Purchases and Sales Made in Q4 2021 in Brown & Brown, Inc. (BRO)
This table provides information about the institutional ownership of Brown & Brown, Inc. (BRO) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
848New |
$48.5K - $59.6K
|
848
$88.1K
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
832+ 10400.0% |
$47.6K - $58.5K
|
840
$87.2K
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
801+ 36.95% |
$45.8K - $56.3K
|
2.97K
$308K
|
|
Feb 11, 2022
Q4 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
800+ 9.67% |
$45.7K - $56.2K
|
9.07K
$942K
|
|
Feb 03, 2022
Q4 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
797+ 6.01% |
$45.6K - $56K
|
14.1K
$1.46M
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
796New |
$45.5K - $55.9K
|
796
$82.7K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
668+ 310.7% |
$38.2K - $46.9K
|
883
$91.7K
|
|
Jan 28, 2022
Q4 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
665+ 12.6% |
$38K - $46.7K
|
5.94K
$617K
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
624+ 4.55% |
$35.7K - $43.9K
|
14.3K
$1.49M
|
|
Jan 20, 2022
Q4 2021
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
610+ 4.86% |
$34.9K - $42.9K
|
13.2K
$1.37M
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
595New |
$34K - $41.8K
|
595
$61.8K
|
|
Feb 10, 2022
Q4 2021
|
Jsf Financial, LLC
|
BUY
|
- |
591+ 10.34% |
$33.8K - $41.5K
|
6.31K
$655K
|
|
Jan 12, 2022
Q4 2021
|
West Oak Capital, LLC
|
BUY
|
- |
550New |
$31.4K - $38.7K
|
550
$57.1K
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
538New |
$30.8K - $37.8K
|
538
$55.9K
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
535+ 0.44% |
$30.6K - $37.6K
|
121K
$12.6M
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
530+ 1.96% |
$30.3K - $37.2K
|
27.5K
$2.86M
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
530+ 14.11% |
$30.3K - $37.2K
|
4.29K
$445K
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
528+ 11.98% |
$30.2K - $37.1K
|
4.94K
$513K
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
480+ 0.45% |
$27.4K - $33.7K
|
107K
$11.1M
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
458+ 7.78% |
$26.2K - $32.2K
|
6.34K
$659K
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
442+ 0.73% |
$25.3K - $31.1K
|
60.6K
$6.29M
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
427New |
$24.4K - $30K
|
427
$44.3K
|
|
Feb 14, 2022
Q4 2021
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
400New |
$22.9K - $28.1K
|
400
$41.5K
|
|
Feb 14, 2022
Q4 2021
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
385New |
$22K - $27.1K
|
385
$40K
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
370+ 1088.24% |
$21.2K - $26K
|
404
$42K
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
367+ 1.1% |
$21K - $25.8K
|
33.7K
$3.5M
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
364+ 3.56% |
$20.8K - $25.6K
|
10.6K
$1.1M
|
|
Feb 14, 2022
Q4 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
350+ 0.4% |
$20K - $24.6K
|
88.2K
$9.16M
|
|
Feb 14, 2022
Q4 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
323+ 1.28% |
$18.5K - $22.7K
|
25.6K
$2.66M
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
309+ 0.75% |
$17.7K - $21.7K
|
41.8K
$4.34M
|
|
Jan 27, 2022
Q4 2021
|
State Of Michigan Retirement System
|
BUY
|
- |
300+ 0.51% |
$17.2K - $21.1K
|
59K
$6.13M
|
|
Feb 14, 2022
Q4 2021
|
Ossiam
Paris, I0 |
BUY
|
- |
261+ 2.53% |
$14.9K - $18.3K
|
10.6K
$1.1M
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
224+ 0.66% |
$12.8K - $15.7K
|
34.4K
$3.57M
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
209+ 0.27% |
$12K - $14.7K
|
78.7K
$8.17M
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
207New |
$11.8K - $14.5K
|
207
$21.5K
|
|
Feb 03, 2022
Q4 2021
|
Xcel Wealth Management, LLC
|
BUY
|
- |
200+ 3.32% |
$11.4K - $14.1K
|
6.23K
$647K
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
195+ 1.83% |
$11.2K - $13.7K
|
10.9K
$1.13M
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
189+ 0.76% |
$10.8K - $13.3K
|
25.1K
$2.61M
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
172New |
$9.83K - $12.1K
|
172
$17.9K
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
171+ 4.54% |
$9.78K - $12K
|
3.94K
$409K
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
170+ 3.47% |
$9.72K - $11.9K
|
5.07K
$526K
|
|
Jan 26, 2022
Q4 2021
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
167+ 0.75% |
$9.55K - $11.7K
|
22.5K
$2.34M
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
167+ 0.47% |
$9.55K - $11.7K
|
36K
$3.74M
|
|
Feb 14, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
154+ 3.95% |
$8.81K - $10.8K
|
4.05K
$420K
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
151+ 65.94% |
$8.63K - $10.6K
|
380
$39.5K
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
149+ 2.43% |
$8.52K - $10.5K
|
6.28K
$652K
|
|
Feb 15, 2022
Q4 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
140+ 2.44% |
$8.01K - $9.84K
|
5.87K
$609K
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
139New |
$7.95K - $9.77K
|
139
$14.4K
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
132+ 0.45% |
$7.55K - $9.28K
|
29.4K
$3.06M
|
|
Jan 07, 2022
Q4 2021
|
Somerset Trust CO
|
BUY
|
- |
113+ 1.81% |
$6.46K - $7.94K
|
6.35K
$659K
|