Institutional Ownership Dutch Bros Inc. (BROS)
This table provides information about the institutional ownership of Dutch Bros Inc. (BROS). We have compiled data on the 391 institutions that hold shares in the stock, with a total of 97.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
914
shares
|
$50,096
0.0% of portfolio
|
Q3 2024
Added 52.33%
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
900
shares
|
$49,329
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
873
shares
|
$47,849
0.01% of portfolio
|
Q1 2024
Added 5.56%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
833
shares
|
$45,656
0.0% of portfolio
|
Q3 2024
Added 150.15%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
791
shares
|
$43,354
0.0% of portfolio
|
Q3 2024
Added 18.59%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
780
shares
|
$42,751
0.0% of portfolio
|
Q3 2024
Reduced 8.98%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
772
shares
|
$42,313
0.02% of portfolio
|
Q4 2023
Added 59.5%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
750
shares
|
$41,107
0.0% of portfolio
|
Q3 2024
Added 87.5%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
705
shares
|
$38,641
0.0% of portfolio
|
Q3 2024
Reduced 34.3%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
705
shares
|
$38,641
0.0% of portfolio
|
Q3 2024
Added 5.7%
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
686
shares
|
$37,599
0.01% of portfolio
|
Q2 2023
Added 73.23%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
677
shares
|
$37,106
0.0% of portfolio
|
Q3 2024
Reduced 13.98%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
675
shares
|
$36,996
0.01% of portfolio
|
Q2 2024
Reduced 3.16%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
602
shares
|
$32,995
0.01% of portfolio
|
Q2 2024
Added 119.71%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
600
shares
|
$32,886
0.0% of portfolio
|
Q2 2022
Added 9.09%
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
575
shares
|
$31,515
0.01% of portfolio
|
Q3 2024
Reduced 68.92%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
507
shares
|
$27,788
0.0% of portfolio
|
Q3 2024
Reduced 43.23%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
506
shares
|
$27,733
0.0% of portfolio
|
Q3 2022
Added 6.3%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
504
shares
|
$27,624
0.0% of portfolio
|
Q3 2024
Added 147.06%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
500
shares
|
$27,405
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
500
shares
|
$27,405
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
421
shares
|
$23,075
0.0% of portfolio
|
Q3 2022
Reduced 52.27%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
402
shares
|
$22,033
0.0% of portfolio
|
Q3 2024
Reduced 85.23%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
382
shares
|
$20,937
0.0% of portfolio
|
Q3 2024
Added 10.72%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
350
shares
|
$19,183
0.0% of portfolio
|
Q2 2022
Added 7.69%
|