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 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
370+ 3.13% |
$33K - $39.2K
|
12.2K
$1.32M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
357+ 12.97% |
$31.8K - $37.8K
|
3.11K
$336K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
350+ 54.18% |
$31.2K - $37K
|
996
$108K
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
350+ 1.7% |
$31.2K - $37K
|
20.9K
$2.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
344+ 8.51% |
$30.7K - $36.4K
|
4.39K
$474K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
325+ 315.53% |
$29K - $34.4K
|
428
$46.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
325+ 13.72% |
$29K - $34.4K
|
2.69K
$291K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
290+ 1.56% |
$25.8K - $30.7K
|
18.8K
$2.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
285+ 6.27% |
$25.4K - $30.2K
|
4.83K
$522K
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
282+ 2.51% |
$25.1K - $29.8K
|
11.5K
$1.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
280New |
$25K - $29.6K
|
280
$30.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
264+ 77.65% |
$23.5K - $27.9K
|
604
$65.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
259New |
$23.1K - $27.4K
|
259
$28K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
258+ 3.04% |
$23K - $27.3K
|
8.74K
$945K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
253New |
$22.5K - $26.8K
|
253
$27.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
237+ 0.83% |
$21.1K - $25.1K
|
28.7K
$3.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
234+ 5.92% |
$20.9K - $24.8K
|
4.19K
$453K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
231New |
$20.6K - $24.4K
|
231
$25K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
224+ 8.27% |
$20K - $23.7K
|
2.93K
$317K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
215+ 8.84% |
$19.2K - $22.8K
|
2.65K
$286K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
205+ 8.06% |
$18.3K - $21.7K
|
2.75K
$297K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
200+ 298.51% |
$17.8K - $21.2K
|
267
$28.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
197+ 20.1% |
$17.6K - $20.8K
|
1.18K
$127K
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
161+ 2.04% |
$14.3K - $17K
|
8.05K
$870K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
158+ 4.12% |
$14.1K - $16.7K
|
3.99K
$432K
|
|
|
Nov 12, 2024
Q3 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
158New |
$14.1K - $16.7K
|
158
$17.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
154+ 0.37% |
$13.7K - $16.3K
|
42K
$4.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
153+ 3.17% |
$13.6K - $16.2K
|
4.97K
$538K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
149New |
$13.3K - $15.8K
|
149
$16.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
148+ 0.24% |
$13.2K - $15.7K
|
60.9K
$6.58M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
141+ 5.47% |
$12.6K - $14.9K
|
2.72K
$294K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
141New |
$12.6K - $14.9K
|
141
$15.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
140+ 1.24% |
$12.5K - $14.8K
|
11.5K
$1.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
139+ 1.24% |
$12.4K - $14.7K
|
11.4K
$1.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
137New |
$12.2K - $14.5K
|
137
$14.8K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
135+ 4.55% |
$12K - $14.3K
|
3.1K
$335K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
124+ 2.08% |
$11K - $13.1K
|
6.08K
$657K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
117+ 1.94% |
$10.4K - $12.4K
|
6.16K
$666K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
117+ 4.49% |
$10.4K - $12.4K
|
2.72K
$294K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
113+ 0.5% |
$10.1K - $12K
|
22.9K
$2.48M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
112+ 0.38% |
$9.98K - $11.9K
|
29.9K
$3.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
110+ 4.37% |
$9.8K - $11.6K
|
2.63K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
107New |
$9.53K - $11.3K
|
107
$11.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
105+ 0.5% |
$9.36K - $11.1K
|
20.9K
$2.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
103+ 4.26% |
$9.18K - $10.9K
|
2.52K
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.25% |
$8.91K - $10.6K
|
39.4K
$4.26M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
99+ 13.75% |
$8.82K - $10.5K
|
819
$88.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
96+ 1.5% |
$8.55K - $10.2K
|
6.51K
$704K
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
91+ 0.22% |
$8.11K - $9.63K
|
40.7K
$4.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
89+ 988.89% |
$7.93K - $9.42K
|
98
$10.6K
|