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 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-5.15K- 12.29% |
$267K - $271K
|
36.8K
$0
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
177+ 24.02% |
$9.18K - $9.3K
|
914
$0
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-506- 2.95% |
$26.2K - $26.6K
|
16.7K
$0
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
7+ 18.42% |
$363 - $368
|
45
$0
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
138K+ 63.16% |
$7.16M - $7.26M
|
357K
$0
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-20.1K- 24.91% |
$1.04M - $1.06M
|
60.6K
$0
|
|
Jul 27, 2023
Q2 2023
|
Gam Holding Ag
|
BUY
|
- |
2.73K+ 20.81% |
$141K - $143K
|
15.8K
$0
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-297K- 80.12% |
$15.4M - $15.6M
|
73.7K
$0
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
46KNew |
$2.38M - $2.42M
|
46K
$0
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-800- 6.8% |
$41.5K - $42K
|
11K
$0
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
18.4KNew |
$954K - $967K
|
18.4K
$0
|
|
Jul 19, 2023
Q2 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-2.11K- 31.93% |
$109K - $111K
|
4.49K
$0
|
|
Jul 18, 2023
Q2 2023
|
Denali Advisors LLC
|
BUY
|
- |
6+ 28.57% |
$311 - $315
|
27
$0
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-18.4K- 87.5% |
$953K - $965K
|
2.63K
$0
|
|
Jul 14, 2023
Q2 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
2.94K+ 0.56% |
$152K - $154K
|
524K
$0
|
|
Jul 12, 2023
Q2 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-9.5K- 30.49% |
$492K - $499K
|
21.7K
$0
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15.5KNew |
$586K - $806K
|
15.5K
$0
|
|
May 17, 2024
Q1 2023
|
Cim, LLC
|
BUY
|
- |
4.43KNew |
$167K - $230K
|
4.43K
$0
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
60KNew |
$2.27M - $3.12M
|
60K
$0
|
|
Jun 26, 2023
Q1 2023
|
Darlington Partners Capital Management, LP
Greenbrae, CA |
SELL
|
- |
-1.68M- 66.23% |
$63.5M - $87.3M
|
857K
$0
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
10.1KNew |
$380K - $522K
|
10.1K
$0
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.48KNew |
$169K - $233K
|
4.48K
$0
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
55KNew |
$2.08M - $2.86M
|
55K
$0
|
|
May 15, 2023
Q1 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
6.94KNew |
$262K - $360K
|
6.94K
$0
|
|
May 15, 2023
Q1 2023
|
Bloomberg Sen Inc.
Toronto, A6 |
BUY
|
- |
250+ 2.65% |
$9.44K - $13K
|
9.7K
$0
|
|
May 15, 2023
Q1 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
PUT |
-11.4K- 71.7% |
$431K - $592K
|
4.5K
$0
|
|
May 15, 2023
Q1 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
3.09KNew |
$117K - $161K
|
3.09K
$0
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
10KNew |
$378K - $519K
|
10K
$0
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
12KNew |
$454K - $624K
|
12K
$0
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
70.6KNew |
$2.67M - $3.66M
|
70.6K
$0
|
|
May 15, 2023
Q1 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
12.8KNew |
$482K - $662K
|
12.8K
$0
|
|
May 15, 2023
Q1 2023
|
Dld Asset Management, LP
New York, NY |
BUY
|
- |
187KNew |
$7.04M - $9.68M
|
187K
$0
|
|
May 15, 2023
Q1 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
214KNew |
$8.08M - $11.1M
|
214K
$0
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
78.6KNew |
$2.97M - $4.08M
|
78.6K
$0
|
|
May 15, 2023
Q1 2023
|
Fort Baker Capital Management LP
Larkspur, CA |
BUY
|
CALL |
347KNew |
$13.1M - $18M
|
347K
$0
|
|
May 15, 2023
Q1 2023
|
Westchester Capital Management, LLC
Valhalla, NY |
BUY
|
- |
172KNew |
$6.49M - $8.93M
|
172K
$0
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
38.1K+ 112.47% |
$1.44M - $1.98M
|
72K
$0
|
|
May 15, 2023
Q1 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
121KNew |
$4.56M - $6.26M
|
121K
$0
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-328- 0.56% |
$12.4K - $17K
|
58.5K
$0
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-25- 16.03% |
$944 - $1.3K
|
131
$0
|
|
May 15, 2023
Q1 2023
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
SELL
|
- |
-161K- 67.17% |
$6.08M - $8.36M
|
78.7K
$0
|
|
May 15, 2023
Q1 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
11.8KNew |
$447K - $614K
|
11.8K
$0
|
|
May 15, 2023
Q1 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
641K+ 11.76% |
$24.2M - $33.3M
|
6.09M
$0
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
310K+ 575.47% |
$11.7M - $16.1M
|
364K
$0
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.21KNew |
$159K - $219K
|
4.21K
$0
|
|
May 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
2.04KNew |
$77K - $106K
|
2.04K
$0
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
29.8KNew |
$1.12M - $1.55M
|
29.8K
$0
|
|
May 12, 2023
Q1 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
1.33KNew |
$50.2K - $69K
|
1.33K
$0
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
4.52KNew |
$171K - $235K
|
4.52K
$0
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-177K- 82.01% |
$6.67M - $9.17M
|
38.7K
$0
|