Rhumbline Advisers Focus Financial Partners Inc. Transaction History

Rhumbline Advisers

$109 Billion
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 08, 2023	BUY	$51.84 - $52.53 $139,553 - $141,410	2,692 Added 3.42%	81,453 $4.28 Million
Q1 2023 May 11, 2023	BUY	$37.77 - $51.93 $160,711 - $220,962	4,255 Added 5.71%	78,761 $4.09 Million
Q4 2022 Feb 14, 2023	BUY	$30.65 - $39.97 $63,629 - $82,977	2,076 Added 2.87%	74,506 $2.78 Million
Q3 2022 Nov 10, 2022	BUY	$31.51 - $44.25 $192,242 - $269,969	6,101 Added 9.2%	72,430 $2.28 Million
Q2 2022 Aug 11, 2022	BUY	$31.44 - $46.02 $91,081 - $133,319	2,897 Added 4.57%	66,329 $2.26 Million
Q1 2022 May 12, 2022	BUY	$43.07 - $61.16 $261,908 - $371,913	6,081 Added 10.6%	63,432 $2.9 Million
Q4 2021 Feb 10, 2022	SELL	$52.65 - $68.21 $12,004 - $15,551	-228 Reduced 0.4%	57,351 $3.43 Million
Q3 2021 Nov 12, 2021	BUY	$48.09 - $53.55 $684,464 - $762,177	14,233 Added 32.84%	57,579 $3.02 Million
Q2 2021 Aug 05, 2021	BUY	$42.34 - $54.45 $162,331 - $208,761	3,834 Added 9.7%	43,346 $2.1 Million
Q1 2021 May 06, 2021	BUY	$41.36 - $54.7 $60,426 - $79,916	1,461 Added 3.84%	39,512 $1.64 Million
Q4 2020 Feb 10, 2021	BUY	$32.93 - $46.17 $66,419 - $93,124	2,017 Added 5.6%	38,051 $1.66 Million
Q3 2020 Nov 12, 2020	SELL	$30.42 - $39.94 $158,092 - $207,568	-5,197 Reduced 12.6%	36,034 $1.18 Million
Q2 2020 Aug 13, 2020	BUY	$18.66 - $33.05 $61,167 - $108,337	3,278 Added 8.64%	41,231 $1.36 Million
Q1 2020 May 06, 2020	BUY	$13.88 - $34.04 $5,857 - $14,364	422 Added 1.12%	37,953 $873,000
Q4 2019 Feb 05, 2020	BUY	$21.28 - $30.22 $10,384 - $14,747	488 Added 1.32%	37,531 $1.11 Million
Q3 2019 Oct 23, 2019	SELL	$19.58 - $29.82 $5,873 - $8,946	-300 Reduced 0.8%	37,043 $882,000
Q2 2019 Aug 14, 2019	BUY	$26.9 - $38.75 $102,381 - $147,482	3,806 Added 11.35%	37,343 $1.02 Million
Q1 2019 May 01, 2019	BUY	$24.78 - $39.15 $249,385 - $394,005	10,064 Added 42.87%	33,537 $1.2 Million
Q4 2018 Jan 31, 2019	BUY	$23.25 - $47.44 $222,897 - $454,807	9,587 Added 69.04%	23,473 $618,000
Q3 2018 Nov 07, 2018	BUY	$36.95 - $48.4 $513,087 - $672,082	13,886 New	13,886 $659,000

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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