Hoyle Cohen, LLC Focus Financial Partners Inc. Transaction History

Hoyle Cohen, LLC

$1.31 Billion
Q2 2024

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 07, 2023	SELL	$51.84 - $52.53 $91,756 - $92,978	-1,770 Reduced 3.44%	49,737 $2.61 Million
Q1 2023 May 05, 2023	SELL	$37.77 - $51.93 $208,792 - $287,069	-5,528 Reduced 9.69%	51,507 $2.67 Million
Q4 2022 Feb 14, 2023	BUY	$30.65 - $39.97 $1,226 - $1,598	40 Added 0.07%	57,035 $2.13 Million
Q2 2022 Jul 27, 2022	SELL	$31.44 - $46.02 $314,400 - $460,200	-10,000 Reduced 14.93%	56,995 $1.94 Million
Q4 2021 Feb 11, 2022	BUY	$52.65 - $68.21 $2.39 Million - $3.1 Million	45,408 Added 210.35%	66,995 $4 Million
Q3 2021 Nov 10, 2021	SELL	$48.09 - $53.55 $1.77 Million - $1.98 Million	-36,900 Reduced 63.09%	21,587 $1.13 Million
Q2 2021 Aug 12, 2021	SELL	$42.34 - $54.45 $67,998 - $87,446	-1,606 Reduced 2.67%	58,487 $2.84 Million
Q1 2021 May 14, 2021	BUY	$41.36 - $54.7 $210,439 - $278,313	5,088 Added 9.25%	60,093 $2.5 Million
Q4 2020 Feb 12, 2021	BUY	$32.93 - $46.17 $3,622 - $5,078	110 Added 0.2%	55,005 $2.39 Million
Q3 2020 Nov 13, 2020	SELL	$30.42 - $39.94 $70,178 - $92,141	-2,307 Reduced 4.03%	54,895 $1.8 Million
Q2 2020 Jul 29, 2020	BUY	$18.66 - $33.05 $279 - $495	15 Added 0.03%	57,202 $1.89 Million
Q1 2020 May 08, 2020	BUY	$13.88 - $34.04 $27,760 - $68,080	2,000 Added 3.62%	57,187 $1.32 Million
Q4 2019 Feb 10, 2020	SELL	$21.28 - $30.22 $532,000 - $755,500	-25,000 Reduced 31.18%	55,187 $1.63 Million
Q2 2019 Aug 09, 2019	SELL	$26.9 - $38.75 $63,322 - $91,217	-2,354 Reduced 2.85%	80,187 $2.19 Million
Q1 2019 May 13, 2019	BUY	$24.78 - $39.15 $2.05 Million - $3.23 Million	82,541 New	82,541 $2.94 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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