Loomis Sayles & CO L P Focus Financial Partners Inc. Transaction History

Loomis Sayles & CO L P

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 11, 2023	SELL	$51.84 - $52.53 $197,665 - $200,296	-3,813 Reduced 0.92%	412,435 $21.7 Million
Q1 2023 May 11, 2023	SELL	$37.77 - $51.93 $16.3 Million - $22.3 Million	-430,385 Reduced 50.83%	416,248 $21.6 Million
Q4 2022 Feb 10, 2023	SELL	$30.65 - $39.97 $620,754 - $809,512	-20,253 Reduced 2.34%	846,633 $31.6 Million
Q3 2022 Nov 14, 2022	SELL	$31.51 - $44.25 $328,586 - $461,439	-10,428 Reduced 1.19%	866,886 $27.3 Million
Q2 2022 Aug 05, 2022	SELL	$31.44 - $46.02 $140,222 - $205,249	-4,460 Reduced 0.51%	877,314 $29.9 Million
Q1 2022 May 13, 2022	SELL	$43.07 - $61.16 $724,523 - $1.03 Million	-16,822 Reduced 1.87%	881,774 $40.3 Million
Q4 2021 Feb 14, 2022	SELL	$52.65 - $68.21 $1.28 Million - $1.65 Million	-24,232 Reduced 2.63%	898,596 $53.7 Million
Q3 2021 Nov 12, 2021	SELL	$48.09 - $53.55 $688,504 - $766,675	-14,317 Reduced 1.53%	922,828 $48.3 Million
Q2 2021 Aug 13, 2021	SELL	$42.34 - $54.45 $804,121 - $1.03 Million	-18,992 Reduced 1.99%	937,145 $45.5 Million
Q1 2021 May 17, 2021	SELL	$41.36 - $54.7 $127,182 - $168,202	-3,075 Reduced 0.32%	956,137 $39.8 Million
Q4 2020 Feb 12, 2021	BUY	$32.93 - $46.17 $4.08 Million - $5.72 Million	123,830 Added 14.82%	959,212 $41.7 Million
Q3 2020 Nov 12, 2020	BUY	$30.42 - $39.94 $25.4 Million - $33.4 Million	835,382 New	835,382 $27.4 Million

78.5K

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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