Purchases and Sales Made in Q3 2021 in Focus Financial Partners Inc. (FOCS)
This table provides information about the institutional ownership of Focus Financial Partners Inc. (FOCS) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 29, 2021
Q3 2021
|
Amalgamated Bank
New York, NY |
BUY
|
- |
826+ 8.46% |
$39.7K - $44.2K
|
10.6K
$0
|
|
Nov 08, 2021
Q3 2021
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
600+ 0.51% |
$28.9K - $32.1K
|
119K
$0
|
|
Nov 15, 2021
Q3 2021
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
589+ 5.25% |
$28.3K - $31.5K
|
11.8K
$0
|
|
Jul 20, 2022
Q3 2021
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
510New |
$24.5K - $27.3K
|
510
$0
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
480+ 11.74% |
$23.1K - $25.7K
|
4.57K
$0
|
|
Nov 15, 2021
Q3 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
445+ 0.04% |
$21.4K - $23.8K
|
1.08M
$0
|
|
Nov 08, 2021
Q3 2021
|
Cim, LLC
|
BUY
|
- |
277+ 6.39% |
$13.3K - $14.8K
|
4.61K
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
254+ 12.1% |
$12.2K - $13.6K
|
2.35K
$0
|
|
Oct 26, 2021
Q3 2021
|
Equitable Trust CO
|
BUY
|
- |
251+ 2.08% |
$12.1K - $13.4K
|
12.3K
$0
|
|
Nov 10, 2021
Q3 2021
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
250+ 0.53% |
$12K - $13.4K
|
47K
$0
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
221New |
$10.6K - $11.8K
|
221
$0
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
201+ 4.63% |
$9.67K - $10.8K
|
4.55K
$0
|
|
Nov 08, 2021
Q3 2021
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
200+ 2.34% |
$9.62K - $10.7K
|
8.74K
$0
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
200+ 416.67% |
$9.62K - $10.7K
|
248
$0
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
152New |
$7.31K - $8.14K
|
152
$0
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
71New |
$3.41K - $3.8K
|
71
$0
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
40New |
$1.92K - $2.14K
|
40
$0
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
26+ 0.33% |
$1.25K - $1.39K
|
7.79K
$0
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
21+ 33.87% |
$1.01K - $1.12K
|
83
$0
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10New |
$481 - $536
|
10
$0
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-8- 28.57% |
$385 - $428
|
20
$0
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-12- 0.71% |
$577 - $643
|
1.67K
$0
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-39- 0.16% |
$1.88K - $2.09K
|
24K
$0
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-87- 39.37% |
$4.18K - $4.66K
|
134
$0
|
|
Nov 09, 2021
Q3 2021
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-87Closed |
$4.18K - $4.66K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-100Closed |
$4.81K - $5.36K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-185- 0.21% |
$8.9K - $9.91K
|
89.7K
$0
|
|
Nov 12, 2021
Q3 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-188- 0.68% |
$9.04K - $10.1K
|
27.4K
$0
|
|
Nov 01, 2021
Q3 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-250- 0.59% |
$12K - $13.4K
|
42.2K
$0
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-271- 5.6% |
$13K - $14.5K
|
4.57K
$0
|
|
Nov 03, 2021
Q3 2021
|
Nbw Capital LLC
|
SELL
|
- |
-322- 0.25% |
$15.5K - $17.2K
|
131K
$0
|
|
Nov 12, 2021
Q3 2021
|
Winslow Asset Management Inc
|
SELL
|
- |
-415- 0.2% |
$20K - $22.2K
|
210K
$0
|
|
Oct 28, 2021
Q3 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-450- 25.41% |
$21.6K - $24.1K
|
1.32K
$0
|
|
Nov 04, 2021
Q3 2021
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-490- 0.42% |
$23.6K - $26.2K
|
117K
$0
|
|
Oct 28, 2021
Q3 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-550- 16.67% |
$26.4K - $29.5K
|
2.75K
$0
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-550Closed |
$26.4K - $29.5K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-745- 4.01% |
$35.8K - $39.9K
|
17.8K
$0
|
|
Nov 02, 2021
Q3 2021
|
Hms Capital Management, LLC
|
SELL
|
- |
-958- 3.24% |
$46.1K - $51.3K
|
28.6K
$0
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-1KClosed |
$48.1K - $53.6K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-1.17K- 49.43% |
$56.2K - $62.5K
|
1.2K
$0
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.5K- 1.03% |
$72.1K - $80.3K
|
144K
$0
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.56K- 3.2% |
$75K - $83.5K
|
47.2K
$0
|
|
Nov 12, 2021
Q3 2021
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-1.92K- 85.16% |
$92.2K - $103K
|
334
$0
|
|
Oct 29, 2021
Q3 2021
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-2K- 1.61% |
$96.2K - $107K
|
122K
$0
|
|
Nov 01, 2021
Q3 2021
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.2K- 4.26% |
$106K - $118K
|
49.5K
$0
|
|
Nov 15, 2021
Q3 2021
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-2.38K- 38.19% |
$114K - $127K
|
3.85K
$0
|
|
Oct 22, 2021
Q3 2021
|
Strs Ohio
|
SELL
|
- |
-2.4K- 75.0% |
$115K - $129K
|
800
$0
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2.68KClosed |
$129K - $144K
|
0
$0
|