Focus Financial Partners Inc. FOCS
We take great care to ensure that the data presented and summarized in this overview for Focus Financial Partners Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding FOCS
View all-
Pictet Asset Management Sa Geneva 73, V833.1KShares$00.0% of portfolio
-
Eaton Vance Management Boston, MA24.2KShares$00.0% of portfolio
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Laurel Wealth Advisors, Inc. Solana Beach, CA12KShares$00.04% of portfolio
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Brinker Capital Investments, LLC8.04KShares$00.01% of portfolio
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Four Thought Financial, LLC Venice, FL1KShares$00.0% of portfolio
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Hc Financial Advisors Inc94Shares$00.0% of portfolio
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Ahrens Investment Partners LLC67Shares$00.0% of portfolio
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American Portfolios Advisors Holbrook, NY48Shares$00.0% of portfolio
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Wipfli Financial Advisors Llc,37Shares$00.0% of portfolio
Latest Institutional Activity in FOCS
Top Purchases
Top Sells
About FOCS
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 recordkeeping and administration services; recommends financial products through commissions and distribution fees; and sells investment or insurance products. Focus Financial Partners Inc. was founded in 2006 and is headquartered in New York, New York.
Insider Transactions at FOCS
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Aug 31
2023
|
John Russell Mc Granahan General Counsel |
SELL
Sale (or disposition) back to the issuer
|
Direct |
414,124
-100.0%
|
$21,948,572
$53.0 P/Share
|
|
Aug 31
2023
|
John Russell Mc Granahan General Counsel |
BUY
Exercise of conversion of derivative security
|
Direct |
413,124
+49.94%
|
-
|
|
Aug 31
2023
|
George Le Mieux Director |
SELL
Sale (or disposition) back to the issuer
|
Direct |
9,611
-100.0%
|
$509,383
$53.0 P/Share
|
|
Aug 31
2023
|
George Le Mieux Director |
BUY
Exercise of conversion of derivative security
|
Direct |
9,611
+50.0%
|
-
|
|
Aug 31
2023
|
Greg S. Morganroth Director |
SELL
Sale (or disposition) back to the issuer
|
Direct |
20,311
-100.0%
|
$1,076,483
$53.0 P/Share
|
|
Aug 31
2023
|
Greg S. Morganroth Director |
BUY
Exercise of conversion of derivative security
|
Direct |
20,311
+50.0%
|
-
|
|
Aug 31
2023
|
Ruediger Adolf CEO and Chairman |
SELL
Sale (or disposition) back to the issuer
|
Indirect |
584,552
-100.0%
|
$30,981,256
$53.0 P/Share
|
|
Aug 31
2023
|
Ruediger Adolf CEO and Chairman |
BUY
Exercise of conversion of derivative security
|
Indirect |
584,552
+50.0%
|
-
|
|
Aug 31
2023
|
Ruediger Adolf CEO and Chairman |
SELL
Sale (or disposition) back to the issuer
|
Direct |
1,795,225
-100.0%
|
$95,146,925
$53.0 P/Share
|
|
Aug 31
2023
|
Ruediger Adolf CEO and Chairman |
BUY
Exercise of conversion of derivative security
|
Direct |
1,795,225
+50.0%
|
-
|
|
Aug 31
2023
|
James Shanahan Chief Financial Officer |
SELL
Sale (or disposition) back to the issuer
|
Indirect |
953,737
-100.0%
|
$50,548,061
$53.0 P/Share
|
|
Aug 31
2023
|
James Shanahan Chief Financial Officer |
BUY
Exercise of conversion of derivative security
|
Indirect |
953,737
+50.0%
|
-
|
|
Aug 31
2023
|
Leonard R. Chang Sr. Managing Dir/Head of M&A |
SELL
Sale (or disposition) back to the issuer
|
Direct |
947,643
-100.0%
|
$50,225,079
$53.0 P/Share
|
|
Aug 31
2023
|
Leonard R. Chang Sr. Managing Dir/Head of M&A |
BUY
Exercise of conversion of derivative security
|
Direct |
947,643
+50.0%
|
-
|
|
Aug 31
2023
|
Joseph Feliciani Director |
SELL
Sale (or disposition) back to the issuer
|
Direct |
28,147
-100.0%
|
$1,491,791
$53.0 P/Share
|
|
Aug 31
2023
|
Joseph Feliciani Director |
BUY
Exercise of conversion of derivative security
|
Direct |
28,147
+50.0%
|
-
|
|
Aug 31
2023
|
Rajini Sundar Kodialam Chief Operating Officer |
SELL
Sale (or disposition) back to the issuer
|
Indirect |
937,295
-100.0%
|
$49,676,635
$53.0 P/Share
|
|
Aug 31
2023
|
Rajini Sundar Kodialam Chief Operating Officer |
BUY
Exercise of conversion of derivative security
|
Indirect |
937,295
+50.0%
|
-
|
|
Aug 31
2023
|
Rajini Sundar Kodialam Chief Operating Officer |
SELL
Sale (or disposition) back to the issuer
|
Direct |
484,019
-100.0%
|
$25,653,007
$53.0 P/Share
|
|
Aug 31
2023
|
Rajini Sundar Kodialam Chief Operating Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
484,019
+50.0%
|
-
|