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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 50.0% |
$1.04K - $1.31K
|
45
$4.67K
|
|
|
May 01, 2024
Q1 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
15+ 0.04% |
$1.04K - $1.31K
|
36.1K
$3.75M
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
11New |
$764 - $963
|
11
$1.14K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
10+ 5.13% |
$695 - $875
|
205
$21.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
9+ 0.12% |
$625 - $788
|
7.34K
$762K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
9+ 0.12% |
$625 - $788
|
7.79K
$809K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
7+ 0.61% |
$486 - $613
|
1.16K
$120K
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
6+ 0.17% |
$417 - $525
|
3.54K
$367K
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
5+ 0.04% |
$347 - $438
|
11.3K
$1.18M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5+ 0.7% |
$347 - $438
|
715
$74.3K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4New |
$278 - $350
|
4
$415
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4+ 0.07% |
$278 - $350
|
5.43K
$563K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 21.43% |
$208 - $263
|
17
$1.77K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3New |
$208 - $263
|
3
$312
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2+ 0.24% |
$139 - $175
|
850
$88.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 4.17% |
$139 - $175
|
50
$5.19K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2+ 50.0% |
$139 - $175
|
6
$623
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$69.5 - $87.5
|
1
$104
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$69.5 - $87.5
|
5.04K
$524K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.26% |
$69.5 - $87.5
|
387
$40.2K
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-2- 0.05% |
$139 - $175
|
4.05K
$421K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-5- 0.03% |
$347 - $438
|
17K
$1.76M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-5- 20.0% |
$347 - $438
|
20
$2.08K
|
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
SELL
|
- |
-6- 0.13% |
$417 - $525
|
4.55K
$473K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-8- 0.24% |
$556 - $700
|
3.33K
$346K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-10- -0.0% |
$695 - $875
|
631K
$65.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-14- 34.15% |
$972 - $1.23K
|
27
$2.8K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-15- 4.45% |
$1.04K - $1.31K
|
322
$33.4K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-22- 6.41% |
$1.53K - $1.93K
|
321
$33.3K
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-25- 0.64% |
$1.74K - $2.19K
|
3.88K
$403K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-25- 10.16% |
$1.74K - $2.19K
|
221
$23K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-25- 96.15% |
$1.74K - $2.19K
|
1
$104
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-32- 1.8% |
$2.22K - $2.8K
|
1.75K
$182K
|
|
|
May 02, 2024
Q1 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-38- 0.03% |
$2.64K - $3.33K
|
127K
$13.2M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-48- 17.45% |
$3.33K - $4.2K
|
227
$23.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-58- 0.14% |
$4.03K - $5.08K
|
40.6K
$4.22M
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-66- 0.1% |
$4.58K - $5.78K
|
68.2K
$7.08M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-70- 1.51% |
$4.86K - $6.13K
|
4.58K
$475K
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-74- 0.96% |
$5.14K - $6.48K
|
7.65K
$795K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-76- 0.78% |
$5.28K - $6.65K
|
9.69K
$1.01M
|
|
|
May 09, 2024
Q1 2024
|
Lindenwold Advisors
|
SELL
|
- |
-81- 0.89% |
$5.63K - $7.09K
|
9K
$935K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-88- 0.92% |
$6.11K - $7.7K
|
9.53K
$989K
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-110- 1.34% |
$7.64K - $9.63K
|
8.1K
$841K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-122- 3.47% |
$8.47K - $10.7K
|
3.4K
$353K
|
|
|
May 20, 2024
Q1 2024
|
Cim, LLC
|
SELL
|
- |
-127- 0.86% |
$8.82K - $11.1K
|
14.7K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-130- 1.08% |
$9.03K - $11.4K
|
11.9K
$1.23M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-132- 0.28% |
$9.17K - $11.6K
|
46.4K
$4.81M
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-147- 1.86% |
$10.2K - $12.9K
|
7.75K
$805K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-159- 1.8% |
$11K - $13.9K
|
8.69K
$902K
|