Purchases and Sales Made in Q4 2023 in Brp Group, Inc. (BRP)
This table provides information about the institutional ownership of Brp Group, Inc. (BRP) during Q4 2023. The information is specifically focused on institutions that hold shares of BRP Group, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.23K+ 15.72% |
$161K - $231K
|
67.9K
$2.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
8.8KNew |
$154K - $220K
|
8.8K
$352K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
8.75K+ 1.81% |
$153K - $219K
|
493K
$19.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
8.59KNew |
$150K - $215K
|
8.59K
$344K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
8.41K+ 5836.81% |
$147K - $210K
|
8.55K
$342K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
7.93K+ 10.15% |
$139K - $198K
|
86K
$3.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
5.4K+ 11.15% |
$94.4K - $135K
|
53.8K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
4.46KNew |
$77.9K - $111K
|
4.46K
$178K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.16K+ 21.83% |
$72.8K - $104K
|
23.2K
$930K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.28K+ 29.37% |
$57.3K - $81.9K
|
14.4K
$578K
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
2.62K+ 4.03% |
$45.7K - $65.3K
|
67.6K
$2.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.35K+ 7.63% |
$41.1K - $58.7K
|
33.1K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
2.1K+ 6.05% |
$36.7K - $52.5K
|
36.8K
$1.47M
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
1.95K+ 11.5% |
$34.1K - $48.7K
|
18.9K
$757K
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
1.8KNew |
$31.5K - $45K
|
1.8K
$72.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.48KNew |
$25.9K - $37K
|
1.48K
$59.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
1.1K+ 4.0% |
$19.2K - $27.5K
|
28.6K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.05K+ 5.1% |
$18.3K - $26.2K
|
21.6K
$865K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.02KNew |
$17.9K - $25.5K
|
1.02K
$40.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
964New |
$16.9K - $24.1K
|
964
$38.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
950+ 4.13% |
$16.6K - $23.7K
|
24K
$959K
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
774+ 1.23% |
$13.5K - $19.3K
|
63.7K
$2.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
555New |
$9.71K - $13.9K
|
555
$22.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
534+ 10.19% |
$9.34K - $13.3K
|
5.78K
$231K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
516New |
$9.02K - $12.9K
|
516
$20.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
491New |
$8.59K - $12.3K
|
491
$19.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
109+ 1.08% |
$1.91K - $2.72K
|
10.2K
$407K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
100+ 0.33% |
$1.75K - $2.5K
|
30.7K
$1.23M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
94New |
$1.64K - $2.35K
|
94
$3.76K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
87+ 100.0% |
$1.52K - $2.17K
|
174
$6.97K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
79New |
$1.38K - $1.97K
|
79
$3.16K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
77New |
$1.35K - $1.92K
|
77
$3.08K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
66+ 1.68% |
$1.15K - $1.65K
|
3.99K
$160K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
53New |
$927 - $1.32K
|
53
$2.12K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
21+ 15.91% |
$367 - $525
|
153
$6.12K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
10+ 0.02% |
$175 - $250
|
44.5K
$1.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 16.67% |
$17.5 - $25
|
5
$200
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-6- 3.14% |
$105 - $150
|
185
$7.41K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-17Closed |
$297 - $425
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-26- 63.41% |
$455 - $649
|
15
$600
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-47- 38.84% |
$822 - $1.17K
|
74
$2.96K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-50- 0.06% |
$874 - $1.25K
|
78.9K
$3.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-51- 80.95% |
$892 - $1.27K
|
12
$480
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-105- 50.72% |
$1.84K - $2.62K
|
102
$4.08K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-122- 0.41% |
$2.13K - $3.05K
|
29.9K
$1.2M
|
|
|
Feb 07, 2025
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-125- 0.52% |
$2.19K - $3.12K
|
24.1K
$966K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-125- 0.52% |
$2.19K - $3.12K
|
24.1K
$966K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-148- 87.06% |
$2.59K - $3.7K
|
22
$881
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-171- 1.8% |
$2.99K - $4.27K
|
9.31K
$373K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-285- 3.14% |
$4.98K - $7.12K
|
8.79K
$352K
|