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 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
84New |
$7.49K - $8.89K
|
84
$8.72K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
81+ 21.37% |
$7.22K - $8.57K
|
460
$47.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
79+ 31.73% |
$7.04K - $8.36K
|
328
$34.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
73+ 0.6% |
$6.51K - $7.72K
|
12.3K
$1.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
73+ 2.43% |
$6.51K - $7.72K
|
3.08K
$320K
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
72+ 3.02% |
$6.42K - $7.62K
|
2.46K
$255K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
70New |
$6.24K - $7.41K
|
70
$7.27K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
68+ 2.14% |
$6.06K - $7.2K
|
3.24K
$336K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
68+ 1.31% |
$6.06K - $7.2K
|
5.27K
$547K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
61+ 28.77% |
$5.44K - $6.46K
|
273
$28.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
61+ 0.76% |
$5.44K - $6.46K
|
8.12K
$843K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
60+ 1.63% |
$5.35K - $6.35K
|
3.75K
$389K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
50+ 3.26% |
$4.46K - $5.29K
|
1.59K
$165K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
47+ 5.48% |
$4.19K - $4.97K
|
905
$94K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
44New |
$3.92K - $4.66K
|
44
$4.57K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
44New |
$3.92K - $4.66K
|
44
$4.57K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
43New |
$3.83K - $4.55K
|
43
$4.47K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
41+ 0.07% |
$3.65K - $4.34K
|
57K
$5.92M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
41New |
$3.65K - $4.34K
|
41
$4.26K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
40+ 6.18% |
$3.56K - $4.23K
|
687
$71.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
39+ 0.58% |
$3.48K - $4.13K
|
6.82K
$708K
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
35+ 0.97% |
$3.12K - $3.7K
|
3.66K
$380K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
30+ 0.44% |
$2.67K - $3.17K
|
6.89K
$715K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
28+ 0.14% |
$2.5K - $2.96K
|
19.5K
$2.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
25New |
$2.23K - $2.65K
|
25
$2.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
24+ 3.79% |
$2.14K - $2.54K
|
657
$68.2K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
21+ 0.51% |
$1.87K - $2.22K
|
4.12K
$428K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
20+ 0.44% |
$1.78K - $2.12K
|
4.55K
$473K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
18+ 1.89% |
$1.6K - $1.9K
|
971
$101K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
15New |
$1.34K - $1.59K
|
15
$1.56K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
13+ 1.14% |
$1.16K - $1.38K
|
1.15K
$119K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12+ 37.5% |
$1.07K - $1.27K
|
44
$4.57K
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
12+ 0.23% |
$1.07K - $1.27K
|
5.27K
$547K
|
|
|
Oct 24, 2024
Q3 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
11+ 0.09% |
$980 - $1.16K
|
11.7K
$1.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
11+ 0.32% |
$980 - $1.16K
|
3.46K
$359K
|
|
|
Nov 14, 2024
Q3 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
10+ 0.03% |
$891 - $1.06K
|
31.1K
$3.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 7.69% |
$891 - $1.06K
|
140
$14.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
10+ 6.62% |
$891 - $1.06K
|
161
$16.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
10New |
$891 - $1.06K
|
10
$1.04K
|
|
|
Oct 18, 2024
Q3 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
8+ 0.11% |
$713 - $847
|
7.36K
$764K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
7+ 3.54% |
$624 - $741
|
205
$21.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
7+ 5.6% |
$624 - $741
|
132
$13.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
6+ 0.13% |
$535 - $635
|
4.62K
$480K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6+ 0.09% |
$535 - $635
|
6.98K
$725K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5New |
$446 - $529
|
5
$519
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 0.33% |
$446 - $529
|
1.54K
$159K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
5New |
$446 - $529
|
5
$519
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 15.63% |
$446 - $529
|
37
$3.84K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 5.63% |
$356 - $423
|
75
$7.79K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 2.67% |
$356 - $423
|
154
$16K
|