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 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
59New |
$3.25K - $3.76K
|
59
$6.13K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
45New |
$2.48K - $2.87K
|
45
$4.67K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
18New |
$991 - $1.15K
|
18
$1.87K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
10New |
$551 - $637
|
10
$1.04K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5New |
$275 - $319
|
5
$519
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
970KNew |
$56.6M - $66.1M
|
970K
$101M
|
|
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
28.3KNew |
$1.65M - $1.93M
|
28.3K
$2.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
25K+ 186.51% |
$1.46M - $1.7M
|
38.3K
$3.98M
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
21.7KNew |
$1.26M - $1.48M
|
21.7K
$2.25M
|
|
|
Nov 09, 2022
Q3 2022
|
Distillate Capital Partners LLC
|
BUY
|
- |
15K+ 17.62% |
$874K - $1.02M
|
100K
$10.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
8.25KNew |
$481K - $562K
|
8.25K
$856K
|
|
|
Nov 14, 2022
Q3 2022
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
7.7KNew |
$449K - $525K
|
7.7K
$800K
|
|
|
Nov 10, 2022
Q3 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
4.06KNew |
$237K - $277K
|
4.06K
$422K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
3.5K+ 8.97% |
$204K - $238K
|
42.5K
$4.41M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.05KNew |
$120K - $140K
|
2.05K
$213K
|
|
|
Nov 04, 2022
Q3 2022
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
1.55K+ 44.29% |
$90.4K - $106K
|
5.05K
$524K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
479+ 0.53% |
$27.9K - $32.6K
|
91K
$9.45M
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
101New |
$5.89K - $6.88K
|
101
$10.5K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
101New |
$5.89K - $6.88K
|
101
$10.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
38New |
$2.22K - $2.59K
|
38
$3.95K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
36New |
$2.1K - $2.45K
|
36
$3.74K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
30+ 35.29% |
$1.75K - $2.04K
|
115
$11.9K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
30+ 5.83% |
$1.75K - $2.04K
|
545
$56.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
18New |
$1.05K - $1.23K
|
18
$1.87K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
15New |
$875 - $1.02K
|
15
$1.56K
|
|
| Q2 2022 | |||||||
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
614KNew |
$32.7M - $45.1M
|
614K
$63.7M
|
|
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
105K+ 59.53% |
$5.61M - $7.73M
|
282K
$29.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
81KNew |
$4.31M - $5.94M
|
81K
$8.41M
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
34.5KNew |
$1.84M - $2.53M
|
34.5K
$3.58M
|
|
|
Aug 15, 2022
Q2 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
31KNew |
$1.65M - $2.28M
|
31K
$3.22M
|
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
CALL |
20KNew |
$1.07M - $1.47M
|
20K
$2.08M
|
|
|
Aug 05, 2022
Q2 2022
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
10.1K+ 95.62% |
$539K - $743K
|
20.7K
$2.15M
|
|
|
Aug 15, 2022
Q2 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
5.18KNew |
$276K - $380K
|
5.18K
$538K
|
|
|
Jul 22, 2022
Q2 2022
|
Howland Capital Management LLC
|
BUY
|
- |
5.01KNew |
$267K - $367K
|
5.01K
$520K
|
|
|
Aug 05, 2022
Q2 2022
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
4.87KNew |
$259K - $357K
|
4.87K
$506K
|
|
|
Aug 12, 2022
Q2 2022
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
4.64KNew |
$247K - $341K
|
4.64K
$482K
|
|
|
Aug 11, 2022
Q2 2022
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
3.84KNew |
$205K - $282K
|
3.84K
$399K
|
|
|
Aug 15, 2022
Q2 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
3.8KNew |
$203K - $279K
|
3.8K
$395K
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
3.72KNew |
$198K - $273K
|
3.72K
$386K
|
|
|
Aug 09, 2022
Q2 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
2.63KNew |
$140K - $193K
|
2.63K
$273K
|
|
|
Aug 18, 2022
Q2 2022
|
Infini Capital Management LTD
Central, K3 |
BUY
|
- |
2.32KNew |
$124K - $170K
|
2.32K
$241K
|
|
|
Oct 21, 2022
Q2 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
1.62K+ 15.6% |
$86.3K - $119K
|
12K
$1.25M
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
1.4KNew |
$74.6K - $103K
|
1.4K
$145K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.1K+ 17.05% |
$58.4K - $80.5K
|
7.53K
$782K
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
883New |
$47K - $64.8K
|
883
$91.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
600+ 105.26% |
$32K - $44K
|
1.17K
$122K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
279New |
$14.9K - $20.5K
|
279
$29K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
250New |
$13.3K - $18.4K
|
250
$26K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
75New |
$4K - $5.51K
|
75
$7.79K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
55New |
$2.93K - $4.04K
|
55
$5.71K
|
|