Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. Brown Forman Corp Cl B Transaction History

Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

$653 Million
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Aug 14, 2020	BUY	N/A	3,484 New	3,484 $222,000
Q1 2020 May 15, 2020	SELL	N/A	-3,484 Closed	0 $0
Q3 2019 Nov 14, 2019	SELL	N/A	-2,420 Reduced 40.99%	3,484 $219,000
Q1 2018 May 15, 2018	BUY	N/A	1,180 Added 24.98%	5,904 $321,000
Q4 2017 Feb 14, 2018	SELL	N/A	-500 Reduced 9.57%	4,724 $324,000
Q3 2017 Nov 09, 2017	BUY	N/A	5,224	5,224 $284,000

Others Institutions Holding BFB

# of Institutions

665

Shares Held

183M

Call Options Held

493K

Put Options Held

219K

Vanguard Group Inc Valley Forge, PA

29.6M
Shares

$0
0.0% of portfolio
State Street Corp Boston, MA

14.3M
Shares

$0
0.0% of portfolio
Black Rock Inc. New York, NY

13.9M
Shares

$0
0.0% of portfolio
Terry Smith Fundsmith LLP | London, X0

10M
Shares

$0
0.0% of portfolio
Van Eck Associates Corp

8.82M
Shares

$0
0.54% of portfolio

View Full List

About BROWN-FORMAN CORP CL-B

Ticker BFB

More about BFB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P., based on Form 13F filings with the SEC.

News

Stay updated on Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. with notifications on news.

Account