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 |
---|---|---|---|---|---|---|---|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-35- 0.5% |
$951 - $1.43K
|
7K
$554K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-50- 3.72% |
$1.36K - $2.04K
|
1.3K
$103K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-61- 3.91% |
$1.66K - $2.49K
|
1.5K
$119K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-72- 0.76% |
$1.96K - $2.94K
|
9.43K
$746K
|
|
Apr 24, 2023
Q1 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-93- 0.6% |
$2.53K - $3.8K
|
15.4K
$1.22M
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-100- 12.32% |
$2.72K - $4.08K
|
712
$56.4K
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-110- 2.31% |
$2.99K - $4.49K
|
4.64K
$368K
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-187- 68.0% |
$5.08K - $7.64K
|
88
$6.97K
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-200- 2.11% |
$5.43K - $8.17K
|
9.3K
$736K
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-207- 0.26% |
$5.62K - $8.45K
|
79.8K
$6.32M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-313- 2.43% |
$8.5K - $12.8K
|
12.6K
$997K
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-340- 5.85% |
$9.23K - $13.9K
|
5.47K
$433K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-342- 34.13% |
$9.29K - $14K
|
660
$52.2K
|
|
Apr 24, 2023
Q1 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-394- 0.81% |
$10.7K - $16.1K
|
48.4K
$3.83M
|
|
Jun 26, 2023
Q1 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-506- 4.74% |
$13.7K - $20.7K
|
10.2K
$805K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-556- 21.1% |
$15.1K - $22.7K
|
2.08K
$165K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-598- 3.46% |
$16.2K - $24.4K
|
16.7K
$1.32M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-599- 0.49% |
$16.3K - $24.5K
|
123K
$9.72M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-624- 1.05% |
$16.9K - $25.5K
|
59.1K
$4.68M
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-657- 4.92% |
$17.8K - $26.8K
|
12.7K
$1.01M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-779- 9.07% |
$21.2K - $31.8K
|
7.81K
$618K
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.03K- 0.67% |
$27.9K - $41.9K
|
152K
$12M
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-1.12K- 0.28% |
$30.5K - $45.9K
|
404K
$32M
|
|
Apr 11, 2023
Q1 2023
|
Renaissance Capital LLC
|
SELL
|
- |
-1.14K- 9.21% |
$31K - $46.7K
|
11.3K
$892K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.29K- 1.34% |
$35.1K - $52.7K
|
95.2K
$7.53M
|
|
Apr 25, 2023
Q1 2023
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-1.53K- 1.26% |
$41.5K - $62.4K
|
120K
$9.47M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.69K- 98.83% |
$46K - $69.1K
|
20
$1.58K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.56K- 0.8% |
$69.6K - $105K
|
319K
$25.3M
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.57K- 86.66% |
$69.7K - $105K
|
395
$31.3K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.7K- 16.7% |
$73.4K - $110K
|
13.5K
$1.07M
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.85K- 94.99% |
$77.3K - $116K
|
150
$11.9K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-3.45K- 76.82% |
$93.6K - $141K
|
1.04K
$82.3K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.66K- 19.76% |
$154K - $231K
|
23K
$1.82M
|
|
May 15, 2023
Q1 2023
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-7.97K- 1.51% |
$216K - $325K
|
521K
$41.2M
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-8.36K- 28.02% |
$227K - $341K
|
21.5K
$1.7M
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-9.5K- 13.82% |
$258K - $388K
|
59.2K
$4.69M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12.7K- 96.05% |
$345K - $518K
|
522
$41.3K
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-15.4K- 10.52% |
$420K - $631K
|
131K
$10.4M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-18.6K- 9.45% |
$505K - $759K
|
178K
$14.1M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-19K- 36.45% |
$515K - $775K
|
33.1K
$2.62M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.6K- 12.28% |
$559K - $840K
|
147K
$11.6M
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-23.3K- 68.88% |
$632K - $950K
|
10.5K
$832K
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-54.1K- 24.29% |
$1.47M - $2.21M
|
169K
$13.4M
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-68.9K- 95.69% |
$1.87M - $2.81M
|
3.1K
$245K
|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-82.6K- 90.91% |
$2.24M - $3.37M
|
8.26K
$654K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-85.2K- 74.98% |
$2.31M - $3.48M
|
28.4K
$2.25M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-88.7K- 32.95% |
$2.41M - $3.62M
|
180K
$14.3M
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-155K- 12.07% |
$4.21M - $6.33M
|
1.13M
$89.4M
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-306K- 63.88% |
$8.3M - $12.5M
|
173K
$13.7M
|