Nuveen Asset Management, LLC Focus Financial Partners Inc. Transaction History

Nuveen Asset Management, LLC

$345 Billion
Q3 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	BUY	$51.84 - $52.53 $65,007 - $65,872	1,254 Added 0.78%	161,827 $8.5 Million
Q1 2023 May 15, 2023	SELL	$37.77 - $51.93 $864,970 - $1.19 Million	-22,901 Reduced 12.48%	160,573 $8.33 Million
Q4 2022 Feb 14, 2023	SELL	$30.65 - $39.97 $3.47 Million - $4.52 Million	-113,125 Reduced 38.14%	183,474 $6.84 Million
Q3 2022 Nov 14, 2022	SELL	$31.51 - $44.25 $599,666 - $842,121	-19,031 Reduced 6.03%	296,599 $9.35 Million
Q2 2022 Aug 15, 2022	SELL	$31.44 - $46.02 $1.08 Million - $1.58 Million	-34,290 Reduced 9.8%	315,630 $10.8 Million
Q1 2022 May 16, 2022	BUY	$43.07 - $61.16 $161,426 - $229,227	3,748 Added 1.08%	349,920 $16.3 Million
Q4 2021 Feb 14, 2022	BUY	$52.65 - $68.21 $879,939 - $1.14 Million	16,713 Added 5.07%	346,172 $20.8 Million
Q3 2021 Nov 12, 2021	BUY	$48.09 - $53.55 $2.24 Million - $2.49 Million	46,566 Added 16.46%	329,459 $17.4 Million
Q2 2021 Aug 16, 2021	BUY	$42.34 - $54.45 $3.55 Million - $4.56 Million	83,777 Added 42.07%	282,893 $13.7 Million
Q1 2021 May 17, 2021	BUY	$41.36 - $54.7 $1.2 Million - $1.59 Million	29,062 Added 17.09%	199,116 $8.29 Million
Q4 2020 Feb 16, 2021	BUY	$32.93 - $46.17 $204,396 - $286,577	6,207 Added 3.79%	170,054 $7.4 Million
Q3 2020 Nov 16, 2020	BUY	$30.42 - $39.94 $14,753 - $19,370	485 Added 0.3%	163,847 $5.37 Million
Q2 2020 Aug 14, 2020	SELL	$18.66 - $33.05 $940,949 - $1.67 Million	-50,426 Reduced 23.59%	163,362 $5.4 Million
Q1 2020 May 14, 2020	SELL	$13.88 - $34.04 $9,882 - $24,236	-712 Reduced 0.33%	213,788 $4.92 Million
Q4 2019 Feb 14, 2020	BUY	$21.28 - $30.22 $2.37 Million - $3.37 Million	111,521 Added 108.29%	214,500 $6.32 Million
Q3 2019 Nov 14, 2019	BUY	$19.58 - $29.82 $13,099 - $19,949	669 Added 0.65%	102,979 $2.45 Million
Q2 2019 Aug 15, 2019	BUY	$26.9 - $38.75 $2.75 Million - $3.96 Million	102,310 New	102,310 $2.79 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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