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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
4New |
$214 - $248
|
4
$323
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1+ 1.96% |
$53.4 - $62
|
52
$4.2K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
251KNew |
$13.8M - $16M
|
251K
$20.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
13.1KNew |
$719K - $832K
|
13.1K
$1.05M
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
12.8KNew |
$702K - $812K
|
12.8K
$1.03M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
12.8KNew |
$702K - $812K
|
12.8K
$1.03M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
11.8KNew |
$651K - $754K
|
11.8K
$955K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
9.99KNew |
$550K - $636K
|
9.99K
$806K
|
|
|
Feb 14, 2023
Q4 2022
|
Srb Corp
Boston, MA |
BUY
|
- |
7.9KNew |
$435K - $503K
|
7.9K
$637K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
7.33K+ 183.22% |
$403K - $467K
|
11.3K
$914K
|
|
|
Feb 14, 2023
Q4 2022
|
Utah Peaks Capital Inc
Park City, UT |
BUY
|
- |
5.09KNew |
$280K - $324K
|
5.09K
$411K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.41KNew |
$77.5K - $89.7K
|
1.41K
$114K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.1KNew |
$60.7K - $70.2K
|
1.1K
$88.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.01K+ 12.83% |
$55.6K - $64.3K
|
8.88K
$717K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
431New |
$23.7K - $27.5K
|
431
$34.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
400New |
$22K - $25.5K
|
400
$32.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
250New |
$13.8K - $15.9K
|
250
$20.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
147New |
$8.09K - $9.37K
|
147
$11.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
68+ 15.35% |
$3.74K - $4.33K
|
511
$41.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
45New |
$2.48K - $2.87K
|
45
$3.63K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
18New |
$991 - $1.15K
|
18
$1.45K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
10New |
$551 - $637
|
10
$807
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5New |
$275 - $319
|
5
$404
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
970KNew |
$56.6M - $66.1M
|
970K
$78.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
28.3KNew |
$1.65M - $1.93M
|
28.3K
$2.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
25K+ 186.51% |
$1.46M - $1.7M
|
38.3K
$3.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
8.25KNew |
$481K - $562K
|
8.25K
$665K
|
|
|
Nov 14, 2022
Q3 2022
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
7.7KNew |
$449K - $525K
|
7.7K
$621K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
3.5K+ 8.97% |
$204K - $238K
|
42.5K
$3.43M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.05KNew |
$120K - $140K
|
2.05K
$166K
|
|
|
Nov 04, 2022
Q3 2022
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
1.55K+ 44.29% |
$90.4K - $106K
|
5.05K
$408K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
479+ 0.53% |
$27.9K - $32.6K
|
91K
$7.35M
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
101New |
$5.89K - $6.88K
|
101
$8.15K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
101New |
$5.89K - $6.88K
|
101
$8.15K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
38New |
$2.22K - $2.59K
|
38
$3.07K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
36New |
$2.1K - $2.45K
|
36
$2.91K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
30+ 5.83% |
$1.75K - $2.04K
|
545
$44K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
18New |
$1.05K - $1.23K
|
18
$1.45K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
15New |
$875 - $1.02K
|
15
$1.21K
|
|
| Q2 2022 | |||||||
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
614KNew |
$32.7M - $45.1M
|
614K
$49.5M
|
|
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
105K+ 59.53% |
$5.61M - $7.73M
|
282K
$22.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
81KNew |
$4.31M - $5.94M
|
81K
$6.54M
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
34.5KNew |
$1.84M - $2.53M
|
34.5K
$2.78M
|
|
|
Aug 15, 2022
Q2 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
31KNew |
$1.65M - $2.28M
|
31K
$2.5M
|
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
CALL |
20KNew |
$1.07M - $1.47M
|
20K
$1.61M
|
|