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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
23New |
N/A
|
23
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-40- 0.46% |
N/A
|
8.62K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-35- 0.75% |
N/A
|
4.62K
$0
|
|
| Q2 2023 | |||||||
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
3.12KNew |
N/A
|
3.12K
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-31.3K- 80.88% |
N/A
|
7.41K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-401- 10.71% |
N/A
|
3.34K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
2.95KNew |
N/A
|
2.95K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
BUY
|
- |
29+ 5.74% |
N/A
|
534
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.08K- 55.56% |
N/A
|
3.27K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-129- 1.26% |
N/A
|
10.1K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.59K- 7.23% |
N/A
|
33.2K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
24.9KNew |
N/A
|
24.9K
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2K- 55.63% |
N/A
|
1.6K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-870- 5.13% |
N/A
|
16.1K
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
200New |
N/A
|
200
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
8.39KNew |
N/A
|
8.39K
$0
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-54Closed |
N/A
|
0
$0
|
|
|
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 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
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-554- 2.01% |
N/A
|
27K
$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
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.15KNew |
N/A
|
1.15K
$0
|
|
|
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
|
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
|
|