Purchases and Sales Made in Q1 2023 in Brown & Brown, Inc. (BRO)
This table provides information about the institutional ownership of Brown & Brown, Inc. (BRO) during Q1 2023. The information is specifically focused on institutions that hold shares of BROWN & BROWN, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
139New |
$7.43K - $8.61K
|
139
$16.2K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
136New |
$7.27K - $8.43K
|
136
$15.8K
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
135+ 0.39% |
$7.21K - $8.36K
|
34.4K
$4.01M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
131+ 15.88% |
$7K - $8.12K
|
956
$111K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
129+ 38.86% |
$6.89K - $7.99K
|
461
$53.7K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
126+ 1260.0% |
$6.73K - $7.81K
|
136
$15.8K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
114+ 300.0% |
$6.09K - $7.06K
|
152
$17.7K
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
112+ 0.28% |
$5.98K - $6.94K
|
39.8K
$4.64M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
107New |
$5.72K - $6.63K
|
107
$12.5K
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
102+ 2.19% |
$5.45K - $6.32K
|
4.76K
$554K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
101New |
$5.4K - $6.26K
|
101
$11.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.66% |
$5.34K - $6.2K
|
15.3K
$1.78M
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.24% |
$5.34K - $6.2K
|
42K
$4.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
91+ 6.25% |
$4.86K - $5.64K
|
1.55K
$180K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
79+ 39.5% |
$4.22K - $4.89K
|
279
$32.5K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
73+ 0.22% |
$3.9K - $4.52K
|
33.5K
$3.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
72+ 0.18% |
$3.85K - $4.46K
|
39.9K
$4.65M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
68New |
$3.63K - $4.21K
|
68
$7.92K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
66New |
$3.53K - $4.09K
|
66
$7.69K
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
66+ 0.84% |
$3.53K - $4.09K
|
7.97K
$928K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
63New |
$3.37K - $3.9K
|
63
$7.34K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
55+ 0.12% |
$2.94K - $3.41K
|
46.8K
$5.46M
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
48New |
$2.56K - $2.97K
|
48
$5.59K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
36New |
$1.92K - $2.23K
|
36
$4.19K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
35New |
$1.87K - $2.17K
|
35
$4.08K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
34+ 47.22% |
$1.82K - $2.11K
|
106
$12.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
31+ 48.44% |
$1.66K - $1.92K
|
95
$11.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
25New |
$1.34K - $1.55K
|
25
$2.91K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
24New |
$1.28K - $1.49K
|
24
$2.8K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
23+ 0.23% |
$1.23K - $1.43K
|
10.1K
$1.18M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
23+ 15.23% |
$1.23K - $1.43K
|
174
$20.3K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
22+ 0.3% |
$1.18K - $1.36K
|
7.39K
$861K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
21+ 4.16% |
$1.12K - $1.3K
|
526
$61.3K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
14New |
$748 - $867
|
14
$1.63K
|
|
|
Apr 17, 2023
Q1 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
14+ 0.17% |
$748 - $867
|
8.23K
$958K
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
13+ 118.18% |
$695 - $805
|
24
$2.8K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 50.0% |
$641 - $744
|
36
$4.19K
|
|
|
May 12, 2023
Q1 2023
|
Dundas Partners LLP
Edinburgh, X0 |
BUY
|
- |
11+ 0.0% |
$588 - $682
|
438K
$51M
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10New |
$534 - $620
|
10
$1.17K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
7+ 0.2% |
$374 - $434
|
3.51K
$409K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 4.35% |
$321 - $372
|
144
$16.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
6+ 20.69% |
$321 - $372
|
35
$4.08K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
5+ 0.12% |
$267 - $310
|
4.05K
$472K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5+ 11.63% |
$267 - $310
|
48
$5.59K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
4New |
$214 - $248
|
4
$466
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 0.06% |
$160 - $186
|
4.79K
$558K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3+ 0.03% |
$160 - $186
|
8.93K
$1.04M
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2+ 0.05% |
$107 - $124
|
4.27K
$498K
|
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$53.4 - $62
|
4.46K
$520K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1+ 1.96% |
$53.4 - $62
|
52
$6.06K
|