Latest Institutional Purchases of Brown & Brown, Inc. (BRO)
This list provides information on the latest institutional transactions involving Brown & Brown, Inc. (BRO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
241+ 4.02% |
$19.4K - $22.5K
|
6.23K
$647K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
231New |
$18.6K - $21.6K
|
231
$24K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
228+ 330.43% |
$18.4K - $21.3K
|
297
$30.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
177New |
$14.3K - $16.5K
|
177
$18.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
163New |
$13.1K - $15.2K
|
163
$16.9K
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
150New |
$12.1K - $14K
|
150
$15.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
136New |
$11K - $12.7K
|
136
$14.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
132+ 5.56% |
$10.6K - $12.3K
|
2.51K
$260K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
119+ 198.33% |
$9.59K - $11.1K
|
179
$18.6K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
113New |
$9.11K - $10.5K
|
113
$11.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
99+ 9900.0% |
$7.98K - $9.24K
|
100
$10.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
93New |
$7.5K - $8.68K
|
93
$9.66K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
89+ 3.42% |
$7.18K - $8.31K
|
2.7K
$280K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
85New |
$6.85K - $7.93K
|
85
$8.83K
|
|
|
Sep 06, 2024
Q2 2024
|
Cim, LLC
|
BUY
|
- |
76+ 0.52% |
$6.13K - $7.09K
|
14.8K
$1.54M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
73New |
$5.89K - $6.81K
|
73
$7.58K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
64New |
$5.16K - $5.97K
|
64
$6.65K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
60New |
$4.84K - $5.6K
|
60
$6.23K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
42+ 97.67% |
$3.39K - $3.92K
|
85
$8.83K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
32New |
$2.58K - $2.99K
|
32
$3.32K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
30+ 0.76% |
$2.42K - $2.8K
|
4K
$415K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
27+ 245.45% |
$2.18K - $2.52K
|
38
$3.95K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
15New |
$1.21K - $1.4K
|
15
$1.56K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
12New |
$967 - $1.12K
|
12
$1.25K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
10New |
$806 - $933
|
10
$1.04K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 25.0% |
$403 - $467
|
25
$2.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
4New |
$322 - $373
|
4
$415
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
3+ 0.73% |
$242 - $280
|
412
$42.8K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
13.4KNew |
$931K - $1.17M
|
13.4K
$1.39M
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
13.4K+ 13.37% |
$929K - $1.17M
|
113K
$11.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Cullinan Associates Inc
|
BUY
|
- |
13KNew |
$903K - $1.14M
|
13K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
12KNew |
$834K - $1.05M
|
12K
$1.25M
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
8.6K+ 5.37% |
$597K - $753K
|
169K
$17.5M
|
|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
6.95KNew |
$483K - $609K
|
6.95K
$722K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
5.91KNew |
$410K - $517K
|
5.91K
$614K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
5.39K+ 1.5% |
$374K - $472K
|
366K
$38M
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.17KNew |
$359K - $452K
|
5.17K
$537K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
4.52KNew |
$314K - $396K
|
4.52K
$469K
|
|
|
May 08, 2024
Q1 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
4.37KNew |
$304K - $383K
|
4.37K
$454K
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
4.34KNew |
$302K - $380K
|
4.34K
$451K
|
|
|
May 13, 2024
Q1 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
4.15KNew |
$288K - $363K
|
4.15K
$431K
|
|
|
May 14, 2024
Q1 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
3.46KNew |
$240K - $303K
|
3.46K
$359K
|
|
|
May 02, 2024
Q1 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
3.17KNew |
$220K - $277K
|
3.17K
$329K
|
|
|
May 15, 2024
Q1 2024
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
2.7KNew |
$188K - $237K
|
2.7K
$281K
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.69KNew |
$187K - $235K
|
2.69K
$279K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.55KNew |
$177K - $223K
|
2.55K
$265K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
2.54KNew |
$177K - $223K
|
2.54K
$264K
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
2.44KNew |
$169K - $214K
|
2.44K
$253K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.43K+ 74.82% |
$169K - $213K
|
5.69K
$591K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.4KNew |
$166K - $210K
|
2.4K
$249K
|
|