86.96% of Focus Financial Partners stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Focus Financial Partners Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/24/2023	Alberta Investment Management Corp	100,000	$5.25M	0.1%	+25.0%	0.127%
8/15/2023	Kamunting Street Capital Management L.P.	3,885	$0.20M	0.2%	N/A	0.005%
8/15/2023	Black Maple Capital Management LP	3,960	$0.21M	0.1%	-35.7%	0.005%
8/14/2023	Ergoteles LLC	85,693	$4.50M	0.2%	-48.1%	0.109%
8/14/2023	EHP Funds Inc.	49,249	$2.59M	0.6%	-33.7%	0.063%
8/14/2023	Jet Capital Investors L P	420,000	$22.05M	4.3%	N/A	0.535%
8/14/2023	Prelude Capital Management LLC	118,949	$6.25M	0.4%	+73.5%	0.151%
8/14/2023	Chicago Capital Management LLC	153,026	$8.04M	10.3%	+150.0%	0.195%
8/11/2023	Healthcare of Ontario Pension Plan Trust Fund	973,600	$51.12M	0.2%	+130.1%	1.239%
8/11/2023	Baird Financial Group Inc.	69,696	$3.66M	0.0%	-1.5%	0.089%
8/11/2023	Ameritas Investment Partners Inc.	4,856	$0.26M	0.0%	+4.6%	0.006%
8/11/2023	Buckingham Strategic Wealth LLC	73,241	$3.85M	0.1%	-38.5%	0.093%
8/11/2023	B. Metzler seel. Sohn & Co. AG	90,844	$4.77M	0.1%	+113.9%	0.116%
8/11/2023	P Schoenfeld Asset Management LP	804,709	$42.26M	2.7%	+11.2%	1.024%
8/11/2023	Hsbc Holdings PLC	231,869	$12.18M	0.0%	-4.7%	0.295%
8/11/2023	Geode Capital Management LLC	1,167,610	$61.31M	0.0%	+3.9%	1.486%
8/11/2023	Covestor Ltd	1,767	$93K	0.1%	+35,240.0%	0.002%
8/11/2023	PenderFund Capital Management Ltd.	20,890	$1.45M	0.5%	+98.0%	0.027%
8/11/2023	Northern Trust Corp	647,938	$34.02M	0.0%	-2.4%	0.825%
8/10/2023	MetLife Investment Management LLC	30,815	$1.62M	0.0%	+1.3%	0.039%
8/10/2023	ProShare Advisors LLC	14,233	$0.75M	0.0%	+6.1%	0.018%
8/10/2023	Gamco Investors INC. ET AL	57,552	$3.02M	0.0%	+34.8%	0.073%
8/10/2023	Gabelli Funds LLC	373,584	$19.62M	0.1%	+32.2%	0.476%
8/10/2023	GABELLI & Co INVESTMENT ADVISERS INC.	326,300	$17.13M	2.9%	+64.1%	0.415%
8/10/2023	Edgestream Partners L.P.	70,021	$3.68M	0.3%	N/A	0.089%
8/10/2023	Mirae Asset Global Investments Co. Ltd.	27,888	$1.46M	0.0%	+4.3%	0.036%
8/10/2023	Gardner Lewis Asset Management L P	131,496	$6.91M	2.5%	N/A	0.167%
8/10/2023	KRYGER CAPITAL Ltd	1,293,221	$67.91M	6.9%	N/A	1.646%
8/10/2023	Alpine Associates Management Inc.	656,100	$34.45M	1.6%	+14.7%	0.835%
8/10/2023	US Bancorp DE	2,005	$0.11M	0.0%	-43.8%	0.003%
8/10/2023	Charles Schwab Investment Management Inc.	518,264	$27.21M	0.0%	+0.2%	0.660%
8/10/2023	Mint Tower Capital Management B.V.	9,689	$0.51M	0.0%	N/A	0.012%
8/10/2023	Citigroup Inc.	30,964	$1.63M	0.0%	+1,896.4%	0.039%
8/9/2023	Vestor Capital LLC	2,066	$0.69M	0.1%	-89.1%	0.003%
8/9/2023	BNP Paribas Arbitrage SNC	25,660	$1.35M	0.0%	-26.6%	0.033%
8/9/2023	Swiss National Bank	129,200	$6.78M	0.0%	+1.0%	0.164%
