Purchases and Sales Made in Q2 2024 in Brown & Brown, Inc. (BRO)
This table provides information about the institutional ownership of Brown & Brown, Inc. (BRO) during Q2 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
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
28+ 12.67% |
$2.26K - $2.61K
|
249
$25.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
28+ 4.53% |
$2.26K - $2.61K
|
646
$67.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
28+ 0.04% |
$2.26K - $2.61K
|
68K
$7.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
27+ 14.59% |
$2.18K - $2.52K
|
212
$22K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
27+ 245.45% |
$2.18K - $2.52K
|
38
$3.95K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
25+ 0.04% |
$2.02K - $2.33K
|
68.2K
$7.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
23+ 2.06% |
$1.85K - $2.15K
|
1.14K
$118K
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
22+ 0.86% |
$1.77K - $2.05K
|
2.58K
$268K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
21+ 70.0% |
$1.69K - $1.96K
|
51
$5.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
21+ 0.12% |
$1.69K - $1.96K
|
17.7K
$1.84M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
18+ 0.15% |
$1.45K - $1.68K
|
11.8K
$1.23M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
18+ 128.57% |
$1.45K - $1.68K
|
32
$3.32K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
18New |
$1.45K - $1.68K
|
18
$1.87K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
16New |
$1.29K - $1.49K
|
16
$1.66K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
15+ 0.42% |
$1.21K - $1.4K
|
3.55K
$369K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
15New |
$1.21K - $1.4K
|
15
$1.56K
|
|
|
Aug 14, 2024
Q2 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
15+ 0.02% |
$1.21K - $1.4K
|
78.9K
$8.19M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
15+ 0.62% |
$1.21K - $1.4K
|
2.43K
$253K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
14+ 0.77% |
$1.13K - $1.31K
|
1.82K
$189K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
13+ 0.22% |
$1.05K - $1.21K
|
6.04K
$627K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
12New |
$967 - $1.12K
|
12
$1.25K
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
12+ 0.27% |
$967 - $1.12K
|
4.53K
$471K
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
10+ 0.16% |
$806 - $933
|
6.42K
$666K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
10New |
$806 - $933
|
10
$1.04K
|
|
|
Jul 16, 2024
Q2 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
10+ 0.14% |
$806 - $933
|
7.35K
$763K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 37.04% |
$806 - $933
|
37
$3.84K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
9New |
$726 - $840
|
9
$935
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8+ 0.11% |
$645 - $747
|
6.97K
$724K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8+ 0.14% |
$645 - $747
|
5.56K
$578K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
7+ 0.18% |
$564 - $653
|
3.97K
$412K
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
7+ 0.15% |
$564 - $653
|
4.62K
$479K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
6+ 0.52% |
$484 - $560
|
1.16K
$121K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
6+ 0.96% |
$484 - $560
|
633
$65.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
6+ 0.01% |
$484 - $560
|
50.5K
$5.24M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6+ 0.06% |
$484 - $560
|
9.99K
$1.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5+ 15.63% |
$403 - $467
|
37
$3.84K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
5+ 10.0% |
$403 - $467
|
55
$5.71K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 25.0% |
$403 - $467
|
25
$2.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4+ 0.08% |
$322 - $373
|
4.71K
$489K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
4New |
$322 - $373
|
4
$415
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
3+ 0.73% |
$242 - $280
|
412
$42.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.58% |
$161 - $187
|
346
$35.9K
|
|
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-1- 0.12% |
$80.6 - $93.3
|
849
$88.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 0.98% |
$80.6 - $93.3
|
101
$10.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-1- 0.26% |
$80.6 - $93.3
|
386
$40.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Somerset Trust CO
|
SELL
|
- |
-4- 0.09% |
$322 - $373
|
4.55K
$472K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-7- 3.41% |
$564 - $653
|
198
$20.6K
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-15- 0.44% |
$1.21K - $1.4K
|
3.4K
$353K
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-16- 0.1% |
$1.29K - $1.49K
|
15.4K
$1.6M
|