Kovitz Investment Group Partners, LLC Focus Financial Partners Inc. Transaction History

Kovitz Investment Group Partners, LLC

$15 Billion
Q3 2024

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 08, 2023	SELL	$51.84 - $52.53 $3.83 Million - $3.89 Million	-73,975 Reduced 69.66%	32,225 $1.69 Million
Q1 2023 May 11, 2023	BUY	$37.77 - $51.93 $3.35 Million - $4.6 Million	88,600 Added 503.41%	106,200 $5.51 Million
Q1 2022 Apr 22, 2022	SELL	$43.07 - $61.16 $1.87 Million - $2.66 Million	-43,467 Reduced 71.18%	17,600 $805,000
Q4 2021 Feb 04, 2022	BUY	$52.65 - $68.21 $1.55 Million - $2.01 Million	29,483 Added 93.35%	61,067 $2.66 Million
Q3 2021 Oct 28, 2021	SELL	$48.09 - $53.55 $3.83 Million - $4.26 Million	-79,591 Reduced 71.59%	31,584 $1.65 Million
Q2 2021 Aug 04, 2021	SELL	$42.34 - $54.45 $1.48 Million - $1.91 Million	-35,051 Reduced 23.97%	111,175 $5.39 Million
Q1 2021 May 06, 2021	SELL	$41.36 - $54.7 $2.53 Million - $3.34 Million	-61,067 Closed	0 $0
Q4 2020 Feb 12, 2021	SELL	$32.93 - $46.17 $2.89 Million - $4.06 Million	-87,845 Reduced 58.99%	61,067 $2.66 Million
Q3 2020 Nov 10, 2020	BUY	$30.42 - $39.94 $2.81 Million - $3.69 Million	92,446 Added 163.72%	148,912 $4.88 Million
Q2 2020 Aug 12, 2020	SELL	$18.66 - $33.05 $83,242 - $147,436	-4,461 Reduced 7.32%	56,466 $1.87 Million
Q1 2020 May 15, 2020	BUY	$13.88 - $34.04 $208,200 - $510,600	15,000 Added 32.66%	60,927 $1.4 Million
Q4 2019 Feb 13, 2020	SELL	$21.28 - $30.22 $17,343 - $24,629	-815 Reduced 1.74%	45,927 $1.35 Million
Q3 2019 Nov 14, 2019	BUY	$19.58 - $29.82 $293,700 - $447,300	15,000 Added 47.26%	46,742 $1.11 Million
Q2 2019 Aug 14, 2019	BUY	$26.9 - $38.75 $222,597 - $320,656	8,275 Added 35.26%	31,742 $867,000
Q1 2019 May 15, 2019	BUY	$24.78 - $39.15 $581,512 - $918,733	23,467 New	23,467 $836,000

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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