Purchases and Sales Made in Q1 2023 in Dutch Bros Inc. (BROS)
This table provides information about the institutional ownership of Dutch Bros Inc. (BROS) during Q1 2023. The information is specifically focused on institutions that hold shares of Dutch Bros Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.85K+ 39.64% |
$159K - $239K
|
20.6K
$1.63M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.67K+ 363.72% |
$154K - $232K
|
7.23K
$573K
|
|
|
May 15, 2023
Q1 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
5.25K+ 1.9% |
$142K - $214K
|
281K
$22.2M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.2K+ 40.67% |
$141K - $212K
|
18K
$1.42M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
4.5K+ 29.18% |
$122K - $184K
|
19.9K
$1.58M
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
3.3K+ 45.5% |
$89.7K - $135K
|
10.6K
$836K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.7K+ 9.28% |
$73.3K - $110K
|
31.8K
$2.52M
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.66K+ 74.57% |
$72.2K - $109K
|
6.23K
$493K
|
|
|
May 12, 2023
Q1 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
2.62K+ 19.91% |
$71K - $107K
|
15.7K
$1.25M
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2.57KNew |
$69.8K - $105K
|
2.57K
$203K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
2.3K+ 28.18% |
$62.4K - $93.9K
|
10.5K
$828K
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.29K+ 14.54% |
$62.1K - $93.3K
|
18K
$1.42M
|
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
2.06K+ 19.17% |
$56K - $84.2K
|
12.8K
$1.02M
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.04K+ 24.73% |
$55.4K - $83.2K
|
10.3K
$814K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.98K+ 14.44% |
$53.6K - $80.6K
|
15.7K
$1.24M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.72KNew |
$46.6K - $70K
|
1.72K
$136K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.38K+ 10.6% |
$37.5K - $56.4K
|
14.4K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
1.3K+ 6.95% |
$35.3K - $53.1K
|
20K
$1.58M
|
|
|
May 04, 2023
Q1 2023
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
1.3K+ 86.89% |
$35.3K - $53K
|
2.79K
$221K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.13KNew |
$30.7K - $46.1K
|
1.13K
$89.5K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.06K+ 141.54% |
$28.9K - $43.4K
|
1.81K
$144K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1K+ 9.9% |
$27.2K - $40.8K
|
11.1K
$879K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
900New |
$24.4K - $36.7K
|
900
$71.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
896+ 12.5% |
$24.3K - $36.6K
|
8.06K
$638K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
815+ 63.67% |
$22.1K - $33.3K
|
2.1K
$166K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
779+ 9.98% |
$21.2K - $31.8K
|
8.59K
$680K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
766+ 5.95% |
$20.8K - $31.3K
|
13.6K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
530+ 3.55% |
$14.4K - $21.6K
|
15.4K
$1.22M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
530+ 3.6% |
$14.4K - $21.6K
|
15.3K
$1.21M
|
|
|
May 09, 2023
Q1 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
500+ 15.33% |
$13.6K - $20.4K
|
3.76K
$298K
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
480+ 2.09% |
$13K - $19.6K
|
23.5K
$1.86M
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
415New |
$11.3K - $16.9K
|
415
$32.9K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
400New |
$10.9K - $16.3K
|
400
$31.7K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
400New |
$10.9K - $16.3K
|
400
$31.7K
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
311+ 150.97% |
$8.45K - $12.7K
|
517
$40.9K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
260+ 39.69% |
$7.06K - $10.6K
|
915
$72.4K
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
167New |
$4.54K - $6.82K
|
167
$13.2K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
128+ 9.35% |
$3.48K - $5.23K
|
1.5K
$119K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
120New |
$3.26K - $4.9K
|
120
$9.5K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
119+ 39.93% |
$3.23K - $4.86K
|
417
$33K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
110New |
$2.99K - $4.49K
|
110
$8.71K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
100+ 8.15% |
$2.72K - $4.08K
|
1.33K
$105K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
83+ 17.22% |
$2.25K - $3.39K
|
565
$44.7K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
50New |
$1.36K - $2.04K
|
50
$3.96K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
50+ 1.96% |
$1.36K - $2.04K
|
2.6K
$206K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
30New |
$815 - $1.22K
|
30
$2.37K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
15New |
$407 - $612
|
15
$1.19K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
10+ 76.92% |
$272 - $408
|
23
$1.82K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-20- 1.09% |
$543 - $817
|
1.81K
$144K
|