Latest Institutional Transactions on Brown & Brown, Inc. (BRO)

BRO Quotes by TradingView

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
Jul 13, 2023 Q2 2023
Counterpoint Mutual Funds LLC

BUY
 -
1.86K
New
$107K - $128K
1.86K $208K
Jul 11, 2023 Q2 2023
Janiczek Wealth Management, LLC

SELL
 -
-31
- 10.73%
$1.79K - $2.13K
258 $28.8K
Jul 10, 2023 Q2 2023
City State Bank

Norwalk, IA
BUY
 -
54
New
$3.11K - $3.72K
54 $6.03K
Jul 10, 2023 Q2 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
3
+ 9.68%
$173 - $207
34 $3.8K
Jul 07, 2023 Q2 2023
Moody National Bank Trust Division

BUY
 -
2.98K
New
$172K - $205K
2.98K $333K
Q1 2023
May 14, 2024 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 PUT
15K
New
$801K - $929K
15K $1.68M
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
107
New
$5.72K - $6.63K
107 $12K
May 22, 2023 Q1 2023
Putnam Investments LLC

Boston, MA
SELL
 -
-6.18K
- 11.1%
$330K - $383K
49.5K $5.53M
May 15, 2023 Q1 2023
Interval Partners, LP

New York, NY
SELL
 -
-65.3K
- 54.93%
$3.49M - $4.05M
53.6K $5.99M
May 15, 2023 Q1 2023
Acrisure Capital Management, LLC

Austin, TX
SELL
 -
-118
- 2.83%
$6.3K - $7.31K
4.05K $452K
May 15, 2023 Q1 2023
Alberta Investment Management Corp

Edmonton, A0
BUY
 -
4.2K
New
$224K - $260K
4.2K $469K
May 15, 2023 Q1 2023
Occudo Quantitative Strategies LP

Fort Lauderdale, FL
BUY
 -
57.6K
New
$3.08M - $3.57M
57.6K $6.43M
May 15, 2023 Q1 2023
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
1
+ 1.96%
$53.4 - $62
52 $5.81K
May 11, 2023 Q1 2023
M&G Investment Management LTD

London, X0
SELL
 -
-1.93K
- 35.42%
$103K - $119K
3.51K $392K
May 11, 2023 Q1 2023
Industrial Alliance Investment Management Inc.

Quebec, A8
BUY
 -
4.85K
New
$259K - $300K
4.85K $542K
May 10, 2023 Q1 2023
Zions Bancorporation, N.A.

SELL
 -
-19
- 20.0%
$1.02K - $1.18K
76 $8.49K
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
1.91M
New
$102M - $119M
1.91M $214M
May 09, 2023 Q1 2023
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
13
+ 118.18%
$695 - $805
24 $2.68K
May 09, 2023 Q1 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
24
New
$1.28K - $1.49K
24 $2.68K
May 08, 2023 Q1 2023
Sageworth Trust CO

BUY
 -
325
New
$17.4K - $20.1K
325 $36.3K
May 03, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
136
New
$7.27K - $8.43K
136 $15.2K
May 03, 2023 Q1 2023
Tci Wealth Advisors, Inc.

SELL
 -
-1
- 9.09%
$53.4 - $62
10 $1.12K
May 02, 2023 Q1 2023
Jackson, Grant Investment Advisers, Inc.

BUY
 -
48
New
$2.56K - $2.97K
48 $5.36K
May 02, 2023 Q1 2023
Schubert & CO

SELL
 -
-22
- 31.43%
$1.18K - $1.36K
48 $5.36K
May 01, 2023 Q1 2023
Iron Horse Wealth Management, LLC

BUY
 -
35
New
$1.87K - $2.17K
35 $3.91K
Apr 28, 2023 Q1 2023
Aia Group LTD

Hong Kong, K3
SELL
 -
-487
- 11.43%
$26K - $30.2K
3.78K $422K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
25
New
$1.34K - $1.55K
25 $2.79K
Apr 24, 2023 Q1 2023
Beaird Harris Wealth Management, LLC

Dallas, TX
SELL
 -
-44
- 9.93%
$2.35K - $2.73K
399 $44.6K
Apr 18, 2023 Q1 2023
Wolff Wiese Magana LLC

BUY
 -
10
New
$534 - $620
10 $1.12K
Apr 13, 2023 Q1 2023
Central Bank & Trust CO

BUY
 -
4
New
$214 - $248
4 $447
Apr 13, 2023 Q1 2023
Financial Management Professionals, Inc.

BUY
 -
14
New
$748 - $867
14 $1.56K
Q4 2022
Feb 14, 2024 Q4 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-49
Closed
$2.7K - $3.12K
0 $0
Mar 30, 2023 Q4 2022
Reframe Wealth, LLC

Fairfax, VA
BUY
 -
12.8K
New
$702K - $812K
12.8K $1.42M
Feb 16, 2023 Q4 2022
Bensler, LLC

Bellevue, WA
SELL
 -
-26K
Closed
$1.43M - $1.66M
0 $0
Feb 15, 2023 Q4 2022
Live Oak Investment Partners

Austin, TX
BUY
 -
18
New
$991 - $1.15K
18 $2.01K
Feb 14, 2023 Q4 2022
Srb Corp

Boston, MA
BUY
 -
7.9K
New
$435K - $503K
7.9K $882K
Feb 14, 2023 Q4 2022
Alyeska Investment Group, L.P.

Chicago, IL
BUY
 -
251K
New
$13.8M - $16M
251K $28M
Feb 14, 2023 Q4 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
1.41K
New
$77.5K - $89.7K
1.41K $157K
Feb 14, 2023 Q4 2022
Hotaling Investment Management, LLC

Wayne, PA
SELL
 -
-15
- 0.31%
$826 - $956
4.75K $531K
Feb 14, 2023 Q4 2022
Fred Alger Management, LLC

New York, NY
SELL
 -
-1.03K
- 76.9%
$56.8K - $65.7K
310 $34.6K
Feb 14, 2023 Q4 2022
Zimmer Partners, LP

New York, NY
BUY
 -
325K
+ 185.71%
$17.9M - $20.7M
500K $55.9M
Feb 14, 2023 Q4 2022
Allstate Investment Management CO

Northbrook, IL
BUY
 -
9.99K
New
$550K - $636K
9.99K $1.12M
Feb 14, 2023 Q4 2022
Kula Investments, LLC

Chicago, IL
BUY
 -
13.1K
New
$719K - $832K
13.1K $1.46M
Feb 14, 2023 Q4 2022
Utah Peaks Capital Inc

Park City, UT
BUY
 -
5.09K
New
$280K - $324K
5.09K $568K
Feb 13, 2023 Q4 2022
Center Book Partners LP

Greenwich, CT
BUY
 -
10.2K
New
$559K - $647K
10.2K $1.13M
Feb 13, 2023 Q4 2022
Delta Asset Management LLC

Memphis, TN
BUY
 -
250
New
$13.8K - $15.9K
250 $27.9K
Feb 13, 2023 Q4 2022
Martingale Asset Management L P

Boston, MA
SELL
 -
-354
- 7.86%
$19.5K - $22.6K
4.15K $464K
Feb 13, 2023 Q4 2022
Seeyond

Paris, I0
BUY
 -
7.33K
+ 183.22%
$403K - $467K
11.3K $1.26M
Feb 13, 2023 Q4 2022
Gyon Technologies Capital Management, LP

Denville, NJ
SELL
 -
-4.01K
- 57.42%
$220K - $255K
2.97K $332K

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