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 |
---|---|---|---|---|---|---|---|
May 10, 2021
Q1 2021
|
Kehrs Ridge Capital,Llc
|
SELL
|
- |
-130KClosed |
N/A
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-2.83KClosed |
N/A
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.68KClosed |
N/A
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
3.28KNew |
N/A
|
3.28K
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.72KClosed |
N/A
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-6KClosed |
N/A
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-227Closed |
N/A
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-71.7KClosed |
N/A
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
3.13KNew |
N/A
|
3.13K
$0
|
|
Apr 16, 2021
Q1 2021
|
Motco
|
SELL
|
- |
-25Closed |
N/A
|
0
$0
|
|
Q4 2020 | |||||||
Nov 09, 2023
Q4 2020
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
205+ 39.2% |
N/A
|
728
$0
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-150Closed |
N/A
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Centric Wealth Management
|
SELL
|
- |
-16.9KClosed |
N/A
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-4.07KClosed |
N/A
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-10.9KClosed |
N/A
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
166KNew |
N/A
|
166K
$0
|
|
Feb 11, 2021
Q4 2020
|
Annapolis Financial Services, LLC
|
BUY
|
- |
8.97KNew |
N/A
|
8.97K
$0
|
|
Feb 11, 2021
Q4 2020
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-6KClosed |
N/A
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-19KClosed |
N/A
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-5.48KClosed |
N/A
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
375New |
N/A
|
375
$0
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-645Closed |
N/A
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.85KClosed |
N/A
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-2.69KClosed |
N/A
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-2.34KClosed |
N/A
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
6.8KNew |
N/A
|
6.8K
$0
|
|
Jan 29, 2021
Q4 2020
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
3.61KNew |
N/A
|
3.61K
$0
|
|
Jan 12, 2021
Q4 2020
|
Fcf Advisors LLC
|
SELL
|
- |
-26.1KClosed |
N/A
|
0
$0
|
|
Q3 2020 | |||||||
Aug 13, 2024
Q3 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-6- 0.11% |
N/A
|
5.5K
$0
|
|
Nov 23, 2022
Q3 2020
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
7.27K+ 321.07% |
N/A
|
9.53K
$0
|
|
May 14, 2021
Q3 2020
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-30Closed |
N/A
|
0
$0
|
|
Nov 30, 2020
Q3 2020
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-4.66KClosed |
N/A
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-441Closed |
N/A
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-131KClosed |
N/A
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Mirova
Paris, I0 |
SELL
|
- |
-2.05KClosed |
N/A
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-187Closed |
N/A
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-9Closed |
N/A
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-691Closed |
N/A
|
0
$0
|
|
Nov 04, 2020
Q3 2020
|
Sageworth Trust CO
|
SELL
|
- |
-3Closed |
N/A
|
0
$0
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-977Closed |
N/A
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Dorsey Wright & Associates
|
SELL
|
- |
-25.3KClosed |
N/A
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-50Closed |
N/A
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-70Closed |
N/A
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-4Closed |
N/A
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Veracity Capital LLC
|
SELL
|
- |
-9.1KClosed |
N/A
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-27Closed |
N/A
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.02K- 64.58% |
N/A
|
1.11K
$0
|
|
Aug 21, 2020
Q2 2020
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-12.7KClosed |
N/A
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.6KClosed |
N/A
|
0
$0
|