Latest Institutional Sells of Brown & Brown, Inc. (BRO)
This list provides information on the latest institutional transactions involving Brown & Brown, Inc. (BRO) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-23- 33.33% |
$1.27K - $1.47K
|
46
$4.24K
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-15- 0.31% |
$826 - $956
|
4.75K
$438K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-117K- 41.63% |
$6.84M - $8M
|
165K
$15.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-63.9K- 99.9% |
$3.73M - $4.36M
|
66
$6.09K
|
|
|
Nov 14, 2022
Q3 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-40.5K- 46.7% |
$2.36M - $2.76M
|
46.2K
$4.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-25K- 33.33% |
$1.46M - $1.7M
|
50K
$4.61M
|
|
|
Oct 21, 2022
Q3 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-18.6K- 83.53% |
$1.09M - $1.27M
|
3.67K
$339K
|
|
|
Mar 10, 2023
Q3 2022
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-18K- 37.33% |
$1.05M - $1.23M
|
30.3K
$2.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
SELL
|
- |
-9.14K- 0.15% |
$533K - $622K
|
6.06M
$558M
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Advisors LLC
|
SELL
|
- |
-7.25K- 31.29% |
$423K - $494K
|
15.9K
$1.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-3.3K- 22.1% |
$192K - $225K
|
11.6K
$1.07M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-2.28K- 34.62% |
$133K - $155K
|
4.3K
$397K
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-700- 12.96% |
$40.8K - $47.7K
|
4.7K
$433K
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-553- 99.1% |
$32.2K - $37.7K
|
5
$461
|
|
|
Oct 11, 2022
Q3 2022
|
Heartland Bank & Trust CO
|
SELL
|
- |
-263- 2.52% |
$15.3K - $17.9K
|
10.2K
$936K
|
|
|
Oct 31, 2022
Q3 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-225- 25.2% |
$13.1K - $15.3K
|
668
$61.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-100- 67.11% |
$5.83K - $6.81K
|
49
$4.52K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-88Closed |
$5.13K - $6K
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-83- 62.88% |
$4.84K - $5.66K
|
49
$4.52K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-7- 7.95% |
$408 - $477
|
81
$7.47K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-5- 16.13% |
$292 - $341
|
26
$2.4K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-151KClosed |
$8.03M - $11.1M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Eisler Capital (Uk) Ltd.
London, X0 |
SELL
|
PUT |
-100KClosed |
$5.33M - $7.34M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-56.5KClosed |
$3.01M - $4.15M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ctf Capital Management, LP
Old Greenwich, CT |
SELL
|
- |
-47.5KClosed |
$2.53M - $3.49M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-33.8KClosed |
$1.8M - $2.48M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-18.5KClosed |
$983K - $1.35M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Aquila Investment Management LLC
|
SELL
|
- |
-18KClosed |
$959K - $1.32M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-17.3KClosed |
$922K - $1.27M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-12.8KClosed |
$683K - $941K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Toews Corp
|
SELL
|
- |
-5.7KClosed |
$304K - $418K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-4.9KClosed |
$261K - $360K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-4.17KClosed |
$222K - $306K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.14KClosed |
$220K - $304K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-3.68KClosed |
$196K - $270K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Uss Investment Management LTD
|
SELL
|
- |
-3.64K- 17.02% |
$194K - $267K
|
17.8K
$1.64M
|
|
|
Aug 12, 2022
Q2 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-3.5KClosed |
$186K - $257K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
SELL
|
- |
-3.32KClosed |
$177K - $243K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-2.59KClosed |
$138K - $190K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
SELL
|
- |
-2.59KClosed |
$138K - $190K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-2.37KClosed |
$126K - $174K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-973Closed |
$51.8K - $71.4K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-863- 15.31% |
$46K - $63.3K
|
4.77K
$440K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-597Closed |
$31.8K - $43.8K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-218- 5.97% |
$11.6K - $16K
|
3.43K
$317K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-155- 36.21% |
$8.26K - $11.4K
|
273
$25.2K
|
|
|
Jul 11, 2022
Q2 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-150- 27.27% |
$7.99K - $11K
|
400
$36.9K
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-100Closed |
$5.33K - $7.34K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-80Closed |
$4.26K - $5.87K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-70Closed |
$3.73K - $5.14K
|
0
$0
|
|