - $4.42 Million	-133,654 Reduced 48.03%	144,592 $4.78 Million
Q1 2020 May 07, 2020	SELL	$13.88 - $34.04 $3,761 - $9,224	-271 Reduced 0.1%	278,246 $6.4 Million
Q4 2019 Feb 04, 2020	SELL	$21.28 - $30.22 $1.55 Million - $2.2 Million	-72,777 Reduced 20.72%	278,517 $8.21 Million
Q3 2019 Nov 12, 2019	BUY	$19.58 - $29.82 $127,172 - $193,680	6,495 Added 1.88%	351,294 $8.36 Million
Q2 2019 Aug 05, 2019	BUY	$26.9 - $38.75 $2.28 Million - $3.28 Million	84,705 Added 32.57%	344,799 $9.42 Million
Q1 2019 May 02, 2019	BUY	$24.78 - $39.15 $6.45 Million - $10.2 Million	260,094 New	260,094 $9.27 Million

Others Institutions Holding FOCS

# of Institutions

Shares Held

78.5K

Call Options Held

Put Options Held

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About Focus Financial Partners Inc.

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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