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 198 filers reported holding FOCUS FINL PARTNERS INC in Q3 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.3%.

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 2022
NameSharesValueWeighting ↓
STONE POINT CAPITAL LLC 16,048,975$778,375,00031.96%
Azora Capital LP 472,860$22,934,0003.57%
MOODY ALDRICH PARTNERS LLC 388,889$18,861,0002.65%
Quadrant Private Wealth Management, LLC 121,298$5,883,0002.39%
ELEMENT CAPITAL MANAGEMENT LLC 292,210$14,172,0002.24%
WINSLOW ASSET MANAGEMENT INC 210,036$10,187,0001.90%
NBW CAPITAL LLC 131,327$6,369,0001.55%
GYL FINANCIAL SYNERGIES, LLC 51,654$2,505,0001.29%
Advantage Alpha Capital Partners LP 123,555$5,992,0001.16%
Full18 Capital LLC 40,460$1,962,0000.82%
View complete list of FOCUS FINL PARTNERS INC shareholders