Purchases and Sales Made in Q1 2023 in Brown & Brown, Inc. (BRO)
This table provides information about the institutional ownership of Brown & Brown, Inc. (BRO) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 8.82% |
$160 - $186
|
31
$3.22K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6- 1.58% |
$321 - $372
|
373
$38.7K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-6- 0.28% |
$321 - $372
|
2.13K
$221K
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-9- 0.03% |
$481 - $558
|
33.5K
$3.48M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9- 19.57% |
$481 - $558
|
37
$3.84K
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-11- 0.17% |
$588 - $682
|
6.33K
$657K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-14- 0.35% |
$748 - $867
|
3.96K
$411K
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-18- 1.17% |
$962 - $1.12K
|
1.52K
$158K
|
|
|
May 15, 2023
Q1 2023
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-18- 0.01% |
$962 - $1.12K
|
153K
$15.9M
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-19- 20.0% |
$1.02K - $1.18K
|
76
$7.89K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-22- 31.43% |
$1.18K - $1.36K
|
48
$4.98K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-23- 10.7% |
$1.23K - $1.43K
|
192
$19.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-23- 12.99% |
$1.23K - $1.43K
|
154
$16K
|
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
SELL
|
- |
-25- 0.06% |
$1.34K - $1.55K
|
39.9K
$4.15M
|
|
|
May 11, 2023
Q1 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-30- 0.01% |
$1.6K - $1.86K
|
388K
$40.3M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-37- 0.44% |
$1.98K - $2.29K
|
8.36K
$869K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-44- 9.93% |
$2.35K - $2.73K
|
399
$41.4K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-44- 21.46% |
$2.35K - $2.73K
|
161
$16.7K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-45- 0.04% |
$2.4K - $2.79K
|
123K
$12.8M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-55- 45.45% |
$2.94K - $3.41K
|
66
$6.85K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-58Closed |
$3.1K - $3.59K
|
0
$0
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-58- 8.96% |
$3.1K - $3.59K
|
589
$61.2K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-66- 3.27% |
$3.53K - $4.09K
|
1.96K
$203K
|
|
|
May 03, 2023
Q1 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-67- 1.52% |
$3.58K - $4.15K
|
4.34K
$451K
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-93- 33.21% |
$4.97K - $5.76K
|
187
$19.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 0.51% |
$5.34K - $6.2K
|
19.5K
$2.02M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-100- 44.44% |
$5.34K - $6.2K
|
125
$13K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-105- 7.54% |
$5.61K - $6.51K
|
1.29K
$134K
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-114- 0.95% |
$6.09K - $7.06K
|
11.9K
$1.23M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-116- 6.98% |
$6.2K - $7.19K
|
1.55K
$161K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
SELL
|
- |
-118- 2.83% |
$6.3K - $7.31K
|
4.05K
$420K
|
|
|
May 05, 2023
Q1 2023
|
Lindenwold Advisors
|
SELL
|
- |
-127- 0.73% |
$6.79K - $7.87K
|
17.2K
$1.79M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-148- 1.08% |
$7.91K - $9.17K
|
13.6K
$1.41M
|
|
|
May 03, 2023
Q1 2023
|
Tobam
|
SELL
|
- |
-154- 13.37% |
$8.23K - $9.54K
|
998
$104K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-169- 82.04% |
$9.03K - $10.5K
|
37
$3.84K
|
|
|
Apr 11, 2023
Q1 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-193- 3.82% |
$10.3K - $12K
|
4.86K
$505K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-198- 11.35% |
$10.6K - $12.3K
|
1.55K
$161K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-207- 22.87% |
$11.1K - $12.8K
|
698
$72.5K
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-209- 2.28% |
$11.2K - $12.9K
|
8.96K
$931K
|
|
|
Apr 21, 2023
Q1 2023
|
Spring Capital Management, LLC
|
SELL
|
- |
-240- 0.23% |
$12.8K - $14.9K
|
103K
$10.7M
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-241- 5.01% |
$12.9K - $14.9K
|
4.57K
$474K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-259- 14.33% |
$13.8K - $16K
|
1.55K
$161K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-267- 2.07% |
$14.3K - $16.5K
|
12.6K
$1.31M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-269- 1.42% |
$14.4K - $16.7K
|
18.6K
$1.94M
|
|
|
May 17, 2023
Q1 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-298- 4.19% |
$15.9K - $18.5K
|
6.81K
$707K
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-300- 2.68% |
$16K - $18.6K
|
10.9K
$1.13M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-351- 20.31% |
$18.8K - $21.7K
|
1.38K
$143K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-403- 7.8% |
$21.5K - $25K
|
4.76K
$495K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-415- 19.25% |
$22.2K - $25.7K
|
1.74K
$181K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-423- 1.06% |
$22.6K - $26.2K
|
39.6K
$4.11M
|