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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
89+ 2.25% |
$7.93K - $9.42K
|
4.05K
$421K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-207K- 17.4% |
$18.4M - $21.9M
|
983K
$102M
|
|
|
Nov 08, 2024
Q3 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-3.9K- 5.05% |
$348K - $413K
|
73.3K
$7.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
12.6KNew |
$1.13M - $1.34M
|
12.6K
$1.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
70New |
$6.24K - $7.41K
|
70
$7.27K
|
|
|
Nov 08, 2024
Q3 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
126KNew |
$11.2M - $13.3M
|
126K
$13.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-132- 18.78% |
$11.8K - $14K
|
571
$59.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-3.26K- 21.46% |
$291K - $345K
|
11.9K
$1.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.2% |
$89.1 - $106
|
505
$52.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.95KNew |
$708K - $841K
|
7.95K
$825K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
486New |
$43.3K - $51.4K
|
486
$50.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.23K+ 26.82% |
$110K - $130K
|
5.82K
$605K
|
|
|
Nov 08, 2024
Q3 2024
|
Heron Bay Capital Management
|
SELL
|
- |
-11.7K- 10.61% |
$1.05M - $1.24M
|
98.9K
$10.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.87K+ 3.64% |
$523K - $621K
|
167K
$17.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-5.27K- 17.9% |
$469K - $557K
|
24.1K
$2.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-22.1K- 5.08% |
$1.97M - $2.34M
|
413K
$42.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
SELL
|
- |
-2.76K- 26.03% |
$246K - $292K
|
7.86K
$816K
|
|
|
Nov 08, 2024
Q3 2024
|
Eulav Asset Management
|
BUY
|
- |
176KNew |
$15.7M - $18.6M
|
176K
$18.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
61+ 28.77% |
$5.44K - $6.46K
|
273
$28.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
3.4KNew |
$303K - $360K
|
3.4K
$353K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
39+ 0.58% |
$3.48K - $4.13K
|
6.82K
$708K
|
|
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
34.3KNew |
$3.06M - $3.63M
|
34.3K
$3.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
438+ 4.64% |
$39K - $46.3K
|
9.89K
$1.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
27.5KNew |
$2.45M - $2.91M
|
27.5K
$2.85M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-44- 2.99% |
$3.92K - $4.66K
|
1.43K
$148K
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-335- 8.8% |
$29.9K - $35.4K
|
3.47K
$360K
|
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
2+ 0.0% |
$178 - $212
|
50.5K
$5.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-200- 0.03% |
$17.8K - $21.2K
|
719K
$74.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
10.5KNew |
$938K - $1.11M
|
10.5K
$1.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-15K- 60.75% |
$1.34M - $1.59M
|
9.71K
$1.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
76.7K+ 48.26% |
$6.83M - $8.12M
|
236K
$24.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-85- 2.8% |
$7.57K - $8.99K
|
2.95K
$307K
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-2.03K- 1.95% |
$181K - $215K
|
102K
$10.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-659- 2.11% |
$58.7K - $69.7K
|
30.6K
$3.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-2.26K- 14.27% |
$201K - $239K
|
13.6K
$1.41M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
7+ 3.54% |
$624 - $741
|
205
$21.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-462- 0.89% |
$41.2K - $48.9K
|
51.5K
$5.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-174- 18.07% |
$15.5K - $18.4K
|
789
$81.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
4.03KNew |
$359K - $427K
|
4.03K
$419K
|
|
|
Nov 07, 2024
Q3 2024
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-3.44K- 49.26% |
$306K - $364K
|
3.54K
$368K
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-92- 0.92% |
$8.2K - $9.74K
|
9.87K
$1.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-612K- 38.52% |
$54.5M - $64.7M
|
977K
$101M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.04K- 3.19% |
$92.8K - $110K
|
31.6K
$3.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-16K- 1.03% |
$1.42M - $1.69M
|
1.54M
$160M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-145- 0.77% |
$12.9K - $15.3K
|
18.6K
$1.93M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
6.64KNew |
$592K - $703K
|
6.64K
$690K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-5.49K- 21.44% |
$490K - $581K
|
20.1K
$2.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
224+ 8.27% |
$20K - $23.7K
|
2.93K
$305K
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
25.7K+ 6.83% |
$2.29M - $2.72M
|
403K
$41.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.58K+ 8.57% |
$319K - $379K
|
45.4K
$4.71M
|