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 10, 2022
Q1 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-4.65KClosed |
$200K - $284K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Ghisallo Capital Management LLC
Greenwich, CT |
SELL
|
- |
-75KClosed |
$3.23M - $4.59M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1KClosed |
$43.1K - $61.2K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-5.15KClosed |
$222K - $315K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-28K- 36.97% |
$1.21M - $1.71M
|
47.7K
$0
|
|
|
May 04, 2022
Q1 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
6.28KNew |
$270K - $384K
|
6.28K
$0
|
|
|
May 03, 2022
Q1 2022
|
Calamos Advisors LLC
|
SELL
|
- |
-68.7KClosed |
$2.96M - $4.2M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-6.02KClosed |
$259K - $368K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-4.15KClosed |
$179K - $254K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-153Closed |
$6.59K - $9.36K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-2K- 66.67% |
$86.1K - $122K
|
1K
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-3.97KClosed |
$171K - $243K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-8.62KClosed |
$371K - $527K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-1.75KClosed |
$75.4K - $107K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-250Closed |
$10.8K - $15.3K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-73.5KClosed |
$3.17M - $4.5M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-32.3KClosed |
$1.39M - $1.98M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-12.6KClosed |
$665K - $861K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-44.8KClosed |
$2.36M - $3.05M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-16KClosed |
$842K - $1.09M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-30.9KClosed |
$1.63M - $2.11M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-950- 14.7% |
$50K - $64.8K
|
5.51K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-19KClosed |
$1M - $1.3M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-1.2KClosed |
$62.9K - $81.5K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-512Closed |
$27K - $34.9K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
15.4KNew |
$811K - $1.05M
|
15.4K
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.15K- 9.69% |
$113K - $147K
|
20K
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-6- 6.0% |
$316 - $409
|
94
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Blackstone Inc
New York, NY |
SELL
|
- |
-80KClosed |
$3.85M - $4.28M
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-4.66KClosed |
$224K - $249K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2.68KClosed |
$129K - $144K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Css LLC
Chicago, IL |
SELL
|
- |
-6.2KClosed |
$298K - $332K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-79KClosed |
$3.8M - $4.23M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Css LLC
Chicago, IL |
SELL
|
PUT |
-2.5KClosed |
$120K - $134K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Cvi Holdings, LLC
Wilmington, DE |
SELL
|
- |
-148KClosed |
$7.1M - $7.91M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-109KClosed |
$5.26M - $5.85M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-12.7KClosed |
$609K - $678K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-8.39KClosed |
$404K - $449K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-550Closed |
$26.4K - $29.5K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-5.22KClosed |
$251K - $280K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-292KClosed |
$14.1M - $15.6M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-12.6KClosed |
$607K - $676K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
40New |
$1.92K - $2.14K
|
40
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-59.6KClosed |
$2.87M - $3.19M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Segantii Capital Management LTD
|
SELL
|
- |
-100KClosed |
$4.81M - $5.36M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-1KClosed |
$48.1K - $53.6K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Golden Green, Inc.
|
SELL
|
- |
-4.84KClosed |
$233K - $259K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-2.5MClosed |
$106M - $136M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-4.89KClosed |
$207K - $266K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-5.2KClosed |
$220K - $283K
|
0
$0
|
|