Latest Institutional Transactions on Brp Group, Inc. (BRP)
This table provides information on the latest institutional transactions involving Brp Group, Inc. (BRP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.9KNew |
$226K - $322K
|
12.9K
$516K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-3K- 2.52% |
$52.5K - $74.9K
|
116K
$4.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
8.8KNew |
$154K - $220K
|
8.8K
$352K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
79New |
$1.38K - $1.97K
|
79
$3.16K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-26- 63.41% |
$455 - $649
|
15
$600
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
23.2KNew |
$405K - $579K
|
23.2K
$928K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-148- 87.06% |
$2.59K - $3.7K
|
22
$881
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
39.2KNew |
$882K - $1.06M
|
39.2K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-3.54K- 21.91% |
$79.6K - $95.5K
|
12.6K
$504K
|
|
|
Nov 14, 2023
Q3 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-15.5K- 24.98% |
$348K - $417K
|
46.4K
$1.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-34.1K- 39.52% |
$768K - $921K
|
52.2K
$2.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-160K- 38.35% |
$3.6M - $4.32M
|
257K
$10.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-25- 65.79% |
$563 - $675
|
13
$520
|
|
|
Nov 13, 2023
Q3 2023
|
Toscafund Asset Management LLP
London, X0 |
SELL
|
- |
-47.8K- 11.33% |
$1.08M - $1.29M
|
374K
$15M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.2KNew |
$229K - $275K
|
10.2K
$408K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
417New |
$9.39K - $11.3K
|
417
$16.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-395K- 88.67% |
$8.9M - $10.7M
|
50.5K
$2.02M
|
|
| Q2 2023 | |||||||
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
8.77KNew |
$174K - $231K
|
8.77K
$351K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
700New |
$13.9K - $18.4K
|
700
$28K
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
45.3KNew |
$896K - $1.19M
|
45.3K
$1.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
9.3KNew |
$184K - $245K
|
9.3K
$372K
|
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
3.35K+ 19.09% |
$66.3K - $88.1K
|
20.9K
$837K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
39New |
$772 - $1.03K
|
39
$1.56K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.78KNew |
$35.3K - $46.9K
|
1.78K
$71.4K
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
175KNew |
$3.94M - $5.53M
|
175K
$7M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Point Capital, LP
Charlottesville, VA |
SELL
|
- |
-375K- 65.22% |
$8.45M - $11.9M
|
200K
$8.01M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
21New |
$473 - $665
|
21
$841
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
943KNew |
$21.2M - $29.8M
|
943K
$37.7M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
140New |
$3.15K - $4.43K
|
140
$5.6K
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
11.2KNew |
$251K - $353K
|
11.2K
$446K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.74KNew |
$43.6K - $53.1K
|
1.74K
$69.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
9.97K+ 19.24% |
$251K - $305K
|
61.8K
$2.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
14.8KNew |
$372K - $453K
|
14.8K
$593K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
6.81K+ 117.75% |
$171K - $208K
|
12.6K
$504K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
349New |
$8.77K - $10.7K
|
349
$14K
|
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-2.73K- 0.57% |
$68.5K - $83.4K
|
479K
$19.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Cna Financial Corp
Chicago, IL |
SELL
|
- |
-16.3K- 43.23% |
$410K - $499K
|
21.4K
$856K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.19K+ 8.95% |
$55K - $67K
|
26.6K
$1.07M
|
|
|
Jan 30, 2023
Q4 2022
|
Versor Investments LP
|
BUY
|
- |
9.89KNew |
$249K - $303K
|
9.89K
$396K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
700New |
$17.6K - $21.4K
|
700
$28K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
9.28KNew |
$217K - $309K
|
9.28K
$371K
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
7.94KNew |
$186K - $265K
|
7.94K
$318K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
15New |
$351 - $500
|
15
$600
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-287- 3.2% |
$6.72K - $9.56K
|
8.68K
$348K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
18New |
$421 - $600
|
18
$721
|
|
|
Oct 24, 2022
Q3 2022
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
PUT |
90KNew |
$2.11M - $3M
|
90K
$3.6M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-25.6K- 4.01% |
$598K - $851K
|
611K
$24.5M
|
|
| Q2 2022 | |||||||
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1.2K+ 8.28% |
$21.4K - $33.5K
|
15.7K
$628K
|
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
9.38KNew |
$167K - $262K
|
9.38K
$376K
|
|