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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
344+ 8.51% |
$30.7K - $36.4K
|
4.39K
$456K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
325+ 315.53% |
$29K - $34.4K
|
428
$44.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
325+ 13.72% |
$29K - $34.4K
|
2.69K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
300+ 6.12% |
$26.7K - $31.7K
|
5.2K
$540K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
290+ 1.56% |
$25.8K - $30.7K
|
18.8K
$1.95M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
285+ 6.27% |
$25.4K - $30.2K
|
4.83K
$501K
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
282+ 2.51% |
$25.1K - $29.8K
|
11.5K
$1.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
280New |
$25K - $29.6K
|
280
$29.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
264+ 77.65% |
$23.5K - $27.9K
|
604
$62.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
259New |
$23.1K - $27.4K
|
259
$26.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
258+ 3.04% |
$23K - $27.3K
|
8.74K
$907K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
253New |
$22.5K - $26.8K
|
253
$26.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
237+ 0.83% |
$21.1K - $25.1K
|
28.7K
$2.98M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
234+ 5.92% |
$20.9K - $24.8K
|
4.19K
$435K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
231New |
$20.6K - $24.4K
|
231
$24K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
224+ 8.27% |
$20K - $23.7K
|
2.93K
$305K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
215+ 8.84% |
$19.2K - $22.8K
|
2.65K
$275K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
205+ 8.06% |
$18.3K - $21.7K
|
2.75K
$285K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
200+ 298.51% |
$17.8K - $21.2K
|
267
$27.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
197+ 20.1% |
$17.6K - $20.8K
|
1.18K
$122K
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
161+ 2.04% |
$14.3K - $17K
|
8.05K
$835K
|
|
|
Nov 12, 2024
Q3 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
158New |
$14.1K - $16.7K
|
158
$16.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
158+ 4.12% |
$14.1K - $16.7K
|
3.99K
$415K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
154+ 0.37% |
$13.7K - $16.3K
|
42K
$4.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
153+ 3.17% |
$13.6K - $16.2K
|
4.97K
$516K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
149New |
$13.3K - $15.8K
|
149
$15.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
148+ 0.24% |
$13.2K - $15.7K
|
60.9K
$6.32M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
141+ 5.47% |
$12.6K - $14.9K
|
2.72K
$283K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
141New |
$12.6K - $14.9K
|
141
$14.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
140+ 1.24% |
$12.5K - $14.8K
|
11.5K
$1.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
139+ 1.24% |
$12.4K - $14.7K
|
11.4K
$1.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
137New |
$12.2K - $14.5K
|
137
$14.2K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
135+ 4.55% |
$12K - $14.3K
|
3.1K
$322K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
124+ 2.08% |
$11K - $13.1K
|
6.08K
$631K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
117+ 1.94% |
$10.4K - $12.4K
|
6.16K
$639K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
117+ 4.49% |
$10.4K - $12.4K
|
2.72K
$283K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
113+ 0.5% |
$10.1K - $12K
|
22.9K
$2.38M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
112+ 0.38% |
$9.98K - $11.9K
|
29.9K
$3.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
110+ 4.37% |
$9.8K - $11.6K
|
2.63K
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
107New |
$9.53K - $11.3K
|
107
$11.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
105+ 0.5% |
$9.36K - $11.1K
|
20.9K
$2.17M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
103+ 4.26% |
$9.18K - $10.9K
|
2.52K
$262K
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.25% |
$8.91K - $10.6K
|
39.4K
$4.09M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
99+ 13.75% |
$8.82K - $10.5K
|
819
$85.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
96+ 1.5% |
$8.55K - $10.2K
|
6.51K
$676K
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
91+ 0.22% |
$8.11K - $9.63K
|
40.7K
$4.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
89+ 2.25% |
$7.93K - $9.42K
|
4.05K
$421K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
89+ 988.89% |
$7.93K - $9.42K
|
98
$10.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
86+ 1.27% |
$7.66K - $9.1K
|
6.86K
$712K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
86+ 3.66% |
$7.66K - $9.1K
|
2.43K
$253K
|