Purchases and Sales Made in Q4 2021 in Focus Financial Partners Inc. (FOCS)
This table provides information about the institutional ownership of Focus Financial Partners Inc. (FOCS) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 27, 2022
Q4 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-750- 1.78% |
$39.5K - $51.2K
|
41.4K
$0
|
|
Jan 12, 2022
Q4 2021
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-750- 2.35% |
$39.5K - $51.2K
|
31.2K
$0
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-906- 1.27% |
$47.7K - $61.8K
|
70.2K
$0
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-908- 1.92% |
$47.8K - $61.9K
|
46.3K
$0
|
|
Feb 11, 2022
Q4 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-946- 2.9% |
$49.8K - $64.5K
|
31.7K
$0
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-950- 14.7% |
$50K - $64.8K
|
5.51K
$0
|
|
Feb 14, 2022
Q4 2021
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-967- 8.19% |
$50.9K - $66K
|
10.8K
$0
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-988- 98.8% |
$52K - $67.4K
|
12
$0
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-1K- 36.36% |
$52.7K - $68.2K
|
1.75K
$0
|
|
Feb 08, 2022
Q4 2021
|
Dorchester Wealth Management CO
|
SELL
|
- |
-1K- 2.41% |
$52.7K - $68.2K
|
40.5K
$0
|
|
Feb 11, 2022
Q4 2021
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-1.2KClosed |
$62.9K - $81.5K
|
0
$0
|
|
Feb 17, 2022
Q4 2021
|
Penn Capital Management Company, LLC
Philadelphia, PA |
SELL
|
- |
-1.34K- 0.82% |
$70.3K - $91.1K
|
161K
$0
|
|
Feb 03, 2022
Q4 2021
|
Hms Capital Management, LLC
|
SELL
|
- |
-1.41K- 4.94% |
$74.4K - $96.4K
|
27.2K
$0
|
|
Jan 31, 2022
Q4 2021
|
Equitable Trust CO
|
SELL
|
- |
-1.53K- 12.39% |
$80.3K - $104K
|
10.8K
$0
|
|
Feb 02, 2022
Q4 2021
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.82K- 1.0% |
$95.7K - $124K
|
180K
$0
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-2.07K- 4.49% |
$109K - $141K
|
44.1K
$0
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.15K- 9.69% |
$113K - $147K
|
20K
$0
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.91K- 13.68% |
$153K - $198K
|
18.3K
$0
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.92K- 14.09% |
$153K - $199K
|
17.8K
$0
|
|
Feb 14, 2022
Q4 2021
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-3.16K- 27.42% |
$166K - $216K
|
8.37K
$0
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
SELL
|
- |
-3.7K- 26.06% |
$195K - $252K
|
10.5K
$0
|
|
Feb 03, 2022
Q4 2021
|
Nbw Capital LLC
|
SELL
|
- |
-3.78K- 2.88% |
$199K - $258K
|
127K
$0
|
|
Feb 10, 2022
Q4 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-4.03KClosed |
$212K - $275K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-4.14KClosed |
$218K - $282K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-4.7K- 18.24% |
$247K - $320K
|
21K
$0
|
|
Feb 14, 2022
Q4 2021
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-4.93KClosed |
$260K - $336K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-5.44K- 14.89% |
$287K - $371K
|
31.1K
$0
|
|
Feb 11, 2022
Q4 2021
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-5.52K- 51.74% |
$290K - $376K
|
5.15K
$0
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-5.66K- 6.88% |
$298K - $386K
|
76.7K
$0
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.98K- 6.31% |
$315K - $408K
|
88.9K
$0
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-6.31K- 2.23% |
$332K - $431K
|
276K
$0
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-9.38K- 55.05% |
$494K - $639K
|
7.65K
$0
|
|
Jun 21, 2023
Q4 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-9.78K- 32.12% |
$515K - $667K
|
20.7K
$0
|
|
Feb 14, 2022
Q4 2021
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-12K- 13.62% |
$634K - $821K
|
76.3K
$0
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-12.6KClosed |
$665K - $861K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-12.9K- 23.88% |
$681K - $882K
|
41.2K
$0
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-13.6K- 61.71% |
$714K - $925K
|
8.42K
$0
|
|
Feb 14, 2022
Q4 2021
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-16KClosed |
$842K - $1.09M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-16.6K- 81.47% |
$873K - $1.13M
|
3.77K
$0
|
|
Feb 14, 2022
Q4 2021
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-19KClosed |
$1M - $1.3M
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-20K- 13.9% |
$1.05M - $1.36M
|
124K
$0
|
|
Feb 11, 2022
Q4 2021
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-22.2K- 4.23% |
$1.17M - $1.51M
|
503K
$0
|
|
Feb 14, 2022
Q4 2021
|
Loomis Sayles & CO L P
|
SELL
|
- |
-24.2K- 2.63% |
$1.28M - $1.65M
|
899K
$0
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-24.9K- 38.97% |
$1.31M - $1.7M
|
39K
$0
|
|
Feb 14, 2022
Q4 2021
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-30.9KClosed |
$1.63M - $2.11M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-31.5K- 48.66% |
$1.66M - $2.15M
|
33.3K
$0
|
|
Feb 14, 2022
Q4 2021
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-32.8KClosed |
$1.73M - $2.24M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-33.8K- 80.71% |
$1.78M - $2.3M
|
8.07K
$0
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-34.5K- 13.36% |
$1.81M - $2.35M
|
223K
$0
|
|
Feb 14, 2022
Q4 2021
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
SELL
|
- |
-44.4K- 29.15% |
$2.34M - $3.03M
|
108K
$0
|