Purchases and Sales Made in Q3 2025 in Dutch Bros Inc. (BROS)
This table provides information about the institutional ownership of Dutch Bros Inc. (BROS) during Q3 2025. 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 14, 2025
Q3 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
270+ 6.48% |
$14.1K - $20K
|
4.43K
$238K
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
248+ 3.49% |
$13K - $18.4K
|
7.35K
$394K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
232+ 7.53% |
$12.1K - $17.2K
|
3.31K
$178K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
217+ 4.81% |
$11.4K - $16.1K
|
4.73K
$254K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
205+ 31.49% |
$10.7K - $15.2K
|
856
$46K
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
204+ 3.94% |
$10.7K - $15.1K
|
5.38K
$289K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
200+ 1.09% |
$10.5K - $14.8K
|
18.6K
$1M
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
200+ 0.8% |
$10.5K - $14.8K
|
25.2K
$1.35M
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
180+ 3.42% |
$9.42K - $13.4K
|
5.44K
$292K
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
175+ 1.41% |
$9.16K - $13K
|
12.6K
$677K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
170+ 3.7% |
$8.9K - $12.6K
|
4.76K
$256K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
127New |
$6.65K - $9.43K
|
127
$6.82K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
120+ 125.0% |
$6.28K - $8.91K
|
216
$11.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
120+ 0.6% |
$6.28K - $8.91K
|
20.1K
$1.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
110+ 29.65% |
$5.76K - $8.17K
|
481
$25.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
100New |
$5.23K - $7.42K
|
100
$5.37K
|
|
|
Dec 08, 2025
Q3 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
100New |
$5.23K - $7.42K
|
100
$5.37K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
100New |
$5.23K - $7.42K
|
100
$5.37K
|
|
|
Nov 03, 2025
Q3 2025
|
Joule Financial, LLC
|
BUY
|
- |
85+ 0.8% |
$4.45K - $6.31K
|
10.7K
$573K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
85New |
$4.45K - $6.31K
|
85
$4.57K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
82+ 7.56% |
$4.29K - $6.09K
|
1.17K
$62.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
69+ 7.81% |
$3.61K - $5.12K
|
952
$51.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
43New |
$2.25K - $3.19K
|
43
$2.31K
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
40+ 0.54% |
$2.09K - $2.97K
|
7.39K
$397K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
40+ 400.0% |
$2.09K - $2.97K
|
50
$2.69K
|
|
|
Oct 30, 2025
Q3 2025
|
Orca Investment Management, LLC
|
BUY
|
- |
27+ 0.15% |
$1.41K - $2K
|
17.8K
$958K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
24+ 109.09% |
$1.26K - $1.78K
|
46
$2.47K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18+ 50.0% |
$942 - $1.34K
|
54
$2.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Oak Ridge Investments LLC
|
BUY
|
- |
14+ 0.21% |
$733 - $1.04K
|
6.55K
$352K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
11+ 61.11% |
$576 - $817
|
29
$1.56K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
11+ 11.34% |
$576 - $817
|
108
$5.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
11+ 21.15% |
$576 - $817
|
63
$3.38K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
10+ 5.92% |
$523 - $742
|
179
$9.61K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
10+ 3.75% |
$523 - $742
|
277
$14.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
9New |
$471 - $668
|
9
$483
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
9New |
$471 - $668
|
9
$483
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
6+ 0.76% |
$314 - $445
|
793
$42.6K
|
|
|
Nov 14, 2025
Q3 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
5+ 0.0% |
$262 - $371
|
114K
$6.12M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5+ 0.32% |
$262 - $371
|
1.57K
$84.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
5New |
$262 - $371
|
5
$269
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3+ 33.33% |
$157 - $223
|
12
$645
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
3+ 1.71% |
$157 - $223
|
178
$9.56K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3New |
$157 - $223
|
3
$161
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
2New |
$105 - $148
|
2
$107
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
2+ 25.0% |
$105 - $148
|
10
$537
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2+ 100.0% |
$105 - $148
|
4
$215
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
2+ 4.0% |
$105 - $148
|
52
$2.79K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2New |
$105 - $148
|
2
$107
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2New |
$105 - $148
|
2
$107
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1New |
$52.3 - $74.2
|
1
$53.7
|
|