Latest Institutional Transactions on Brown & Brown, Inc. (BRO)
This table provides information on the latest institutional transactions involving Brown & Brown, Inc. (BRO) 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 |
|---|---|---|---|---|---|---|---|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
20New |
$1.34K - $1.52K
|
20
$2.23K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
635+ 2.24% |
$42.4K - $48.1K
|
29K
$3.24M
|
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-8.99K- 99.58% |
$600K - $681K
|
38
$4.24K
|
|
|
Feb 16, 2024
Q4 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-7.07K- 43.22% |
$472K - $536K
|
9.29K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
75.2KNew |
$5.02M - $5.7M
|
75.2K
$8.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ghisallo Capital Management LLC
Greenwich, CT |
BUY
|
- |
70.8KNew |
$4.73M - $5.36M
|
70.8K
$7.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
42.5KNew |
$2.84M - $3.22M
|
42.5K
$4.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
38.5KNew |
$2.57M - $2.92M
|
38.5K
$4.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
5.1KNew |
$341K - $386K
|
5.1K
$570K
|
|
|
Feb 14, 2024
Q4 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
10.6KNew |
$705K - $800K
|
10.6K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
7.5KNew |
$501K - $568K
|
7.5K
$838K
|
|
|
Feb 14, 2024
Q4 2023
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
4.96KNew |
$331K - $376K
|
4.96K
$555K
|
|
|
Feb 14, 2024
Q4 2023
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
10.9KNew |
$725K - $823K
|
10.9K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
1KNew |
$66.8K - $75.8K
|
1K
$112K
|
|
|
Feb 14, 2024
Q4 2023
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
85.1K+ 38.19% |
$5.68M - $6.45M
|
308K
$34.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
92.4KNew |
$6.17M - $7M
|
92.4K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-9.16K- 48.8% |
$612K - $694K
|
9.61K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
239+ 29.95% |
$16K - $18.1K
|
1.04K
$116K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
4.1KNew |
$274K - $311K
|
4.1K
$458K
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management Us Inc.
New York, NY |
BUY
|
- |
47KNew |
$3.14M - $3.56M
|
47K
$5.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
360KNew |
$24.1M - $27.3M
|
360K
$40.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$66.8 - $75.8
|
1
$112
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6- 0.14% |
$401 - $455
|
4.44K
$496K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
BUY
|
- |
4.92KNew |
$329K - $373K
|
4.92K
$550K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-59.3K- 82.98% |
$3.96M - $4.5M
|
12.2K
$1.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
150New |
$10K - $11.4K
|
150
$16.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
6+ 5.22% |
$401 - $455
|
121
$13.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
41New |
$2.74K - $3.11K
|
41
$4.58K
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-983- 23.61% |
$65.6K - $74.5K
|
3.18K
$355K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-460- 1.55% |
$30.7K - $34.9K
|
29.2K
$3.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
20New |
$1.34K - $1.52K
|
20
$2.23K
|
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
BUY
|
- |
28.3K+ 809.54% |
$1.89M - $2.15M
|
31.8K
$3.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-650- 23.12% |
$43.4K - $49.3K
|
2.16K
$241K
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
16K+ 133233.33% |
$1.07M - $1.21M
|
16K
$1.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
13.5KNew |
$901K - $1.02M
|
13.5K
$1.51M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-36- 2.91% |
$2.4K - $2.73K
|
1.2K
$134K
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
BUY
|
- |
27.2KNew |
$1.82M - $2.06M
|
27.2K
$3.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
13+ 1.37% |
$868 - $985
|
962
$107K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
8New |
$534 - $606
|
8
$894
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
SELL
|
- |
-1.71K- 66.99% |
$114K - $129K
|
842
$94.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
33New |
$2.2K - $2.5K
|
33
$3.69K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
87New |
$5.81K - $6.59K
|
87
$9.72K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-56- 49.56% |
$3.74K - $4.24K
|
57
$6.37K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
860New |
$57.4K - $65.2K
|
860
$96.1K
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-11.5KClosed |
$767K - $870K
|
0
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
27New |
$1.8K - $2.05K
|
27
$3.02K
|
|
| Q3 2023 | |||||||
|
Nov 16, 2023
Q3 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-77.5K- 32.03% |
$5.22M - $5.75M
|
164K
$18.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
48+ 0.78% |
$3.23K - $3.56K
|
6.18K
$690K
|
|
|
Nov 14, 2023
Q3 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
1K+ 16.53% |
$67.4K - $74.2K
|
7.05K
$788K
|
|
|
Nov 14, 2023
Q3 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
7.82KNew |
$526K - $580K
|
7.82K
$873K
|
|