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 07, 2020
Q1 2020
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-9Closed |
$285 - $437
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-401Closed |
$12.7K - $19.5K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Wright Investors Service Inc
|
SELL
|
- |
-18.3KClosed |
$580K - $889K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-31Closed |
$981 - $1.5K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-725Closed |
$23K - $35.2K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Hanseatic Management Services Inc
|
BUY
|
- |
8.01KNew |
$254K - $389K
|
8.01K
$895K
|
|
|
Apr 21, 2020
Q1 2020
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-190Closed |
$6.02K - $9.22K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Arabesque Asset Management LTD
London, X0 |
SELL
|
- |
-13.6KClosed |
$431K - $660K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-6.94KClosed |
$244K - $279K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-3KClosed |
$105K - $121K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Cowen And Company, LLC
|
SELL
|
- |
-9.8KClosed |
$344K - $394K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-16.6KClosed |
$584K - $669K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Trade Link Capital LLC
Chicago, IL |
SELL
|
- |
-9.4KClosed |
$330K - $378K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.84KClosed |
$99.9K - $114K
|
0
$0
|
|
|
Jan 22, 2020
Q4 2019
|
Optimum Investment Advisors
|
SELL
|
CALL |
-500Closed |
$17.6K - $20.1K
|
0
$0
|
|
|
Jan 10, 2020
Q4 2019
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-404Closed |
$14.2K - $16.3K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.71KClosed |
$58K - $62.9K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Dean Capital Management
Overland Park, KS |
SELL
|
- |
-18.5KClosed |
$629K - $682K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-354Closed |
$12K - $13.1K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-35.9KClosed |
$1.22M - $1.32M
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-28.1KClosed |
$957K - $1.04M
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-70Closed |
$2.38K - $2.58K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
First Personal Financial Services
|
SELL
|
- |
-676Closed |
$23K - $24.9K
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.67KClosed |
$56.9K - $61.7K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-7.9KClosed |
$234K - $265K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-15Closed |
$445 - $503
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-14.6KClosed |
$433K - $489K
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-103KClosed |
$3.04M - $3.44M
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-16Closed |
$475 - $536
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-64Closed |
$1.9K - $2.14K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-302Closed |
$8.96K - $10.1K
|
0
$0
|
|
|
Jul 22, 2019
Q2 2019
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-58Closed |
$1.72K - $1.94K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Cordasco Financial Network
|
BUY
|
- |
216New |
$6.41K - $7.24K
|
216
$24.1K
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-91Closed |
$2.43K - $2.72K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-46.7KClosed |
$1.25M - $1.4M
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-11KClosed |
$293K - $328K
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-800Closed |
$21.4K - $23.9K
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Fcf Advisors LLC
|
SELL
|
- |
-44.8KClosed |
$1.2M - $1.34M
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Altrinsic Global Advisors LLC
Greenwich, CT |
SELL
|
- |
-39.2KClosed |
$1.02M - $1.16M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-45.7KClosed |
$1.19M - $1.35M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-1.38KClosed |
$35.9K - $40.8K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-408Closed |
$10.6K - $12.1K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-3.3KClosed |
$86K - $97.8K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Csenge Advisory Group
|
SELL
|
- |
-44Closed |
$1.15K - $1.3K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
C Partners Holding Gmb H
Zurich, V8 |
SELL
|
- |
-3.96KClosed |
$103K - $117K
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Mc Adam, LLC
|
SELL
|
- |
-59Closed |
$1.54K - $1.75K
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Arcadia Investment Management Corp
|
SELL
|
- |
-2.91KClosed |
$75.9K - $86.2K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Monument Capital Management
|
SELL
|
- |
-47Closed |
$1.23K - $1.39K
|
0
$0
|
|
|
Jan 11, 2019
Q4 2018
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-592Closed |
$15.4K - $17.5K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 13, 2018
Q3 2018
|
Royce & Associates LP
|
SELL
|
- |
-119KClosed |
$3.28M - $3.71M
|
0
$0
|
|