Latest Institutional Transactions on Focus Financial Partners Inc. (FOCS)
This table provides information on the latest institutional transactions involving Focus Financial Partners Inc. (FOCS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2020
Q1 2020
|
Cutler Group LP
|
SELL
|
- |
-1.74KClosed |
$24.1K - $59.1K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
PUT |
50KNew |
$694K - $1.7M
|
50K
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-300Closed |
$4.16K - $10.2K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-182Closed |
$2.53K - $6.2K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Lvw Advisors, LLC
|
SELL
|
- |
-29.7KClosed |
$412K - $1.01M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-1.2KClosed |
$25.5K - $36.3K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
PUT |
-100K- 71.43% |
$2.13M - $3.02M
|
40K
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.7KClosed |
$36.2K - $51.4K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Credit Agricole S A
|
SELL
|
- |
-10KClosed |
$213K - $302K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Chicago Capital, LLC
|
SELL
|
- |
-63.2KClosed |
$1.34M - $1.91M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Ubs Group Ag
|
BUY
|
PUT |
317K+ 501.42% |
$6.21M - $9.46M
|
381K
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-161KClosed |
$3.16M - $4.81M
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Redwood Investments, LLC
|
SELL
|
- |
-557KClosed |
$10.9M - $16.6M
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-87Closed |
$1.7K - $2.59K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 15, 2019
Q2 2019
|
Covington Capital Management
|
SELL
|
- |
-100Closed |
$2.69K - $3.88K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-10KClosed |
$269K - $387K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-33.8KClosed |
$909K - $1.31M
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Chuck Akre
Akre Capital Management LLC | Middleburg, Va
|
SELL
|
- |
-2.97MClosed |
$79.9M - $115M
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Brown Advisory Inc
|
SELL
|
- |
-8.65KClosed |
$233K - $335K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-139KClosed |
$3.74M - $5.39M
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-5.7KClosed |
$153K - $221K
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
First National Corp
|
SELL
|
- |
-365Closed |
$9.82K - $14.1K
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Cfo4 Life Group, LLC
|
BUY
|
CALL |
20KNew |
$538K - $775K
|
20K
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-125KClosed |
$3.36M - $4.84M
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 10, 2019
Q1 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-271Closed |
$6.72K - $10.6K
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-200Closed |
$4.96K - $7.83K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 19, 2019
Q4 2018
|
Executive Wealth Management, LLC
|
BUY
|
- |
52New |
$1.21K - $2.47K
|
52
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Summit Partners Public Asset Management, LLC
Boston, MA |
SELL
|
- |
-625KClosed |
$14.5M - $29.7M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Engle Capital Management, L.P.
Greenwich, CT |
SELL
|
- |
-440KClosed |
$10.2M - $20.9M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Samlyn Capital, LLC
New York, NY |
SELL
|
- |
-885KClosed |
$20.6M - $42M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-29.9KClosed |
$696K - $1.42M
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Myda Advisors LLC
Inwood, NY |
SELL
|
- |
-15KClosed |
$349K - $712K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-16KClosed |
$372K - $758K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-105Closed |
$2.44K - $4.98K
|
0
$0
|
|
|
Feb 04, 2019
Q4 2018
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-100Closed |
$2.33K - $4.74K
|
0
$0
|
|