Purchases and Sales Made in Q1 2024 in Brown & Brown, Inc. (BRO)
This table provides information about the institutional ownership of Brown & Brown, Inc. (BRO) during Q1 2024. 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 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.25K+ 26.25% |
$225K - $284K
|
15.6K
$1.62M
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
3.24K+ 100.03% |
$225K - $283K
|
6.47K
$672K
|
|
|
May 02, 2024
Q1 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
3.17KNew |
$220K - $277K
|
3.17K
$329K
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3.16KNew |
$220K - $277K
|
3.16K
$329K
|
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
3.16K+ 37.94% |
$219K - $276K
|
11.5K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.14K+ 19.22% |
$218K - $275K
|
19.5K
$2.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.1K+ 44.76% |
$215K - $271K
|
10K
$1.04M
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.04K+ 13.53% |
$211K - $266K
|
25.5K
$2.65M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.04K+ 13.08% |
$211K - $266K
|
26.2K
$2.72M
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
3.03KNew |
$210K - $265K
|
3.03K
$314K
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
3K+ 2.79% |
$209K - $263K
|
111K
$11.5M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.99K+ 4.07% |
$207K - $261K
|
76.3K
$7.92M
|
|
|
May 13, 2024
Q1 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
2.9K+ 13.74% |
$202K - $254K
|
24K
$2.5M
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
2.9KNew |
$201K - $254K
|
2.9K
$301K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.88KNew |
$200K - $252K
|
2.88K
$299K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.86K+ 37.55% |
$199K - $251K
|
10.5K
$1.09M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
2.8KNew |
$194K - $245K
|
2.8K
$291K
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
2.73K+ 2458.56% |
$190K - $239K
|
2.84K
$295K
|
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
BUY
|
- |
2.71KNew |
$188K - $237K
|
2.71K
$281K
|
|
|
May 15, 2024
Q1 2024
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
2.7KNew |
$188K - $237K
|
2.7K
$281K
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
2.69K+ 1.63% |
$187K - $235K
|
168K
$17.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.69KNew |
$187K - $235K
|
2.69K
$279K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.67K+ 14.44% |
$185K - $233K
|
21.1K
$2.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
2.65KNew |
$184K - $232K
|
2.65K
$275K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.63KNew |
$183K - $230K
|
2.63K
$273K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
2.61KNew |
$181K - $228K
|
2.61K
$271K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.58KNew |
$179K - $226K
|
2.58K
$268K
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
2.56KNew |
$178K - $224K
|
2.56K
$266K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.55KNew |
$177K - $223K
|
2.55K
$265K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
2.54KNew |
$177K - $223K
|
2.54K
$264K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.49KNew |
$173K - $218K
|
2.49K
$258K
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
2.48KNew |
$172K - $217K
|
2.48K
$258K
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
2.44KNew |
$169K - $214K
|
2.44K
$253K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.43K+ 74.82% |
$169K - $213K
|
5.69K
$591K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.43K+ 13.37% |
$169K - $213K
|
20.6K
$2.14M
|
|
|
May 14, 2024
Q1 2024
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
2.42K+ 2.37% |
$168K - $212K
|
105K
$10.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.42KNew |
$168K - $212K
|
2.42K
$251K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.4KNew |
$166K - $210K
|
2.4K
$249K
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
2.38KNew |
$165K - $208K
|
2.38K
$247K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.37KNew |
$165K - $208K
|
2.37K
$246K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.37KNew |
$165K - $208K
|
2.37K
$246K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
2.37KNew |
$165K - $207K
|
2.37K
$246K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.36KNew |
$164K - $207K
|
2.36K
$245K
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
BUY
|
- |
2.35K+ 11.23% |
$163K - $205K
|
23.2K
$2.41M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.33KNew |
$162K - $204K
|
2.33K
$242K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
2.33KNew |
$162K - $204K
|
2.33K
$242K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
2.23K+ 5.78% |
$155K - $195K
|
40.9K
$4.24M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.2K+ 72.05% |
$153K - $193K
|
5.25K
$545K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.19K+ 5.17% |
$152K - $191K
|
44.4K
$4.61M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.16K+ 1.6% |
$150K - $189K
|
137K
$14.3M
|