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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-766- 4.1% |
$51.6K - $56.8K
|
17.9K
$1.94M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-25- 55.56% |
$1.68K - $1.86K
|
20
$2.16K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-21- 4.05% |
$1.41K - $1.56K
|
498
$53.8K
|
|
| Q2 2023 | |||||||
|
Jul 25, 2023
Q2 2023
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-255K- 34.74% |
$14.7M - $17.5M
|
478K
$51.7M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-175K- 45.61% |
$10.1M - $12M
|
208K
$22.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-46.3K- 41.82% |
$2.67M - $3.19M
|
64.4K
$6.96M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-8.99K- 69.65% |
$518K - $619K
|
3.92K
$423K
|
|
|
Aug 11, 2023
Q2 2023
|
Hyperion Capital Advisors LP
New York, NY |
SELL
|
- |
-4.5K- 37.5% |
$259K - $310K
|
7.5K
$811K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-3.39K- 7.97% |
$195K - $233K
|
39.1K
$4.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.04K- 9.23% |
$59.8K - $71.5K
|
10.2K
$1.1M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-757- 2.43% |
$43.6K - $52.1K
|
30.5K
$3.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-509- 0.52% |
$29.3K - $35K
|
97.4K
$10.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-508- 12.44% |
$29.3K - $35K
|
3.58K
$387K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-206- 1.51% |
$11.9K - $14.2K
|
13.4K
$1.45M
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-94- 50.27% |
$5.42K - $6.47K
|
93
$10.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-60- 1.39% |
$3.46K - $4.13K
|
4.27K
$461K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-31- 10.73% |
$1.79K - $2.13K
|
258
$27.9K
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-20- 27.03% |
$1.15K - $1.38K
|
54
$5.84K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-65.3K- 54.93% |
$3.49M - $4.05M
|
53.6K
$5.79M
|
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-6.18K- 11.1% |
$330K - $383K
|
49.5K
$5.35M
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-1.93K- 35.42% |
$103K - $119K
|
3.51K
$380K
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-487- 11.43% |
$26K - $30.2K
|
3.78K
$408K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
SELL
|
- |
-118- 2.83% |
$6.3K - $7.31K
|
4.05K
$438K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-44- 9.93% |
$2.35K - $2.73K
|
399
$43.1K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-22- 31.43% |
$1.18K - $1.36K
|
48
$5.19K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-19- 20.0% |
$1.02K - $1.18K
|
76
$8.22K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 9.09% |
$53.4 - $62
|
10
$1.08K
|
|
| Q4 2022 | |||||||
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-26KClosed |
$1.43M - $1.66M
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-4.01K- 57.42% |
$220K - $255K
|
2.97K
$321K
|
|
|
Feb 06, 2023
Q4 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-3K- 21.43% |
$165K - $191K
|
11K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-1.03K- 76.9% |
$56.8K - $65.7K
|
310
$33.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-507- 59.3% |
$27.9K - $32.3K
|
348
$37.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-354- 7.86% |
$19.5K - $22.6K
|
4.15K
$449K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-245- 32.03% |
$13.5K - $15.6K
|
520
$56.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-23- 33.33% |
$1.27K - $1.47K
|
46
$4.97K
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-15- 0.31% |
$826 - $956
|
4.75K
$514K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-117K- 41.63% |
$6.84M - $8M
|
165K
$17.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-63.9K- 99.9% |
$3.73M - $4.36M
|
66
$7.14K
|
|
|
Nov 14, 2022
Q3 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-40.5K- 46.7% |
$2.36M - $2.76M
|
46.2K
$5M
|
|
|
Nov 14, 2022
Q3 2022
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-25K- 33.33% |
$1.46M - $1.7M
|
50K
$5.41M
|
|
|
Oct 21, 2022
Q3 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-18.6K- 83.53% |
$1.09M - $1.27M
|
3.67K
$397K
|
|
|
Mar 10, 2023
Q3 2022
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-18K- 37.33% |
$1.05M - $1.23M
|
30.3K
$3.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
SELL
|
- |
-9.14K- 0.15% |
$533K - $622K
|
6.06M
$655M
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Advisors LLC
|
SELL
|
- |
-7.25K- 31.29% |
$423K - $494K
|
15.9K
$1.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-3.3K- 22.1% |
$192K - $225K
|
11.6K
$1.26M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-2.28K- 34.62% |
$133K - $155K
|
4.3K
$465K
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-700- 12.96% |
$40.8K - $47.7K
|
4.7K
$508K
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-553- 99.1% |
$32.2K - $37.7K
|
5
$541
|
|
|
Oct 11, 2022
Q3 2022
|
Heartland Bank & Trust CO
|
SELL
|
- |
-263- 2.52% |
$15.3K - $17.9K
|
10.2K
$1.1M
|
|
|
Oct 31, 2022
Q3 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-225- 25.2% |
$13.1K - $15.3K
|
668
$72.2K
|
|