Latest Institutional Purchases of Dutch Bros Inc. (BROS)
This list provides information on the latest institutional transactions involving Dutch Bros Inc. (BROS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
32.8KNew |
$853K - $1.09M
|
32.8K
$1.76M
|
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
BUY
|
- |
11.2KNew |
$291K - $371K
|
11.2K
$600K
|
|
|
Aug 04, 2023
Q2 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
2.43K+ 26.36% |
$63.1K - $80.4K
|
11.6K
$624K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
300New |
$7.81K - $9.95K
|
300
$16.1K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
100New |
$2.6K - $3.32K
|
100
$5.37K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
45New |
$1.17K - $1.49K
|
45
$2.42K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
35.7KNew |
$969K - $1.46M
|
35.7K
$1.92M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
34K+ 32.88% |
$922K - $1.39M
|
137K
$7.37M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
24.6KNew |
$669K - $1.01M
|
24.6K
$1.32M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.1KNew |
$330K - $496K
|
12.1K
$653K
|
|
|
May 10, 2023
Q1 2023
|
Harfst & Associates, Inc.
|
BUY
|
- |
6.33KNew |
$172K - $258K
|
6.33K
$340K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2.57KNew |
$69.8K - $105K
|
2.57K
$138K
|
|
|
May 04, 2023
Q1 2023
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
1.3K+ 86.89% |
$35.3K - $53K
|
2.79K
$150K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
900New |
$24.4K - $36.7K
|
900
$48.3K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
400New |
$10.9K - $16.3K
|
400
$21.5K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
120New |
$3.26K - $4.9K
|
120
$6.45K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
30New |
$815 - $1.22K
|
30
$1.61K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
235K+ 100.0% |
$6.53M - $8.97M
|
470K
$25.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
31KNew |
$861K - $1.18M
|
31K
$1.67M
|
|
|
Feb 03, 2023
Q4 2022
|
Hodges Capital Management Inc.
|
BUY
|
- |
21.9K+ 169.13% |
$609K - $836K
|
34.9K
$1.87M
|
|
|
Jan 26, 2023
Q4 2022
|
True Signal LP
New York, NY |
BUY
|
- |
9.05KNew |
$251K - $345K
|
9.05K
$486K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.81KNew |
$217K - $298K
|
7.81K
$419K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1.45KNew |
$40.2K - $55.2K
|
1.45K
$77.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
600New |
$16.7K - $22.9K
|
600
$32.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
232New |
$6.45K - $8.85K
|
232
$12.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
100New |
$2.78K - $3.82K
|
100
$5.37K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
29New |
$806 - $1.11K
|
29
$1.56K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
4New |
$111 - $153
|
4
$215
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2New |
$55.6 - $76.3
|
2
$107
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
112KNew |
$3.48M - $5.26M
|
112K
$6M
|
|
|
Nov 14, 2022
Q3 2022
|
North Fourth Asset Management, LP
New York, NY |
BUY
|
- |
39KNew |
$1.21M - $1.84M
|
39K
$2.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Four World Capital Management LLC
New York, NY |
BUY
|
- |
5KNew |
$156K - $236K
|
5K
$269K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.2KNew |
$37.4K - $56.5K
|
1.2K
$64.5K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
100New |
$3.12K - $4.71K
|
100
$5.37K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
30+ 6.3% |
$935 - $1.41K
|
506
$27.2K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
10New |
$312 - $471
|
10
$537
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
180KNew |
$4.52M - $10.4M
|
180K
$9.67M
|
|
|
Aug 05, 2022
Q2 2022
|
Cowen And Company, LLC
|
BUY
|
- |
90KNew |
$2.26M - $5.19M
|
90K
$4.83M
|
|
|
Aug 02, 2022
Q2 2022
|
Clear Street LLC
|
BUY
|
CALL |
45KNew |
$1.13M - $2.59M
|
45K
$2.42M
|
|
|
Aug 15, 2022
Q2 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
PUT |
15KNew |
$377K - $865K
|
15K
$806K
|
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
12.9KNew |
$324K - $745K
|
12.9K
$694K
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
11.7KNew |
$293K - $674K
|
11.7K
$627K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.77K+ 40.4% |
$44.4K - $102K
|
6.15K
$330K
|
|
|
Jul 15, 2022
Q2 2022
|
Wealth Management Partners, LLC
|
BUY
|
CALL |
1KNew |
$25.1K - $57.7K
|
1K
$53.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
910New |
$22.9K - $52.5K
|
910
$48.9K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
200New |
$5.02K - $11.5K
|
200
$10.7K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
150New |
$3.77K - $8.65K
|
150
$8.06K
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
100New |
$2.51K - $5.77K
|
100
$5.37K
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
BUY
|
- |
100+ 50.0% |
$2.51K - $5.77K
|
300
$16.1K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
100+ 50.0% |
$2.51K - $5.77K
|
300
$16.1K
|
|