Latest Institutional Sells of Brown & Brown, Inc. (BRO)
This list provides information on the latest institutional transactions involving Brown & Brown, Inc. (BRO) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-5.29K- 23.28% |
$427K - $494K
|
17.4K
$2.17M
|
|
Aug 14, 2024
Q2 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-3.3K- 14.96% |
$266K - $308K
|
18.7K
$2.33M
|
|
Aug 13, 2024
Q2 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.44K- 23.93% |
$197K - $228K
|
7.76K
$965K
|
|
Aug 14, 2024
Q2 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-896- 34.2% |
$72.2K - $83.6K
|
1.72K
$214K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-878- 25.84% |
$70.8K - $82K
|
2.52K
$313K
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-859- 19.89% |
$69.3K - $80.2K
|
3.46K
$430K
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
CALL |
-600- 37.5% |
$48.4K - $56K
|
1K
$124K
|
|
Aug 13, 2024
Q2 2024
|
Lindenwold Advisors
|
SELL
|
- |
-204- 2.27% |
$16.4K - $19K
|
8.8K
$1.09M
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-105- 1.64% |
$8.47K - $9.8K
|
6.28K
$782K
|
|
Jul 25, 2024
Q2 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-64- 12.57% |
$5.16K - $5.97K
|
445
$55.4K
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-46- 1.94% |
$3.71K - $4.29K
|
2.32K
$289K
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-43- 8.32% |
$3.47K - $4.01K
|
474
$59K
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-1- 0.26% |
$80.6 - $93.3
|
386
$48K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-8.82K- 35.64% |
$613K - $772K
|
15.9K
$1.98M
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-3.85K- 96.58% |
$267K - $337K
|
136
$16.9K
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-2.54K- 34.17% |
$176K - $222K
|
4.89K
$609K
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-2K- 23.51% |
$139K - $175K
|
6.51K
$809K
|
|
May 08, 2024
Q1 2024
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-1.87K- 23.77% |
$130K - $164K
|
6K
$746K
|
|
Apr 12, 2024
Q1 2024
|
Triad Investment Management
|
SELL
|
- |
-1.86K- 4.85% |
$129K - $163K
|
36.5K
$4.53M
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.77K- 40.55% |
$123K - $155K
|
2.59K
$322K
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-608- 0.94% |
$42.2K - $53.2K
|
64.4K
$8.01M
|
|
Feb 13, 2025
Q1 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-500- 6.96% |
$34.7K - $43.8K
|
6.68K
$831K
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-376- 86.84% |
$26.1K - $32.9K
|
57
$7.09K
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-312- 9.87% |
$21.7K - $27.3K
|
2.85K
$355K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-130- 1.08% |
$9.03K - $11.4K
|
11.9K
$1.48M
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-88- 0.92% |
$6.11K - $7.7K
|
9.53K
$1.19M
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-5- 0.03% |
$347 - $438
|
17K
$2.11M
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-59.3K- 82.98% |
$3.96M - $4.5M
|
12.2K
$1.51M
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-11.5KClosed |
$767K - $870K
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-9.16K- 48.8% |
$612K - $694K
|
9.61K
$1.2M
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-8.99K- 99.58% |
$600K - $681K
|
38
$4.73K
|
|
Feb 16, 2024
Q4 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-7.07K- 43.22% |
$472K - $536K
|
9.29K
$1.16M
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
SELL
|
- |
-1.71K- 66.99% |
$114K - $129K
|
842
$105K
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-983- 23.61% |
$65.6K - $74.5K
|
3.18K
$396K
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-650- 23.12% |
$43.4K - $49.3K
|
2.16K
$269K
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-460- 1.55% |
$30.7K - $34.9K
|
29.2K
$3.63M
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-56- 49.56% |
$3.74K - $4.24K
|
57
$7.09K
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-36- 2.91% |
$2.4K - $2.73K
|
1.2K
$149K
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6- 0.14% |
$401 - $455
|
4.44K
$552K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-150K- 33.32% |
$10.1M - $11.1M
|
300K
$37.3M
|
|
Nov 16, 2023
Q3 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-77.5K- 32.03% |
$5.22M - $5.75M
|
164K
$20.5M
|
|
Nov 03, 2023
Q3 2023
|
Q3 Asset Management
|
SELL
|
- |
-3.96K- 51.93% |
$267K - $294K
|
3.67K
$456K
|
|
Nov 08, 2023
Q3 2023
|
Fosun International LTD
|
SELL
|
- |
-3K- 30.77% |
$202K - $223K
|
6.75K
$840K
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-1.53K- 3.94% |
$103K - $114K
|
37.4K
$4.65M
|
|
Nov 09, 2023
Q3 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-1.27K- 29.26% |
$85.5K - $94.2K
|
3.07K
$382K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-766- 4.1% |
$51.6K - $56.8K
|
17.9K
$2.23M
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-576- 12.8% |
$38.8K - $42.7K
|
3.92K
$488K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-25- 55.56% |
$1.68K - $1.86K
|
20
$2.49K
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-21- 4.05% |
$1.41K - $1.56K
|
498
$62K
|
|
Q2 2023 | |||||||
Jul 25, 2023
Q2 2023
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-255K- 34.74% |
$14.7M - $17.5M
|
478K
$59.5M
|