Purchases and Sales Made in Q3 2021 in Brown & Brown, Inc. (BRO)
This table provides information about the institutional ownership of Brown & Brown, Inc. (BRO) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Achmea Investment Management B.V.
|
BUY
|
- |
758+ 4.79% |
$39.7K - $44.7K
|
16.6K
$1.72M
|
|
|
Nov 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
749+ 15.69% |
$39.2K - $44.1K
|
5.52K
$573K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
646+ 1.93% |
$33.8K - $38.1K
|
34.2K
$3.55M
|
|
|
Nov 08, 2021
Q3 2021
|
Cim, LLC
|
BUY
|
- |
641+ 3.03% |
$33.5K - $37.8K
|
21.8K
$2.26M
|
|
|
Nov 15, 2021
Q3 2021
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
600+ 0.77% |
$31.4K - $35.4K
|
78.1K
$8.11M
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
599+ 14.32% |
$31.3K - $35.3K
|
4.78K
$497K
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
400+ 12.99% |
$20.9K - $23.6K
|
3.48K
$361K
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
400+ 0.7% |
$20.9K - $23.6K
|
57.2K
$5.94M
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
379New |
$19.8K - $22.3K
|
379
$39.4K
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
359+ 0.6% |
$18.8K - $21.2K
|
60.2K
$6.25M
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
324+ 2.0% |
$16.9K - $19.1K
|
16.5K
$1.71M
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
316New |
$16.5K - $18.6K
|
316
$32.8K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
273New |
$14.3K - $16.1K
|
273
$28.4K
|
|
|
Oct 21, 2021
Q3 2021
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
271+ 6.43% |
$14.2K - $16K
|
4.49K
$466K
|
|
|
Jan 20, 2022
Q3 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
268+ 6.54% |
$14K - $15.8K
|
4.37K
$454K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
259+ 1.05% |
$13.5K - $15.3K
|
24.9K
$2.59M
|
|
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
239+ 4.74% |
$12.5K - $14.1K
|
5.28K
$548K
|
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
231+ 1.84% |
$12.1K - $13.6K
|
12.8K
$1.32M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
226+ 0.62% |
$11.8K - $13.3K
|
36.7K
$3.81M
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
202+ 1.61% |
$10.6K - $11.9K
|
12.8K
$1.32M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
196+ 0.55% |
$10.3K - $11.6K
|
35.9K
$3.73M
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
180+ 14.99% |
$9.42K - $10.6K
|
1.38K
$143K
|
|
|
Nov 15, 2021
Q3 2021
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
180+ 0.75% |
$9.42K - $10.6K
|
24.1K
$2.5M
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
175+ 36.23% |
$9.15K - $10.3K
|
658
$68.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
159+ 0.04% |
$8.32K - $9.37K
|
410K
$42.6M
|
|
|
Nov 02, 2021
Q3 2021
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
153+ 0.69% |
$8K - $9.02K
|
22.4K
$2.32M
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
147New |
$7.69K - $8.66K
|
147
$15.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
142+ 2.47% |
$7.43K - $8.37K
|
5.88K
$611K
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
131New |
$6.85K - $7.72K
|
131
$13.6K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
129+ 3.92% |
$6.75K - $7.6K
|
3.42K
$355K
|
|
|
Oct 21, 2021
Q3 2021
|
Xcel Wealth Management, LLC
|
BUY
|
- |
88+ 1.48% |
$4.6K - $5.19K
|
6.03K
$626K
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
88New |
$4.6K - $5.19K
|
88
$9.14K
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
87New |
$4.55K - $5.13K
|
87
$9.03K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
71New |
$3.71K - $4.18K
|
71
$7.37K
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
71+ 0.36% |
$3.71K - $4.18K
|
19.8K
$2.05M
|
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
70New |
$3.66K - $4.13K
|
70
$7.27K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
62New |
$3.24K - $3.65K
|
62
$6.44K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
57+ 9.76% |
$2.98K - $3.36K
|
641
$66.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
57New |
$2.98K - $3.36K
|
57
$5.92K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
56New |
$2.93K - $3.3K
|
56
$5.82K
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
55+ 1.03% |
$2.88K - $3.24K
|
5.38K
$558K
|
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
55New |
$2.88K - $3.24K
|
55
$5.71K
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
39New |
$2.04K - $2.3K
|
39
$4.05K
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
37+ 0.52% |
$1.94K - $2.18K
|
7.13K
$740K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
37New |
$1.94K - $2.18K
|
37
$3.84K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
36+ 15.25% |
$1.88K - $2.12K
|
272
$28.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
35+ 0.11% |
$1.83K - $2.06K
|
33.3K
$3.46M
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
26+ 0.17% |
$1.36K - $1.53K
|
15.6K
$1.62M
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
24+ 31.17% |
$1.26K - $1.41K
|
101
$10.5K
|
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
22+ 0.42% |
$1.15K - $1.3K
|
5.22K
$542K
|