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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2022
Q3 2022
|
Calamos Advisors LLC
|
SELL
|
- |
-7.25K- 31.29% |
$423K - $494K
|
15.9K
$1.78M
|
|
|
Oct 21, 2022
Q3 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-18.6K- 83.53% |
$1.09M - $1.27M
|
3.67K
$410K
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
21.7KNew |
$1.26M - $1.48M
|
21.7K
$2.42M
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-83- 62.88% |
$4.84K - $5.66K
|
49
$5.47K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
30+ 5.83% |
$1.75K - $2.04K
|
545
$60.9K
|
|
|
Oct 11, 2022
Q3 2022
|
Heartland Bank & Trust CO
|
SELL
|
- |
-263- 2.52% |
$15.3K - $17.9K
|
10.2K
$1.13M
|
|
| Q2 2022 | |||||||
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
CALL |
20KNew |
$1.07M - $1.47M
|
20K
$2.23M
|
|
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
105K+ 59.53% |
$5.61M - $7.73M
|
282K
$31.5M
|
|
|
Oct 21, 2022
Q2 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
1.62K+ 15.6% |
$86.3K - $119K
|
12K
$1.34M
|
|
|
Aug 18, 2022
Q2 2022
|
Infini Capital Management LTD
Central, K3 |
BUY
|
- |
2.32KNew |
$124K - $170K
|
2.32K
$259K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-80Closed |
$4.26K - $5.87K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-597Closed |
$31.8K - $43.8K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
883New |
$47K - $64.8K
|
883
$98.6K
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-207KClosed |
$11M - $15.2M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
75New |
$4K - $5.51K
|
75
$8.38K
|
|
|
Aug 15, 2022
Q2 2022
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-6.88KClosed |
$366K - $505K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ctf Capital Management, LP
Old Greenwich, CT |
SELL
|
- |
-47.5KClosed |
$2.53M - $3.49M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
31KNew |
$1.65M - $2.28M
|
31K
$3.46M
|
|
|
Aug 15, 2022
Q2 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
5.18KNew |
$276K - $380K
|
5.18K
$578K
|
|
|
Aug 15, 2022
Q2 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-2.37KClosed |
$126K - $174K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-218- 5.97% |
$11.6K - $16K
|
3.43K
$384K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-70Closed |
$3.73K - $5.14K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
3.8KNew |
$203K - $279K
|
3.8K
$425K
|
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-4.17KClosed |
$222K - $306K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-4.9KClosed |
$261K - $360K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Uss Investment Management LTD
|
SELL
|
- |
-3.64K- 17.02% |
$194K - $267K
|
17.8K
$1.98M
|
|
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-12.8KClosed |
$683K - $941K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-3.5KClosed |
$186K - $257K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
4.64KNew |
$247K - $341K
|
4.64K
$518K
|
|
|
Aug 12, 2022
Q2 2022
|
Eisler Capital (Uk) Ltd.
London, X0 |
SELL
|
PUT |
-100KClosed |
$5.33M - $7.34M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
81KNew |
$4.31M - $5.94M
|
81K
$9.05M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.14KClosed |
$220K - $304K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
3.84KNew |
$205K - $282K
|
3.84K
$429K
|
|
|
Aug 11, 2022
Q2 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-863- 15.31% |
$46K - $63.3K
|
4.77K
$533K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.1K+ 17.05% |
$58.4K - $80.5K
|
7.53K
$841K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-56.5KClosed |
$3.01M - $4.15M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-151KClosed |
$8.03M - $11.1M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-2.59KClosed |
$138K - $190K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
279New |
$14.9K - $20.5K
|
279
$31.2K
|
|
|
Aug 09, 2022
Q2 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
2.63KNew |
$140K - $193K
|
2.63K
$294K
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
3.72KNew |
$198K - $273K
|
3.72K
$415K
|
|
|
Aug 05, 2022
Q2 2022
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
4.87KNew |
$259K - $357K
|
4.87K
$544K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-155- 36.21% |
$8.26K - $11.4K
|
273
$30.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
10.1K+ 95.62% |
$539K - $743K
|
20.7K
$2.31M
|
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
SELL
|
- |
-3.32KClosed |
$177K - $243K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-18.5KClosed |
$983K - $1.35M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-33.8KClosed |
$1.8M - $2.48M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
48+ 0.26% |
$2.56K - $3.52K
|
18.7K
$2.08M
|
|
|
Jul 27, 2022
Q2 2022
|
Stone X Group Inc.
|
SELL
|
- |
-4KClosed |
$213K - $293K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
250New |
$13.3K - $18.4K
|
250
$27.9K
|
|