Purchases and Sales Made in Q2 2023 in Brown & Brown, Inc. (BRO)
This table provides information about the institutional ownership of Brown & Brown, Inc. (BRO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8+ 5.26% |
$461 - $551
|
160
$18.6K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
7+ 1.19% |
$404 - $482
|
596
$69.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
7+ 7.37% |
$404 - $482
|
102
$11.9K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7New |
$404 - $482
|
7
$816
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
7+ 1.19% |
$404 - $482
|
596
$69.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
7+ 20.0% |
$404 - $482
|
42
$4.89K
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
6+ 0.17% |
$346 - $413
|
3.52K
$410K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
6+ 3.97% |
$346 - $413
|
157
$18.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
6New |
$346 - $413
|
6
$699
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4New |
$231 - $275
|
4
$466
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
3+ 5.17% |
$173 - $207
|
61
$7.11K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 9.68% |
$173 - $207
|
34
$3.96K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2+ 0.02% |
$115 - $138
|
8.93K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2New |
$115 - $138
|
2
$233
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
2+ 0.01% |
$115 - $138
|
33.5K
$3.91M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.69% |
$57.7 - $68.8
|
145
$16.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 2.08% |
$57.7 - $68.8
|
49
$5.71K
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 2.7% |
$57.7 - $68.8
|
36
$4.19K
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-3- 0.04% |
$173 - $207
|
7.87K
$917K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-6- 0.05% |
$346 - $413
|
13.2K
$1.53M
|
|
|
Jul 10, 2023
Q2 2023
|
Triad Investment Management
|
SELL
|
- |
-8- 0.02% |
$461 - $551
|
32.8K
$3.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-9- 0.14% |
$519 - $620
|
6.32K
$736K
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-9- 0.08% |
$519 - $620
|
10.8K
$1.26M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-10- 0.11% |
$577 - $688
|
8.91K
$1.04M
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-20- 27.03% |
$1.15K - $1.38K
|
54
$6.29K
|
|
|
Jul 07, 2023
Q2 2023
|
Somerset Trust CO
|
SELL
|
- |
-21- 0.38% |
$1.21K - $1.45K
|
5.52K
$644K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-27- 0.56% |
$1.56K - $1.86K
|
4.81K
$560K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-31- 10.73% |
$1.79K - $2.13K
|
258
$30.1K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-34- 9.12% |
$1.96K - $2.34K
|
339
$39.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-38- 1.02% |
$2.19K - $2.62K
|
3.69K
$430K
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-44- 0.77% |
$2.54K - $3.03K
|
5.65K
$658K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-56- 52.83% |
$3.23K - $3.86K
|
50
$5.83K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-60- 1.39% |
$3.46K - $4.13K
|
4.27K
$497K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-67- 0.66% |
$3.86K - $4.61K
|
10K
$1.17M
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-94- 50.27% |
$5.42K - $6.47K
|
93
$10.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-96- 0.49% |
$5.53K - $6.61K
|
19.4K
$2.26M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-111- 0.35% |
$6.4K - $7.64K
|
31.8K
$3.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-122- 2.42% |
$7.03K - $8.4K
|
4.92K
$573K
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-127- 0.08% |
$7.32K - $8.74K
|
161K
$18.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-137- 7.87% |
$7.9K - $9.43K
|
1.6K
$187K
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-139- 0.95% |
$8.01K - $9.57K
|
14.4K
$1.68M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-145- 0.91% |
$8.36K - $9.98K
|
15.8K
$1.84M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-151- 98.05% |
$8.71K - $10.4K
|
3
$350
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-153- 33.19% |
$8.82K - $10.5K
|
308
$35.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-167- 7.83% |
$9.63K - $11.5K
|
1.97K
$229K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-179- 18.72% |
$10.3K - $12.3K
|
777
$90.5K
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-180- 0.84% |
$10.4K - $12.4K
|
21.1K
$2.46M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-206- 1.51% |
$11.9K - $14.2K
|
13.4K
$1.56M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-231- 1.83% |
$13.3K - $15.9K
|
12.4K
$1.45M
|