Latest Institutional Transactions on Brown Forman Corp Cl A (BFA)
This table provides information on the latest institutional transactions involving Brown Forman Corp Cl A (BFA) 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4- 0.11% |
N/A
|
3.62K
$0
|
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
569+ 57.65% |
N/A
|
1.56K
$0
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
160KNew |
N/A
|
160K
$0
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
8New |
N/A
|
8
$0
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-651- 65.17% |
N/A
|
348
$0
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-3- 25.0% |
N/A
|
9
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.2KNew |
N/A
|
1.2K
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
6.58KNew |
N/A
|
6.58K
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6- 2.91% |
N/A
|
200
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
39+ 1.25% |
N/A
|
3.17K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21New |
N/A
|
21
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-849- 47.7% |
N/A
|
931
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6New |
N/A
|
6
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-16- 28.07% |
N/A
|
41
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
192+ 0.1% |
N/A
|
186K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 25.0% |
N/A
|
6
$0
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-660- 7.29% |
N/A
|
8.39K
$0
|
|
|
Jan 26, 2023
Q4 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
3.45KNew |
N/A
|
3.45K
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
58New |
N/A
|
58
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
3.25KNew |
N/A
|
3.25K
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1New |
N/A
|
1
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
1.27KNew |
N/A
|
1.27K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.15KNew |
N/A
|
1.15K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-82- 2.23% |
N/A
|
3.6K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-554- 2.01% |
N/A
|
27K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
4.98KNew |
N/A
|
4.98K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.98K- 98.58% |
N/A
|
43
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
150New |
N/A
|
150
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
43New |
N/A
|
43
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 33.33% |
N/A
|
8
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-100- 3.51% |
N/A
|
2.75K
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1New |
N/A
|
1
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-675- 18.37% |
N/A
|
3K
$0
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-9Closed |
N/A
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-4Closed |
N/A
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
216+ 1.43% |
N/A
|
15.3K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
3.9KNew |
N/A
|
3.9K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
708New |
N/A
|
708
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Man Group PLC
London, X0 |
SELL
|
- |
-1K- 23.26% |
N/A
|
3.3K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-11.1KClosed |
N/A
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-669Closed |
N/A
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Permit Capital, LLC
West Conshohocken, PA |
SELL
|
- |
-120- 4.0% |
N/A
|
2.88K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-24.4K- 95.01% |
N/A
|
1.28K
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
20.2KNew |
N/A
|
20.2K
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
2.49K+ 12.45% |
N/A
|
22.5K
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
4.69K+ 64.12% |
N/A
|
12K
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-41Closed |
N/A
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-867Closed |
N/A
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-20Closed |
N/A
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-4.28KClosed |
N/A
|
0
$0
|
|