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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
100K+ 2.6% |
$5.18M - $5.25M
|
3.95M
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
176K+ 126.78% |
$9.11M - $9.23M
|
314K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Kellner Capital, LLC
New York, NY |
BUY
|
- |
38K+ 34.7% |
$1.97M - $2M
|
148K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.76K+ 35240.0% |
$91.3K - $92.6K
|
1.77K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
43.7K+ 3.89% |
$2.26M - $2.29M
|
1.17M
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.38K+ 63.42% |
$227K - $230K
|
11.3K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
671+ 35.54% |
$34.8K - $35.2K
|
2.56K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-10.4K- 6.38% |
$538K - $545K
|
152K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
213+ 4.59% |
$11K - $11.2K
|
4.86K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Alpine Associates Management Inc.
Englewood Cliffs, NJ |
BUY
|
- |
84.1K+ 14.7% |
$4.36M - $4.42M
|
656K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Omni Event Management LTD
London, X0 |
BUY
|
- |
1.29MNew |
$67M - $67.9M
|
1.29M
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
131KNew |
$6.82M - $6.91M
|
131K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.15K+ 4.3% |
$59.7K - $60.5K
|
27.9K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
2.08K+ 6.72% |
$108K - $109K
|
33.1K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8New |
$415 - $420
|
8
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
29.4K+ 1896.39% |
$1.52M - $1.55M
|
31K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
236+ 34.86% |
$12.2K - $12.4K
|
913
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Mint Tower Capital Management B.V.
|
BUY
|
- |
9.69KNew |
$502K - $509K
|
9.69K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
83+ 2.68% |
$4.3K - $4.36K
|
3.18K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
70KNew |
$3.63M - $3.68M
|
70K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-399- 43.04% |
$20.7K - $21K
|
528
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
BUY
|
- |
10.3K+ 98.01% |
$536K - $543K
|
20.9K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
91.1K+ 32.23% |
$4.72M - $4.78M
|
374K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
128K+ 64.13% |
$6.61M - $6.7M
|
326K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-544- 19.34% |
$28.2K - $28.6K
|
2.27K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
820+ 6.11% |
$42.5K - $43.1K
|
14.2K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
14.9K+ 34.81% |
$770K - $781K
|
57.6K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1.3K+ 1.02% |
$67.4K - $68.3K
|
129K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Winslow Asset Management Inc
|
SELL
|
- |
-91K- 63.41% |
$4.72M - $4.78M
|
52.5K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
4.04K+ 9.27% |
$209K - $212K
|
47.6K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Crystalline Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
18.1KNew |
$940K - $953K
|
18.1K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.57K- 43.84% |
$81.1K - $82.2K
|
2.01K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.23K+ 0.24% |
$63.5K - $64.3K
|
518K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-74K- 69.66% |
$3.83M - $3.89M
|
32.2K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.69K+ 3.42% |
$140K - $141K
|
81.5K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-3K- 41.18% |
$156K - $158K
|
4.29K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
516+ 8.75% |
$26.7K - $27.1K
|
6.41K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-24.3K- 50.29% |
$1.26M - $1.28M
|
24.1K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
12.6K+ 54.59% |
$651K - $660K
|
35.6K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.54K+ 16.87% |
$79.6K - $80.7K
|
10.6K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.77K- 3.44% |
$91.8K - $93K
|
49.7K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
11.8KNew |
$611K - $619K
|
11.8K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
42.4K+ 189.32% |
$2.2M - $2.23M
|
64.8K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-266K- 26.69% |
$13.8M - $14M
|
730K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
6.56K+ 1.8% |
$340K - $345K
|
372K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
300+ 1.07% |
$15.6K - $15.8K
|
28.3K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.3K- 41.38% |
$846K - $857K
|
23.1K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-3.07K- 87.68% |
$159K - $161K
|
431
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
2.19M+ 4332.58% |
$114M - $115M
|
2.24M
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
10KNew |
$520K - $527K
|
10K
$0
|