Latest Institutional Purchases of Focus Financial Partners Inc. (FOCS)

FOCS Quotes by TradingView

This list provides information on the latest institutional transactions involving Focus Financial Partners Inc. (FOCS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Apr 27, 2023 Q1 2023
Strs Ohio

BUY
 -
2.9K
New
$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
May 12, 2023 Q1 2023
Quantbot Technologies LP

New York, NY
BUY
 -
2.04K
New
$77K - $106K
2.04K $0
May 12, 2023 Q1 2023
Longfellow Investment Management CO LLC

Boston, MA
BUY
 -
1.33K
New
$50.2K - $69K
1.33K $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
May 15, 2023 Q1 2023
Bloomberg Sen Inc.

Toronto, A6
BUY
 -
250
+ 2.65%
$9.44K - $13K
9.7K $0
May 10, 2023 Q1 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
67
New
$2.53K - $3.48K
67 $0
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
67
New
$2.53K - $3.48K
67 $0
Q4 2022
Feb 07, 2023 Q4 2022
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
301K
New
$9.22M - $12M
301K $0
May 23, 2023 Q4 2022
Royce & Associates LP

BUY
 -
131K
New
$4.03M - $5.25M
131K $0
Feb 13, 2023 Q4 2022
Ensign Peak Advisors, Inc

Salt Lake City, UT
BUY
 -
13K
+ 185.71%
$398K - $520K
20K $0
Feb 14, 2023 Q4 2022
Occudo Quantitative Strategies LP

Fort Lauderdale, FL
BUY
 -
6.78K
+ 87.91%
$208K - $271K
14.5K $0
Feb 10, 2023 Q4 2022
Keeley Teton Advisors, LLC

Chicago, IL
BUY
 -
6.45K
+ 30.18%
$198K - $258K
27.8K $0
Feb 14, 2023 Q4 2022
Meeder Asset Management Inc

BUY
 -
5.4K
New
$166K - $216K
5.4K $0
Feb 10, 2023 Q4 2022
Peak6 Investments LLC

Chicago, IL
BUY
 PUT
4.9K
New
$150K - $196K
4.9K $0
Feb 08, 2023 Q4 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
3.84K
+ 2.71%
$118K - $154K
146K $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
Jan 24, 2023 Q4 2022
Harbor Investment Advisory, LLC

BUY
 -
575
+ 55.08%
$17.6K - $23K
1.62K $0
Feb 14, 2023 Q4 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
518
+ 4.53%
$15.9K - $20.7K
12K $0
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
500
New
$15.3K - $20K
500 $0
Feb 13, 2023 Q4 2022
Van Hulzen Asset Management, LLC

BUY
 -
320
+ 4.4%
$9.81K - $12.8K
7.6K $0
Feb 03, 2023 Q4 2022
Ellevest, Inc.

BUY
 -
299
+ 103.82%
$9.16K - $12K
587 $0
Feb 06, 2023 Q4 2022
Hollencrest Capital Management

BUY
 -
150
New
$4.6K - $6K
150 $0
Feb 03, 2023 Q4 2022
Spire Wealth Management

BUY
 -
114
+ 114.0%
$3.49K - $4.56K
214 $0
Jan 13, 2023 Q4 2022
Allworth Financial LP

BUY
 -
1
+ 25.0%
$30.7 - $40
5 $0
Q3 2022
Dec 09, 2022 Q3 2022
Penn Capital Management Company, LLC

Philadelphia, PA
BUY
 -
192K
+ 1075.41%
$6.04M - $8.49M
210K $0
Oct 27, 2022 Q3 2022
Assenagon Asset Management S.A.

BUY
 -
32.3K
New
$1.02M - $1.43M
32.3K $0
Nov 14, 2022 Q3 2022
Pdt Partners, LLC

New York, NY
BUY
 -
25.7K
New
$810K - $1.14M
25.7K $0
Nov 14, 2022 Q3 2022
Alpha Crest Capital Management LLC

New York, NY
BUY
 -
20.3K
New
$640K - $898K
20.3K $0
Nov 14, 2022 Q3 2022
Twinbeech Capital LP

Purchase, NY
BUY
 -
19K
New
$599K - $841K
19K $0
Nov 04, 2022 Q3 2022
Cx Institutional

BUY
 -
13.3K
+ 69.77%
$418K - $587K
32.3K $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
Gyon Technologies Capital Management, LP

Denville, NJ
BUY
 -
10.4K
New
$327K - $460K
10.4K $0
Nov 21, 2022 Q3 2022
Four Thought Financial, LLC

Venice, FL
BUY
 -
1K
New
$31.5K - $44.3K
1K $0
Nov 14, 2022 Q3 2022
Eaton Vance Management

Boston, MA
BUY
 -
223
+ 0.93%
$7.03K - $9.87K
24.2K $0
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
37
New
$1.17K - $1.64K
37 $0
Oct 17, 2022 Q3 2022
Private Trust CO Na

BUY
 -
20
New
$630 - $885
20 $0
Nov 03, 2022 Q3 2022
Larson Financial Group LLC

BUY
 -
10
New
$315 - $443
10 $0
Q2 2022
Aug 12, 2022 Q2 2022
Hrt Financial LP

New York, NY
BUY
 -
48.1K
New
$1.51M - $2.21M
48.1K $0
Aug 15, 2022 Q2 2022
Cinctive Capital Management LP

New York, NY
BUY
 -
31.6K
+ 26.44%
$992K - $1.45M
151K $0
Jul 27, 2022 Q2 2022
Versor Investments LP

BUY
 -
12.9K
New
$406K - $595K
12.9K $0
Jul 28, 2022 Q2 2022
Bordeaux Wealth Advisors LLC

BUY
 -
12.3K
+ 39.63%
$387K - $566K
43.3K $0
Sep 21, 2023 Q2 2022
Jefferies Group LLC

New York, NY
BUY
 -
9.49K
New
$298K - $437K
9.49K $0
Aug 15, 2022 Q2 2022
Squarepoint Ops LLC

New York, NY
BUY
 -
8.52K
New
$268K - $392K
8.52K $0
Aug 11, 2022 Q2 2022
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
5K
+ 51.28%
$157K - $230K
14.8K $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
Oberweis Asset Management Inc

Lisle, IL
BUY
 -
900
+ 13.43%
$28.3K - $41.4K
7.6K $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

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