Purchases and Sales Made in Q4 2023 in Dutch Bros Inc. (BROS)
This table provides information about the institutional ownership of Dutch Bros Inc. (BROS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.17K+ 17.68% |
$96.5K - $133K
|
27.8K
$2.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
4.17K+ 32.81% |
$96.5K - $133K
|
16.9K
$1.34M
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
4.1K+ 58.92% |
$94.8K - $131K
|
11.1K
$875K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
3.95K+ 33.77% |
$91.4K - $126K
|
15.7K
$1.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.86K+ 19.62% |
$89.2K - $123K
|
23.5K
$1.86M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.64K+ 16.69% |
$84.2K - $116K
|
25.4K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Joho Capital LLC
New York, NY |
BUY
|
- |
3.2K+ 1.26% |
$74K - $102K
|
258K
$20.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.22K+ 661.79% |
$51.3K - $70.9K
|
2.55K
$202K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.1K+ 22.39% |
$48.6K - $67.2K
|
11.5K
$909K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.91K+ 19.14% |
$44.2K - $61.1K
|
11.9K
$941K
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
1.87K+ 5.63% |
$43.2K - $59.8K
|
35K
$2.77M
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1.85K+ 3.85% |
$42.8K - $59.1K
|
49.9K
$3.95M
|
|
|
Feb 05, 2024
Q4 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
1.73K+ 10.24% |
$39.9K - $55.2K
|
18.6K
$1.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.44K+ 9.08% |
$33.3K - $46.1K
|
17.3K
$1.37M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.29K+ 10.05% |
$29.9K - $41.4K
|
14.2K
$1.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
1.25KNew |
$28.9K - $40K
|
1.25K
$98.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.21K+ 1610.67% |
$28K - $38.7K
|
1.28K
$102K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.1K+ 732.67% |
$25.4K - $35.2K
|
1.25K
$98.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Crestwood Capital Management, L.P.
|
BUY
|
- |
1.1K+ 0.34% |
$25.4K - $35.1K
|
321K
$25.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.1KNew |
$25.3K - $35K
|
1.1K
$86.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.07K+ 8.27% |
$24.9K - $34.4K
|
14.1K
$1.11M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1K+ 47.29% |
$23.2K - $32.1K
|
3.13K
$248K
|
|
|
Feb 13, 2024
Q4 2023
|
Bullseye Asset Management LLC
Denver, CO |
BUY
|
- |
1K+ 20.0% |
$23.1K - $32K
|
6K
$475K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
882New |
$20.4K - $28.2K
|
882
$69.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
590+ 31.05% |
$13.7K - $18.9K
|
2.49K
$197K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
582+ 0.75% |
$13.5K - $18.6K
|
78.2K
$6.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
550New |
$12.7K - $17.6K
|
550
$43.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
471+ 41.79% |
$10.9K - $15.1K
|
1.6K
$126K
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
BUY
|
- |
391+ 4.19% |
$9.05K - $12.5K
|
9.72K
$770K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
371+ 20.32% |
$8.58K - $11.9K
|
2.2K
$174K
|
|
|
Feb 13, 2024
Q4 2023
|
First Beijing Investment LTD
Hong Kong, K3 |
BUY
|
- |
369New |
$8.54K - $11.8K
|
369
$29.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
308+ 2.1% |
$7.13K - $9.86K
|
14.9K
$1.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
300New |
$6.94K - $9.6K
|
300
$23.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Hedges Asset Management LLC
|
BUY
|
- |
300+ 3.33% |
$6.94K - $9.6K
|
9.3K
$736K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
293+ 1.81% |
$6.78K - $9.38K
|
16.5K
$1.31M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
288+ 59.5% |
$6.66K - $9.22K
|
772
$61.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
286+ 1.06% |
$6.62K - $9.15K
|
27.4K
$2.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
245+ 1.49% |
$5.67K - $7.84K
|
16.7K
$1.32M
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
225+ 37.38% |
$5.21K - $7.2K
|
827
$65.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
219New |
$5.07K - $7.01K
|
219
$17.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
202New |
$4.67K - $6.46K
|
202
$16K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
199New |
$4.6K - $6.37K
|
199
$15.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
197+ 1.95% |
$4.56K - $6.3K
|
10.3K
$816K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
100+ 1.76% |
$2.31K - $3.2K
|
5.8K
$459K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
100New |
$2.31K - $3.2K
|
100
$7.92K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
80New |
$1.85K - $2.56K
|
80
$6.33K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
75+ 14.59% |
$1.74K - $2.4K
|
589
$46.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
70New |
$1.62K - $2.24K
|
70
$5.54K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
57+ 0.55% |
$1.32K - $1.82K
|
10.4K
$824K
|
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
50New |
$1.16K - $1.6K
|
50
$3.96K
|