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 |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
2.38KNew |
$165K - $208K
|
2.38K
$247K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.36KNew |
$164K - $207K
|
2.36K
$245K
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
2.33KNew |
$162K - $204K
|
2.33K
$242K
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.38K+ 13.37% |
$95.5K - $120K
|
11.7K
$1.21M
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.29KNew |
$89.7K - $113K
|
1.29K
$134K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.1KNew |
$76.3K - $96.1K
|
1.1K
$114K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
625New |
$43.4K - $54.7K
|
625
$64.9K
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
600New |
$41.7K - $52.5K
|
600
$62.3K
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
158New |
$11K - $13.8K
|
158
$16.4K
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
123New |
$8.54K - $10.8K
|
123
$12.8K
|
|
May 13, 2024
Q1 2024
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
103+ 52.55% |
$7.15K - $9.02K
|
299
$31.1K
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
94New |
$6.53K - $8.23K
|
94
$9.76K
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
84New |
$5.83K - $7.35K
|
84
$8.72K
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
53New |
$3.68K - $4.64K
|
53
$5.5K
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
44New |
$3.06K - $3.85K
|
44
$4.57K
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
35New |
$2.43K - $3.06K
|
35
$3.63K
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
33New |
$2.29K - $2.89K
|
33
$3.43K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
23New |
$1.6K - $2.01K
|
23
$2.39K
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
11New |
$764 - $963
|
11
$1.14K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4New |
$278 - $350
|
4
$415
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3New |
$208 - $263
|
3
$312
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 21.43% |
$208 - $263
|
17
$1.77K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
360KNew |
$24.1M - $27.3M
|
360K
$37.4M
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
92.4KNew |
$6.17M - $7M
|
92.4K
$9.6M
|
|
Feb 14, 2024
Q4 2023
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
85.1K+ 38.19% |
$5.68M - $6.45M
|
308K
$32M
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
75.2KNew |
$5.02M - $5.7M
|
75.2K
$7.81M
|
|
Feb 14, 2024
Q4 2023
|
Ghisallo Capital Management LLC
Greenwich, CT |
BUY
|
- |
70.8KNew |
$4.73M - $5.36M
|
70.8K
$7.35M
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
50.7K+ 9.38% |
$3.39M - $3.84M
|
592K
$61.5M
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management Us Inc.
New York, NY |
BUY
|
- |
47KNew |
$3.14M - $3.56M
|
47K
$4.88M
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
42.5KNew |
$2.84M - $3.22M
|
42.5K
$4.41M
|
|
Feb 14, 2024
Q4 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
38.5KNew |
$2.57M - $2.92M
|
38.5K
$4M
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
BUY
|
- |
28.3K+ 809.54% |
$1.89M - $2.15M
|
31.8K
$3.31M
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
BUY
|
- |
27.2KNew |
$1.82M - $2.06M
|
27.2K
$2.83M
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
16K+ 133233.33% |
$1.07M - $1.21M
|
16K
$1.66M
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
13.5KNew |
$901K - $1.02M
|
13.5K
$1.4M
|
|
Feb 14, 2024
Q4 2023
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
10.9KNew |
$725K - $823K
|
10.9K
$1.13M
|
|
Feb 14, 2024
Q4 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
10.6KNew |
$705K - $800K
|
10.6K
$1.1M
|
|
May 09, 2024
Q4 2023
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
10.5KNew |
$703K - $798K
|
10.5K
$1.09M
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
7.5KNew |
$501K - $568K
|
7.5K
$779K
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.23KNew |
$416K - $472K
|
6.23K
$647K
|
|
Feb 13, 2024
Q4 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
5.53KNew |
$369K - $419K
|
5.53K
$574K
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
5.1KNew |
$341K - $386K
|
5.1K
$530K
|
|
Feb 14, 2024
Q4 2023
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
4.96KNew |
$331K - $376K
|
4.96K
$516K
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
BUY
|
- |
4.92KNew |
$329K - $373K
|
4.92K
$511K
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
4.74KNew |
$317K - $359K
|
4.74K
$492K
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.63KNew |
$309K - $351K
|
4.63K
$481K
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
4.1KNew |
$274K - $311K
|
4.1K
$426K
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
1KNew |
$66.8K - $75.8K
|
1K
$104K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
860New |
$57.4K - $65.2K
|
860
$89.3K
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
635+ 2.24% |
$42.4K - $48.1K
|
29K
$3.01M
|