Purchases and Sales Made in Q4 2024 in Brown & Brown, Inc. (BRO)
This table provides information about the institutional ownership of Brown & Brown, Inc. (BRO) during Q4 2024. 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 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 16.22% |
$606 - $681
|
31
$3.61K
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-7- 0.09% |
$707 - $794
|
7.52K
$876K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-8- 0.14% |
$807 - $907
|
5.53K
$644K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-10- 1.75% |
$1.01K - $1.13K
|
561
$65.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-10- 0.31% |
$1.01K - $1.13K
|
3.25K
$379K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-10- 0.16% |
$1.01K - $1.13K
|
6.12K
$712K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-12- 1.52% |
$1.21K - $1.36K
|
777
$90.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-13- 0.48% |
$1.31K - $1.47K
|
2.71K
$315K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-15- 51.72% |
$1.51K - $1.7K
|
14
$1.63K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-16- 0.23% |
$1.61K - $1.81K
|
6.8K
$793K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-16- 0.19% |
$1.61K - $1.81K
|
8.4K
$978K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-19- 5.76% |
$1.92K - $2.15K
|
311
$36.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-20- 74.07% |
$2.02K - $2.27K
|
7
$816
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-25- 1.12% |
$2.52K - $2.84K
|
2.2K
$256K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-27- 0.12% |
$2.73K - $3.06K
|
22.9K
$2.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-30- 0.69% |
$3.03K - $3.4K
|
4.35K
$507K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-31- 0.19% |
$3.13K - $3.52K
|
16K
$1.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-32- 0.81% |
$3.23K - $3.63K
|
3.91K
$456K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-36- 7.41% |
$3.63K - $4.08K
|
450
$52.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-39- 1.34% |
$3.94K - $4.42K
|
2.88K
$335K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-42- 0.8% |
$4.24K - $4.76K
|
5.23K
$609K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-54- 2.82% |
$5.45K - $6.12K
|
1.86K
$217K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-54- 0.74% |
$5.45K - $6.12K
|
7.24K
$844K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-55- 0.7% |
$5.55K - $6.24K
|
7.79K
$907K
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-72- 2.93% |
$7.27K - $8.17K
|
2.38K
$278K
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-82- 1.2% |
$8.28K - $9.3K
|
6.73K
$784K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-82- 2.53% |
$8.28K - $9.3K
|
3.16K
$368K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-92- 3.28% |
$9.29K - $10.4K
|
2.72K
$316K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-96- 3.95% |
$9.69K - $10.9K
|
2.34K
$272K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-100- 4.17% |
$10.1K - $11.3K
|
2.3K
$267K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-102- 2.6% |
$10.3K - $11.6K
|
3.81K
$444K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-106- 2.62% |
$10.7K - $12K
|
3.95K
$460K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-107- 7.49% |
$10.8K - $12.1K
|
1.32K
$154K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-112- 0.39% |
$11.3K - $12.7K
|
28.3K
$3.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-113- 2.83% |
$11.4K - $12.8K
|
3.88K
$452K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-119- 5.39% |
$12K - $13.5K
|
2.09K
$243K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-126- 1.56% |
$12.7K - $14.3K
|
7.93K
$924K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-142- 16.67% |
$14.3K - $16.1K
|
710
$82.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-144- 14.05% |
$14.5K - $16.3K
|
881
$103K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-145- 2.23% |
$14.6K - $16.4K
|
6.37K
$742K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-149- 57.53% |
$15K - $16.9K
|
110
$12.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-161- 1.97% |
$16.2K - $18.3K
|
8.02K
$934K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-178- 2.71% |
$18K - $20.2K
|
6.4K
$745K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-189- 2.53% |
$19.1K - $21.4K
|
7.28K
$848K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-190- 1.0% |
$19.2K - $21.5K
|
18.9K
$2.2M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-200- 0.38% |
$20.2K - $22.7K
|
51.8K
$6.03M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-209- 7.39% |
$21.1K - $23.7K
|
2.62K
$305K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-210- 7.13% |
$21.2K - $23.8K
|
2.74K
$319K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-217- 0.42% |
$21.9K - $24.6K
|
51.4K
$5.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-217- 6.96% |
$21.9K - $24.6K
|
2.9K
$338K
|