Purchases and Sales Made in Q4 2023 in Brown Forman Corp Cl B (BFB)
This table provides information about the institutional ownership of Brown Forman Corp Cl B (BFB) during Q4 2023. The information is specifically focused on institutions that hold shares of BROWN-FORMAN CORP CL-B.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
600+ 46.88% |
N/A
|
1.88K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
582+ 0.91% |
N/A
|
64.4K
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
BUY
|
- |
572+ 0.33% |
N/A
|
173K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
570+ 4.18% |
N/A
|
14.2K
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
557+ 0.93% |
N/A
|
60.1K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
550New |
N/A
|
550
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
535+ 2.1% |
N/A
|
26K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
527+ 7.88% |
N/A
|
7.22K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
455+ 3.33% |
N/A
|
14.1K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
425+ 11.11% |
N/A
|
4.25K
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
390+ 5.25% |
N/A
|
7.82K
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
386+ 1.17% |
N/A
|
33.4K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
383+ 9.53% |
N/A
|
4.4K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
382+ 3.19% |
N/A
|
12.3K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
325+ 0.43% |
N/A
|
76.8K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
323+ 13.15% |
N/A
|
2.78K
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
315+ 143.18% |
N/A
|
535
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
287+ 6.33% |
N/A
|
4.82K
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
251+ 0.69% |
N/A
|
36.6K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
231+ 5.57% |
N/A
|
4.38K
$0
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
220New |
N/A
|
220
$0
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
204+ 204.0% |
N/A
|
304
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
203+ 3.51% |
N/A
|
5.99K
$0
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
200New |
N/A
|
200
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.63% |
N/A
|
31.9K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
200+ 0.85% |
N/A
|
23.7K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
170+ 18.52% |
N/A
|
1.09K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
163+ 1.76% |
N/A
|
9.41K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
162+ 1.58% |
N/A
|
10.4K
$0
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
148+ 170.11% |
N/A
|
235
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
145New |
N/A
|
145
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
144+ 2.45% |
N/A
|
6.03K
$0
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
137+ 2.24% |
N/A
|
6.26K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
137+ 0.56% |
N/A
|
24.8K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
129+ 4.05% |
N/A
|
3.32K
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
127+ 1.27% |
N/A
|
10.2K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
125+ 1.57% |
N/A
|
8.08K
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
122+ 62.56% |
N/A
|
317
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
121+ 0.93% |
N/A
|
13.1K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
105+ 2.99% |
N/A
|
3.62K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Parthenon LLC
|
BUY
|
- |
104+ 0.1% |
N/A
|
105K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
102New |
N/A
|
102
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
90+ 0.62% |
N/A
|
14.6K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
90+ 1.2% |
N/A
|
7.59K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
85+ 1.9% |
N/A
|
4.55K
$0
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
84+ 15.53% |
N/A
|
625
$0
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
75+ 1.73% |
N/A
|
4.4K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
72+ 0.49% |
N/A
|
14.6K
$0
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
69+ 0.22% |
N/A
|
32K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
69+ 33.01% |
N/A
|
278
$0
|