Latest Institutional Sells of Focus Financial Partners Inc. (FOCS)
This list provides information on the latest institutional transactions involving Focus Financial Partners Inc. (FOCS) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1K- 1.03% |
$51.8K - $52.5K
|
95.7K
$0
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-800- 6.8% |
$41.5K - $42K
|
11K
$0
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-651- 2.77% |
$33.7K - $34.2K
|
22.9K
$0
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-544- 19.34% |
$28.2K - $28.6K
|
2.27K
$0
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-506- 2.95% |
$26.2K - $26.6K
|
16.7K
$0
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-399- 43.04% |
$20.7K - $21K
|
528
$0
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-230- 17.6% |
$11.9K - $12.1K
|
1.08K
$0
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-100- 0.47% |
$5.18K - $5.25K
|
21.3K
$0
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-14- 6.73% |
$726 - $735
|
194
$0
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-6.69M- 91.42% |
$253M - $348M
|
628K
$0
|
|
Jun 26, 2023
Q1 2023
|
Darlington Partners Capital Management, LP
Greenbrae, CA |
SELL
|
- |
-1.68M- 66.23% |
$63.5M - $87.3M
|
857K
$0
|
|
May 10, 2023
Q1 2023
|
Times Square Capital Management, LLC
|
SELL
|
- |
-855K- 96.87% |
$32.3M - $44.4M
|
27.6K
$0
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-177K- 82.01% |
$6.67M - $9.17M
|
38.7K
$0
|
|
May 15, 2023
Q1 2023
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
SELL
|
- |
-161K- 67.17% |
$6.08M - $8.36M
|
78.7K
$0
|
|
Apr 26, 2023
Q1 2023
|
Peregrine Capital Management LLC
|
SELL
|
- |
-66.3K- 31.28% |
$2.5M - $3.44M
|
146K
$0
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-64.4K- 30.49% |
$2.43M - $3.35M
|
147K
$0
|
|
May 12, 2023
Q1 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-57.2K- 9.28% |
$2.16M - $2.97M
|
558K
$0
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-11.6K- 19.8% |
$437K - $601K
|
46.9K
$0
|
|
May 15, 2023
Q1 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
PUT |
-11.4K- 71.7% |
$431K - $592K
|
4.5K
$0
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
SELL
|
- |
-8.9K- 51.46% |
$336K - $462K
|
8.4K
$0
|
|
Apr 25, 2023
Q1 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1K- 0.92% |
$37.8K - $51.9K
|
108K
$0
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-400- 39.76% |
$15.1K - $20.8K
|
606
$0
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-328- 0.56% |
$12.4K - $17K
|
58.5K
$0
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-157- 37.92% |
$5.93K - $8.15K
|
257
$0
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-25- 16.03% |
$944 - $1.3K
|
131
$0
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-12- 8.0% |
$453 - $623
|
138
$0
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-11- 32.35% |
$415 - $571
|
23
$0
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-75.3K- 3.35% |
$2.31M - $3.01M
|
2.17M
$0
|
|
Jan 23, 2023
Q4 2022
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-68.5K- 30.07% |
$2.1M - $2.74M
|
159K
$0
|
|
Feb 10, 2023
Q4 2022
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-30K- 10.34% |
$920K - $1.2M
|
260K
$0
|
|
Feb 14, 2023
Q4 2022
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-29.4K- 15.89% |
$901K - $1.18M
|
156K
$0
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-8.65K- 30.41% |
$265K - $346K
|
19.8K
$0
|
|
Feb 14, 2023
Q4 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-3.54K- 2.9% |
$108K - $141K
|
118K
$0
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.95K- 26.82% |
$90.3K - $118K
|
8.04K
$0
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.55K- 29.51% |
$47.4K - $61.8K
|
3.69K
$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 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-886- 8.05% |
$27.2K - $35.4K
|
10.1K
$0
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-881- 0.8% |
$27K - $35.2K
|
109K
$0
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-230- 89.84% |
$7.05K - $9.19K
|
26
$0
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-147- 91.3% |
$4.51K - $5.88K
|
14
$0
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-143- 93.46% |
$4.38K - $5.72K
|
10
$0
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-51- 45.54% |
$1.56K - $2.04K
|
61
$0
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-20- 0.98% |
$613 - $799
|
2.01K
$0
|
|
Q3 2022 | |||||||
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
|
Gillson Capital LP
Chicago, IL |
SELL
|
- |
-123K- 71.46% |
$3.89M - $5.46M
|
49.3K
$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
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-34.2K- 55.34% |
$1.08M - $1.51M
|
27.6K
$0
|
|
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-32.2KClosed |
$1.01M - $1.42M
|
0
$0
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
SELL
|
CALL |
-25K- 83.33% |
$788K - $1.11M
|
5K
$0
|
|
Nov 14, 2022
Q3 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-4.37K- 11.35% |
$138K - $193K
|
34.1K
$0
|