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 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.68% |
$5.72K - $7.03K
|
14.7K
$1.53M
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.24% |
$5.72K - $7.03K
|
42.4K
$4.41M
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
91New |
$5.2K - $6.4K
|
91
$9.45K
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
87New |
$4.97K - $6.11K
|
87
$9.03K
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
84+ 233.33% |
$4.8K - $5.9K
|
120
$12.5K
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
61New |
$3.49K - $4.29K
|
61
$6.33K
|
|
Jan 24, 2022
Q4 2021
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
51+ 1.14% |
$2.92K - $3.58K
|
4.54K
$471K
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
BUY
|
- |
42+ 105.0% |
$2.4K - $2.95K
|
82
$8.52K
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
41+ 0.88% |
$2.34K - $2.88K
|
4.7K
$488K
|
|
Jan 19, 2022
Q4 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
40+ 0.92% |
$2.29K - $2.81K
|
4.41K
$458K
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
40+ 0.89% |
$2.29K - $2.81K
|
4.55K
$472K
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
36New |
$2.06K - $2.53K
|
36
$3.74K
|
|
Jan 25, 2022
Q4 2021
|
Sepio Capital, LP
|
BUY
|
- |
36+ 0.12% |
$2.06K - $2.53K
|
30.2K
$3.14M
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
31+ 25.41% |
$1.77K - $2.18K
|
153
$15.9K
|
|
Feb 09, 2022
Q4 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
30+ 0.56% |
$1.72K - $2.11K
|
5.42K
$562K
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
25+ 3.8% |
$1.43K - $1.76K
|
683
$70.9K
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
25+ 5.8% |
$1.43K - $1.76K
|
456
$47.4K
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
24New |
$1.37K - $1.69K
|
24
$2.49K
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
20+ 3.5% |
$1.14K - $1.41K
|
592
$61.5K
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
16+ 5.54% |
$915 - $1.12K
|
305
$31.7K
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
16+ 17.98% |
$915 - $1.12K
|
105
$10.9K
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
13+ 0.07% |
$743 - $914
|
18K
$1.87M
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
6New |
$343 - $422
|
6
$623
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
6New |
$343 - $422
|
6
$623
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
6+ 2.21% |
$343 - $422
|
278
$28.9K
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
5New |
$286 - $351
|
5
$519
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4New |
$229 - $281
|
4
$415
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
1+ 0.1% |
$57.2 - $70.3
|
973
$101K
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-8- 0.18% |
$457 - $562
|
4.44K
$461K
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-27- 1.96% |
$1.54K - $1.9K
|
1.35K
$141K
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-33- 1.95% |
$1.89K - $2.32K
|
1.66K
$172K
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-58- 1.57% |
$3.32K - $4.08K
|
3.64K
$378K
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-61- 1.2% |
$3.49K - $4.29K
|
5.02K
$521K
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-70Closed |
$4K - $4.92K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-71- 0.67% |
$4.06K - $4.99K
|
10.5K
$1.1M
|
|
Jan 27, 2022
Q4 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-74- 1.86% |
$4.23K - $5.2K
|
3.91K
$406K
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-87Closed |
$4.97K - $6.11K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
SELL
|
- |
-98- 0.23% |
$5.6K - $6.89K
|
41.6K
$4.32M
|
|
Feb 10, 2022
Q4 2021
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-100- 1.36% |
$5.72K - $7.03K
|
7.27K
$755K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-131- 3.83% |
$7.49K - $9.21K
|
3.29K
$341K
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-132- 2.46% |
$7.55K - $9.28K
|
5.24K
$545K
|
|
Feb 14, 2022
Q4 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-143- 0.38% |
$8.18K - $10.1K
|
37.1K
$3.85M
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-145- 1.19% |
$8.29K - $10.2K
|
12K
$1.25M
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-164- 1.06% |
$9.38K - $11.5K
|
15.3K
$1.59M
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-183Closed |
$10.5K - $12.9K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-188- 0.85% |
$10.7K - $13.2K
|
21.9K
$2.28M
|
|
Feb 14, 2022
Q4 2021
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-195- 3.18% |
$11.2K - $13.7K
|
5.93K
$616K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-202Closed |
$11.6K - $14.2K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-222- 3.03% |
$12.7K - $15.6K
|
7.1K
$737K
|
|
Feb 14, 2022
Q4 2021
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-300- 0.76% |
$17.2K - $21.1K
|
39.1K
$4.06M
|