Purchases and Sales Made in Q3 2024 in Brown & Brown, Inc. (BRO)
This table provides information about the institutional ownership of Brown & Brown, Inc. (BRO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-64- 6.99% |
$5.7K - $6.77K
|
852
$92.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-64- 1.42% |
$5.7K - $6.77K
|
4.43K
$479K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-67- 0.38% |
$5.97K - $7.09K
|
17.7K
$1.92M
|
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-71- 2.22% |
$6.33K - $7.51K
|
3.13K
$339K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-71- 3.28% |
$6.33K - $7.51K
|
2.09K
$226K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-73- 1.23% |
$6.51K - $7.72K
|
5.85K
$632K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-85- 1.83% |
$7.57K - $8.99K
|
4.57K
$494K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-85- 2.8% |
$7.57K - $8.99K
|
2.95K
$319K
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-88- 2.97% |
$7.84K - $9.31K
|
2.88K
$311K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-90- 0.44% |
$8.02K - $9.52K
|
20.2K
$2.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-92- 1.9% |
$8.2K - $9.74K
|
4.75K
$514K
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-92- 0.92% |
$8.2K - $9.74K
|
9.87K
$1.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.75% |
$8.91K - $10.6K
|
13.3K
$1.44M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-107- 1.96% |
$9.53K - $11.3K
|
5.37K
$580K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-107- 0.44% |
$9.53K - $11.3K
|
24.1K
$2.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-118- 2.34% |
$10.5K - $12.5K
|
4.93K
$533K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-131- 5.18% |
$11.7K - $13.9K
|
2.4K
$259K
|
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-132- 6.44% |
$11.8K - $14K
|
1.92K
$207K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-132- 18.78% |
$11.8K - $14K
|
571
$61.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-143- 3.08% |
$12.7K - $15.1K
|
4.51K
$487K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-144- 0.82% |
$12.8K - $15.2K
|
17.5K
$1.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-145- 4.25% |
$12.9K - $15.3K
|
3.27K
$353K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-145- 0.77% |
$12.9K - $15.3K
|
18.6K
$2.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-155- 1.83% |
$13.8K - $16.4K
|
8.31K
$899K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-157- 2.11% |
$14K - $16.6K
|
7.3K
$789K
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-162- 4.94% |
$14.4K - $17.1K
|
3.12K
$337K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-164- 4.86% |
$14.6K - $17.4K
|
3.21K
$347K
|
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-165- 0.64% |
$14.7K - $17.5K
|
25.5K
$2.76M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-174- 18.07% |
$15.5K - $18.4K
|
789
$85.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-179- 1.16% |
$16K - $18.9K
|
15.2K
$1.64M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-197- 2.56% |
$17.6K - $20.8K
|
7.49K
$810K
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-199- 0.45% |
$17.7K - $21.1K
|
43.6K
$4.72M
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-200- 0.03% |
$17.8K - $21.2K
|
719K
$77.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
SELL
|
- |
-202- 7.29% |
$18K - $21.4K
|
2.57K
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-250- 20.0% |
$22.3K - $26.5K
|
1K
$108K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-250- 5.4% |
$22.3K - $26.5K
|
4.38K
$474K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-252- 7.88% |
$22.5K - $26.7K
|
2.95K
$319K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-253- 1.43% |
$22.5K - $26.8K
|
17.5K
$1.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-260- 48.87% |
$23.2K - $27.5K
|
272
$29.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-262- 6.72% |
$23.3K - $27.7K
|
3.64K
$393K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-281- 9.16% |
$25K - $29.7K
|
2.79K
$301K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-290- 3.47% |
$25.8K - $30.7K
|
8.06K
$872K
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-300- 2.52% |
$26.7K - $31.7K
|
11.6K
$1.25M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-313- 3.59% |
$27.9K - $33.1K
|
8.4K
$908K
|
|
|
Nov 05, 2024
Q3 2024
|
Speece Thorson Capital Group Inc
|
SELL
|
- |
-323- 0.28% |
$28.8K - $34.2K
|
114K
$12.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-335- 8.8% |
$29.9K - $35.4K
|
3.47K
$375K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-338- 0.73% |
$30.1K - $35.8K
|
45.7K
$4.94M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-379- 4.31% |
$33.8K - $40.1K
|
8.42K
$910K
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-393- 4.38% |
$35K - $41.6K
|
8.57K
$927K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-400- 0.62% |
$35.6K - $42.3K
|
64.5K
$6.97M
|