Purchases and Sales Made in Q2 2023 in Focus Financial Partners Inc. (FOCS)
This table provides information about the institutional ownership of Focus Financial Partners Inc. (FOCS) during Q2 2023. The information is specifically focused on institutions that hold shares of Focus Financial Partners Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
300+ 1.07% |
$15.6K - $15.8K
|
28.3K
$0
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
296+ 3.09% |
$15.3K - $15.5K
|
9.87K
$0
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
236+ 34.86% |
$12.2K - $12.4K
|
913
$0
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
213+ 4.59% |
$11K - $11.2K
|
4.86K
$0
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
177+ 24.02% |
$9.18K - $9.3K
|
914
$0
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
98+ 1.98% |
$5.08K - $5.15K
|
5.05K
$0
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
83+ 2.68% |
$4.3K - $4.36K
|
3.18K
$0
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
60+ 1.52% |
$3.11K - $3.15K
|
4K
$0
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
29+ 0.24% |
$1.5K - $1.52K
|
12K
$0
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8New |
$415 - $420
|
8
$0
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
7+ 18.42% |
$363 - $368
|
45
$0
|
|
Jul 18, 2023
Q2 2023
|
Denali Advisors LLC
|
BUY
|
- |
6+ 28.57% |
$311 - $315
|
27
$0
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-14- 6.73% |
$726 - $735
|
194
$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
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-230- 17.6% |
$11.9K - $12.1K
|
1.08K
$0
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-399- 43.04% |
$20.7K - $21K
|
528
$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
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-544- 19.34% |
$28.2K - $28.6K
|
2.27K
$0
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-651- 2.77% |
$33.7K - $34.2K
|
22.9K
$0
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-800- 6.8% |
$41.5K - $42K
|
11K
$0
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1K- 1.03% |
$51.8K - $52.5K
|
95.7K
$0
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.09K- 1.54% |
$56.5K - $57.2K
|
69.7K
$0
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.57K- 43.84% |
$81.1K - $82.2K
|
2.01K
$0
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.59K- 4.81% |
$82.4K - $83.5K
|
31.5K
$0
|
|
Aug 14, 2023
Q2 2023
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-1.7K- 11.3% |
$88.1K - $89.3K
|
13.3K
$0
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.77K- 3.44% |
$91.8K - $93K
|
49.7K
$0
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.88K- 2.55% |
$97.4K - $98.7K
|
71.8K
$0
|
|
Jul 19, 2023
Q2 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-2.11K- 31.93% |
$109K - $111K
|
4.49K
$0
|
|
Aug 14, 2023
Q2 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-2.2K- 35.71% |
$114K - $116K
|
3.96K
$0
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-3K- 41.18% |
$156K - $158K
|
4.29K
$0
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-3.07K- 87.68% |
$159K - $161K
|
431
$0
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-3.81K- 0.92% |
$198K - $200K
|
412K
$0
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-5.15K- 12.29% |
$267K - $271K
|
36.8K
$0
|
|
Aug 15, 2023
Q2 2023
|
Nbw Capital LLC
|
SELL
|
- |
-5.7K- 4.14% |
$295K - $299K
|
132K
$0
|
|
Aug 14, 2023
Q2 2023
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-6.32K- 17.39% |
$327K - $332K
|
30K
$0
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-6.79K- 0.37% |
$352K - $357K
|
1.85M
$0
|
|
Jul 12, 2023
Q2 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-9.5K- 30.49% |
$492K - $499K
|
21.7K
$0
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-10.4K- 6.38% |
$538K - $545K
|
152K
$0
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-11.5K- 4.71% |
$594K - $602K
|
232K
$0
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-16.1K- 2.42% |
$832K - $844K
|
648K
$0
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.3K- 41.38% |
$846K - $857K
|
23.1K
$0
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-16.9K- 89.13% |
$878K - $890K
|
2.07K
$0
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.7K- 3.39% |
$918K - $930K
|
505K
$0
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-18.4K- 87.5% |
$953K - $965K
|
2.63K
$0
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-18.4K- 87.5% |
$953K - $965K
|
2.63K
$0
|
|
Nov 14, 2024
Q2 2023
|
Water Island Capital LLC
New York, NY |
SELL
|
- |
-20K- 2.9% |
$1.04M - $1.05M
|
670K
$0
|
|
Aug 14, 2023
Q2 2023
|
Water Island Capital LLC
New York, NY |
SELL
|
- |
-20K- 2.9% |
$1.04M - $1.05M
|
670K
$0
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-20.1K- 24.91% |
$1.04M - $1.06M
|
60.6K
$0
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-24.3K- 50.29% |
$1.26M - $1.28M
|
24.1K
$0
|
|
Aug 14, 2023
Q2 2023
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-25K- 33.67% |
$1.3M - $1.31M
|
49.2K
$0
|