State Street Corp Focus Financial Partners Inc. Transaction History

State Street Corp

$2.41 Trillion
Q3 2024

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	BUY	$51.84 - $52.53 $642,556 - $651,109	12,395 Added 0.99%	1,264,238 $66.4 Million
Q1 2023 May 15, 2023	BUY	$37.77 - $51.93 $1.09 Million - $1.5 Million	28,903 Added 2.36%	1,251,843 $64.9 Million
Q4 2022 Feb 14, 2023	BUY	$30.65 - $39.97 $634,117 - $826,939	20,689 Added 1.72%	1,222,940 $45.6 Million
Q3 2022 Nov 15, 2022	SELL	$31.51 - $44.25 $1.16 Million - $1.63 Million	-36,764 Reduced 2.97%	1,202,251 $37.9 Million
Q2 2022 Aug 15, 2022	BUY	$31.44 - $46.02 $21,347 - $31,247	679 Added 0.05%	1,239,015 $42.2 Million
Q1 2022 May 16, 2022	BUY	$43.07 - $61.16 $1.25 Million - $1.77 Million	28,987 Added 2.4%	1,238,336 $56.6 Million
Q4 2021 Feb 14, 2022	BUY	$52.65 - $68.21 $6.15 Million - $7.96 Million	116,735 Added 10.68%	1,209,349 $72.2 Million
Q3 2021 Nov 15, 2021	BUY	$48.09 - $53.55 $6.23 Million - $6.94 Million	129,571 Added 13.45%	1,092,614 $57.2 Million
Q2 2021 Aug 16, 2021	BUY	$42.34 - $54.45 $10.3 Million - $13.3 Million	243,592 Added 33.86%	963,043 $46.7 Million
Q1 2021 May 17, 2021	BUY	$41.36 - $54.7 $3.98 Million - $5.26 Million	96,131 Added 15.42%	719,451 $29.9 Million
Q4 2020 Feb 16, 2021	SELL	$32.93 - $46.17 $23,907 - $33,519	-726 Reduced 0.12%	623,320 $27.1 Million
Q3 2020 Nov 10, 2020	SELL	$30.42 - $39.94 $465,851 - $611,641	-15,314 Reduced 2.4%	624,046 $20.5 Million
Q2 2020 Aug 14, 2020	BUY	$18.66 - $33.05 $530,074 - $938,851	28,407 Added 4.65%	639,360 $21.1 Million
Q1 2020 May 11, 2020	BUY	$13.88 - $34.04 $8.48 Million - $20.8 Million	610,953 New	610,953 $14.1 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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