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 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-35.6K- 89.09% |
$1.85M - $1.87M
|
4.36K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-36.2K- 67.92% |
$1.88M - $1.9M
|
17.1K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-45.9K- 38.5% |
$2.38M - $2.41M
|
73.2K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-50K- 24.44% |
$2.59M - $2.63M
|
155K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-62.5K- 73.53% |
$3.24M - $3.28M
|
22.5K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-74K- 69.66% |
$3.83M - $3.89M
|
32.2K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-79.3K- 48.06% |
$4.11M - $4.17M
|
85.7K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Winslow Asset Management Inc
|
SELL
|
- |
-91K- 63.41% |
$4.72M - $4.78M
|
52.5K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-111K- 50.86% |
$5.74M - $5.81M
|
107K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-143K- 28.8% |
$7.39M - $7.49M
|
352K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-160K- 87.42% |
$8.3M - $8.41M
|
23K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-165K- 29.7% |
$8.56M - $8.67M
|
391K
$0
|
|
|
Feb 07, 2025
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-170K- 88.07% |
$8.81M - $8.93M
|
23K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-176K- 40.9% |
$9.12M - $9.24M
|
254K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-211KClosed |
$11M - $11.1M
|
0
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-266K- 26.69% |
$13.8M - $14M
|
730K
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-297K- 80.12% |
$15.4M - $15.6M
|
73.7K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-402K- 78.19% |
$20.8M - $21.1M
|
112K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-434K- 80.19% |
$22.5M - $22.8M
|
107K
$0
|
|
|
Dec 09, 2024
Q2 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-492KClosed |
$25.5M - $25.8M
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.48M- 94.14% |
$129M - $130M
|
154K
$0
|