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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
4.9KNew |
$150K - $196K
|
4.9K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-230- 89.84% |
$7.05K - $9.19K
|
26
$0
|
|
|
Feb 10, 2023
Q4 2022
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-30K- 10.34% |
$920K - $1.2M
|
260K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
CALL |
3.3K+ 14.35% |
$101K - $132K
|
26.3K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Jennison Associates LLC
|
BUY
|
- |
972+ 0.23% |
$29.8K - $38.9K
|
421K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
500New |
$15.3K - $20K
|
500
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.84K+ 2.71% |
$118K - $154K
|
146K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
301KNew |
$9.22M - $12M
|
301K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-147- 91.3% |
$4.51K - $5.88K
|
14
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-886- 8.05% |
$27.2K - $35.4K
|
10.1K
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.95K- 26.82% |
$90.3K - $118K
|
8.04K
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-143- 93.46% |
$4.38K - $5.72K
|
10
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
150New |
$4.6K - $6K
|
150
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.51K- 4.53% |
$46.4K - $60.5K
|
31.9K
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
299+ 103.82% |
$9.16K - $12K
|
587
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
114+ 114.0% |
$3.49K - $4.56K
|
214
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
575+ 55.08% |
$17.6K - $23K
|
1.62K
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-68.5K- 30.07% |
$2.1M - $2.74M
|
159K
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
1+ 25.0% |
$30.7 - $40
|
5
$0
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-20- 0.98% |
$613 - $799
|
2.01K
$0
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-109Closed |
$3.43K - $4.82K
|
0
$0
|
|
|
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-32.2KClosed |
$1.01M - $1.42M
|
0
$0
|
|
|
Dec 09, 2022
Q3 2022
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
192K+ 1075.41% |
$6.04M - $8.49M
|
210K
$0
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1KNew |
$31.5K - $44.3K
|
1K
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-55.7K- 63.16% |
$1.75M - $2.46M
|
32.5K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
SELL
|
- |
-147K- 94.28% |
$4.63M - $6.5M
|
8.91K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
10.4KNew |
$327K - $460K
|
10.4K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.1K+ 160.46% |
$382K - $536K
|
19.7K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Gillson Capital LP
Chicago, IL |
SELL
|
- |
-123K- 71.46% |
$3.89M - $5.46M
|
49.3K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
223+ 0.93% |
$7.03K - $9.87K
|
24.2K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
25.7KNew |
$810K - $1.14M
|
25.7K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
19KNew |
$599K - $841K
|
19K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
20.3KNew |
$640K - $898K
|
20.3K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-34.2K- 55.34% |
$1.08M - $1.51M
|
27.6K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-4.37K- 11.35% |
$138K - $193K
|
34.1K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-3- 7.5% |
$94.5 - $133
|
37
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
13.3K+ 69.77% |
$418K - $587K
|
32.3K
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
10New |
$315 - $443
|
10
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
SELL
|
CALL |
-25K- 83.33% |
$788K - $1.11M
|
5K
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Assenagon Asset Management S.A.
|
BUY
|
- |
32.3KNew |
$1.02M - $1.43M
|
32.3K
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
37New |
$1.17K - $1.64K
|
37
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
20New |
$630 - $885
|
20
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-3.86K- 35.94% |
$122K - $171K
|
6.88K
$0
|
|
| Q2 2022 | |||||||
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
9.49KNew |
$298K - $437K
|
9.49K
$0
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-114- 6.11% |
$3.58K - $5.25K
|
1.75K
$0
|
|
|
Aug 23, 2022
Q2 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-6.5K- 36.93% |
$204K - $299K
|
11.1K
$0
|
|
|
Aug 19, 2022
Q2 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-7.82KClosed |
$246K - $360K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Shay Capital LLC
New York, NY |
SELL
|
- |
-5.9KClosed |
$185K - $272K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-7.7KClosed |
$242K - $355K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-12- 0.03% |
$377 - $552
|
36.1K
$0
|
|