Purchases and Sales Made in Q2 2023 in Brown Forman Corp Cl B (BFB)
This table provides information about the institutional ownership of Brown Forman Corp Cl B (BFB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.08K+ 56.78% |
N/A
|
14K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.06K+ 46.71% |
N/A
|
15.9K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.98K+ 14.85% |
N/A
|
38.5K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.93KNew |
N/A
|
4.93K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
4.82K+ 23.97% |
N/A
|
24.9K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.78KNew |
N/A
|
4.78K
$0
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
4.27K+ 3.1% |
N/A
|
142K
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
BUY
|
- |
3.99K+ 4.72% |
N/A
|
88.6K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
3.95K+ 4.53% |
N/A
|
91K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
BUY
|
- |
3.92K+ 10.52% |
N/A
|
41.2K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
3.9KNew |
N/A
|
3.9K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
3.87KNew |
N/A
|
3.87K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.75KNew |
N/A
|
3.75K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.68K+ 1.97% |
N/A
|
191K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
3.67K+ 29.96% |
N/A
|
15.9K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
3.48K+ 0.33% |
N/A
|
1.05M
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
3.37KNew |
N/A
|
3.37K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.32K+ 0.29% |
N/A
|
1.15M
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
3.29KNew |
N/A
|
3.29K
$0
|
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
3.29KNew |
N/A
|
3.29K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.14KNew |
N/A
|
3.14K
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.12K+ 5.8% |
N/A
|
56.9K
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.01K+ 11.04% |
N/A
|
30.2K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.88K+ 2.56% |
N/A
|
115K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.87K+ 3.19% |
N/A
|
93K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
2.87K+ 65.68% |
N/A
|
7.25K
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.81K+ 63.8% |
N/A
|
7.23K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.62K+ 2.35% |
N/A
|
114K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Tredje Ap Fonden
|
BUY
|
- |
2.62K+ 19.83% |
N/A
|
15.8K
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Absher Wealth Management, LLC
|
BUY
|
- |
2.54K+ 1.12% |
N/A
|
229K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
2.32K+ 2.43% |
N/A
|
98K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
2.2K+ 15.94% |
N/A
|
16K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
2.2KNew |
N/A
|
2.2K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
2.15K+ 14.15% |
N/A
|
17.3K
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.14K+ 2.87% |
N/A
|
76.5K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.13K+ 11.41% |
N/A
|
20.8K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.12K+ 49.6% |
N/A
|
6.41K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
2.07K+ 9.77% |
N/A
|
23.3K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2K+ 6.33% |
N/A
|
33.6K
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
1.97K+ 5.55% |
N/A
|
37.5K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.95K+ 88.4% |
N/A
|
4.16K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.76K+ 6.89% |
N/A
|
27.3K
$0
|
|
|
Jul 28, 2023
Q2 2023
|
William Allan, LLC
|
BUY
|
- |
1.74K+ 4.47% |
N/A
|
40.6K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
1.73K+ 3.33% |
N/A
|
53.6K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
1.67K+ 16.49% |
N/A
|
11.8K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.62K+ 1.9% |
N/A
|
87K
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
1.54K+ 14.62% |
N/A
|
12K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
1.5KNew |
N/A
|
1.5K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.5K+ 3.69% |
N/A
|
42.1K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.49K+ 8.61% |
N/A
|
18.8K
$0
|