Purchases and Sales Made in Q2 2023 in Brown & Brown, Inc. (BRO)
This table provides information about the institutional ownership of Brown & Brown, Inc. (BRO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-260- 2.19% |
$15K - $17.9K
|
11.6K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-265- 6.01% |
$15.3K - $18.2K
|
4.14K
$430K
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-294- 1.08% |
$16.9K - $20.2K
|
26.9K
$2.79M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-304- 14.28% |
$17.5K - $20.9K
|
1.83K
$190K
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-337- 0.98% |
$19.4K - $23.2K
|
34.1K
$3.54M
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-340- 0.99% |
$19.6K - $23.4K
|
34.1K
$3.54M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-379- 3.77% |
$21.8K - $26.1K
|
9.66K
$1M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-381- 0.94% |
$22K - $26.2K
|
40K
$4.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-421- 52.56% |
$24.3K - $29K
|
380
$39.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-449- 2.3% |
$25.9K - $30.9K
|
19K
$1.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-493- 1.92% |
$28.4K - $33.9K
|
25.1K
$2.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-508- 12.44% |
$29.3K - $35K
|
3.58K
$371K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-509- 0.52% |
$29.3K - $35K
|
97.4K
$10.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-532- 3.05% |
$30.7K - $36.6K
|
16.9K
$1.76M
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-550- 4.0% |
$31.7K - $37.9K
|
13.2K
$1.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-561- 0.67% |
$32.3K - $38.6K
|
83.2K
$8.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-562- 3.41% |
$32.4K - $38.7K
|
15.9K
$1.66M
|
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-597- 3.19% |
$34.4K - $41.1K
|
18.1K
$1.88M
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
SELL
|
- |
-622- 2.72% |
$35.9K - $42.8K
|
22.3K
$2.31M
|
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-638- 0.1% |
$36.8K - $43.9K
|
623K
$64.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-670- 0.7% |
$38.6K - $46.1K
|
94.7K
$9.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-687- 1.74% |
$39.6K - $47.3K
|
38.9K
$4.04M
|
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 4.58% |
$40.4K - $48.2K
|
14.6K
$1.52M
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-700- 1.86% |
$40.4K - $48.2K
|
37K
$3.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-725- 0.31% |
$41.8K - $49.9K
|
234K
$24.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-739- 1.71% |
$42.6K - $50.9K
|
42.5K
$4.41M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-750- 17.34% |
$43.2K - $51.6K
|
3.58K
$371K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-757- 2.43% |
$43.6K - $52.1K
|
30.5K
$3.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-770- 3.87% |
$44.4K - $53K
|
19.1K
$1.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-770- 7.16% |
$44.4K - $53K
|
9.99K
$1.04M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-785- 16.48% |
$45.3K - $54K
|
3.98K
$413K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-838- 9.72% |
$48.3K - $57.7K
|
7.78K
$808K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-938- 4.11% |
$54.1K - $64.6K
|
21.9K
$2.27M
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-949- 23.07% |
$54.7K - $65.3K
|
3.16K
$329K
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-950- 0.82% |
$54.8K - $65.4K
|
115K
$11.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-951- 5.86% |
$54.8K - $65.5K
|
15.3K
$1.59M
|
|
|
Jul 27, 2023
Q2 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-961- 6.09% |
$55.4K - $66.2K
|
14.8K
$1.54M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-980- 5.26% |
$56.5K - $67.5K
|
17.7K
$1.83M
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1K- 20.0% |
$57.7K - $68.8K
|
4K
$415K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.04K- 9.23% |
$59.8K - $71.5K
|
10.2K
$1.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.07K- 1.04% |
$61.6K - $73.5K
|
102K
$10.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.09K- 2.7% |
$63K - $75.2K
|
39.4K
$4.09M
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.16K- 0.85% |
$66.9K - $79.9K
|
135K
$14.1M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.29K- 5.17% |
$74.5K - $88.9K
|
23.7K
$2.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.3K- 30.46% |
$75.1K - $89.6K
|
2.97K
$309K
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.4K- 3.33% |
$80.7K - $96.4K
|
40.6K
$4.22M
|
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.43K- 0.11% |
$82.2K - $98.1K
|
1.31M
$136M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.5K- 19.26% |
$86.3K - $103K
|
6.28K
$652K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.51K- 2.27% |
$87.1K - $104K
|
65K
$6.75M
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.59K- 1.18% |
$91.5K - $109K
|
133K
$13.8M
|