8/9/2023	Winslow Asset Management Inc.	52,502	$2.76M	0.6%	-63.4%	0.067%
8/8/2023	Rhumbline Advisers	81,453	$4.28M	0.0%	+3.4%	0.104%
8/8/2023	Edge Capital Group LLC	4,285	$0.23M	0.0%	-41.2%	0.005%
8/8/2023	Vise Technologies Inc.	6,410	$0.34M	0.1%	+8.8%	0.008%
8/8/2023	Kovitz Investment Group Partners LLC	32,225	$1.69M	0.0%	-69.7%	0.041%
8/7/2023	Principal Financial Group Inc.	730,369	$38.35M	0.0%	-26.7%	0.930%
8/7/2023	XML Financial LLC	11,781	$0.62M	0.1%	N/A	0.015%
8/7/2023	Hoylecohen LLC	49,737	$2.61M	0.2%	-3.4%	0.063%
8/7/2023	Wolverine Asset Management LLC	64,784	$3.40M	0.0%	+189.3%	0.082%
8/7/2023	New York Life Investment Management LLC	371,946	$19.53M	0.2%	+1.8%	0.473%
8/4/2023	Envestnet Asset Management Inc.	23,102	$1.21M	0.0%	-41.4%	0.029%
8/4/2023	American International Group Inc.	28,303	$1.49M	0.0%	+1.1%	0.036%
8/3/2023	Mackenzie Financial Corp	10,034	$0.53M	0.0%	N/A	0.013%
8/3/2023	Bank of New York Mellon Corp	271,266	$14.24M	0.0%	-1.1%	0.345%
8/3/2023	Picton Mahoney Asset Management	500,000	$26.26M	1.1%	N/A	0.636%
8/2/2023	Cornerstone Wealth Group LLC	36,750	$1.93M	0.3%	-12.3%	0.047%
8/2/2023	Bank of Montreal Can	4,359	$0.23M	0.0%	N/A	0.006%
8/1/2023	Arizona State Retirement System	16,670	$0.88M	0.0%	-2.9%	0.021%
7/28/2023	Tokio Marine Asset Management Co. Ltd.	357,000	$18.75M	1.2%	+63.2%	0.454%
7/27/2023	Victory Capital Management Inc.	73,697	$3.87M	0.0%	-80.1%	0.094%
7/27/2023	Fiduciary Group LLC	60,600	$3.18M	0.4%	-24.9%	0.077%
7/27/2023	GAM Holding AG	15,826	$0.83M	0.1%	+20.8%	0.020%
7/26/2023	National Bank of Canada FI	46,000	$2.42M	0.0%	N/A	0.059%
7/20/2023	Bailard Inc.	10,971	$0.58M	0.0%	-6.8%	0.014%
7/19/2023	Aspiriant LLC	18,402	$0.97M	0.0%	N/A	0.023%
7/19/2023	Teacher Retirement System of Texas	4,488	$0.24M	0.0%	-31.9%	0.006%
7/14/2023	Bartlett & Co. LLC	2,625	$0.14M	0.0%	-87.5%	0.003%
7/14/2023	WCM Investment Management LLC	524,044	$27.52M	0.1%	+0.6%	0.667%
7/12/2023	Summit Financial Wealth Advisors LLC	21,658	$1.14M	0.3%	-30.5%	0.028%
6/26/2023	Darlington Partners Capital Management LP	857,035	$44.45M	3.3%	-66.2%	1.091%
6/1/2023	Prelude Capital Management LLC	68,570	$3.56M	0.2%	N/A	0.087%
5/25/2023	Water Island Capital LLC	690,426	$35.81M	2.9%	N/A	0.879%
5/16/2023	Fiduciary Group LLC	80,700	$4.19M	0.5%	-21.9%	0.104%
5/16/2023	Black Maple Capital Management LP	6,160	$0.32M	0.3%	N/A	0.008%
5/16/2023	BloombergSen Inc.	9,700	$0.50M	0.0%	+2.6%	0.012%
5/15/2023	DLD Asset Management LP	186,500	$9.67M	0.8%	N/A	0.240%
5/15/2023	Healthcare of Ontario Pension Plan Trust Fund	423,100	$21.95M	0.1%	N/A	0.544%
5/15/2023	Quinn Opportunity Partners LLC	5,000	$0.26M	0.0%	N/A	0.006%
5/12/2023	First Trust Capital Management L.P.	278,807	$14.46M	0.6%	N/A	0.359%
