Latest Institutional Purchases of Brown & Brown, Inc. (BRO)
This list provides information on the latest institutional transactions involving Brown & Brown, Inc. (BRO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
38New |
$2.22K - $2.59K
|
38
$4.43K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
36New |
$2.1K - $2.45K
|
36
$4.19K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
30+ 35.29% |
$1.75K - $2.04K
|
115
$13.4K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
30+ 5.83% |
$1.75K - $2.04K
|
545
$63.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
18New |
$1.05K - $1.23K
|
18
$2.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
15New |
$875 - $1.02K
|
15
$1.75K
|
|
| Q2 2022 | |||||||
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
614KNew |
$32.7M - $45.1M
|
614K
$71.5M
|
|
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
105K+ 59.53% |
$5.61M - $7.73M
|
282K
$32.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
81KNew |
$4.31M - $5.94M
|
81K
$9.43M
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
34.5KNew |
$1.84M - $2.53M
|
34.5K
$4.02M
|
|
|
Aug 15, 2022
Q2 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
31KNew |
$1.65M - $2.28M
|
31K
$3.61M
|
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
CALL |
20KNew |
$1.07M - $1.47M
|
20K
$2.33M
|
|
|
Aug 05, 2022
Q2 2022
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
10.1K+ 95.62% |
$539K - $743K
|
20.7K
$2.41M
|
|
|
Aug 15, 2022
Q2 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
5.18KNew |
$276K - $380K
|
5.18K
$603K
|
|
|
Aug 05, 2022
Q2 2022
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
4.87KNew |
$259K - $357K
|
4.87K
$567K
|
|
|
Aug 12, 2022
Q2 2022
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
4.64KNew |
$247K - $341K
|
4.64K
$541K
|
|
|
Aug 11, 2022
Q2 2022
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
3.84KNew |
$205K - $282K
|
3.84K
$447K
|
|
|
Aug 15, 2022
Q2 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
3.8KNew |
$203K - $279K
|
3.8K
$443K
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
3.72KNew |
$198K - $273K
|
3.72K
$433K
|
|
|
Aug 09, 2022
Q2 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
2.63KNew |
$140K - $193K
|
2.63K
$307K
|
|
|
Aug 18, 2022
Q2 2022
|
Infini Capital Management LTD
Central, K3 |
BUY
|
- |
2.32KNew |
$124K - $170K
|
2.32K
$270K
|
|
|
Oct 21, 2022
Q2 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
1.62K+ 15.6% |
$86.3K - $119K
|
12K
$1.4M
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
1.4KNew |
$74.6K - $103K
|
1.4K
$163K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.1K+ 17.05% |
$58.4K - $80.5K
|
7.53K
$877K
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
883New |
$47K - $64.8K
|
883
$103K
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
600+ 105.26% |
$32K - $44K
|
1.17K
$136K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
279New |
$14.9K - $20.5K
|
279
$32.5K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
250New |
$13.3K - $18.4K
|
250
$29.1K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
75New |
$4K - $5.51K
|
75
$8.74K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
55New |
$2.93K - $4.04K
|
55
$6.41K
|
|
|
Aug 02, 2022
Q2 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
48+ 0.26% |
$2.56K - $3.52K
|
18.7K
$2.17M
|
|
| Q1 2022 | |||||||
|
Feb 13, 2024
Q1 2022
|
Nicholas Company, Inc.
|
BUY
|
- |
131KNew |
$8.01M - $9.52M
|
131K
$15.3M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
137New |
$8.37K - $9.96K
|
137
$16K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
41+ 23.84% |
$2.51K - $2.98K
|
213
$24.8K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
15New |
$917 - $1.09K
|
15
$1.75K
|
|
| Q4 2021 | |||||||
|
Jan 27, 2022
Q4 2021
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
30KNew |
$1.72M - $2.11M
|
30K
$3.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
22KNew |
$1.26M - $1.55M
|
22K
$2.56M
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
3.91KNew |
$224K - $275K
|
3.91K
$456K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
796New |
$45.5K - $55.9K
|
796
$92.7K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
151+ 65.94% |
$8.63K - $10.6K
|
380
$44.3K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.53KNew |
$132K - $149K
|
2.53K
$295K
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
131New |
$6.85K - $7.72K
|
131
$15.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
71New |
$3.71K - $4.18K
|
71
$8.27K
|
|
| Q2 2021 | |||||||
|
Aug 05, 2021
Q2 2021
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
4.14KNew |
$192K - $222K
|
4.14K
$482K
|
|
| Q1 2021 | |||||||
|
Apr 16, 2021
Q1 2021
|
Clarus Group, Inc.
|
BUY
|
- |
85KNew |
$3.65M - $4.08M
|
85K
$9.9M
|
|
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
204New |
$8.76K - $9.8K
|
204
$23.8K
|
|
| Q4 2020 | |||||||
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
9.64KNew |
$419K - $466K
|
9.64K
$1.12M
|
|
|
Feb 08, 2021
Q4 2020
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
848New |
$36.9K - $41K
|
848
$98.8K
|
|
|
Feb 03, 2021
Q4 2020
|
Country Trust Bank
|
BUY
|
- |
270New |
$11.7K - $13K
|
270
$31.5K
|
|
|
Feb 16, 2021
Q4 2020
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
5New |
$217 - $242
|
5
$583
|
|