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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
30+ 42.86% |
N/A
|
100
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
30+ 0.44% |
N/A
|
6.83K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
29+ 12.45% |
N/A
|
262
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
26+ 0.08% |
N/A
|
34.3K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
22+ 0.22% |
N/A
|
10K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
BUY
|
- |
22+ 0.31% |
N/A
|
7.21K
$0
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
21New |
N/A
|
21
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
19+ 0.33% |
N/A
|
5.77K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
18+ 0.28% |
N/A
|
6.38K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
12New |
N/A
|
12
$0
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
11New |
N/A
|
11
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
11+ 35.48% |
N/A
|
42
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
9+ 16.67% |
N/A
|
63
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
9+ 81.82% |
N/A
|
20
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
7+ 0.3% |
N/A
|
2.31K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
7+ 0.11% |
N/A
|
6.45K
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7+ 77.78% |
N/A
|
16
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
7New |
N/A
|
7
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
5+ 0.12% |
N/A
|
4.03K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.4% |
N/A
|
1.27K
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5+ 100.0% |
N/A
|
10
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
4New |
N/A
|
4
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
2+ 0.11% |
N/A
|
1.75K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 12.5% |
N/A
|
18
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2+ 0.01% |
N/A
|
24.6K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2+ 5.56% |
N/A
|
38
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
N/A
|
1.98K
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
1+ 0.0% |
N/A
|
31.2K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.23% |
N/A
|
439
$0
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1+ 0.0% |
N/A
|
29.3K
$0
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
N/A
|
1.98K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 3.57% |
N/A
|
29
$0
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-2- 0.01% |
N/A
|
15.8K
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-6- 0.15% |
N/A
|
4.07K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8- 3.88% |
N/A
|
198
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-10- 50.0% |
N/A
|
10
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
SELL
|
- |
-10- 55.56% |
N/A
|
8
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-10- 7.87% |
N/A
|
117
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-14- 0.77% |
N/A
|
1.81K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-20- 0.51% |
N/A
|
3.89K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-21- 5.97% |
N/A
|
331
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-23- 0.04% |
N/A
|
51.4K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-24- 0.22% |
N/A
|
10.7K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-24- 0.68% |
N/A
|
3.5K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-26- 0.12% |
N/A
|
20.9K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-26- 0.03% |
N/A
|
89.8K
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-27- 0.58% |
N/A
|
4.64K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-28- 0.11% |
N/A
|
25.6K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-29- 0.17% |
N/A
|
16.7K
$0
|