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 |
|---|---|---|---|---|---|---|---|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-175K- 45.61% |
$10.1M - $12M
|
208K
$22.5M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
380New |
$21.9K - $26.2K
|
380
$41.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
51.7KNew |
$2.98M - $3.56M
|
51.7K
$5.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-60- 1.39% |
$3.46K - $4.13K
|
4.27K
$461K
|
|
|
Aug 14, 2023
Q2 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
100KNew |
$5.77M - $6.88M
|
100K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-46.3K- 41.82% |
$2.67M - $3.19M
|
64.4K
$6.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-508- 12.44% |
$29.3K - $35K
|
3.58K
$387K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-757- 2.43% |
$43.6K - $52.1K
|
30.5K
$3.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.61K+ 5.15% |
$381K - $455K
|
135K
$14.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.92KNew |
$168K - $201K
|
2.92K
$315K
|
|
|
Aug 11, 2023
Q2 2023
|
Hyperion Capital Advisors LP
New York, NY |
SELL
|
- |
-4.5K- 37.5% |
$259K - $310K
|
7.5K
$811K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-509- 0.52% |
$29.3K - $35K
|
97.4K
$10.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
720New |
$41.5K - $49.6K
|
720
$77.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.04K- 9.23% |
$59.8K - $71.5K
|
10.2K
$1.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.01K+ 4.59% |
$58.2K - $69.5K
|
23K
$2.48M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-206- 1.51% |
$11.9K - $14.2K
|
13.4K
$1.45M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
818+ 361.95% |
$47.2K - $56.3K
|
1.04K
$113K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
9+ 0.22% |
$519 - $620
|
4.06K
$439K
|
|
|
Jul 25, 2023
Q2 2023
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-255K- 34.74% |
$14.7M - $17.5M
|
478K
$51.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-3.39K- 7.97% |
$195K - $233K
|
39.1K
$4.22M
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-94- 50.27% |
$5.42K - $6.47K
|
93
$10.1K
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-20- 27.03% |
$1.15K - $1.38K
|
54
$5.84K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.94KNew |
$169K - $202K
|
2.94K
$317K
|
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.86KNew |
$107K - $128K
|
1.86K
$202K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-31- 10.73% |
$1.79K - $2.13K
|
258
$27.9K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
54New |
$3.11K - $3.72K
|
54
$5.84K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 9.68% |
$173 - $207
|
34
$3.68K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
2.98KNew |
$172K - $205K
|
2.98K
$322K
|
|
| Q1 2023 | |||||||
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
15KNew |
$801K - $929K
|
15K
$1.62M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
107New |
$5.72K - $6.63K
|
107
$11.6K
|
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-6.18K- 11.1% |
$330K - $383K
|
49.5K
$5.35M
|
|
|
May 15, 2023
Q1 2023
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-65.3K- 54.93% |
$3.49M - $4.05M
|
53.6K
$5.79M
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
SELL
|
- |
-118- 2.83% |
$6.3K - $7.31K
|
4.05K
$438K
|
|
|
May 15, 2023
Q1 2023
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
6.94KNew |
$371K - $430K
|
6.94K
$750K
|
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
4.2KNew |
$224K - $260K
|
4.2K
$454K
|
|
|
May 15, 2023
Q1 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
57.6KNew |
$3.08M - $3.57M
|
57.6K
$6.23M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1+ 1.96% |
$53.4 - $62
|
52
$5.62K
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-1.93K- 35.42% |
$103K - $119K
|
3.51K
$380K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
4.85KNew |
$259K - $300K
|
4.85K
$524K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-19- 20.0% |
$1.02K - $1.18K
|
76
$8.22K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.91MNew |
$102M - $119M
|
1.91M
$207M
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
13+ 118.18% |
$695 - $805
|
24
$2.6K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
24New |
$1.28K - $1.49K
|
24
$2.6K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
325New |
$17.4K - $20.1K
|
325
$35.1K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
136New |
$7.27K - $8.43K
|
136
$14.7K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 9.09% |
$53.4 - $62
|
10
$1.08K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
48New |
$2.56K - $2.97K
|
48
$5.19K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-22- 31.43% |
$1.18K - $1.36K
|
48
$5.19K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
35New |
$1.87K - $2.17K
|
35
$3.78K
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-487- 11.43% |
$26K - $30.2K
|
3.78K
$408K
|
|