5/12/2023	GABELLI & Co INVESTMENT ADVISERS INC.	198,800	$10.31M	2.0%	N/A	0.256%
5/12/2023	JCP Investment Management LLC	168,000	$8.71M	6.1%	N/A	0.216%
5/12/2023	Crestwood Advisors Group LLC	21,373	$1.11M	0.0%	-73.3%	0.027%
5/12/2023	BCK Capital Management LP	13,500	$0.70M	0.6%	N/A	0.017%
5/12/2023	FORA Capital LLC	8,494	$0.44M	0.0%	N/A	0.011%
5/12/2023	BI Asset Management Fondsmaeglerselskab A S	4,523	$0.24M	0.0%	N/A	0.006%
5/12/2023	ProShare Advisors LLC	13,413	$0.70M	0.0%	+79.7%	0.017%
5/11/2023	Chicago Capital Management LLC	61,216	$3.18M	3.5%	N/A	0.079%
5/11/2023	Ramius Advisors LLC	115,588	$6M	6.3%	N/A	0.149%
5/11/2023	NBW Capital LLC	137,816	$7.15M	1.7%	-2.8%	0.177%
5/11/2023	FIL Ltd	2,380,000	$123.45M	0.1%	N/A	3.061%
5/11/2023	Kovitz Investment Group Partners LLC	106,200	$5.51M	0.1%	+503.4%	0.137%
5/11/2023	Skandinaviska Enskilda Banken AB publ	23,000	$1.19M	0.0%	N/A	0.030%
5/10/2023	Vise Technologies Inc.	5,894	$0.31M	0.1%	N/A	0.008%
5/10/2023	B. Metzler seel. Sohn & Co. AG	42,475	$2.20M	0.0%	-63.0%	0.055%
5/10/2023	Landscape Capital Management L.L.C.	4,197	$0.22M	0.0%	N/A	0.005%
5/10/2023	Credit Suisse AG	217,625	$11.29M	0.0%	+351.7%	0.280%
5/10/2023	Pictet Asset Management SA	30,973	$1.61M	0.0%	+348.0%	0.040%
5/10/2023	Swiss National Bank	127,900	$6.63M	0.0%	-10.1%	0.164%
5/10/2023	TimesSquare Capital Management LLC	27,600	$1.43M	0.0%	-96.9%	0.035%
5/9/2023	Principal Financial Group Inc.	996,282	$51.68M	0.0%	-39.6%	1.281%
5/9/2023	Tower Research Capital LLC TRC	1,684	$87K	0.0%	+395.3%	0.002%
5/9/2023	Kellner Capital LLC	109,500	$5.68M	7.9%	N/A	0.141%
5/9/2023	Bank of New York Mellon Corp	274,401	$14.23M	0.0%	-8.0%	0.353%
5/9/2023	California State Teachers Retirement System	73,663	$3.82M	0.0%	-1.0%	0.095%

Data available starting January 2016

Focus Financial Partners Inc. provides wealth management services to primarily ultra-high and high net worth individuals, families, and business entities. Its wealth management services include investment advice, financial and tax planning, consulting, tax return preparation, family office services, and other services. The company also offers recordkeeping and administration, and outsourced services; recommends financial products; and sells investment or insurance products. The company was founded in 2006 and is headquartered in New York, New York.

Today's Range

Now: $52.99

$52.98

$53.01

50 Day Range

MA: $52.68

$52.13

$53.00

52 Week Range

Now: $52.99

$30.27

$53.01

Volume

6,819,100 shs

Average Volume

963,872 shs

Market Capitalization

$4.16 billion

P/E Ratio

1,059.80

Dividend Yield

N/A

Beta

1.28

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