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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.14KClosed |
$220K - $304K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
3.84KNew |
$205K - $282K
|
3.84K
$415K
|
|
|
Aug 11, 2022
Q2 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-863- 15.31% |
$46K - $63.3K
|
4.77K
$516K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.1K+ 17.05% |
$58.4K - $80.5K
|
7.53K
$814K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-56.5KClosed |
$3.01M - $4.15M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-151KClosed |
$8.03M - $11.1M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-2.59KClosed |
$138K - $190K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
279New |
$14.9K - $20.5K
|
279
$30.2K
|
|
|
Aug 09, 2022
Q2 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
2.63KNew |
$140K - $193K
|
2.63K
$284K
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
3.72KNew |
$198K - $273K
|
3.72K
$402K
|
|
|
Aug 05, 2022
Q2 2022
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
4.87KNew |
$259K - $357K
|
4.87K
$527K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-155- 36.21% |
$8.26K - $11.4K
|
273
$29.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
10.1K+ 95.62% |
$539K - $743K
|
20.7K
$2.24M
|
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
SELL
|
- |
-3.32KClosed |
$177K - $243K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-18.5KClosed |
$983K - $1.35M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-33.8KClosed |
$1.8M - $2.48M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
48+ 0.26% |
$2.56K - $3.52K
|
18.7K
$2.02M
|
|
|
Jul 27, 2022
Q2 2022
|
Stone X Group Inc.
|
SELL
|
- |
-4KClosed |
$213K - $293K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
250New |
$13.3K - $18.4K
|
250
$27K
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
34.5KNew |
$1.84M - $2.53M
|
34.5K
$3.73M
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-973Closed |
$51.8K - $71.4K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-10Closed |
$533 - $734
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-3.68KClosed |
$196K - $270K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
1.4KNew |
$74.6K - $103K
|
1.4K
$151K
|
|
|
Jul 19, 2022
Q2 2022
|
Aquila Investment Management LLC
|
SELL
|
- |
-18KClosed |
$959K - $1.32M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
55New |
$2.93K - $4.04K
|
55
$5.95K
|
|
|
Jul 19, 2022
Q2 2022
|
Toews Corp
|
SELL
|
- |
-5.7KClosed |
$304K - $418K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
SELL
|
- |
-2.59KClosed |
$138K - $190K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-17.3KClosed |
$922K - $1.27M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-150- 27.27% |
$7.99K - $11K
|
400
$43.3K
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-100Closed |
$5.33K - $7.34K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
614KNew |
$32.7M - $45.1M
|
614K
$66.4M
|
|
| Q1 2022 | |||||||
|
Feb 13, 2024
Q1 2022
|
Nicholas Company, Inc.
|
BUY
|
- |
131KNew |
$8.01M - $9.52M
|
131K
$14.2M
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
15New |
$917 - $1.09K
|
15
$1.62K
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-70.4KClosed |
$4.3M - $5.12M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
SELL
|
- |
-3.41KClosed |
$208K - $248K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-19.8KClosed |
$1.21M - $1.44M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-38.1KClosed |
$2.33M - $2.77M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
SELL
|
- |
-4.58K- 30.3% |
$280K - $333K
|
10.5K
$1.14M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
137New |
$8.37K - $9.96K
|
137
$14.8K
|
|
|
May 13, 2022
Q1 2022
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-7.67KClosed |
$469K - $558K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Teton Advisors, Inc.
Rye, NY |
SELL
|
- |
-8.8KClosed |
$538K - $640K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.7K- 67.99% |
$104K - $124K
|
800
$86.5K
|
|
|
May 12, 2022
Q1 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-91.9KClosed |
$5.62M - $6.68M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Burgundy Asset Management Ltd.
Toronto, A6 |
SELL
|
- |
-1.46MClosed |
$89.1M - $106M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
SELL
|
- |
-845Closed |
$51.7K - $61.4K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Core Alternative Capital
|
SELL
|
- |
-24Closed |
$1.47K - $1.75K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-20.2KClosed |
$1.23M - $1.47M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-5Closed |
$306 - $364
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Granite Shares Advisors LLC
|
SELL
|
- |
-1.33KClosed |
$81.2K - $96.6K
|
0
$0
|
|