Latest Institutional Transactions on Brown & Brown, Inc. (BRO)
This table provides information on the latest institutional transactions involving Brown & Brown, Inc. (BRO) 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 17, 2024
Q3 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
29.8KNew |
$2.65M - $3.15M
|
29.8K
$3.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
103+ 4.26% |
$9.18K - $10.9K
|
2.52K
$261K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
10New |
$891 - $1.06K
|
10
$1.04K
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
4.55KNew |
$405K - $481K
|
4.55K
$471K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.5K- 0.92% |
$133K - $159K
|
160K
$16.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
2.44K+ 5.35% |
$217K - $258K
|
48K
$4.98M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
139+ 1.24% |
$12.4K - $14.7K
|
11.4K
$1.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
554+ 22.12% |
$49.4K - $58.6K
|
3.06K
$317K
|
|
|
Oct 16, 2024
Q3 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-2.5K- 5.1% |
$222K - $264K
|
46.4K
$4.82M
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
4.4K+ 61.97% |
$392K - $466K
|
11.5K
$1.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-465- 2.7% |
$41.4K - $49.2K
|
16.8K
$1.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 2.7% |
$89.1 - $106
|
38
$3.94K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2KNew |
$179K - $212K
|
2K
$208K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.28KNew |
$114K - $135K
|
1.28K
$132K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
86+ 3.66% |
$7.66K - $9.1K
|
2.43K
$253K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
498+ 10.61% |
$44.4K - $52.7K
|
5.19K
$539K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-18- 1.55% |
$1.6K - $1.9K
|
1.14K
$119K
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.64K+ 4.79% |
$146K - $174K
|
35.9K
$3.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-73- 1.23% |
$6.51K - $7.72K
|
5.85K
$607K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10- 27.03% |
$891 - $1.06K
|
27
$2.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.94K- 14.31% |
$173K - $205K
|
11.6K
$1.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.95KNew |
$174K - $207K
|
1.95K
$203K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
2+ 5.56% |
$178 - $212
|
38
$3.94K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-143- 3.08% |
$12.7K - $15.1K
|
4.51K
$467K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-5.92K- 70.87% |
$527K - $626K
|
2.43K
$252K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
112+ 0.38% |
$9.98K - $11.9K
|
29.9K
$3.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
834+ 4.29% |
$74.3K - $88.3K
|
20.3K
$2.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
28+ 0.14% |
$2.5K - $2.96K
|
19.5K
$2.02M
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-9K- 30.27% |
$802K - $953K
|
20.7K
$2.15M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-107- 0.44% |
$9.53K - $11.3K
|
24.1K
$2.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
6.5KNew |
$579K - $688K
|
6.5K
$675K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-290- 3.47% |
$25.8K - $30.7K
|
8.06K
$836K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.25K+ 228.65% |
$112K - $133K
|
1.8K
$187K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-12- 66.67% |
$1.07K - $1.27K
|
6
$622
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-252- 7.88% |
$22.5K - $26.7K
|
2.95K
$306K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.34K+ 125.15% |
$476K - $566K
|
9.61K
$997K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-10.2K- 95.9% |
$908K - $1.08M
|
435
$45.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
350+ 54.18% |
$31.2K - $37K
|
996
$103K
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-1.79K- 12.69% |
$160K - $190K
|
12.3K
$1.28M
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-716- 1.95% |
$63.8K - $75.8K
|
36.1K
$3.74M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
525+ 2.21% |
$46.8K - $55.6K
|
24.3K
$2.52M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$89.1 - $106
|
1
$104
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6KNew |
$534K - $634K
|
6K
$622K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
47+ 5.48% |
$4.19K - $4.97K
|
905
$93.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
SELL
|
- |
-9- 0.2% |
$802 - $952
|
4.54K
$471K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.32KNew |
$207K - $245K
|
2.32K
$240K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-197- 2.56% |
$17.6K - $20.8K
|
7.49K
$777K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3+ 0.05% |
$267 - $317
|
6.13K
$635K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-44- 43.56% |
$3.92K - $4.66K
|
57
$5.91K
|