Quadrant Private Wealth Management, LLC Focus Financial Partners Inc. Transaction History

Quadrant Private Wealth Management, LLC

$399 Million
Q3 2024

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 11, 2023	SELL	$51.84 - $52.53 $51,840 - $52,530	-1,000 Reduced 1.03%	95,718 $5.03 Million
Q4 2022 Feb 14, 2023	SELL	$30.65 - $39.97 $1.2 Million - $1.56 Million	-39,000 Reduced 28.74%	96,718 $3.6 Million
Q2 2022 Aug 15, 2022	SELL	$31.44 - $46.02 $171,379 - $250,855	-5,451 Reduced 3.86%	135,718 $4.62 Million
Q1 2022 May 12, 2022	BUY	$43.07 - $61.16 $402,359 - $571,356	9,342 Added 7.09%	141,169 $6.46 Million
Q4 2021 Feb 08, 2022	BUY	$52.65 - $68.21 $764,951 - $991,023	14,529 Added 12.39%	131,827 $7.87 Million
Q3 2021 Nov 12, 2021	SELL	$48.09 - $53.55 $192,360 - $214,200	-4,000 Reduced 3.3%	117,298 $6.14 Million
Q2 2021 Aug 16, 2021	SELL	$42.34 - $54.45 $84,680 - $108,900	-2,000 Reduced 1.62%	121,298 $5.88 Million
Q1 2021 May 17, 2021	SELL	$41.36 - $54.7 $734,801 - $971,800	-17,766 Reduced 12.59%	123,298 $5.13 Million
Q4 2020 Feb 12, 2021	SELL	$32.93 - $46.17 $199,852 - $280,205	-6,069 Reduced 4.12%	141,064 $6.14 Million
Q3 2020 Nov 12, 2020	SELL	$30.42 - $39.94 $151,795 - $199,300	-4,990 Reduced 3.28%	147,133 $4.82 Million
Q2 2020 Aug 04, 2020	SELL	$18.66 - $33.05 $93,300 - $165,250	-5,000 Reduced 3.18%	152,123 $5.03 Million
Q1 2020 May 08, 2020	SELL	$13.88 - $34.04 $208,200 - $510,600	-15,000 Reduced 8.71%	157,123 $3.62 Million
Q4 2019 Feb 13, 2020	SELL	$21.28 - $30.22 $106,400 - $151,100	-5,000 Reduced 2.82%	172,123 $5.07 Million
Q3 2019 Nov 12, 2019	BUY	$19.58 - $29.82 $19,580 - $29,820	1,000 Added 0.57%	177,123 $4.22 Million
Q2 2019 Aug 13, 2019	BUY	$26.9 - $38.75 $1.42 Million - $2.05 Million	52,817 Added 42.83%	176,123 $4.81 Million
Q1 2019 May 14, 2019	BUY	$24.78 - $39.15 $3.06 Million - $4.83 Million	123,306 New	123,306 $4.4 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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