Latest Institutional Transactions on Dutch Bros Inc. (BROS)
This table provides information on the latest institutional transactions involving Dutch Bros Inc. (BROS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
220+ 3.64% |
$6.76K - $12.3K
|
6.27K
$397K
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
34.7KNew |
$1.06M - $1.94M
|
34.7K
$2.19M
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-2.83K- 34.68% |
$87K - $158K
|
5.33K
$338K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.05K+ 132.32% |
$63K - $114K
|
3.6K
$228K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.74K- 37.77% |
$53.5K - $97.1K
|
2.87K
$182K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
782K+ 317.38% |
$24M - $43.7M
|
1.03M
$65.1M
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
BUY
|
- |
41.4KNew |
$1.27M - $2.31M
|
41.4K
$2.62M
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
7.2K+ 30.9% |
$221K - $402K
|
30.5K
$1.93M
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-800- 6.96% |
$24.6K - $44.7K
|
10.7K
$678K
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-375- 1.55% |
$11.5K - $20.9K
|
23.7K
$1.5M
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
1.14KNew |
$35.1K - $63.7K
|
1.14K
$72.2K
|
|
Feb 03, 2025
Q4 2024
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-6.99K- 53.02% |
$215K - $390K
|
6.19K
$392K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.66KNew |
$174K - $316K
|
5.66K
$358K
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-100- 17.39% |
$3.07K - $5.58K
|
475
$30.1K
|
|
Jan 31, 2025
Q4 2024
|
Baillie Gifford & CO
|
SELL
|
- |
-871K- 12.43% |
$26.7M - $48.6M
|
6.14M
$389M
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
135KNew |
$4.13M - $7.51M
|
135K
$8.52M
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-18.4K- 29.31% |
$566K - $1.03M
|
44.5K
$2.81M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
95+ 0.32% |
$2.92K - $5.3K
|
29.6K
$1.87M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.64K+ 3.48% |
$50.3K - $91.4K
|
48.6K
$3.08M
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
4.96K+ 2.04% |
$152K - $277K
|
248K
$15.7M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
675+ 50.49% |
$20.7K - $37.7K
|
2.01K
$127K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.84K- 7.37% |
$56.4K - $102K
|
23.1K
$1.46M
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
6.62KNew |
$203K - $369K
|
6.62K
$419K
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-30.2K- 97.83% |
$927K - $1.68M
|
668
$42.3K
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
467+ 33.72% |
$14.3K - $26.1K
|
1.85K
$117K
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.61KNew |
$142K - $257K
|
4.61K
$292K
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
8.49K+ 8.23% |
$261K - $474K
|
112K
$7.07M
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
100New |
$3.07K - $5.58K
|
100
$6.33K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.77K+ 224.02% |
$54.4K - $98.9K
|
2.56K
$162K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
13New |
$399 - $726
|
13
$823
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
7.65KNew |
$235K - $427K
|
7.65K
$484K
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
17.4K+ 2.01% |
$535K - $971K
|
885K
$56M
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
3+ 60.0% |
$92.2 - $167
|
8
$507
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
SELL
|
- |
-55- 0.14% |
$1.69K - $3.07K
|
38.1K
$2.41M
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
5.29KNew |
$162K - $295K
|
5.29K
$335K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
52New |
$1.6K - $2.9K
|
52
$3.29K
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
29.2KNew |
$897K - $1.63M
|
29.2K
$1.85M
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1.56K- 23.93% |
$48K - $87.2K
|
4.97K
$314K
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
5.8KNew |
$178K - $324K
|
5.8K
$367K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.7K+ 6.3% |
$52.1K - $94.7K
|
28.6K
$1.81M
|
|
Jan 27, 2025
Q4 2024
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
10.3KNew |
$316K - $575K
|
10.3K
$652K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.01K- 3.93% |
$31K - $56.3K
|
24.7K
$1.56M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.48K- 23.19% |
$76.2K - $139K
|
8.22K
$520K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.06K- 76.58% |
$63.2K - $115K
|
629
$39.8K
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.7K- 24.32% |
$82.9K - $151K
|
8.4K
$532K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-179- 4.05% |
$5.5K - $9.99K
|
4.25K
$269K
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
5.4KNew |
$166K - $301K
|
5.4K
$342K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
52+ 0.6% |
$1.6K - $2.9K
|
8.66K
$548K
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.49KNew |
$169K - $307K
|
5.49K
$348K
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-345- 3.13% |
$10.6K - $19.3K
|
10.7K
$677K
|