Purchases and Sales Made in Q4 2022 in Focus Financial Partners Inc. (FOCS)
This table provides information about the institutional ownership of Focus Financial Partners Inc. (FOCS) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.61K+ 3.32% |
$49.3K - $64.2K
|
50K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.42K+ 3.45% |
$43.5K - $56.7K
|
42.5K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
1.12K+ 0.02% |
$34.3K - $44.7K
|
5.45M
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
BUY
|
- |
1.07K+ 16.71% |
$32.8K - $42.7K
|
7.47K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
990+ 11.33% |
$30.3K - $39.6K
|
9.73K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Jennison Associates LLC
|
BUY
|
- |
972+ 0.23% |
$29.8K - $38.9K
|
421K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
885+ 1.2% |
$27.1K - $35.4K
|
74.4K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
866+ 4.67% |
$26.5K - $34.6K
|
19.4K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
635+ 3.97% |
$19.5K - $25.4K
|
16.6K
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
575+ 55.08% |
$17.6K - $23K
|
1.62K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
570+ 29.84% |
$17.5K - $22.8K
|
2.48K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
525+ 4.37% |
$16.1K - $21K
|
12.5K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
518+ 4.53% |
$15.9K - $20.7K
|
12K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
500New |
$15.3K - $20K
|
500
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
443+ 1.8% |
$13.6K - $17.7K
|
25K
$0
|
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
405+ 13.07% |
$12.4K - $16.2K
|
3.5K
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
335+ 87.7% |
$10.3K - $13.4K
|
717
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
320+ 4.4% |
$9.81K - $12.8K
|
7.6K
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
299+ 103.82% |
$9.16K - $12K
|
587
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
292+ 6.71% |
$8.95K - $11.7K
|
4.64K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
292+ 3.11% |
$8.95K - $11.7K
|
9.67K
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
150New |
$4.6K - $6K
|
150
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
130+ 0.56% |
$3.98K - $5.2K
|
23.5K
$0
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
130+ 0.56% |
$3.98K - $5.2K
|
23.5K
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
114+ 114.0% |
$3.49K - $4.56K
|
214
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
90+ 150.0% |
$2.76K - $3.6K
|
150
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
81+ 63.78% |
$2.48K - $3.24K
|
208
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
60+ 0.01% |
$1.84K - $2.4K
|
505K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
40+ 0.07% |
$1.23K - $1.6K
|
57K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Denali Advisors LLC
|
BUY
|
- |
21New |
$644 - $839
|
21
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
18+ 112.5% |
$552 - $719
|
34
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
1+ 25.0% |
$30.7 - $40
|
5
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 16.67% |
$30.7 - $40
|
5
$0
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3- 1.89% |
$91.9 - $120
|
156
$0
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-20- 0.98% |
$613 - $799
|
2.01K
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-22- 2.14% |
$674 - $879
|
1.01K
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-51- 45.54% |
$1.56K - $2.04K
|
61
$0
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-100- 0.36% |
$3.07K - $4K
|
27.4K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-129- 23.76% |
$3.95K - $5.16K
|
414
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-143- 93.46% |
$4.38K - $5.72K
|
10
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-147- 91.3% |
$4.51K - $5.88K
|
14
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Cim, LLC
|
SELL
|
- |
-176- 3.07% |
$5.39K - $7.03K
|
5.56K
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-187- 85.0% |
$5.73K - $7.47K
|
33
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-230- 89.84% |
$7.05K - $9.19K
|
26
$0
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-239- 0.79% |
$7.33K - $9.55K
|
30.2K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-554- 33.8% |
$17K - $22.1K
|
1.09K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-559- 23.12% |
$17.1K - $22.3K
|
1.86K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-881- 0.8% |
$27K - $35.2K
|
109K
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-886- 8.05% |
$27.2K - $35.4K
|
10.1K
$0
|