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 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
100New |
$5.77K - $6.88K
|
100
$10.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
84New |
$4.84K - $5.78K
|
84
$8.72K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
54New |
$3.11K - $3.72K
|
54
$5.61K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
9+ 0.22% |
$519 - $620
|
4.06K
$422K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7New |
$404 - $482
|
7
$727
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 9.68% |
$173 - $207
|
34
$3.53K
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.91MNew |
$102M - $119M
|
1.91M
$199M
|
|
|
May 15, 2023
Q1 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
57.6KNew |
$3.08M - $3.57M
|
57.6K
$5.98M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
15KNew |
$801K - $929K
|
15K
$1.56M
|
|
|
May 15, 2023
Q1 2023
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
6.94KNew |
$371K - $430K
|
6.94K
$720K
|
|
|
May 12, 2023
Q1 2023
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
6.52KNew |
$348K - $404K
|
6.52K
$677K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
4.85KNew |
$259K - $300K
|
4.85K
$503K
|
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
4.2KNew |
$224K - $260K
|
4.2K
$436K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
325New |
$17.4K - $20.1K
|
325
$33.8K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
136New |
$7.27K - $8.43K
|
136
$14.1K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
107New |
$5.72K - $6.63K
|
107
$11.1K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
48New |
$2.56K - $2.97K
|
48
$4.98K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
35New |
$1.87K - $2.17K
|
35
$3.63K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
25New |
$1.34K - $1.55K
|
25
$2.6K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
24New |
$1.28K - $1.49K
|
24
$2.49K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
14New |
$748 - $867
|
14
$1.45K
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
13+ 118.18% |
$695 - $805
|
24
$2.49K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10New |
$534 - $620
|
10
$1.04K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
4New |
$214 - $248
|
4
$415
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1+ 1.96% |
$53.4 - $62
|
52
$5.4K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Zimmer Partners, LP
New York, NY |
BUY
|
- |
325K+ 185.71% |
$17.9M - $20.7M
|
500K
$51.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
251KNew |
$13.8M - $16M
|
251K
$26M
|
|
|
Jan 31, 2023
Q4 2022
|
Everence Capital Management Inc
|
BUY
|
- |
15KNew |
$828K - $958K
|
15K
$1.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
13.1KNew |
$719K - $832K
|
13.1K
$1.36M
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
12.8KNew |
$702K - $812K
|
12.8K
$1.32M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
12.8KNew |
$702K - $812K
|
12.8K
$1.32M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
11.8KNew |
$651K - $754K
|
11.8K
$1.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
10.2KNew |
$559K - $647K
|
10.2K
$1.05M
|
|
|
Apr 05, 2024
Q4 2022
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
10KNew |
$551K - $637K
|
10K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
9.99KNew |
$550K - $636K
|
9.99K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Srb Corp
Boston, MA |
BUY
|
- |
7.9KNew |
$435K - $503K
|
7.9K
$820K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
7.33K+ 183.22% |
$403K - $467K
|
11.3K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Utah Peaks Capital Inc
Park City, UT |
BUY
|
- |
5.09KNew |
$280K - $324K
|
5.09K
$528K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
2.77K+ 38.33% |
$152K - $176K
|
9.99K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.41KNew |
$77.5K - $89.7K
|
1.41K
$146K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.1KNew |
$60.7K - $70.2K
|
1.1K
$114K
|
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.01K+ 12.83% |
$55.6K - $64.3K
|
8.88K
$922K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
746New |
$41.1K - $47.5K
|
746
$77.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
506New |
$27.9K - $32.2K
|
506
$52.5K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
431New |
$23.7K - $27.5K
|
431
$44.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
400New |
$22K - $25.5K
|
400
$41.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
250New |
$13.8K - $15.9K
|
250
$26K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
147New |
$8.09K - $9.37K
|
147
$15.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
68+ 15.35% |
$3.74K - $4.33K
|
511
$53.1K
|
|