Latest Institutional Transactions on Brown Forman Corp Cl B (BFB)
This table provides information on the latest institutional transactions involving Brown Forman Corp Cl B (BFB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-37- 0.81% |
N/A
|
4.56K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-11.7K- 77.74% |
N/A
|
3.35K
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
250+ 5.41% |
N/A
|
4.88K
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
256+ 4.22% |
N/A
|
6.33K
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-209- 6.29% |
N/A
|
3.11K
$0
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
15.2KNew |
N/A
|
15.2K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-73- 10.22% |
N/A
|
641
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
5.19KNew |
N/A
|
5.19K
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
55New |
N/A
|
55
$0
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
11New |
N/A
|
11
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
1.5KNew |
N/A
|
1.5K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 3.57% |
N/A
|
29
$0
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
59.1K+ 21.49% |
N/A
|
334K
$0
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 1.96% |
N/A
|
52
$0
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
27.1KNew |
N/A
|
27.1K
$0
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-39.4K- 45.11% |
N/A
|
47.9K
$0
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6.5K- 66.1% |
N/A
|
3.33K
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-75- 13.99% |
N/A
|
461
$0
|
|
|
May 15, 2023
Q1 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
5.35KNew |
N/A
|
5.35K
$0
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.06K+ 12.19% |
N/A
|
28.1K
$0
|
|
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
10.1K+ 124.84% |
N/A
|
18.3K
$0
|
|
|
May 15, 2023
Q1 2023
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-842- 71.72% |
N/A
|
332
$0
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-224- 4.5% |
N/A
|
4.75K
$0
|
|
|
May 11, 2023
Q1 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
5.54KNew |
N/A
|
5.54K
$0
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.14K- 49.26% |
N/A
|
4.27K
$0
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
2New |
N/A
|
2
$0
|
|
|
May 10, 2023
Q1 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.02K+ 21.26% |
N/A
|
5.82K
$0
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
12+ 0.11% |
N/A
|
10.5K
$0
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.53MNew |
N/A
|
1.53M
$0
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
14New |
N/A
|
14
$0
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-3.75K- 30.0% |
N/A
|
8.75K
$0
|
|
|
May 04, 2023
Q1 2023
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-448- 2.85% |
N/A
|
15.3K
$0
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
1.15K+ 7.78% |
N/A
|
15.9K
$0
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-5- 4.07% |
N/A
|
118
$0
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-16- 26.67% |
N/A
|
44
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
500New |
N/A
|
500
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-60- 39.47% |
N/A
|
92
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
8New |
N/A
|
8
$0
|
|
|
Apr 25, 2023
Q1 2023
|
First Bank & Trust
|
SELL
|
- |
-6.05K- 60.2% |
N/A
|
4K
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
35.5KNew |
N/A
|
35.5K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
13New |
N/A
|
13
$0
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-160- 49.23% |
N/A
|
165
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
121+ 1.48% |
N/A
|
8.32K
$0
|
|
| Q4 2022 | |||||||
|
Oct 07, 2024
Q4 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
352KNew |
N/A
|
352K
$0
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
37+ 38.54% |
N/A
|
133
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-192- 8.71% |
N/A
|
2.01K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
2.55K+ 26.67% |
N/A
|
12.1K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.16KNew |
N/A
|
3.16K
$0
|
|