Purchases and Sales Made in Q1 2023 in Brown Forman Corp Cl B (BFB)
This table provides information about the institutional ownership of Brown Forman Corp Cl B (BFB) during Q1 2023. The information is specifically focused on institutions that hold shares of BROWN-FORMAN CORP CL-B.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
61+ 0.23% |
N/A
|
26.4K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
54+ 1.17% |
N/A
|
4.68K
$0
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
46+ 0.18% |
N/A
|
25.9K
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
45+ 14.24% |
N/A
|
361
$0
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
45+ 0.97% |
N/A
|
4.68K
$0
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
42+ 0.14% |
N/A
|
30.2K
$0
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
36+ 300.0% |
N/A
|
48
$0
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
35New |
N/A
|
35
$0
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
34New |
N/A
|
34
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
31New |
N/A
|
31
$0
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
30New |
N/A
|
30
$0
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
22+ 0.32% |
N/A
|
6.8K
$0
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
20New |
N/A
|
20
$0
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
19+ 0.24% |
N/A
|
7.85K
$0
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
18+ 0.31% |
N/A
|
5.75K
$0
|
|
|
May 12, 2023
Q1 2023
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
16+ 0.44% |
N/A
|
3.62K
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
15+ 7.81% |
N/A
|
207
$0
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
14New |
N/A
|
14
$0
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13New |
N/A
|
13
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
13New |
N/A
|
13
$0
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
13+ 3.06% |
N/A
|
438
$0
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
12+ 0.11% |
N/A
|
10.5K
$0
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9New |
N/A
|
9
$0
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9+ 0.08% |
N/A
|
11.3K
$0
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
8+ 0.16% |
N/A
|
4.9K
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
8New |
N/A
|
8
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
7+ 0.11% |
N/A
|
6.44K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
N/A
|
5
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5+ 0.04% |
N/A
|
13.9K
$0
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4New |
N/A
|
4
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
3+ 0.01% |
N/A
|
24.6K
$0
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
2+ 0.01% |
N/A
|
23.9K
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.06% |
N/A
|
3.63K
$0
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
2New |
N/A
|
2
$0
|
|
|
May 05, 2023
Q1 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
2+ 0.0% |
N/A
|
48.5K
$0
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
2+ 0.05% |
N/A
|
4.26K
$0
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 1.96% |
N/A
|
52
$0
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.2% |
N/A
|
499
$0
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
1+ 50.0% |
N/A
|
3
$0
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 3.45% |
N/A
|
28
$0
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-2Closed |
N/A
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-5- 4.07% |
N/A
|
118
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-6- 2.15% |
N/A
|
273
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-8- 33.33% |
N/A
|
16
$0
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8- 0.03% |
N/A
|
29K
$0
|
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
SELL
|
- |
-14- 1.83% |
N/A
|
750
$0
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-16- 26.67% |
N/A
|
44
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-18- 0.01% |
N/A
|
122K
$0
|