Institutional & Family Asset Management, LLC Focus Financial Partners Inc. Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 14, 2022	SELL	$52.65 - $68.21 $50,017 - $64,799	-950 Reduced 14.7%	5,514 $329,000
Q2 2021 Aug 10, 2021	SELL	$42.34 - $54.45 $1.08 Million - $1.38 Million	-25,423 Reduced 79.73%	6,464 $314,000
Q1 2021 May 06, 2021	BUY	$41.36 - $54.7 $990,944 - $1.31 Million	23,959 Added 302.21%	31,887 $1.33 Million
Q3 2020 Oct 30, 2020	SELL	$30.42 - $39.94 $3,042 - $3,994	-100 Reduced 1.25%	7,928 $260,000
Q1 2020 May 14, 2020	BUY	$13.88 - $34.04 $846 - $2,076	61 Added 0.77%	8,028 $185,000
Q4 2019 Feb 14, 2020	BUY	$21.28 - $30.22 $15,896 - $22,574	747 Added 10.35%	7,967 $235,000
Q3 2019 Nov 14, 2019	SELL	$19.58 - $29.82 $7,831 - $11,928	-400 Reduced 5.25%	7,220 $172,000
Q2 2019 Aug 14, 2019	SELL	$26.9 - $38.75 $351,690 - $506,617	-13,074 Reduced 63.18%	7,620 $208,000
Q1 2019 May 13, 2019	BUY	$24.78 - $39.15 $504,124 - $796,467	20,344 Added 5812.57%	20,694 $738,000
Q4 2018 Feb 14, 2019	BUY	$23.25 - $47.44 $8,137 - $16,604	350 New	350 $9,000

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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