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 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.32KNew |
$207K - $245K
|
2.32K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
PUT |
2.3K+ 153.33% |
$205K - $243K
|
3.8K
$395K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.23KNew |
$198K - $236K
|
2.23K
$231K
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.21KNew |
$197K - $234K
|
2.21K
$230K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.21K+ 4.64% |
$197K - $234K
|
49.8K
$5.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.21KNew |
$197K - $234K
|
2.21K
$229K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.2K+ 50.27% |
$196K - $233K
|
6.57K
$683K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.2KNew |
$196K - $232K
|
2.2K
$228K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.19KNew |
$196K - $232K
|
2.19K
$228K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2.19KNew |
$195K - $232K
|
2.19K
$227K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.19KNew |
$195K - $231K
|
2.19K
$227K
|
|
|
Nov 13, 2024
Q3 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
2.16K+ 31.85% |
$192K - $228K
|
8.94K
$928K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
2.15KNew |
$192K - $228K
|
2.15K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.13KNew |
$190K - $225K
|
2.13K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2.11KNew |
$188K - $223K
|
2.11K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
2.1KNew |
$187K - $222K
|
2.1K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
2.1KNew |
$187K - $222K
|
2.1K
$218K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.09KNew |
$186K - $221K
|
2.09K
$217K
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2.09KNew |
$186K - $221K
|
2.09K
$217K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.08KNew |
$185K - $220K
|
2.08K
$216K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.06KNew |
$184K - $218K
|
2.06K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.03KNew |
$181K - $215K
|
2.03K
$211K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.01KNew |
$179K - $213K
|
2.01K
$209K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2KNew |
$179K - $212K
|
2K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
2KNew |
$178K - $212K
|
2K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
1.97K+ 9.42% |
$175K - $208K
|
22.9K
$2.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.95KNew |
$174K - $207K
|
1.95K
$203K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.95K+ 3.94% |
$174K - $207K
|
51.5K
$5.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.94KNew |
$173K - $205K
|
1.94K
$201K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.78K+ 1.25% |
$159K - $188K
|
144K
$15M
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.77K+ 6.86% |
$157K - $187K
|
27.5K
$2.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.75K+ 454.69% |
$156K - $185K
|
2.13K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.73K+ 13.96% |
$154K - $183K
|
14.1K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.71K+ 0.47% |
$153K - $181K
|
367K
$38.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.68K+ 1.45% |
$150K - $178K
|
118K
$12.2M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.64K+ 4.79% |
$146K - $174K
|
35.9K
$3.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1.62K+ 22.95% |
$145K - $172K
|
8.7K
$903K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.62K+ 20.77% |
$144K - $171K
|
9.41K
$977K
|
|
|
Nov 12, 2024
Q3 2024
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.56K+ 4.15% |
$139K - $166K
|
39.2K
$4.07M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.56K+ 34.18% |
$139K - $165K
|
6.11K
$635K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.54K+ 26.07% |
$138K - $163K
|
7.47K
$775K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.52K+ 26.35% |
$136K - $161K
|
7.3K
$758K
|
|
|
Nov 06, 2024
Q3 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
1.49K+ 4.77% |
$132K - $157K
|
32.6K
$3.38M
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
1.46K+ 1.64% |
$130K - $154K
|
90.2K
$9.37M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.38K+ 11.06% |
$123K - $146K
|
13.9K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.31K+ 6.44% |
$117K - $139K
|
21.7K
$2.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.28K+ 7.74% |
$114K - $135K
|
17.8K
$1.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.28KNew |
$114K - $135K
|
1.28K
$133K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.25K+ 228.65% |
$112K - $133K
|
1.8K
$187K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.23K+ 26.82% |
$110K - $130K
|
5.82K
$605K
|