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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management Us Inc.
New York, NY |
BUY
|
- |
47KNew |
$3.14M - $3.56M
|
47K
$5.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
42.5KNew |
$2.84M - $3.22M
|
42.5K
$4.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
38.5KNew |
$2.57M - $2.92M
|
38.5K
$4.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
BUY
|
- |
28.3K+ 809.54% |
$1.89M - $2.15M
|
31.8K
$3.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
16K+ 133233.33% |
$1.07M - $1.21M
|
16K
$1.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
13.5KNew |
$901K - $1.02M
|
13.5K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
10.9KNew |
$725K - $823K
|
10.9K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
10.6KNew |
$705K - $800K
|
10.6K
$1.14M
|
|
|
May 09, 2024
Q4 2023
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
10.5KNew |
$703K - $798K
|
10.5K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
7.5KNew |
$501K - $568K
|
7.5K
$811K
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
5.1KNew |
$341K - $386K
|
5.1K
$551K
|
|
|
Feb 14, 2024
Q4 2023
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
4.96KNew |
$331K - $376K
|
4.96K
$537K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
BUY
|
- |
4.92KNew |
$329K - $373K
|
4.92K
$532K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
4.1KNew |
$274K - $311K
|
4.1K
$444K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
1KNew |
$66.8K - $75.8K
|
1K
$108K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
860New |
$57.4K - $65.2K
|
860
$93K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
635+ 2.24% |
$42.4K - $48.1K
|
29K
$3.13M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
239+ 29.95% |
$16K - $18.1K
|
1.04K
$112K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
150New |
$10K - $11.4K
|
150
$16.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
87New |
$5.81K - $6.59K
|
87
$9.41K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
41New |
$2.74K - $3.11K
|
41
$4.43K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
33New |
$2.2K - $2.5K
|
33
$3.57K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
20New |
$1.34K - $1.52K
|
20
$2.16K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
20New |
$1.34K - $1.52K
|
20
$2.16K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
13+ 1.37% |
$868 - $985
|
962
$104K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
8New |
$534 - $606
|
8
$865
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
6+ 5.22% |
$401 - $455
|
121
$13.1K
|
|
| Q3 2023 | |||||||
|
Oct 17, 2023
Q3 2023
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
25K+ 5.06% |
$1.68M - $1.86M
|
519K
$56.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
13.5KNew |
$911K - $1M
|
13.5K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
10.8KNew |
$725K - $799K
|
10.8K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
8.45K+ 16.15% |
$569K - $627K
|
60.8K
$6.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
7.82KNew |
$526K - $580K
|
7.82K
$845K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.68KNew |
$248K - $273K
|
3.68K
$398K
|
|
|
Nov 14, 2023
Q3 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
3.14K+ 18.77% |
$211K - $233K
|
19.8K
$2.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.92KNew |
$196K - $216K
|
2.92K
$315K
|
|
|
Nov 14, 2023
Q3 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
1K+ 16.53% |
$67.4K - $74.2K
|
7.05K
$762K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
361+ 2.91% |
$24.3K - $26.8K
|
12.8K
$1.38M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
354+ 150.64% |
$23.8K - $26.3K
|
589
$63.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
298+ 9.71% |
$20.1K - $22.1K
|
3.37K
$364K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
228+ 3.1% |
$15.4K - $16.9K
|
7.58K
$820K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
188New |
$12.7K - $13.9K
|
188
$20.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
111New |
$7.48K - $8.24K
|
111
$12K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
48+ 0.78% |
$3.23K - $3.56K
|
6.18K
$668K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
27+ 14.06% |
$1.82K - $2K
|
219
$23.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
16+ 0.84% |
$1.08K - $1.19K
|
1.92K
$207K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
1+ 1.64% |
$67.4 - $74.2
|
62
$6.7K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
100KNew |
$5.77M - $6.88M
|
100K
$10.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
51.7KNew |
$2.98M - $3.56M
|
51.7K
$5.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.61K+ 5.15% |
$381K - $455K
|
135K
$14.6M
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
2.98KNew |
$172K - $205K
|
2.98K
$322K
|
|