Winslow Asset Management Inc Focus Financial Partners Inc. Transaction History

Winslow Asset Management Inc

$541 Million
Q3 2024

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 09, 2023	SELL	$51.84 - $52.53 $4.72 Million - $4.78 Million	-90,992 Reduced 63.41%	52,502 $2.76 Million
Q1 2023 May 03, 2023	SELL	$37.77 - $51.93 $2.7 Million - $3.72 Million	-71,578 Reduced 33.28%	143,494 $7.44 Million
Q4 2022 Jan 23, 2023	BUY	$30.65 - $39.97 $52,288 - $68,188	1,706 Added 0.8%	215,072 $8.02 Million
Q3 2022 Nov 08, 2022	BUY	$31.51 - $44.25 $44,334 - $62,259	1,407 Added 0.66%	213,366 $6.72 Million
Q2 2022 Aug 03, 2022	BUY	$31.44 - $46.02 $107,587 - $157,480	3,422 Added 1.64%	211,959 $7.22 Million
Q1 2022 May 09, 2022	SELL	$43.07 - $61.16 $60,900 - $86,480	-1,414 Reduced 0.67%	208,537 $9.54 Million
Q4 2021 Feb 07, 2022	BUY	$52.65 - $68.21 $17,374 - $22,509	330 Added 0.16%	209,951 $12.5 Million
Q3 2021 Nov 12, 2021	SELL	$48.09 - $53.55 $19,957 - $22,223	-415 Reduced 0.2%	209,621 $11 Million
Q2 2021 Aug 10, 2021	BUY	$42.34 - $54.45 $14,819 - $19,057	350 Added 0.17%	210,036 $10.2 Million
Q1 2021 May 10, 2021	SELL	$41.36 - $54.7 $256,845 - $339,687	-6,210 Reduced 2.88%	209,686 $8.73 Million
Q4 2020 Feb 01, 2021	SELL	$32.93 - $46.17 $149,633 - $209,796	-4,544 Reduced 2.06%	215,896 $9.39 Million
Q3 2020 Nov 10, 2020	SELL	$30.42 - $39.94 $115,900 - $152,171	-3,810 Reduced 1.7%	220,440 $7.23 Million
Q2 2020 Aug 11, 2020	SELL	$18.66 - $33.05 $38,364 - $67,950	-2,056 Reduced 0.91%	224,250 $7.41 Million
Q1 2020 May 12, 2020	BUY	$13.88 - $34.04 $152,888 - $374,950	11,015 Added 5.12%	226,306 $5.21 Million
Q4 2019 Feb 10, 2020	BUY	$21.28 - $30.22 $145,853 - $207,127	6,854 Added 3.29%	215,291 $6.35 Million
Q3 2019 Nov 12, 2019	BUY	$19.58 - $29.82 $229,947 - $350,206	11,744 Added 5.97%	208,437 $4.96 Million
Q2 2019 Jul 29, 2019	SELL	$26.9 - $38.75 $240,082 - $345,843	-8,925 Reduced 4.34%	196,693 $5.37 Million
Q1 2019 May 10, 2019	BUY	$24.78 - $39.15 $2.6 Million - $4.11 Million	104,935 Added 104.22%	205,618 $7.33 Million
Q4 2018 Feb 13, 2019	BUY	$23.25 - $47.44 $2.34 Million - $4.78 Million	100,683 New	100,683 $2.65 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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