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 |
---|---|---|---|---|---|---|---|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
976+ 14.34% |
$87K - $103K
|
7.78K
$841K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
280New |
$25K - $29.6K
|
280
$30.3K
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
197+ 20.1% |
$17.6K - $20.8K
|
1.18K
$127K
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
161+ 2.04% |
$14.3K - $17K
|
8.05K
$870K
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
149New |
$13.3K - $15.8K
|
149
$16.1K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
141New |
$12.6K - $14.9K
|
141
$15.2K
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.25% |
$8.91K - $10.6K
|
39.4K
$4.26M
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
84New |
$7.49K - $8.89K
|
84
$9.08K
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
70New |
$6.24K - $7.41K
|
70
$7.57K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
44New |
$3.92K - $4.66K
|
44
$4.76K
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
43New |
$3.83K - $4.55K
|
43
$4.65K
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
41New |
$3.65K - $4.34K
|
41
$4.43K
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
25New |
$2.23K - $2.65K
|
25
$2.7K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
15New |
$1.34K - $1.59K
|
15
$1.62K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
10+ 6.62% |
$891 - $1.06K
|
161
$17.4K
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
10New |
$891 - $1.06K
|
10
$1.08K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6+ 0.09% |
$535 - $635
|
6.98K
$755K
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5New |
$446 - $529
|
5
$541
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
5New |
$446 - $529
|
5
$541
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 2.67% |
$356 - $423
|
154
$16.7K
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 1.36% |
$267 - $317
|
223
$24.1K
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2New |
$178 - $212
|
2
$216
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.02% |
$89.1 - $106
|
4.15K
$449K
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 2.7% |
$89.1 - $106
|
38
$4.11K
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$89.1 - $106
|
1
$108
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
259KNew |
$20.9M - $24.2M
|
259K
$28M
|
|
Aug 12, 2024
Q2 2024
|
Wilson Asset Management (International) Pty LTD
Sydney, C3 |
BUY
|
- |
143KNew |
$11.6M - $13.4M
|
143K
$15.5M
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
73KNew |
$5.89M - $6.82M
|
73K
$7.9M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
72.5K+ 0.44% |
$5.85M - $6.77M
|
16.7M
$1.8B
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
69.1K+ 352.55% |
$5.57M - $6.45M
|
88.7K
$9.59M
|
|
Aug 15, 2024
Q2 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
40K+ 61.54% |
$3.22M - $3.73M
|
105K
$11.4M
|
|
Aug 14, 2024
Q2 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
24.1KNew |
$1.94M - $2.25M
|
24.1K
$2.6M
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
14KNew |
$1.13M - $1.3M
|
14K
$1.51M
|
|
Aug 14, 2024
Q2 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
6.51KNew |
$525K - $608K
|
6.51K
$704K
|
|
Aug 13, 2024
Q2 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
3.46KNew |
$279K - $323K
|
3.46K
$374K
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3.32K+ 47.67% |
$268K - $310K
|
10.3K
$1.11M
|
|
Aug 12, 2024
Q2 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
2.67KNew |
$215K - $249K
|
2.67K
$288K
|
|
Sep 10, 2024
Q2 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
2.66KNew |
$215K - $248K
|
2.66K
$288K
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.63KNew |
$212K - $245K
|
2.63K
$284K
|
|
Aug 14, 2024
Q2 2024
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
2.27KNew |
$183K - $212K
|
2.27K
$245K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.58K+ 1.63% |
$128K - $148K
|
98.8K
$10.7M
|
|
Aug 14, 2024
Q2 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.31KNew |
$105K - $122K
|
1.31K
$141K
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
231New |
$18.6K - $21.6K
|
231
$25K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
228+ 330.43% |
$18.4K - $21.3K
|
297
$32.1K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
177New |
$14.3K - $16.5K
|
177
$19.1K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
163New |
$13.1K - $15.2K
|
163
$17.6K
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
150New |
$12.1K - $14K
|
150
$16.2K
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
136New |
$11K - $12.7K
|
136
$14.7K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
132+ 5.56% |
$10.6K - $12.3K
|
2.51K
$271K
|