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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
31+ 0.09% |
$707 - $1.04K
|
36.1K
$2.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
5+ 8.77% |
$114 - $168
|
62
$4.91K
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1+ 0.01% |
$22.8 - $33.6
|
19.6K
$1.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1- 0.01% |
$22.8 - $33.6
|
10.4K
$820K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4- 0.03% |
$91.2 - $134
|
12.8K
$1.01M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-11- 0.6% |
$251 - $369
|
1.83K
$145K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-69- 0.14% |
$1.57K - $2.32K
|
48.6K
$3.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-100Closed |
$2.28K - $3.36K
|
0
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-121- 9.54% |
$2.76K - $4.06K
|
1.15K
$90.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-143- 34.29% |
$3.26K - $4.8K
|
274
$21.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-148- 49.83% |
$3.38K - $4.97K
|
149
$11.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-175- 71.43% |
$3.99K - $5.88K
|
70
$5.54K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-200- 15.07% |
$4.56K - $6.72K
|
1.13K
$89.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-200- 0.81% |
$4.56K - $6.72K
|
24.5K
$1.94M
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-225- 9.0% |
$5.13K - $7.56K
|
2.28K
$180K
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-240- 2.02% |
$5.47K - $8.06K
|
11.7K
$923K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-249- 1.52% |
$5.68K - $8.36K
|
16.1K
$1.28M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-265- 0.78% |
$6.04K - $8.9K
|
33.5K
$2.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-308- 1.29% |
$7.03K - $10.3K
|
23.6K
$1.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-439- 42.79% |
$10K - $14.7K
|
587
$46.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-665- 5.43% |
$15.2K - $22.3K
|
11.6K
$917K
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-948- 1.17% |
$21.6K - $31.8K
|
80.2K
$6.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-982- 6.42% |
$22.4K - $33K
|
14.3K
$1.13M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.17K- 8.42% |
$26.8K - $39.4K
|
12.8K
$1.01M
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-1.18K- 2.49% |
$26.9K - $39.6K
|
46.2K
$3.66M
|
|
|
Oct 25, 2023
Q3 2023
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-1.51K- 1.27% |
$34.4K - $50.6K
|
117K
$9.28M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.77K- 7.21% |
$40.4K - $59.4K
|
22.8K
$1.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.87K- 78.42% |
$42.6K - $62.7K
|
514
$40.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.24K- 1.96% |
$51.1K - $75.3K
|
112K
$8.86M
|
|
|
Oct 20, 2023
Q3 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-3.06K- 30.57% |
$69.8K - $103K
|
6.95K
$550K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.13K- 16.29% |
$71.4K - $105K
|
16.1K
$1.27M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-3.26K- 16.57% |
$74.4K - $110K
|
16.4K
$1.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-4.01K- 15.55% |
$91.6K - $135K
|
21.8K
$1.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-4.12K- 0.47% |
$94K - $138K
|
864K
$68.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.79K- 3.0% |
$109K - $161K
|
155K
$12.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.26K- 33.84% |
$143K - $210K
|
12.2K
$969K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-7.83K- 6.04% |
$179K - $263K
|
122K
$9.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-13.9K- 50.76% |
$317K - $467K
|
13.5K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14K- 46.3% |
$319K - $469K
|
16.2K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-22.3K- 63.82% |
$508K - $749K
|
12.6K
$1M
|
|
|
Nov 14, 2023
Q3 2023
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-26.1K- 31.87% |
$595K - $875K
|
55.7K
$4.41M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-47.9K- 43.01% |
$1.09M - $1.61M
|
63.5K
$5.03M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-55.1K- 67.03% |
$1.26M - $1.85M
|
27.1K
$2.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-84.7K- 52.2% |
$1.93M - $2.84M
|
77.6K
$6.14M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-142K- 24.22% |
$3.24M - $4.76M
|
444K
$35.1M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-164K- 54.28% |
$3.75M - $5.52M
|
138K
$11M
|