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 12, 2023
Q1 2023
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
5KNew |
$189K - $260K
|
5K
$0
|
|
|
May 12, 2023
Q1 2023
|
Jcp Investment Management, LLC
|
BUY
|
- |
168KNew |
$6.35M - $8.72M
|
168K
$0
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
5.22K+ 191.92% |
$197K - $271K
|
7.95K
$0
|
|
|
May 12, 2023
Q1 2023
|
Bck Capital Management LP
Stamford, CT |
BUY
|
- |
13.5KNew |
$510K - $701K
|
13.5K
$0
|
|
|
May 12, 2023
Q1 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-57.2K- 9.28% |
$2.16M - $2.97M
|
558K
$0
|
|
|
May 12, 2023
Q1 2023
|
Berry Street Capital Management LLP
London, X0 |
BUY
|
- |
225KNew |
$8.5M - $11.7M
|
225K
$0
|
|
|
May 12, 2023
Q1 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-6.69M- 91.42% |
$253M - $348M
|
628K
$0
|
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
5.93K+ 31.41% |
$224K - $308K
|
24.8K
$0
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.01KNew |
$151K - $208K
|
4.01K
$0
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
10KNew |
$378K - $519K
|
10K
$0
|
|
|
May 11, 2023
Q1 2023
|
Ramius Advisors LLC
New York, NY |
BUY
|
- |
116KNew |
$4.37M - $6M
|
116K
$0
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
4.11KNew |
$155K - $213K
|
4.11K
$0
|
|
|
May 11, 2023
Q1 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
19.5KNew |
$737K - $1.01M
|
19.5K
$0
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
67New |
$2.53K - $3.48K
|
67
$0
|
|
|
May 10, 2023
Q1 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
4.2KNew |
$159K - $218K
|
4.2K
$0
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-11- 32.35% |
$415 - $571
|
23
$0
|
|
|
May 10, 2023
Q1 2023
|
Times Square Capital Management, LLC
|
SELL
|
- |
-855K- 96.87% |
$32.3M - $44.4M
|
27.6K
$0
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
274KNew |
$10.4M - $14.2M
|
274K
$0
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
SELL
|
- |
-8.9K- 51.46% |
$336K - $462K
|
8.4K
$0
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
8KNew |
$302K - $415K
|
8K
$0
|
|
|
May 03, 2023
Q1 2023
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
28.7KNew |
$1.08M - $1.49M
|
28.7K
$0
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
9.6KNew |
$363K - $499K
|
9.6K
$0
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
881+ 0.96% |
$33.3K - $45.8K
|
92.8K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
16K+ 490.75% |
$605K - $832K
|
19.3K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-157- 37.92% |
$5.93K - $8.15K
|
257
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
2.9KNew |
$110K - $151K
|
2.9K
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
2.5K+ 6.58% |
$94.4K - $130K
|
40.5K
$0
|
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-11.6K- 19.8% |
$437K - $601K
|
46.9K
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Peregrine Capital Management LLC
|
SELL
|
- |
-66.3K- 31.28% |
$2.5M - $3.44M
|
146K
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1K- 0.92% |
$37.8K - $51.9K
|
108K
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-12- 8.0% |
$453 - $623
|
138
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
67New |
$2.53K - $3.48K
|
67
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-64.4K- 30.49% |
$2.43M - $3.35M
|
147K
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-400- 39.76% |
$15.1K - $20.8K
|
606
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
4.85KNew |
$183K - $252K
|
4.85K
$0
|
|
| Q4 2022 | |||||||
|
May 23, 2023
Q4 2022
|
Royce & Associates LP
|
BUY
|
- |
131KNew |
$4.03M - $5.25M
|
131K
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-51- 45.54% |
$1.56K - $2.04K
|
61
$0
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.55K- 29.51% |
$47.4K - $61.8K
|
3.69K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
6.78K+ 87.91% |
$208K - $271K
|
14.5K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-8.65K- 30.41% |
$265K - $346K
|
19.8K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-29.4K- 15.89% |
$901K - $1.18M
|
156K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
518+ 4.53% |
$15.9K - $20.7K
|
12K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-3.54K- 2.9% |
$108K - $141K
|
118K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
5.4KNew |
$166K - $216K
|
5.4K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-75.3K- 3.35% |
$2.31M - $3.01M
|
2.17M
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-881- 0.8% |
$27K - $35.2K
|
109K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
320+ 4.4% |
$9.81K - $12.8K
|
7.6K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
13K+ 185.71% |
$398K - $520K
|
20K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
6.45K+ 30.18% |
$198K - $258K
|
27.8K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Tredje Ap Fonden
|
BUY
|
- |
24.8KNew |
$761K - $993K
|
24.8K
$0
|
|