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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.92KNew |
$196K - $216K
|
2.92K
$326K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
298+ 9.71% |
$20.1K - $22.1K
|
3.37K
$376K
|
|
|
Nov 14, 2023
Q3 2023
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-150K- 33.32% |
$10.1M - $11.1M
|
300K
$33.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
8.45K+ 16.15% |
$569K - $627K
|
60.8K
$6.79M
|
|
|
Nov 14, 2023
Q3 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
3.14K+ 18.77% |
$211K - $233K
|
19.8K
$2.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
605+ 6.88% |
$40.7K - $44.9K
|
9.4K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
10.8KNew |
$725K - $799K
|
10.8K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-1.53K- 3.94% |
$103K - $114K
|
37.4K
$4.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
13.5KNew |
$911K - $1M
|
13.5K
$1.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-1.27K- 29.26% |
$85.5K - $94.2K
|
3.07K
$343K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
27+ 14.06% |
$1.82K - $2K
|
219
$24.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Fosun International LTD
|
SELL
|
- |
-3K- 30.77% |
$202K - $223K
|
6.75K
$754K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-576- 12.8% |
$38.8K - $42.7K
|
3.92K
$438K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-25- 55.56% |
$1.68K - $1.86K
|
20
$2.23K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-766- 4.1% |
$51.6K - $56.8K
|
17.9K
$2M
|
|
|
Nov 03, 2023
Q3 2023
|
Q3 Asset Management
|
SELL
|
- |
-3.96K- 51.93% |
$267K - $294K
|
3.67K
$410K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
16+ 0.84% |
$1.08K - $1.19K
|
1.92K
$214K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.68KNew |
$248K - $273K
|
3.68K
$411K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
188New |
$12.7K - $13.9K
|
188
$21K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
228+ 3.1% |
$15.4K - $16.9K
|
7.58K
$847K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
361+ 2.91% |
$24.3K - $26.8K
|
12.8K
$1.43M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
354+ 150.64% |
$23.8K - $26.3K
|
589
$65.8K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
111New |
$7.48K - $8.24K
|
111
$12.4K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
1+ 1.64% |
$67.4 - $74.2
|
62
$6.93K
|
|
|
Oct 17, 2023
Q3 2023
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
25K+ 5.06% |
$1.68M - $1.86M
|
519K
$58M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-21- 4.05% |
$1.41K - $1.56K
|
498
$55.6K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-8.99K- 69.65% |
$518K - $619K
|
3.92K
$437K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-175K- 45.61% |
$10.1M - $12M
|
208K
$23.3M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
380New |
$21.9K - $26.2K
|
380
$42.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
51.7KNew |
$2.98M - $3.56M
|
51.7K
$5.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-60- 1.39% |
$3.46K - $4.13K
|
4.27K
$477K
|
|
|
Aug 14, 2023
Q2 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
100KNew |
$5.77M - $6.88M
|
100K
$11.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-46.3K- 41.82% |
$2.67M - $3.19M
|
64.4K
$7.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-508- 12.44% |
$29.3K - $35K
|
3.58K
$399K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-757- 2.43% |
$43.6K - $52.1K
|
30.5K
$3.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.61K+ 5.15% |
$381K - $455K
|
135K
$15.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.92KNew |
$168K - $201K
|
2.92K
$326K
|
|
|
Aug 11, 2023
Q2 2023
|
Hyperion Capital Advisors LP
New York, NY |
SELL
|
- |
-4.5K- 37.5% |
$259K - $310K
|
7.5K
$838K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-509- 0.52% |
$29.3K - $35K
|
97.4K
$10.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
720New |
$41.5K - $49.6K
|
720
$80.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.04K- 9.23% |
$59.8K - $71.5K
|
10.2K
$1.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.01K+ 4.59% |
$58.2K - $69.5K
|
23K
$2.57M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-206- 1.51% |
$11.9K - $14.2K
|
13.4K
$1.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
818+ 361.95% |
$47.2K - $56.3K
|
1.04K
$117K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
9+ 0.22% |
$519 - $620
|
4.06K
$454K
|
|
|
Jul 25, 2023
Q2 2023
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-255K- 34.74% |
$14.7M - $17.5M
|
478K
$53.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-3.39K- 7.97% |
$195K - $233K
|
39.1K
$4.36M
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-94- 50.27% |
$5.42K - $6.47K
|
93
$10.4K
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-20- 27.03% |
$1.15K - $1.38K
|
54
$6.03K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.94KNew |
$169K - $202K
|
2.94K
$328K
|
|