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 |
---|---|---|---|---|---|---|---|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.81KNew |
$217K - $298K
|
7.81K
$455K
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
232New |
$6.45K - $8.85K
|
232
$13.5K
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1.45KNew |
$40.2K - $55.2K
|
1.45K
$84.3K
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
4New |
$111 - $153
|
4
$233
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
600New |
$16.7K - $22.9K
|
600
$35K
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-449- 5.82% |
$12.5K - $17.1K
|
7.27K
$424K
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
235K+ 100.0% |
$6.53M - $8.97M
|
470K
$27.4M
|
|
Feb 08, 2023
Q4 2022
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
31KNew |
$861K - $1.18M
|
31K
$1.81M
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
100New |
$2.78K - $3.82K
|
100
$5.83K
|
|
Feb 03, 2023
Q4 2022
|
Hodges Capital Management Inc.
|
BUY
|
- |
21.9K+ 169.13% |
$609K - $836K
|
34.9K
$2.03M
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
300New |
$8.34K - $11.4K
|
300
$17.5K
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2New |
$55.6 - $76.3
|
2
$117
|
|
Jan 26, 2023
Q4 2022
|
True Signal LP
New York, NY |
BUY
|
- |
9.05KNew |
$251K - $345K
|
9.05K
$527K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
29New |
$806 - $1.11K
|
29
$1.69K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
849New |
$23.6K - $32.4K
|
849
$49.5K
|
|
Q3 2022 | |||||||
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-461- 52.27% |
$14.4K - $21.7K
|
421
$24.5K
|
|
Nov 14, 2022
Q3 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
112KNew |
$3.48M - $5.26M
|
112K
$6.51M
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-520- 7.43% |
$16.2K - $24.5K
|
6.48K
$377K
|
|
Nov 14, 2022
Q3 2022
|
Four World Capital Management LLC
New York, NY |
BUY
|
- |
5KNew |
$156K - $236K
|
5K
$291K
|
|
Nov 14, 2022
Q3 2022
|
North Fourth Asset Management, LP
New York, NY |
BUY
|
- |
39KNew |
$1.21M - $1.84M
|
39K
$2.27M
|
|
Nov 14, 2022
Q3 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-200- 33.33% |
$6.23K - $9.42K
|
400
$23.3K
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-50Closed |
$1.56K - $2.36K
|
0
$0
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
10New |
$312 - $471
|
10
$583
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
30+ 6.3% |
$935 - $1.41K
|
506
$29.5K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.2KNew |
$37.4K - $56.5K
|
1.2K
$69.9K
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-35- 50.72% |
$1.09K - $1.65K
|
34
$1.98K
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
6.84KNew |
$213K - $322K
|
6.84K
$399K
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
100New |
$3.12K - $4.71K
|
100
$5.83K
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-24- 37.5% |
$748 - $1.13K
|
40
$2.33K
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-125- 38.46% |
$3.89K - $5.89K
|
200
$11.7K
|
|
Q2 2022 | |||||||
Nov 15, 2022
Q2 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-3.65KClosed |
$91.7K - $210K
|
0
$0
|
|
Sep 12, 2022
Q2 2022
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-44.5KClosed |
$1.12M - $2.56M
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.24KClosed |
$157K - $360K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
521+ 87.86% |
$13.1K - $30K
|
1.11K
$64.9K
|
|
Aug 15, 2022
Q2 2022
|
Miura Global Management, LLC
New York, NY |
SELL
|
- |
-200KClosed |
$5.02M - $11.5M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Steadfast Capital Management LP
New York, NY |
SELL
|
- |
-221KClosed |
$5.54M - $12.7M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-7.01KClosed |
$176K - $404K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-4.93KClosed |
$124K - $284K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
PUT |
15KNew |
$377K - $865K
|
15K
$874K
|
|
Aug 15, 2022
Q2 2022
|
Mason Capital Management LLC
New York, NY |
SELL
|
- |
-103KClosed |
$2.58M - $5.91M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-4.16KClosed |
$104K - $240K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Atika Capital Management LLC
New York, NY |
SELL
|
- |
-139KClosed |
$3.49M - $8.01M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
11.7KNew |
$293K - $674K
|
11.7K
$681K
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.86KClosed |
$147K - $338K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
12.9KNew |
$324K - $745K
|
12.9K
$753K
|
|
Aug 12, 2022
Q2 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
910New |
$22.9K - $52.5K
|
910
$53K
|
|
Aug 12, 2022
Q2 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-391Closed |
$9.82K - $22.5K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
100New |
$2.51K - $5.77K
|
100
$5.83K
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
50New |
$1.26K - $2.88K
|
50
$2.91K
|
|
Aug 10, 2022
Q2 2022
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-272KClosed |
$6.82M - $15.7M
|
0
$0
|