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 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-58- 1.58% |
$3.91K - $4.3K
|
3.6K
$374K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-58- 1.18% |
$3.91K - $4.3K
|
4.86K
$505K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-69Closed |
$4.65K - $5.12K
|
0
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-70- 1.01% |
$4.71K - $5.19K
|
6.88K
$715K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-75- 8.2% |
$5.05K - $5.57K
|
840
$87.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-80- 10.18% |
$5.39K - $5.94K
|
706
$73.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-82- 0.24% |
$5.52K - $6.08K
|
34K
$3.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-83- 0.68% |
$5.59K - $6.16K
|
12.2K
$1.26M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-88- 0.28% |
$5.93K - $6.53K
|
31.7K
$3.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Candriam S.C.A.
|
SELL
|
- |
-91- 0.03% |
$6.13K - $6.75K
|
299K
$31M
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-93- 0.22% |
$6.26K - $6.9K
|
42.4K
$4.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-100- 0.55% |
$6.73K - $7.42K
|
18.2K
$1.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-107- 2.69% |
$7.21K - $7.94K
|
3.87K
$402K
|
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-117- 1.31% |
$7.88K - $8.68K
|
8.85K
$919K
|
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-125- 1.29% |
$8.42K - $9.28K
|
9.54K
$990K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-128- 1.28% |
$8.62K - $9.5K
|
9.9K
$1.03M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-140- 17.63% |
$9.43K - $10.4K
|
654
$67.9K
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-144- 3.78% |
$9.7K - $10.7K
|
3.67K
$381K
|
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-150- 0.88% |
$10.1K - $11.1K
|
16.9K
$1.76M
|
|
|
Nov 09, 2023
Q3 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-153- 0.33% |
$10.3K - $11.4K
|
45.8K
$4.76M
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-155- 10.18% |
$10.4K - $11.5K
|
1.37K
$142K
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-156- 0.02% |
$10.5K - $11.6K
|
639K
$66.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-171- 0.26% |
$11.5K - $12.7K
|
65.8K
$6.83M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-190- 2.69% |
$12.8K - $14.1K
|
6.88K
$715K
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-191- 0.74% |
$12.9K - $14.2K
|
25.6K
$2.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-199- 1.1% |
$13.4K - $14.8K
|
17.9K
$1.86M
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.31% |
$13.5K - $14.8K
|
64.6K
$6.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-202- 1.61% |
$13.6K - $15K
|
12.3K
$1.28M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-203- 2.0% |
$13.7K - $15.1K
|
9.97K
$1.03M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-206- 2.31% |
$13.9K - $15.3K
|
8.7K
$904K
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-218- 4.75% |
$14.7K - $16.2K
|
4.37K
$454K
|
|
|
Nov 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-219- 2.69% |
$14.7K - $16.2K
|
7.93K
$824K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-228- 0.95% |
$15.4K - $16.9K
|
23.9K
$2.48M
|
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
SELL
|
- |
-237- 2.02% |
$16K - $17.6K
|
11.5K
$1.19M
|
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-251- 5.16% |
$16.9K - $18.6K
|
4.61K
$479K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-261- 5.14% |
$17.6K - $19.4K
|
4.81K
$500K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-281- 0.53% |
$18.9K - $20.9K
|
53.2K
$5.53M
|
|
|
Oct 26, 2023
Q3 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-291- 0.53% |
$19.6K - $21.6K
|
54.2K
$5.63M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-296- 2.39% |
$19.9K - $22K
|
12.1K
$1.26M
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-302- 5.62% |
$20.3K - $22.4K
|
5.08K
$527K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-318- 2.3% |
$21.4K - $23.6K
|
13.5K
$1.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-340- 0.26% |
$22.9K - $25.2K
|
131K
$13.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-385- 5.32% |
$25.9K - $28.6K
|
6.85K
$711K
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-391- 8.0% |
$26.3K - $29K
|
4.5K
$467K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-393- 3.45% |
$26.5K - $29.2K
|
11K
$1.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-397- 28.83% |
$26.7K - $29.5K
|
980
$102K
|
|
|
Oct 11, 2023
Q3 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-397- 2.35% |
$26.7K - $29.5K
|
16.5K
$1.71M
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-400- 4.28% |
$26.9K - $29.7K
|
8.95K
$929K
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-400- 7.05% |
$26.9K - $29.7K
|
5.28K
$548K
|
|
|
Oct 17, 2023
Q3 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-409- 6.2% |
$27.5K - $30.3K
|
6.19K
$643K
|