Nbw Capital LLC Focus Financial Partners Inc. Transaction History

Nbw Capital LLC

$510 Million
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 15, 2023	SELL	$51.84 - $52.53 $295,488 - $299,421	-5,700 Reduced 4.14%	132,116 $6.94 Million
Q1 2023 May 11, 2023	SELL	$37.77 - $51.93 $150,588 - $207,044	-3,987 Reduced 2.81%	137,816 $7.15 Million
Q4 2022 Feb 14, 2023	BUY	$30.65 - $39.97 $85,942 - $112,075	2,804 Added 2.02%	141,803 $5.28 Million
Q3 2022 Nov 03, 2022	BUY	$31.51 - $44.25 $465,528 - $653,749	14,774 Added 11.89%	138,999 $4.38 Million
Q2 2022 Aug 01, 2022	SELL	$31.44 - $46.02 $94,414 - $138,198	-3,003 Reduced 2.36%	124,225 $4.23 Million
Q1 2022 May 04, 2022	BUY	$43.07 - $61.16 $43 - $61	1 Added 0.0%	127,228 $5.82 Million
Q4 2021 Feb 03, 2022	SELL	$52.65 - $68.21 $198,911 - $257,697	-3,778 Reduced 2.88%	127,227 $7.6 Million
Q3 2021 Nov 03, 2021	SELL	$48.09 - $53.55 $15,484 - $17,243	-322 Reduced 0.25%	131,005 $6.86 Million
Q2 2021 Aug 16, 2021	BUY	$42.34 - $54.45 $55,126 - $70,893	1,302 Added 1.0%	131,327 $6.37 Million
Q1 2021 May 05, 2021	BUY	$41.36 - $54.7 $225,494 - $298,224	5,452 Added 4.38%	130,025 $5.41 Million
Q4 2020 Feb 09, 2021	SELL	$32.93 - $46.17 $356,697 - $500,113	-10,832 Reduced 8.0%	124,573 $5.42 Million
Q3 2020 Nov 05, 2020	BUY	$30.42 - $39.94 $437,743 - $574,736	14,390 Added 11.89%	135,405 $4.44 Million
Q2 2020 Aug 07, 2020	SELL	$18.66 - $33.05 $35,118 - $62,200	-1,882 Reduced 1.53%	121,015 $4 Million
Q1 2020 May 11, 2020	BUY	$13.88 - $34.04 $417,982 - $1.03 Million	30,114 Added 32.46%	122,897 $2.83 Million
Q4 2019 Feb 18, 2020	SELL	$21.28 - $30.22 $115,252 - $163,671	-5,416 Reduced 5.52%	92,783 $2.73 Million
Q3 2019 Nov 04, 2019	SELL	$19.58 - $29.82 $102,834 - $156,614	-5,252 Reduced 5.08%	98,199 $2.34 Million
Q2 2019 Aug 05, 2019	BUY	$26.9 - $38.75 $853,025 - $1.23 Million	31,711 Added 44.2%	103,451 $2.83 Million
Q1 2019 May 13, 2019	SELL	$24.78 - $39.15 $12,266 - $19,379	-495 Reduced 0.69%	71,740 $2.56 Million
Q4 2018 Feb 11, 2019	SELL	$23.25 - $47.44 $831,234 - $1.7 Million	-35,752 Reduced 33.11%	72,235 $1.9 Million
Q3 2018 Nov 14, 2018	BUY	$36.95 - $48.4 $3.99 Million - $5.23 Million	107,987 New	107,987 $5.13 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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