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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
86+ 1.27% |
$7.66K - $9.1K
|
6.86K
$807K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
84New |
$7.49K - $8.89K
|
84
$9.89K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
81+ 21.37% |
$7.22K - $8.57K
|
460
$54.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
79+ 31.73% |
$7.04K - $8.36K
|
328
$38.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
73+ 0.6% |
$6.51K - $7.72K
|
12.3K
$1.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
73+ 2.43% |
$6.51K - $7.72K
|
3.08K
$363K
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
72+ 3.02% |
$6.42K - $7.62K
|
2.46K
$289K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
70New |
$6.24K - $7.41K
|
70
$8.24K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
68+ 1.31% |
$6.06K - $7.2K
|
5.27K
$620K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
68+ 2.14% |
$6.06K - $7.2K
|
3.24K
$381K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
61+ 28.77% |
$5.44K - $6.46K
|
273
$32.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
61+ 0.76% |
$5.44K - $6.46K
|
8.12K
$956K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
60+ 1.63% |
$5.35K - $6.35K
|
3.75K
$441K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
50+ 3.26% |
$4.46K - $5.29K
|
1.59K
$187K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
47+ 5.48% |
$4.19K - $4.97K
|
905
$107K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
44New |
$3.92K - $4.66K
|
44
$5.18K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
44New |
$3.92K - $4.66K
|
44
$5.18K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
43New |
$3.83K - $4.55K
|
43
$5.06K
|
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
42+ 1.76% |
$3.74K - $4.44K
|
2.42K
$285K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
41New |
$3.65K - $4.34K
|
41
$4.83K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
41+ 0.07% |
$3.65K - $4.34K
|
57K
$6.71M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
40+ 6.18% |
$3.56K - $4.23K
|
687
$80.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
39+ 0.58% |
$3.48K - $4.13K
|
6.82K
$803K
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
35+ 0.97% |
$3.12K - $3.7K
|
3.66K
$431K
|
|
|
Jan 30, 2025
Q3 2024
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
34+ 0.09% |
$3.03K - $3.6K
|
38.2K
$4.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
30+ 0.44% |
$2.67K - $3.17K
|
6.89K
$811K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
28+ 0.14% |
$2.5K - $2.96K
|
19.5K
$2.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
25New |
$2.23K - $2.65K
|
25
$2.94K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
24+ 3.79% |
$2.14K - $2.54K
|
657
$77.4K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
21+ 0.51% |
$1.87K - $2.22K
|
4.12K
$486K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
20+ 0.44% |
$1.78K - $2.12K
|
4.55K
$536K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
18+ 1.89% |
$1.6K - $1.9K
|
971
$114K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
15New |
$1.34K - $1.59K
|
15
$1.77K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
13+ 1.14% |
$1.16K - $1.38K
|
1.15K
$135K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12+ 37.5% |
$1.07K - $1.27K
|
44
$5.18K
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
12+ 0.23% |
$1.07K - $1.27K
|
5.27K
$621K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
11+ 0.32% |
$980 - $1.16K
|
3.46K
$407K
|
|
|
Oct 24, 2024
Q3 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
11+ 0.09% |
$980 - $1.16K
|
11.7K
$1.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 7.69% |
$891 - $1.06K
|
140
$16.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
10+ 6.62% |
$891 - $1.06K
|
161
$19K
|
|
|
Nov 14, 2024
Q3 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
10+ 0.03% |
$891 - $1.06K
|
31.1K
$3.66M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
10New |
$891 - $1.06K
|
10
$1.18K
|
|
|
Oct 18, 2024
Q3 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
8+ 0.11% |
$713 - $847
|
7.36K
$866K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
7+ 5.6% |
$624 - $741
|
132
$15.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
7+ 3.54% |
$624 - $741
|
205
$24.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
6+ 0.13% |
$535 - $635
|
4.62K
$544K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6+ 0.09% |
$535 - $635
|
6.98K
$822K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 15.63% |
$446 - $529
|
37
$4.36K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5New |
$446 - $529
|
5
$589
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
5New |
$446 - $529
|
5
$589
|