Purchases and Sales Made in Q1 2022 in Brown & Brown, Inc. (BRO)
This table provides information about the institutional ownership of Brown & Brown, Inc. (BRO) during Q1 2022. The information is specifically focused on institutions that hold shares of BROWN & BROWN, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2022
Q1 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
104+ 0.04% |
$6.36K - $7.56K
|
269K
$28M
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
100New |
$6.11K - $7.27K
|
100
$10.4K
|
|
|
Apr 22, 2022
Q1 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.68% |
$6.11K - $7.27K
|
14.8K
$1.54M
|
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
BUY
|
- |
96New |
$5.87K - $6.98K
|
96
$9.97K
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
94+ 0.54% |
$5.75K - $6.83K
|
17.6K
$1.83M
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
92+ 1.45% |
$5.62K - $6.69K
|
6.43K
$668K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
88New |
$5.38K - $6.4K
|
88
$9.14K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
84+ 137.7% |
$5.13K - $6.11K
|
145
$15.1K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
80New |
$4.89K - $5.82K
|
80
$8.31K
|
|
|
Apr 20, 2022
Q1 2022
|
Xponance, Inc.
|
BUY
|
- |
74+ 0.46% |
$4.52K - $5.38K
|
16.3K
$1.7M
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
73+ 1.16% |
$4.46K - $5.31K
|
6.38K
$662K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
70New |
$4.28K - $5.09K
|
70
$7.27K
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
60New |
$3.67K - $4.36K
|
60
$6.23K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
59+ 10.97% |
$3.61K - $4.29K
|
597
$62K
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
57New |
$3.48K - $4.14K
|
57
$5.92K
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
53+ 1.41% |
$3.24K - $3.85K
|
3.81K
$396K
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
48+ 0.81% |
$2.93K - $3.49K
|
5.99K
$622K
|
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
45New |
$2.75K - $3.27K
|
45
$4.67K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
41New |
$2.51K - $2.98K
|
41
$4.26K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
41+ 23.84% |
$2.51K - $2.98K
|
213
$22.1K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
38+ 37.62% |
$2.32K - $2.76K
|
139
$14.4K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
37+ 35.24% |
$2.26K - $2.69K
|
142
$14.7K
|
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
37+ 0.21% |
$2.26K - $2.69K
|
18K
$1.87M
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
31+ 516.67% |
$1.9K - $2.25K
|
37
$3.84K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
31+ 7.26% |
$1.9K - $2.25K
|
458
$47.6K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
29+ 13.49% |
$1.77K - $2.11K
|
244
$25.3K
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
29+ 14.15% |
$1.77K - $2.11K
|
234
$24.3K
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
29+ 0.95% |
$1.77K - $2.11K
|
3.08K
$320K
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
28+ 0.05% |
$1.71K - $2.04K
|
60.6K
$6.3M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
27New |
$1.65K - $1.96K
|
27
$2.8K
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25+ 0.07% |
$1.53K - $1.82K
|
35.7K
$3.71M
|
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
22New |
$1.34K - $1.6K
|
22
$2.28K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
22New |
$1.34K - $1.6K
|
22
$2.28K
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
20+ 0.29% |
$1.22K - $1.45K
|
6.84K
$710K
|
|
|
May 13, 2022
Q1 2022
|
Washington Trust Bank
|
BUY
|
- |
20+ 0.35% |
$1.22K - $1.45K
|
5.71K
$593K
|
|
|
Apr 20, 2022
Q1 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
16+ 0.02% |
$978 - $1.16K
|
77.7K
$8.07M
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
15New |
$917 - $1.09K
|
15
$1.56K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
14+ 233.33% |
$856 - $1.02K
|
20
$2.08K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
12+ 33.33% |
$734 - $873
|
48
$4.98K
|
|
|
Apr 07, 2022
Q1 2022
|
Holland Advisory Services, Inc.
|
BUY
|
- |
11+ 0.13% |
$672 - $800
|
8.18K
$849K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10+ 25.0% |
$611 - $727
|
50
$5.19K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
10New |
$611 - $727
|
10
$1.04K
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
10+ 0.22% |
$611 - $727
|
4.61K
$479K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8New |
$489 - $582
|
8
$831
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8New |
$489 - $582
|
8
$831
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
7+ 9.21% |
$428 - $509
|
83
$8.62K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.84% |
$306 - $364
|
597
$62K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
4+ 2.82% |
$245 - $291
|
146
$15.2K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4+ 100.0% |
$245 - $291
|
8
$831
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2+ 2.04% |
$122 - $145
|
100
$10.4K
|