Purchases and Sales Made in Q2 2022 in Brown & Brown, Inc. (BRO)
This table provides information about the institutional ownership of Brown & Brown, Inc. (BRO) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
21+ 0.92% |
$1.12K - $1.54K
|
2.3K
$239K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
15+ 1.46% |
$799 - $1.1K
|
1.04K
$108K
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
12+ 14.46% |
$639 - $881
|
95
$9.87K
|
|
Jul 12, 2022
Q2 2022
|
Holland Advisory Services, Inc.
|
BUY
|
- |
12+ 0.15% |
$639 - $881
|
8.19K
$850K
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
11+ 22.92% |
$586 - $807
|
59
$6.13K
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
11New |
$586 - $807
|
11
$1.14K
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
8+ 23.53% |
$426 - $587
|
42
$4.36K
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6+ 14.63% |
$320 - $440
|
47
$4.88K
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$266 - $367
|
5
$519
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5New |
$266 - $367
|
5
$519
|
|
Aug 17, 2022
Q2 2022
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
4+ 0.0% |
$213 - $294
|
385K
$40M
|
|
Aug 12, 2022
Q2 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4+ 12.5% |
$213 - $294
|
36
$3.74K
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
BUY
|
- |
4+ 8.89% |
$213 - $294
|
49
$5.09K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 3.7% |
$53.3 - $73.4
|
28
$2.91K
|
|
Aug 05, 2022
Q2 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$53.3 - $73.4
|
5.44K
$565K
|
|
Aug 11, 2022
Q2 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-1- 0.02% |
$53.3 - $73.4
|
4.51K
$468K
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1- 3.45% |
$53.3 - $73.4
|
28
$2.91K
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
SELL
|
- |
-3Closed |
$160 - $220
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3- 0.07% |
$160 - $220
|
4.61K
$478K
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
SELL
|
- |
-4- 0.1% |
$213 - $294
|
3.81K
$395K
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-6- 16.22% |
$320 - $440
|
31
$3.22K
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-8Closed |
$426 - $587
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-8Closed |
$426 - $587
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-10Closed |
$533 - $734
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-13- 0.04% |
$693 - $954
|
33.2K
$3.44M
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-15- 38.46% |
$799 - $1.1K
|
24
$2.49K
|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-18- 40.0% |
$959 - $1.32K
|
27
$2.8K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
SELL
|
- |
-18- 0.1% |
$959 - $1.32K
|
18K
$1.87M
|
|
Aug 03, 2022
Q2 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-18- 0.08% |
$959 - $1.32K
|
22.3K
$2.32M
|
|
Aug 03, 2022
Q2 2022
|
Retirement Systems Of Alabama
|
SELL
|
- |
-21- 0.03% |
$1.12K - $1.54K
|
77.7K
$8.07M
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-22Closed |
$1.17K - $1.61K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-28- 0.41% |
$1.49K - $2.06K
|
6.81K
$707K
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-38- 66.67% |
$2.02K - $2.79K
|
19
$1.97K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-54- 3.66% |
$2.88K - $3.96K
|
1.42K
$148K
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-62Closed |
$3.3K - $4.55K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-70Closed |
$3.73K - $5.14K
|
0
$0
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-80Closed |
$4.26K - $5.87K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-91- 12.18% |
$4.85K - $6.68K
|
656
$68.1K
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-100- 2.0% |
$5.33K - $7.34K
|
4.89K
$508K
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-100Closed |
$5.33K - $7.34K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 0.51% |
$5.33K - $7.34K
|
19.3K
$2.01M
|
|
Jul 06, 2022
Q2 2022
|
Somerset Trust CO
|
SELL
|
- |
-102- 1.68% |
$5.43K - $7.49K
|
5.98K
$621K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-112- 16.12% |
$5.97K - $8.22K
|
583
$60.5K
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-120Closed |
$6.39K - $8.81K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-130Closed |
$6.93K - $9.54K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-140- 19.44% |
$7.46K - $10.3K
|
580
$60.2K
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-141- 1.17% |
$7.51K - $10.3K
|
11.9K
$1.24M
|
|
Jul 11, 2022
Q2 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-150- 27.27% |
$7.99K - $11K
|
400
$41.5K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-153Closed |
$8.15K - $11.2K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-155- 36.21% |
$8.26K - $11.4K
|
273
$28.4K
|