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 15, 2022
Q2 2022
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
900+ 13.43% |
$28.3K - $41.4K
|
7.6K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
1.8K+ 600.0% |
$56.6K - $82.8K
|
2.1K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-16.4KClosed |
$517K - $757K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
8.52KNew |
$268K - $392K
|
8.52K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-27.3KClosed |
$860K - $1.26M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-90.9KClosed |
$2.86M - $4.18M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.42K- 35.95% |
$108K - $157K
|
6.1K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-41.7KClosed |
$1.31M - $1.92M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
31.6K+ 26.44% |
$992K - $1.45M
|
151K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1New |
$31.4 - $46
|
1
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
514+ 1.06% |
$16.2K - $23.7K
|
49K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-245Closed |
$7.7K - $11.3K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
48.1KNew |
$1.51M - $2.21M
|
48.1K
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-420Closed |
$13.2K - $19.3K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
5K+ 51.28% |
$157K - $230K
|
14.8K
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-13KClosed |
$408K - $597K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-4.79KClosed |
$151K - $220K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-150- 0.37% |
$4.72K - $6.9K
|
39.9K
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-6.82KClosed |
$214K - $314K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-4.8KClosed |
$151K - $221K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-32.1KClosed |
$1.01M - $1.48M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-5.15KClosed |
$162K - $237K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-7.27KClosed |
$228K - $334K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21New |
$660 - $966
|
21
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-19- 52.78% |
$597 - $874
|
17
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-200Closed |
$6.29K - $9.2K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-7.65KClosed |
$241K - $352K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
12.3K+ 39.63% |
$387K - $566K
|
43.3K
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
352New |
$11.1K - $16.2K
|
352
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Versor Investments LP
|
BUY
|
- |
12.9KNew |
$406K - $595K
|
12.9K
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-48.6KClosed |
$1.53M - $2.24M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
100New |
$3.14K - $4.6K
|
100
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-152Closed |
$4.78K - $7K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-4.7KClosed |
$148K - $216K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jul 20, 2022
Q1 2022
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-765- 81.38% |
$32.9K - $46.8K
|
175
$0
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
467+ 555.95% |
$20.1K - $28.6K
|
551
$0
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
78.9K+ 263.88% |
$3.4M - $4.83M
|
109K
$0
|
|
|
May 16, 2022
Q1 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-21KClosed |
$906K - $1.29M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-4.72KClosed |
$203K - $289K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-4KClosed |
$172K - $245K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Sandia Investment Management LP
Boston, MA |
SELL
|
- |
-5KClosed |
$215K - $306K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-113KClosed |
$4.86M - $6.9M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Azora Capital LP
Miami, FL |
SELL
|
- |
-214KClosed |
$9.21M - $13.1M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.17KClosed |
$180K - $255K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-13.1KClosed |
$563K - $800K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-19Closed |
$818 - $1.16K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Monashee Investment Management LLC
Boston, MA |
SELL
|
- |
-55KClosed |
$2.37M - $3.36M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-500Closed |
$21.5K - $30.6K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-4K- 37.74% |
$172K - $245K
|
6.6K
$0
|
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-3.5KClosed |
$151K - $214K
|
0
$0
|
|