Focus Financial Network, Inc. Spdr Nuveen Bloomberg Short Te Transaction History

Focus Financial Network, Inc.

$2.45 Trillion
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Jul 22, 2024	SELL	$46.19 - $47.22 $31,917 - $32,629	-691 Reduced 3.96%	16,762 $775 Million
Q2 2023 Jul 22, 2024	SELL	$46.54 - $47.72 $70,880 - $72,677	-1,523 Reduced 8.03%	17,453 $821 Million
Q1 2023 Jul 22, 2024	BUY	$46.61 - $47.68 $884,471 - $904,775	18,976 New	18,976 $902 Million
Q4 2022 Jul 24, 2024	BUY	$45.97 - $47.2 $978,195 - $1 Million	21,279 New	21,279 $1 Billion
Q3 2022 Jul 24, 2024	BUY	$46.05 - $47.82 $501,806 - $521,094	10,897 New	10,897 $502 Million
Q1 2022 Jul 24, 2024	SELL	$47.3 - $49.17 $238,581 - $248,013	-5,044 Closed	0 $0
Q4 2021 Jul 24, 2024	SELL	$49.16 - $49.38 $1,229 - $1,234	-25 Reduced 0.49%	5,044 $248 Million
Q3 2021 Jul 24, 2024	BUY	$49.4 - $49.69 $7,657 - $7,701	155 Added 3.15%	5,069 $250 Million
Q2 2021 Jul 24, 2024	SELL	$49.5 - $49.73 $181,615 - $182,459	-3,669 Reduced 42.75%	4,914 $244 Million
Q1 2021 Jul 24, 2024	BUY	$49.43 - $49.87 $424,257 - $428,034	8,583 New	8,583 $425 Million
Q4 2019 Jul 24, 2024	SELL	$48.87 - $49.12 $419,548 - $421,695	-8,585 Closed	0 $0
Q3 2019 Jul 24, 2024	BUY	$48.76 - $49.06 $2,047 - $2,060	42 Added 0.49%	8,585 $421 Million
Q2 2019 Jul 24, 2024	BUY	N/A	2,454 Added 40.3%	8,543 $418 Million
Q1 2019 Jul 24, 2024	BUY	N/A	6,089 New	6,089 $295 Million

Others Institutions Holding SHM

# of Institutions

448

Shares Held

78.2M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

15.9M
Shares

$759 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

8.46M
Shares

$404 Million
0.1% of portfolio
Envestnet Asset Management Inc

5.88M
Shares

$281 Million
0.09% of portfolio
Goldman Sachs Group Inc New York, NY

5.78M
Shares

$276 Million
0.05% of portfolio
Morgan Stanley New York, NY

5.58M
Shares

$266 Million
0.02% of portfolio

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