Purchases and Sales Made in Q3 2023 in Dutch Bros Inc. (BROS)
This table provides information about the institutional ownership of Dutch Bros Inc. (BROS) during Q3 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 |
---|---|---|---|---|---|---|---|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
9.8K+ 42.64% |
$224K - $329K
|
32.8K
$2.6M
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.75K+ 102.63% |
$222K - $327K
|
19.3K
$1.52M
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
BUY
|
- |
8.89K+ 59.71% |
$203K - $299K
|
23.8K
$1.88M
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
8.76KNew |
$200K - $294K
|
8.76K
$693K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.68KNew |
$198K - $291K
|
8.68K
$687K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.31K+ 27.15% |
$190K - $279K
|
38.9K
$3.08M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.85K+ 40.82% |
$179K - $264K
|
27.1K
$2.14M
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
5.58K+ 22.33% |
$127K - $188K
|
30.6K
$2.42M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.41K+ 13.09% |
$123K - $182K
|
46.7K
$3.7M
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5.02K+ 100.36% |
$114K - $169K
|
10K
$793K
|
|
Nov 15, 2023
Q3 2023
|
Bullseye Asset Management LLC
Denver, CO |
BUY
|
- |
5KNew |
$114K - $168K
|
5K
$396K
|
|
Nov 02, 2023
Q3 2023
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
4.4K+ 15.02% |
$100K - $148K
|
33.7K
$2.67M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.2K+ 35.97% |
$95.8K - $141K
|
15.9K
$1.26M
|
|
Oct 06, 2023
Q3 2023
|
Renaissance Capital LLC
|
BUY
|
- |
4.03K+ 30.72% |
$92K - $135K
|
17.2K
$1.36M
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
3.51K+ 31.52% |
$80K - $118K
|
14.6K
$1.16M
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.3K+ 47.14% |
$75.3K - $111K
|
10.3K
$815K
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.15K+ 50.65% |
$71.9K - $106K
|
9.38K
$743K
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.7K+ 135.0% |
$61.6K - $90.7K
|
4.7K
$372K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.7K+ 19.59% |
$61.6K - $90.6K
|
16.5K
$1.3M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.67K+ 25.9% |
$61K - $89.8K
|
13K
$1.03M
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
2.62K+ 808.95% |
$59.8K - $88K
|
2.95K
$233K
|
|
Nov 14, 2023
Q3 2023
|
Sandia Investment Management LP
Boston, MA |
BUY
|
- |
2.5KNew |
$57K - $84K
|
2.5K
$198K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.17K+ 240.56% |
$49.4K - $72.7K
|
3.07K
$243K
|
|
Oct 30, 2023
Q3 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
1.85K+ 12.32% |
$42.1K - $62K
|
16.8K
$1.33M
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.5K+ 17.69% |
$34.2K - $50.4K
|
9.98K
$790K
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
1.44K+ 14.04% |
$32.9K - $48.4K
|
11.7K
$926K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
995+ 5.33% |
$22.7K - $33.4K
|
19.7K
$1.56M
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
800+ 7.45% |
$18.2K - $26.9K
|
11.5K
$913K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
500New |
$11.4K - $16.8K
|
500
$39.6K
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
422New |
$9.63K - $14.2K
|
422
$33.4K
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
415+ 61.39% |
$9.47K - $13.9K
|
1.09K
$86.4K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
327+ 0.56% |
$7.46K - $11K
|
58.8K
$4.66M
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
325+ 6.05% |
$7.41K - $10.9K
|
5.7K
$451K
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
305New |
$6.96K - $10.2K
|
305
$24.1K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
268+ 400.0% |
$6.11K - $9K
|
335
$26.5K
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
250+ 2.01% |
$5.7K - $8.4K
|
12.7K
$1.01M
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
204+ 0.37% |
$4.65K - $6.85K
|
55.5K
$4.39M
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
203+ 56.86% |
$4.63K - $6.82K
|
560
$44.3K
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
172+ 0.73% |
$3.92K - $5.78K
|
23.7K
$1.87M
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
150New |
$3.42K - $5.04K
|
150
$11.9K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
136New |
$3.1K - $4.57K
|
136
$10.8K
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
128+ 35.96% |
$2.92K - $4.3K
|
484
$38.3K
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
100New |
$2.28K - $3.36K
|
100
$7.92K
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
100New |
$2.28K - $3.36K
|
100
$7.92K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
100New |
$2.28K - $3.36K
|
100
$7.92K
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
BUY
|
- |
94+ 1.02% |
$2.14K - $3.16K
|
9.33K
$739K
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
63+ 0.49% |
$1.44K - $2.12K
|
12.9K
$1.02M
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
50+ 20.0% |
$1.14K - $1.68K
|
300
$23.7K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
38+ 9.22% |
$867 - $1.28K
|
450
$35.6K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
37+ 1.77% |
$844 - $1.24K
|
2.12K
$168K
|