Purchases and Sales Made in Q3 2023 in Brown & Brown, Inc. (BRO)
This table provides information about the institutional ownership of Brown & Brown, Inc. (BRO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
52+ 0.01% |
$3.5K - $3.86K
|
939K
$97.5M
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
51+ 8.56% |
$3.43K - $3.78K
|
647
$67.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
51+ 8.56% |
$3.43K - $3.78K
|
647
$67.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
48+ 0.78% |
$3.23K - $3.56K
|
6.18K
$642K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
34New |
$2.29K - $2.52K
|
34
$3.53K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
33+ 1650.0% |
$2.22K - $2.45K
|
35
$3.63K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
32New |
$2.16K - $2.37K
|
32
$3.32K
|
|
|
Oct 10, 2023
Q3 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
31+ 0.03% |
$2.09K - $2.3K
|
95.2K
$9.89M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
29+ 1.81% |
$1.95K - $2.15K
|
1.63K
$169K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
29+ 1.81% |
$1.95K - $2.15K
|
1.63K
$169K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
27+ 14.06% |
$1.82K - $2K
|
219
$22.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
26+ 3.66% |
$1.75K - $1.93K
|
737
$76.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
23+ 1.54% |
$1.55K - $1.71K
|
1.51K
$157K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
21+ 6.19% |
$1.41K - $1.56K
|
360
$37.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
16+ 0.84% |
$1.08K - $1.19K
|
1.92K
$199K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
15+ 166.67% |
$1.01K - $1.11K
|
24
$2.49K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
13+ 0.09% |
$876 - $965
|
14K
$1.45M
|
|
|
Oct 18, 2023
Q3 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
11+ 0.13% |
$741 - $816
|
8.25K
$857K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
11+ 10.78% |
$741 - $816
|
113
$11.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
10+ 0.08% |
$674 - $742
|
11.8K
$1.23M
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
10+ 0.09% |
$674 - $742
|
10.8K
$1.12M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
9+ 150.0% |
$606 - $668
|
15
$1.56K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
8+ 0.02% |
$539 - $594
|
33.5K
$3.48M
|
|
|
May 17, 2024
Q3 2023
|
Cim, LLC
|
BUY
|
- |
8+ 0.05% |
$539 - $594
|
15K
$1.55M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 4.83% |
$471 - $519
|
152
$15.8K
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
6+ 0.17% |
$404 - $445
|
3.53K
$366K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
5+ 11.9% |
$337 - $371
|
47
$4.88K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4New |
$269 - $297
|
4
$415
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.2% |
$269 - $297
|
1.97K
$205K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.27% |
$202 - $223
|
1.14K
$118K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
3+ 0.04% |
$202 - $223
|
7.43K
$772K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 5.56% |
$135 - $148
|
38
$3.95K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
1+ 1.64% |
$67.4 - $74.2
|
62
$6.44K
|
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3- 1.06% |
$202 - $223
|
279
$29K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-7- 0.9% |
$471 - $519
|
770
$80K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10- 34.48% |
$674 - $742
|
19
$1.97K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-11- 0.06% |
$741 - $816
|
19.2K
$2M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-12- 0.21% |
$808 - $890
|
5.68K
$590K
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-16- 0.19% |
$1.08K - $1.19K
|
8.44K
$876K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-20- 0.47% |
$1.35K - $1.48K
|
4.27K
$443K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-21- 4.05% |
$1.41K - $1.56K
|
498
$51.7K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-24- 0.04% |
$1.62K - $1.78K
|
67.2K
$6.98M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-25- 55.56% |
$1.68K - $1.86K
|
20
$2.08K
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-38- 0.2% |
$2.56K - $2.82K
|
18.9K
$1.96M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-45- 0.04% |
$3.03K - $3.34K
|
123K
$12.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-46- 28.57% |
$3.1K - $3.41K
|
115
$11.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-47- 1.58% |
$3.17K - $3.49K
|
2.93K
$304K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-47- 2.58% |
$3.17K - $3.49K
|
1.78K
$185K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-48- 1.0% |
$3.23K - $3.56K
|
4.76K
$494K
|