INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - FOCUS FINL PARTNERS INC ownership

FOCUS FINL PARTNERS INC's ticker is FOCS and the CUSIP is 34417P100. A total of 154 filers reported holding FOCUS FINL PARTNERS INC in Q3 2020. The put-call ratio across all filers is 0.36 and the average weighting 0.6%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of FOCUS FINL PARTNERS INC
ValueSharesWeighting
Q2 2023$289,540
+1.2%
5,5140.0%0.05%0.0%
Q1 2023$286,011
+39.2%
5,5140.0%0.05%
+38.2%
Q4 2022$205,507
+18.1%
5,5140.0%0.03%
+9.7%
Q3 2022$174,000
-7.4%
5,5140.0%0.03%
-3.1%
Q2 2022$188,000
-25.4%
5,5140.0%0.03%
-17.9%
Q1 2022$252,000
-23.4%
5,5140.0%0.04%
-23.5%
Q4 2021$329,000
-2.9%
5,514
-14.7%
0.05%
-5.6%
Q3 2021$339,000
+8.0%
6,4640.0%0.05%
+3.8%
Q2 2021$314,000
-76.3%
6,464
-79.7%
0.05%
-79.8%
Q1 2021$1,327,000
+284.6%
31,887
+302.2%
0.26%
+256.9%
Q4 2020$345,000
+32.7%
7,9280.0%0.07%
+18.0%
Q3 2020$260,000
-1.9%
7,928
-1.2%
0.06%
+10.9%
Q2 2020$265,000
+43.2%
8,0280.0%0.06%
+27.9%
Q1 2020$185,000
-21.3%
8,028
+0.8%
0.04%
-14.0%
Q4 2019$235,000
+36.6%
7,967
+10.3%
0.05%
+31.6%
Q3 2019$172,000
-17.3%
7,220
-5.2%
0.04%
-15.6%
Q2 2019$208,000
-71.8%
7,620
-63.2%
0.04%
-71.0%
Q1 2019$738,000
+8100.0%
20,694
+5812.6%
0.16%
+7650.0%
Q4 2018$9,0003500.00%
Other shareholders
FOCUS FINL PARTNERS INC shareholders Q3 2020
NameSharesValueWeighting ↓
STONE POINT CAPITAL LLC 21,394,471$930,660,00053.09%
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 2,185,298$95,060,0003.90%
Quadrant Private Wealth Management, LLC 141,064$6,136,0002.73%
MOODY ALDRICH PARTNERS LLC 326,321$14,195,0002.29%
Kohlberg Kravis Roberts & Co. L.P. 9,523,809$414,286,0002.10%
SKYLINE ASSET MANAGEMENT LP 35,600$1,549,0002.00%
WINSLOW ASSET MANAGEMENT INC 215,896$9,391,0001.98%
NBW CAPITAL LLC 124,573$5,419,0001.65%
GYL FINANCIAL SYNERGIES, LLC 65,211$2,837,0001.64%
Advantage Alpha Capital Partners LP 114,512$4,981,0001.09%
View complete list of FOCUS FINL PARTNERS INC shareholders