Lpl Financial LLC Dutch Bros Inc. Transaction History

Lpl Financial LLC

$218 Billion
Q3 2024

A detailed history of Lpl Financial LLC transactions in Dutch Bros Inc. stock. As of the latest transaction made, Lpl Financial LLC holds 313,321 shares of BROS stock, worth $18.7 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

313,321

Previous 347,163 9.75%

Holding current value

$18.7 Million

Previous $14.4 Million 30.18%

% of portfolio

0.0%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$29.1 - $42.81 $984,802 - $1.45 Million	-33,842 Reduced 9.75%	313,321 $10 Million
Q2 2024 Aug 07, 2024	SELL	$26.95 - $42.1 $195,037 - $304,677	-7,237 Reduced 2.04%	347,163 $14.4 Million
Q1 2024 May 10, 2024	SELL	$25.75 - $35.62 $349,685 - $483,719	-13,580 Reduced 3.69%	354,400 $11.7 Million
Q4 2023 Feb 14, 2024	BUY	$23.14 - $32.0 $199,258 - $275,552	8,611 Added 2.4%	367,980 $11.7 Million
Q3 2023 Nov 13, 2023	BUY	$22.81 - $33.58 $254,080 - $374,047	11,139 Added 3.2%	359,369 $8.36 Million
Q2 2023 Jul 31, 2023	BUY	$26.02 - $33.16 $748,881 - $954,377	28,781 Added 9.01%	348,230 $9.91 Million
Q1 2023 May 10, 2023	SELL	$27.16 - $40.83 $69,638 - $104,688	-2,564 Reduced 0.8%	319,449 $10.1 Million
Q4 2022 Feb 07, 2023	BUY	$27.79 - $38.15 $29,235 - $40,133	1,052 Added 0.33%	322,013 $9.08 Million
Q3 2022 Nov 14, 2022	SELL	$31.15 - $47.12 $170,670 - $258,170	-5,479 Reduced 1.68%	320,961 $10 Million
Q2 2022 Aug 12, 2022	BUY	$25.11 - $57.65 $8.2 Million - $18.8 Million	326,440 New	326,440 $10.3 Million
Q1 2022 May 16, 2022	SELL	$41.31 - $62.77 $6.79 Million - $10.3 Million	-164,430 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$41.69 - $76.25 $4.11 Million - $7.52 Million	98,666 Added 150.03%	164,430 $8.37 Million
Q3 2021 Nov 15, 2021	BUY	$36.68 - $54.89 $2.41 Million - $3.61 Million	65,764 New	65,764 $2.85 Million

Others Institutions Holding BROS

# of Institutions

407

Shares Held

97.4M

Call Options Held

1.84M

Put Options Held

1.87M

View Full List

About Dutch Bros Inc.

Ticker BROS
Exchange NYSE
Sector Consumer Cyclical
Industry Restaurants
Shares Outstandng 39,558,000
Market Cap $2.36B
Description
Dutch Bros Inc. operates and franchises drive-thru shops. It offers Dutch Bros hot and cold espresso-based beverages, and cold brew coffee products, as well as Blue Rebel energy drinks, tea, lemonade, smoothies, and other beverages through company-operated shops and online channels. As of May 11, 2022, it operated 572 drive-thru coffee locations...

More about BROS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Account

Lpl Financial LLC Dutch Bros Inc. Transaction History