Purchases and Sales Made in Q3 2023 in Brown & Brown, Inc. (BRO)
This table provides information about the institutional ownership of Brown & Brown, Inc. (BRO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
8.05K+ 60.37% |
$542K - $597K
|
21.4K
$2.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
7.82KNew |
$526K - $580K
|
7.82K
$812K
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
7.52KNew |
$506K - $558K
|
7.52K
$781K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
7.47K+ 28.97% |
$503K - $554K
|
33.3K
$3.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.12K+ 39.02% |
$480K - $528K
|
25.4K
$2.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Mqs Management LLC
|
BUY
|
- |
7.08KNew |
$477K - $526K
|
7.08K
$736K
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.74K+ 0.06% |
$454K - $500K
|
12M
$1.25B
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
6.52K+ 2.2% |
$439K - $483K
|
303K
$31.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
6.35K+ 2.0% |
$427K - $471K
|
323K
$33.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
6.27K+ 15.28% |
$422K - $465K
|
47.3K
$4.92M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
6.16KNew |
$415K - $457K
|
6.16K
$640K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.12K+ 1.91% |
$412K - $454K
|
326K
$33.9M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.96KNew |
$401K - $442K
|
5.96K
$619K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.94K+ 1.71% |
$400K - $440K
|
353K
$36.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
5.56K+ 4.48% |
$375K - $413K
|
130K
$13.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
5.32KNew |
$358K - $394K
|
5.32K
$552K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.22K+ 38.92% |
$351K - $387K
|
18.6K
$1.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5KNew |
$337K - $371K
|
5K
$519K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
5KNew |
$336K - $371K
|
5K
$519K
|
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
4.6KNew |
$310K - $341K
|
4.6K
$478K
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
4.58K+ 110.55% |
$308K - $340K
|
8.72K
$905K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.44KNew |
$299K - $330K
|
4.44K
$461K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.35KNew |
$293K - $323K
|
4.35K
$451K
|
|
|
Nov 14, 2023
Q3 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
4.21KNew |
$284K - $313K
|
4.21K
$437K
|
|
|
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.11KNew |
$277K - $305K
|
4.11K
$427K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.08K+ 64.99% |
$275K - $303K
|
10.4K
$1.08M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
4.03K+ 2.87% |
$272K - $299K
|
145K
$15M
|
|
|
Oct 12, 2023
Q3 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
4KNew |
$269K - $297K
|
4K
$415K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
3.99K+ 4.34% |
$269K - $296K
|
96K
$9.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.83K+ 34.01% |
$258K - $284K
|
15.1K
$1.57M
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.69KNew |
$248K - $274K
|
3.69K
$383K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.68KNew |
$248K - $273K
|
3.68K
$382K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.65K+ 3.59% |
$246K - $271K
|
105K
$10.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.59K+ 7.79% |
$241K - $266K
|
49.6K
$5.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
3.58K+ 5.52% |
$241K - $265K
|
68.3K
$7.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
3.46K+ 4.59% |
$233K - $257K
|
79K
$8.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3.42K+ 4.86% |
$231K - $254K
|
73.9K
$7.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
3.36KNew |
$226K - $249K
|
3.36K
$349K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.36K+ 9.95% |
$226K - $249K
|
37.1K
$3.86M
|
|
|
Oct 25, 2023
Q3 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
3.2K+ 8.77% |
$216K - $237K
|
39.7K
$4.12M
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
3.18K+ 3.36% |
$214K - $236K
|
97.9K
$10.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
3.17KNew |
$213K - $235K
|
3.17K
$329K
|
|
|
Nov 14, 2023
Q3 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
3.14K+ 18.77% |
$211K - $233K
|
19.8K
$2.06M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.09KNew |
$208K - $229K
|
3.09K
$320K
|
|
|
Nov 14, 2023
Q3 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
3.08KNew |
$207K - $228K
|
3.08K
$319K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
3KNew |
$202K - $222K
|
3K
$311K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
2.98KNew |
$200K - $221K
|
2.98K
$309K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.94K+ 2.56% |
$198K - $218K
|
118K
$12.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.92KNew |
$196K - $216K
|
2.92K
$303K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.77K+ 18.0% |
$186K - $205K
|
18.1K
$1.88M
|