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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
130+ 0.64% |
$13.1K - $14.7K
|
20.4K
$2.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
125New |
$12.6K - $14.2K
|
125
$14.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
122+ 0.1% |
$12.3K - $13.8K
|
118K
$13.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
120+ 2.63% |
$12.1K - $13.6K
|
4.69K
$546K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
113+ 2.48% |
$11.4K - $12.8K
|
4.66K
$543K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
107New |
$10.8K - $12.1K
|
107
$12.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
107+ 10.74% |
$10.8K - $12.1K
|
1.1K
$128K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
103+ 3.37% |
$10.4K - $11.7K
|
3.16K
$368K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
103+ 3.66% |
$10.4K - $11.7K
|
2.92K
$340K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
103+ 122.62% |
$10.4K - $11.7K
|
187
$21.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
99+ 2.26% |
$9.99K - $11.2K
|
4.49K
$523K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
94+ 4.02% |
$9.49K - $10.7K
|
2.44K
$284K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
90New |
$9.08K - $10.2K
|
90
$10.5K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
88New |
$8.88K - $9.98K
|
88
$10.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
87+ 1.65% |
$8.78K - $9.87K
|
5.36K
$624K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
84+ 4.18% |
$8.48K - $9.53K
|
2.09K
$244K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
82+ 83.67% |
$8.28K - $9.3K
|
180
$21K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
81+ 1.39% |
$8.18K - $9.19K
|
5.9K
$688K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
76+ 3.46% |
$7.67K - $8.62K
|
2.27K
$264K
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
66+ 1.59% |
$6.66K - $7.49K
|
4.22K
$491K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
64+ 0.85% |
$6.46K - $7.26K
|
7.55K
$880K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
60New |
$6.06K - $6.81K
|
60
$6.99K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
59+ 0.96% |
$5.95K - $6.69K
|
6.22K
$724K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
55+ 0.6% |
$5.55K - $6.24K
|
9.22K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
52+ 2.02% |
$5.25K - $5.9K
|
2.62K
$305K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
52+ 5.75% |
$5.25K - $5.9K
|
957
$111K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
51+ 0.55% |
$5.15K - $5.78K
|
9.34K
$1.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
49New |
$4.95K - $5.56K
|
49
$5.71K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
49+ 18.01% |
$4.95K - $5.56K
|
321
$37.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
47New |
$4.74K - $5.33K
|
47
$5.48K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
46+ 1.74% |
$4.64K - $5.22K
|
2.69K
$314K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
46+ 7.0% |
$4.64K - $5.22K
|
703
$81.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
45+ 19.48% |
$4.54K - $5.1K
|
276
$32.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
45+ 0.26% |
$4.54K - $5.1K
|
17.5K
$2.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
42+ 4.77% |
$4.24K - $4.76K
|
923
$108K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
41+ 0.66% |
$4.14K - $4.65K
|
6.21K
$723K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
40New |
$4.04K - $4.54K
|
40
$4.66K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
39+ 1.45% |
$3.94K - $4.42K
|
2.73K
$318K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
37+ 1.68% |
$3.73K - $4.2K
|
2.23K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
35+ 0.85% |
$3.53K - $3.97K
|
4.16K
$485K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
34+ 0.08% |
$3.43K - $3.86K
|
41.7K
$4.86M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
33+ 1.53% |
$3.33K - $3.74K
|
2.18K
$254K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
32+ 0.43% |
$3.23K - $3.63K
|
7.54K
$878K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
32+ 457.14% |
$3.23K - $3.63K
|
39
$4.54K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
30+ 0.82% |
$3.03K - $3.4K
|
3.68K
$429K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
29+ 0.84% |
$2.93K - $3.29K
|
3.49K
$406K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
27+ 0.84% |
$2.73K - $3.06K
|
3.24K
$377K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
27+ 0.67% |
$2.73K - $3.06K
|
4.06K
$473K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26+ 0.19% |
$2.62K - $2.95K
|
13.9K
$1.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26+ 0.07% |
$2.62K - $2.95K
|
37.9K
$4.41M
|