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 |
|---|---|---|---|---|---|---|---|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
635+ 2.24% |
$42.4K - $48.1K
|
29K
$2.34M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
239+ 29.95% |
$16K - $18.1K
|
1.04K
$83.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
150New |
$10K - $11.4K
|
150
$12.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
87New |
$5.81K - $6.59K
|
87
$7.02K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
41New |
$2.74K - $3.11K
|
41
$3.31K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
33New |
$2.2K - $2.5K
|
33
$2.66K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
20New |
$1.34K - $1.52K
|
20
$1.61K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
20New |
$1.34K - $1.52K
|
20
$1.61K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
13+ 1.37% |
$868 - $985
|
962
$77.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
8New |
$534 - $606
|
8
$646
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
6+ 5.22% |
$401 - $455
|
121
$9.76K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
13.5KNew |
$911K - $1M
|
13.5K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
10.8KNew |
$725K - $799K
|
10.8K
$869K
|
|
|
Nov 14, 2023
Q3 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
8.45K+ 16.15% |
$569K - $627K
|
60.8K
$4.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
7.82KNew |
$526K - $580K
|
7.82K
$631K
|
|
|
Nov 14, 2023
Q3 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
3.14K+ 18.77% |
$211K - $233K
|
19.8K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.92KNew |
$196K - $216K
|
2.92K
$235K
|
|
|
Nov 14, 2023
Q3 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
1K+ 16.53% |
$67.4K - $74.2K
|
7.05K
$569K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
361+ 2.91% |
$24.3K - $26.8K
|
12.8K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
298+ 9.71% |
$20.1K - $22.1K
|
3.37K
$272K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
188New |
$12.7K - $13.9K
|
188
$15.2K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
111New |
$7.48K - $8.24K
|
111
$8.96K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
48+ 0.78% |
$3.23K - $3.56K
|
6.18K
$499K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
27+ 14.06% |
$1.82K - $2K
|
219
$17.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
16+ 0.84% |
$1.08K - $1.19K
|
1.92K
$155K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
1+ 1.64% |
$67.4 - $74.2
|
62
$5K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
51.7KNew |
$2.98M - $3.56M
|
51.7K
$4.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.61K+ 5.15% |
$381K - $455K
|
135K
$10.9M
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
2.98KNew |
$172K - $205K
|
2.98K
$241K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.94KNew |
$169K - $202K
|
2.94K
$237K
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.92KNew |
$168K - $201K
|
2.92K
$235K
|
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.86KNew |
$107K - $128K
|
1.86K
$150K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.01K+ 4.59% |
$58.2K - $69.5K
|
23K
$1.85M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
818+ 361.95% |
$47.2K - $56.3K
|
1.04K
$84.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
720New |
$41.5K - $49.6K
|
720
$58.1K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
380New |
$21.9K - $26.2K
|
380
$30.7K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
54New |
$3.11K - $3.72K
|
54
$4.36K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
9+ 0.22% |
$519 - $620
|
4.06K
$328K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 9.68% |
$173 - $207
|
34
$2.74K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.91MNew |
$102M - $119M
|
1.91M
$155M
|
|
|
May 15, 2023
Q1 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
57.6KNew |
$3.08M - $3.57M
|
57.6K
$4.65M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
15KNew |
$801K - $929K
|
15K
$1.21M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
4.85KNew |
$259K - $300K
|
4.85K
$391K
|
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
4.2KNew |
$224K - $260K
|
4.2K
$339K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
325New |
$17.4K - $20.1K
|
325
$26.2K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
136New |
$7.27K - $8.43K
|
136
$11K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
48New |
$2.56K - $2.97K
|
48
$3.87K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
35New |
$1.87K - $2.17K
|
35
$2.82K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
24New |
$1.28K - $1.49K
|
24
$1.94K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10New |
$534 - $620
|
10
$807
|
|