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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
SELL
|
- |
-4.58K- 30.3% |
$280K - $333K
|
10.5K
$1.27M
|
|
|
May 16, 2022
Q1 2022
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-3.01KClosed |
$184K - $219K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
137New |
$8.37K - $9.96K
|
137
$16.6K
|
|
|
May 13, 2022
Q1 2022
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-7.67KClosed |
$469K - $558K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Teton Advisors, Inc.
Rye, NY |
SELL
|
- |
-8.8KClosed |
$538K - $640K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.7K- 67.99% |
$104K - $124K
|
800
$96.7K
|
|
|
May 12, 2022
Q1 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-91.9KClosed |
$5.62M - $6.68M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Burgundy Asset Management Ltd.
Toronto, A6 |
SELL
|
- |
-1.46MClosed |
$89.1M - $106M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
SELL
|
- |
-845Closed |
$51.7K - $61.4K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Core Alternative Capital
|
SELL
|
- |
-24Closed |
$1.47K - $1.75K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-20.2KClosed |
$1.23M - $1.47M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-5Closed |
$306 - $364
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Granite Shares Advisors LLC
|
SELL
|
- |
-1.33KClosed |
$81.2K - $96.6K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
41+ 23.84% |
$2.51K - $2.98K
|
213
$25.8K
|
|
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-6.47KClosed |
$395K - $470K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-7.06KClosed |
$431K - $513K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Segantii Capital Management LTD
|
SELL
|
- |
-48.4KClosed |
$2.96M - $3.52M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-5.93KClosed |
$363K - $431K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-6.17KClosed |
$353K - $433K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Employees Retirement System Of Texas
|
SELL
|
- |
-38.6KClosed |
$2.21M - $2.71M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
22KNew |
$1.26M - $1.55M
|
22K
$2.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
796New |
$45.5K - $55.9K
|
796
$96.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-5.23KClosed |
$299K - $368K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-3.29KClosed |
$188K - $231K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-183Closed |
$10.5K - $12.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-61KClosed |
$3.49M - $4.29M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
3.91KNew |
$224K - $275K
|
3.91K
$473K
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-316Closed |
$18.1K - $22.2K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-379Closed |
$21.7K - $26.6K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-43KClosed |
$2.46M - $3.02M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Barings LLC
|
SELL
|
- |
-4.78KClosed |
$273K - $336K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-87Closed |
$4.97K - $6.11K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-69.4KClosed |
$3.97M - $4.88M
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
30KNew |
$1.72M - $2.11M
|
30K
$3.63M
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-70Closed |
$4K - $4.92K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
151+ 65.94% |
$8.63K - $10.6K
|
380
$45.9K
|
|
|
Jan 18, 2022
Q4 2021
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-2.11KClosed |
$121K - $148K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Norway Savings Bank
|
SELL
|
- |
-500Closed |
$28.6K - $35.1K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
CALL |
-500Closed |
$28.6K - $35.1K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-4.98KClosed |
$260K - $293K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-19.6KClosed |
$1.02M - $1.15M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-13.1KClosed |
$686K - $773K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-17Closed |
$889 - $1K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-7.61KClosed |
$398K - $448K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.2KClosed |
$584K - $658K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
131New |
$6.85K - $7.72K
|
131
$15.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-526Closed |
$27.5K - $31K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-300Closed |
$15.7K - $17.7K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
71New |
$3.71K - $4.18K
|
71
$8.58K
|
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-6.94KClosed |
$363K - $409K
|
0
$0
|
|