Philadelphia Financial Management Of San Francisco, LLC Focus Financial Partners Inc. Transaction History

Philadelphia Financial Management Of San Francisco, LLC

$602 Million
Q3 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 17, 2021	SELL	$41.36 - $54.7 $1.9 Million - $2.51 Million	-45,826 Closed	0 $0
Q4 2020 Feb 16, 2021	SELL	$32.93 - $46.17 $5.6 Million - $7.86 Million	-170,189 Reduced 78.79%	45,826 $1.99 Million
Q3 2020 Nov 16, 2020	BUY	$30.42 - $39.94 $2.85 Million - $3.75 Million	93,850 Added 76.82%	216,015 $7.08 Million
Q2 2020 Aug 14, 2020	SELL	$18.66 - $33.05 $7.35 Million - $13 Million	-394,123 Reduced 76.34%	122,165 $4.04 Million
Q1 2020 May 15, 2020	SELL	$13.88 - $34.04 $50,148 - $122,986	-3,613 Reduced 0.69%	516,288 $11.9 Million
Q4 2019 Feb 14, 2020	BUY	$21.28 - $30.22 $530,744 - $753,717	24,941 Added 5.04%	519,901 $15.3 Million
Q3 2019 Nov 14, 2019	BUY	$19.58 - $29.82 $5.28 Million - $8.04 Million	269,553 Added 119.59%	494,960 $11.8 Million
Q2 2019 Aug 14, 2019	BUY	$26.9 - $38.75 $6.06 Million - $8.73 Million	225,407 New	225,407 $6.16 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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