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 12, 2024
Q2 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
5.35KNew |
$144K - $225K
|
5.35K
$293K
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
15.9KNew |
$428K - $669K
|
15.9K
$870K
|
|
|
Aug 12, 2024
Q2 2024
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
100KNew |
$2.7M - $4.21M
|
100K
$5.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
20New |
$539 - $842
|
20
$1.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
6.23KNew |
$168K - $262K
|
6.23K
$341K
|
|
|
Aug 09, 2024
Q2 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
12.2KNew |
$328K - $512K
|
12.2K
$666K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
950New |
$25.6K - $40K
|
950
$52.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.75KNew |
$47.2K - $73.7K
|
1.75K
$95.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-26- 1.12% |
$701 - $1.09K
|
2.3K
$126K
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
15.1KNew |
$406K - $635K
|
15.1K
$827K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
180+ 1.48% |
$4.85K - $7.58K
|
12.4K
$678K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.1K+ 23.72% |
$164K - $257K
|
31.8K
$1.74M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
28.8KNew |
$777K - $1.21M
|
28.8K
$1.58M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7New |
$189 - $295
|
7
$384
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
171New |
$4.61K - $7.2K
|
171
$9.37K
|
|
|
Aug 05, 2024
Q2 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
659New |
$17.8K - $27.7K
|
659
$36.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-659- 8.79% |
$17.8K - $27.7K
|
6.84K
$375K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
145+ 38.36% |
$3.91K - $6.1K
|
523
$28.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
200New |
$5.39K - $8.42K
|
200
$11K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
5New |
$135 - $211
|
5
$274
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
CALL |
1New |
$27 - $42.1
|
1
$54.8
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
280New |
$7.55K - $11.8K
|
280
$15.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
52New |
$1.4K - $2.19K
|
52
$2.85K
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
5.4KNew |
$146K - $227K
|
5.4K
$296K
|
|
|
Jul 30, 2024
Q2 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
7.13KNew |
$192K - $300K
|
7.13K
$391K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
291+ 8.5% |
$7.84K - $12.3K
|
3.71K
$204K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
26.4KNew |
$711K - $1.11M
|
26.4K
$1.45M
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
130New |
$3.5K - $5.47K
|
130
$7.13K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
BUY
|
- |
20.2KNew |
$545K - $851K
|
20.2K
$1.11M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.6KNew |
$151K - $236K
|
5.6K
$307K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
153+ 0.35% |
$4.12K - $6.44K
|
44.2K
$2.42M
|
|
|
Jul 23, 2024
Q2 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
9.09KNew |
$245K - $383K
|
9.09K
$498K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
74New |
$1.99K - $3.12K
|
74
$4.06K
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-200- 0.95% |
$5.39K - $8.42K
|
20.8K
$1.14M
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
SELL
|
CALL |
-200- 0.97% |
$5.39K - $8.42K
|
20.4K
$1.12M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
328+ 119.71% |
$8.84K - $13.8K
|
602
$33K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
9.25KNew |
$249K - $389K
|
9.25K
$507K
|
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
140K+ 2316.4% |
$3.78M - $5.91M
|
146K
$8.03M
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-5.93K- 31.56% |
$160K - $250K
|
12.9K
$705K
|
|
|
Jul 11, 2024
Q2 2024
|
Renaissance Capital LLC
|
BUY
|
- |
51.2K+ 165.12% |
$1.38M - $2.16M
|
82.3K
$4.51M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.8K+ 19.35% |
$48.5K - $75.8K
|
11.1K
$608K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-22- 3.16% |
$593 - $926
|
675
$37K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
20New |
$539 - $842
|
20
$1.1K
|
|
| Q1 2024 | |||||||
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
547K+ 1906.81% |
$14.1M - $19.5M
|
576K
$31.6M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-39- 34.82% |
$1K - $1.39K
|
73
$4K
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
14.7KNew |
$380K - $525K
|
14.7K
$808K
|
|
|
May 15, 2024
Q1 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
135K+ 537.45% |
$3.47M - $4.81M
|
160K
$8.77M
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
100New |
$2.58K - $3.56K
|
100
$5.48K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
46+ 5.56% |
$1.18K - $1.64K
|
873
$47.8K
|
|