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

Focus Financial Network, Inc.

$2.45 Trillion
Q3 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

323

Shares Held

67.9M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

18M
Shares

$836 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$535 Million
0.04% of portfolio
Betterment LLC New York, NY

6.85M
Shares

$318 Million
0.77% of portfolio
Northwestern Mutual Wealth Management CO

4.6M
Shares

$214 Million
0.19% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.55M
Shares

$165 Million
0.07% of portfolio

About SPDR NUVEEN BLOOMBERG MUNICIPA

Ticker TFI
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Focus Financial Network, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Focus Financial Network, Inc. with notifications on news.