Purchases and Sales Made in Q3 2022 in Brown & Brown, Inc. (BRO)
This table provides information about the institutional ownership of Brown & Brown, Inc. (BRO) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
30+ 5.83% |
$1.75K - $2.04K
|
545
$63.5K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
24+ 7.52% |
$1.4K - $1.64K
|
343
$40K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
20+ 57.14% |
$1.17K - $1.36K
|
55
$6.41K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
20+ 3.45% |
$1.17K - $1.36K
|
600
$69.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
19New |
$1.11K - $1.29K
|
19
$2.21K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
18New |
$1.05K - $1.23K
|
18
$2.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
15New |
$875 - $1.02K
|
15
$1.75K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
15+ 53.57% |
$875 - $1.02K
|
43
$5.01K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
15+ 3.01% |
$875 - $1.02K
|
514
$59.9K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
14+ 23.73% |
$816 - $954
|
73
$8.5K
|
|
|
Oct 11, 2022
Q3 2022
|
Holland Advisory Services, Inc.
|
BUY
|
- |
11+ 0.13% |
$641 - $750
|
8.2K
$955K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
6+ 31.58% |
$350 - $409
|
25
$2.91K
|
|
|
Nov 07, 2022
Q3 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 5.56% |
$117 - $136
|
38
$4.43K
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
SELL
|
- |
-1- 2.04% |
$58.3 - $68.1
|
48
$5.59K
|
|
|
Nov 14, 2022
Q3 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-1- 0.02% |
$58.3 - $68.1
|
4.5K
$525K
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3- 12.5% |
$175 - $204
|
21
$2.45K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-5- 16.13% |
$292 - $341
|
26
$3.03K
|
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-6- 0.02% |
$350 - $409
|
33.5K
$3.91M
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-7- 7.95% |
$408 - $477
|
81
$9.44K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-8- 10.39% |
$466 - $545
|
69
$8.04K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-10- 1.52% |
$583 - $681
|
646
$75.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-12- 0.24% |
$700 - $818
|
4.94K
$575K
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-16- 4.73% |
$933 - $1.09K
|
322
$37.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-17- 36.17% |
$991 - $1.16K
|
30
$3.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-22- 1.55% |
$1.28K - $1.5K
|
1.4K
$163K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-23- 12.04% |
$1.34K - $1.57K
|
168
$19.6K
|
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-40- 0.34% |
$2.33K - $2.73K
|
11.7K
$1.36M
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-49- 21.21% |
$2.86K - $3.34K
|
182
$21.2K
|
|
|
Oct 18, 2022
Q3 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-63- 0.29% |
$3.67K - $4.29K
|
21.6K
$2.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-71- 0.53% |
$4.14K - $4.84K
|
13.4K
$1.56M
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-83- 62.88% |
$4.84K - $5.66K
|
49
$5.71K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-83- 62.88% |
$4.84K - $5.66K
|
49
$5.71K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-88Closed |
$5.13K - $6K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-90- 88.24% |
$5.25K - $6.13K
|
12
$1.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-96- 1.97% |
$5.6K - $6.54K
|
4.77K
$555K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-100- 67.11% |
$5.83K - $6.81K
|
49
$5.71K
|
|
|
Nov 14, 2022
Q3 2022
|
Ethic Inc.
New York, NY |
SELL
|
- |
-123- 2.28% |
$7.17K - $8.38K
|
5.28K
$615K
|
|
|
Nov 14, 2022
Q3 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-145- 3.04% |
$8.45K - $9.88K
|
4.62K
$539K
|
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-147- 0.3% |
$8.57K - $10K
|
49.7K
$5.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-150- 0.74% |
$8.75K - $10.2K
|
20K
$2.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-155- 1.13% |
$9.04K - $10.6K
|
13.6K
$1.59M
|
|
|
Mar 30, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-155- 1.13% |
$9.04K - $10.6K
|
13.6K
$1.59M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-176- 0.9% |
$10.3K - $12K
|
19.5K
$2.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-177- 0.9% |
$10.3K - $12.1K
|
19.5K
$2.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-189- 0.66% |
$11K - $12.9K
|
28.6K
$3.33M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-214- 5.76% |
$12.5K - $14.6K
|
3.5K
$408K
|
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-223- 4.62% |
$13K - $15.2K
|
4.6K
$536K
|
|
|
Oct 31, 2022
Q3 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-225- 25.2% |
$13.1K - $15.3K
|
668
$77.8K
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-231- 2.42% |
$13.5K - $15.7K
|
9.3K
$1.08M
|