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 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 0.33% |
$446 - $529
|
1.54K
$181K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 2.67% |
$356 - $423
|
154
$18.1K
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
4+ 0.16% |
$356 - $423
|
2.54K
$299K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 5.63% |
$356 - $423
|
75
$8.83K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 1.36% |
$267 - $317
|
223
$26.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 18.75% |
$267 - $317
|
19
$2.24K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3+ 0.05% |
$267 - $317
|
6.13K
$721K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.04% |
$178 - $212
|
4.71K
$555K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
2+ 5.56% |
$178 - $212
|
38
$4.47K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.58% |
$178 - $212
|
348
$41K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2New |
$178 - $212
|
2
$236
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2+ 0.75% |
$178 - $212
|
270
$31.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
2+ 0.0% |
$178 - $212
|
50.5K
$5.94M
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.2% |
$89.1 - $106
|
505
$59.5K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 100.0% |
$89.1 - $106
|
2
$236
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$89.1 - $106
|
1
$118
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
1+ 0.02% |
$89.1 - $106
|
4.13K
$486K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 2.7% |
$89.1 - $106
|
38
$4.47K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.51% |
$89.1 - $106
|
199
$23.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.02% |
$89.1 - $106
|
4.15K
$489K
|
|
|
Nov 14, 2024
Q3 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 1.82% |
$89.1 - $106
|
54
$6.36K
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-6- 0.17% |
$535 - $635
|
3.55K
$418K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-8- 0.08% |
$713 - $847
|
9.98K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-8- 0.18% |
$713 - $847
|
4.51K
$532K
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
SELL
|
- |
-9- 0.2% |
$802 - $952
|
4.54K
$534K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10- 27.03% |
$891 - $1.06K
|
27
$3.18K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-10- 0.42% |
$891 - $1.06K
|
2.35K
$277K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-11- 21.57% |
$980 - $1.16K
|
40
$4.71K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-12- 66.67% |
$1.07K - $1.27K
|
6
$707
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-18- 1.55% |
$1.6K - $1.9K
|
1.14K
$135K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-25- 0.76% |
$2.23K - $2.65K
|
3.26K
$384K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-29- 0.31% |
$2.58K - $3.07K
|
9.4K
$1.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-30- 0.54% |
$2.67K - $3.17K
|
5.53K
$652K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-31- 1.26% |
$2.76K - $3.28K
|
2.43K
$286K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-31- 0.41% |
$2.76K - $3.28K
|
7.5K
$884K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-32- 0.43% |
$2.85K - $3.39K
|
7.34K
$864K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-33- 7.22% |
$2.94K - $3.49K
|
424
$49.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-36- 0.95% |
$3.21K - $3.81K
|
3.76K
$443K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-37- 0.99% |
$3.3K - $3.92K
|
3.69K
$434K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-41- 1.14% |
$3.65K - $4.34K
|
3.55K
$418K
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-42- 0.65% |
$3.74K - $4.44K
|
6.37K
$751K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-44- 2.99% |
$3.92K - $4.66K
|
1.43K
$168K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-44- 43.56% |
$3.92K - $4.66K
|
57
$6.71K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-48- 6.59% |
$4.28K - $5.08K
|
680
$80.1K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-60- 0.03% |
$5.35K - $6.35K
|
227K
$26.7M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-64- 6.99% |
$5.7K - $6.77K
|
852
$100K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-64- 1.42% |
$5.7K - $6.77K
|
4.43K
$522K
|