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 16, 2021
Q2 2021
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-37.1KClosed |
$1.57M - $2.02M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-100KClosed |
$4.23M - $5.45M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Kohlberg Kravis Roberts & Co. L.P.
New York, NY |
SELL
|
- |
-7.14MClosed |
$302M - $389M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-5.13KClosed |
$217K - $279K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-300Closed |
$12.7K - $16.3K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-22.9KClosed |
$968K - $1.24M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-8.91KClosed |
$377K - $485K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
7New |
$296 - $381
|
7
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-168KClosed |
$7.12M - $9.15M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-13.6KClosed |
$575K - $739K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-47.5KClosed |
$2.01M - $2.59M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-8.72KClosed |
$369K - $475K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-64KClosed |
$2.71M - $3.48M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
2.37KNew |
$101K - $129K
|
2.37K
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
7.26K+ 78.19% |
$307K - $395K
|
16.5K
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-5KClosed |
$207K - $274K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
SELL
|
- |
-45.8KClosed |
$1.9M - $2.51M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Ascendant Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-28.5KClosed |
$1.18M - $1.56M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Stone Point Capital LLC
|
SELL
|
- |
-5.35M- 24.99% |
$221M - $292M
|
16M
$0
|
|
|
May 11, 2021
Q1 2021
|
Aigen Investment Management, LP
|
SELL
|
- |
-6.17KClosed |
$255K - $337K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1Closed |
$41.4 - $54.7
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-7.58KClosed |
$313K - $414K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
37KNew |
$1.53M - $2.02M
|
37K
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
CALL |
50KNew |
$2.07M - $2.74M
|
50K
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-23KClosed |
$951K - $1.26M
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-7.16KClosed |
$296K - $392K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4Closed |
$165 - $219
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.45KClosed |
$60K - $79.4K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.8K+ 5839.58% |
$92.3K - $129K
|
2.85K
$0
|
|
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
100New |
$3.29K - $4.62K
|
100
$0
|
|
|
Feb 25, 2021
Q4 2020
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-8.22KClosed |
$271K - $380K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Centerbridge Partners, L.P.
New York, NY |
SELL
|
- |
-502KClosed |
$16.5M - $23.2M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-88.8KClosed |
$2.92M - $4.1M
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-21.2KClosed |
$698K - $979K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-44.4KClosed |
$1.46M - $2.05M
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Telemus Capital, LLC
|
SELL
|
- |
-3.06K- 5.81% |
$101K - $141K
|
49.6K
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-54Closed |
$1.78K - $2.49K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-5.17KClosed |
$157K - $206K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-7.5KClosed |
$228K - $300K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Golden Gate Private Equity, Inc.
San Francisco, CA |
SELL
|
- |
-307KClosed |
$9.35M - $12.3M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-551Closed |
$16.8K - $22K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-25.4KClosed |
$772K - $1.01M
|
0
$0
|
|
| Q2 2020 | |||||||
|
May 24, 2024
Q2 2020
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
14KNew |
$261K - $462K
|
14K
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
-636Closed |
$11.9K - $21K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 18, 2020
Q1 2020
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
SELL
|
- |
-11.8KClosed |
$163K - $401K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-76Closed |
$1.05K - $2.59K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Cyrus Capital Partners, L.P.
New York, NY |
SELL
|
- |
-38KClosed |
$527K - $1.29M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Shanda Asset Management Holdings LTD
Singapore, U0 |
SELL
|
CALL |
-100KClosed |
$1.39M - $3.4M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Stephens Inc
|
SELL
|
- |
-145KClosed |
$2.01M - $4.94M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Cutler Group LP
|
SELL
|
PUT |
-21.4KClosed |
$297K - $728K
|
0
$0
|
|