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 02, 2022
Q2 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
48+ 0.26% |
$2.56K - $3.52K
|
18.7K
$1.94M
|
|
| Q1 2022 | |||||||
|
Feb 13, 2024
Q1 2022
|
Nicholas Company, Inc.
|
BUY
|
- |
131KNew |
$8.01M - $9.52M
|
131K
$13.6M
|
|
|
May 16, 2022
Q1 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
8.89K+ 26.81% |
$543K - $646K
|
42K
$4.37M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
137New |
$8.37K - $9.96K
|
137
$14.2K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
41+ 23.84% |
$2.51K - $2.98K
|
213
$22.1K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
15New |
$917 - $1.09K
|
15
$1.56K
|
|
| Q4 2021 | |||||||
|
Jan 27, 2022
Q4 2021
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
30KNew |
$1.72M - $2.11M
|
30K
$3.12M
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
22KNew |
$1.26M - $1.55M
|
22K
$2.28M
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
3.91KNew |
$224K - $275K
|
3.91K
$406K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
796New |
$45.5K - $55.9K
|
796
$82.7K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
151+ 65.94% |
$8.63K - $10.6K
|
380
$39.5K
|
|
| Q3 2021 | |||||||
|
Aug 11, 2022
Q3 2021
|
Philo Smith Capital Corp
Stamford, CT |
BUY
|
- |
325KNew |
$17M - $19.2M
|
325K
$33.8M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.53KNew |
$132K - $149K
|
2.53K
$263K
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
131New |
$6.85K - $7.72K
|
131
$13.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
71New |
$3.71K - $4.18K
|
71
$7.37K
|
|
| Q2 2021 | |||||||
|
Aug 05, 2021
Q2 2021
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
4.14KNew |
$192K - $222K
|
4.14K
$430K
|
|
| Q1 2021 | |||||||
|
Apr 16, 2021
Q1 2021
|
Clarus Group, Inc.
|
BUY
|
- |
85KNew |
$3.65M - $4.08M
|
85K
$8.83M
|
|
|
May 14, 2021
Q1 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
218New |
$9.37K - $10.5K
|
218
$22.6K
|
|
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
204New |
$8.76K - $9.8K
|
204
$21.2K
|
|
| Q4 2020 | |||||||
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
9.64KNew |
$419K - $466K
|
9.64K
$1M
|
|
|
Feb 08, 2021
Q4 2020
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
848New |
$36.9K - $41K
|
848
$88.1K
|
|
|
Feb 03, 2021
Q4 2020
|
Country Trust Bank
|
BUY
|
- |
270New |
$11.7K - $13K
|
270
$28K
|
|
|
Feb 16, 2021
Q4 2020
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
5New |
$217 - $242
|
5
$519
|
|
| Q3 2020 | |||||||
|
Jan 19, 2021
Q3 2020
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
250New |
$10.2K - $11.8K
|
250
$26K
|
|
| Q1 2020 | |||||||
|
Apr 22, 2020
Q1 2020
|
Hanseatic Management Services Inc
|
BUY
|
- |
8.01KNew |
$254K - $389K
|
8.01K
$832K
|
|
| Q2 2019 | |||||||
|
Jul 10, 2019
Q2 2019
|
Cordasco Financial Network
|
BUY
|
- |
216New |
$6.41K - $7.24K
|
216
$22.4K
|
|
| Q2 2018 | |||||||
|
Jul 02, 2018
Q2 2018
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
10.5K+ 100.0% |
$261K - $300K
|
21K
$2.18M
|
|
| Q1 2018 | |||||||
|
May 11, 2018
Q1 2018
|
Harbor Advisors LLC
|
BUY
|
- |
12K+ 100.0% |
$300K - $323K
|
24K
$2.49M
|
|
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
9.72K+ 5397.78% |
$243K - $261K
|
9.9K
$1.03M
|
|
|
May 16, 2018
Q1 2018
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
68+ 100.0% |
$1.7K - $1.83K
|
136
$14.1K
|
|
|
May 15, 2018
Q1 2018
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
13+ 100.0% |
$325 - $350
|
26
$2.7K
|
|