Purchases and Sales Made in Q4 2022 in Brown & Brown, Inc. (BRO)
This table provides information about the institutional ownership of Brown & Brown, Inc. (BRO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
271+ 0.99% |
$14.9K - $17.3K
|
27.5K
$3.21M
|
|
|
Jan 26, 2023
Q4 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
260+ 1.45% |
$14.3K - $16.6K
|
18.1K
$2.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
250New |
$13.8K - $15.9K
|
250
$29.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
240New |
$13.2K - $15.3K
|
240
$28K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
238New |
$13.1K - $15.2K
|
238
$27.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
228+ 0.69% |
$12.6K - $14.5K
|
33.4K
$3.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
205+ 33.06% |
$11.3K - $13.1K
|
825
$96.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 1.33% |
$11K - $12.7K
|
15.2K
$1.77M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
170+ 81.34% |
$9.36K - $10.8K
|
379
$44.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Xcel Wealth Management, LLC
|
BUY
|
- |
151+ 2.34% |
$8.31K - $9.62K
|
6.6K
$769K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
147New |
$8.09K - $9.37K
|
147
$17.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
139+ 0.72% |
$7.65K - $8.86K
|
19.6K
$2.28M
|
|
|
Feb 08, 2023
Q4 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
137+ 9.76% |
$7.54K - $8.73K
|
1.54K
$180K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
132+ 2.45% |
$7.27K - $8.41K
|
5.53K
$644K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
131New |
$7.21K - $8.35K
|
131
$15.3K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
126+ 0.38% |
$6.94K - $8.03K
|
33.4K
$3.89M
|
|
|
Feb 01, 2023
Q4 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
125+ 0.84% |
$6.88K - $7.96K
|
15K
$1.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
98New |
$5.39K - $6.24K
|
98
$11.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
94+ 0.68% |
$5.17K - $5.99K
|
13.9K
$1.62M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
92+ 0.38% |
$5.06K - $5.86K
|
24.4K
$2.84M
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
86+ 17.1% |
$4.73K - $5.48K
|
589
$68.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
81+ 0.44% |
$4.46K - $5.16K
|
18.4K
$2.15M
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
70+ 0.66% |
$3.85K - $4.46K
|
10.7K
$1.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
68+ 15.35% |
$3.74K - $4.33K
|
511
$59.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
68+ 0.68% |
$3.74K - $4.33K
|
10.1K
$1.17M
|
|
|
Feb 06, 2023
Q4 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
65+ 13.6% |
$3.58K - $4.14K
|
543
$63.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
63+ 0.16% |
$3.47K - $4.01K
|
40K
$4.66M
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
59New |
$3.25K - $3.76K
|
59
$6.87K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
59New |
$3.25K - $3.76K
|
59
$6.87K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
54+ 1.47% |
$2.97K - $3.44K
|
3.73K
$434K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
51New |
$2.81K - $3.25K
|
51
$5.94K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
45New |
$2.48K - $2.87K
|
45
$5.24K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
44+ 11.03% |
$2.42K - $2.8K
|
443
$51.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
42+ 0.74% |
$2.31K - $2.68K
|
5.69K
$663K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
38New |
$2.09K - $2.42K
|
38
$4.43K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
37+ 22.02% |
$2.04K - $2.36K
|
205
$23.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
36New |
$1.98K - $2.29K
|
36
$4.19K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
34New |
$1.87K - $2.17K
|
34
$3.96K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
32+ 0.67% |
$1.76K - $2.04K
|
4.78K
$557K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
27+ 0.2% |
$1.49K - $1.72K
|
13.7K
$1.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
18New |
$991 - $1.15K
|
18
$2.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
18+ 7.86% |
$991 - $1.15K
|
247
$28.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
17+ 16.35% |
$936 - $1.08K
|
121
$14.1K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
17+ 30.91% |
$936 - $1.08K
|
72
$8.39K
|
|
|
Jan 19, 2023
Q4 2022
|
Holland Advisory Services, Inc.
|
BUY
|
- |
14+ 0.17% |
$771 - $892
|
8.21K
$957K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
14New |
$771 - $892
|
14
$1.63K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
11New |
$606 - $701
|
11
$1.28K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
10+ 20.83% |
$551 - $637
|
58
$6.76K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
10New |
$551 - $637
|
10
$1.17K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
10New |
$551 - $637
|
10
$1.17K
|