Oppenheimer Asset Management Inc. Focus Financial Partners Inc. Transaction History

Oppenheimer Asset Management Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 06, 2023	SELL	$30.65 - $39.97 $46,404 - $60,514	-1,514 Reduced 4.53%	31,876 $1.19 Million
Q3 2022 Nov 14, 2022	SELL	$31.51 - $44.25 $71,874 - $100,934	-2,281 Reduced 6.39%	33,390 $1.05 Million
Q2 2022 Aug 08, 2022	BUY	$31.44 - $46.02 $100,136 - $146,573	3,185 Added 9.8%	35,671 $1.22 Million
Q1 2022 May 12, 2022	BUY	$43.07 - $61.16 $1,636 - $2,324	38 Added 0.12%	32,486 $1.49 Million
Q4 2021 Feb 02, 2022	BUY	$52.65 - $68.21 $616,900 - $799,216	11,717 Added 56.52%	32,448 $1.94 Million
Q3 2021 Nov 12, 2021	BUY	$48.09 - $53.55 $408,813 - $455,228	8,501 Added 69.51%	20,731 $1.09 Million
Q2 2021 Aug 03, 2021	BUY	$42.34 - $54.45 $517,818 - $665,923	12,230 New	12,230 $593,000

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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