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 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
25New |
$2.52K - $2.84K
|
25
$2.91K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
25+ 0.95% |
$2.52K - $2.84K
|
2.66K
$309K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
23+ 0.75% |
$2.32K - $2.61K
|
3.11K
$362K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
22+ 0.8% |
$2.22K - $2.5K
|
2.77K
$323K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
22+ 1.1% |
$2.22K - $2.5K
|
2.03K
$236K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
21+ 0.05% |
$2.12K - $2.38K
|
42.1K
$4.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
21+ 6.4% |
$2.12K - $2.38K
|
349
$40.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
19New |
$1.92K - $2.15K
|
19
$2.21K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
19New |
$1.92K - $2.15K
|
19
$2.21K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
18+ 0.57% |
$1.82K - $2.04K
|
3.15K
$367K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
17New |
$1.72K - $1.93K
|
17
$1.98K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14+ 18.67% |
$1.41K - $1.59K
|
89
$10.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
BUY
|
- |
12+ 0.33% |
$1.21K - $1.36K
|
3.67K
$428K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
11+ 64.71% |
$1.11K - $1.25K
|
28
$3.26K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11+ 0.53% |
$1.11K - $1.25K
|
2.1K
$245K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
10+ 0.36% |
$1.01K - $1.13K
|
2.8K
$326K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8New |
$807 - $907
|
8
$932
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
8+ 0.15% |
$807 - $907
|
5.37K
$626K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 21.62% |
$807 - $907
|
45
$5.24K
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
8+ 0.11% |
$807 - $907
|
7.36K
$858K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
6+ 0.13% |
$606 - $681
|
4.63K
$539K
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
6+ 5.61% |
$606 - $681
|
113
$13.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
6New |
$606 - $681
|
6
$699
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
6+ 15.79% |
$606 - $681
|
44
$5.13K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
6+ 1.3% |
$606 - $681
|
466
$54.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
5New |
$505 - $567
|
5
$583
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
5+ 0.14% |
$505 - $567
|
3.55K
$414K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4+ 4.0% |
$404 - $454
|
104
$12.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3+ 2.14% |
$303 - $340
|
143
$16.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 5.56% |
$303 - $340
|
57
$6.64K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
3New |
$303 - $340
|
3
$350
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
2New |
$202 - $227
|
2
$233
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
2New |
$202 - $227
|
2
$233
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.02% |
$101 - $113
|
4.71K
$549K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1+ 0.12% |
$101 - $113
|
850
$99K
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
1+ 0.04% |
$101 - $113
|
2.28K
$265K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
1+ 0.0% |
$101 - $113
|
35.8K
$4.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$101 - $113
|
1
$117
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.09% |
$101 - $113
|
1.1K
$128K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.2% |
$101 - $113
|
506
$58.9K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.63% |
$101 - $113
|
159
$18.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1- 0.5% |
$101 - $113
|
198
$23.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1- 0.23% |
$101 - $113
|
434
$50.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-2- 0.04% |
$202 - $227
|
5.61K
$654K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2- 0.08% |
$202 - $227
|
2.43K
$283K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-2- 3.92% |
$202 - $227
|
49
$5.71K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4- 0.19% |
$404 - $454
|
2.08K
$242K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-4- 0.03% |
$404 - $454
|
14.9K
$1.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-5- 0.12% |
$505 - $567
|
4.26K
$497K
|