Purchases and Sales Made in Q4 2022 in Brown & Brown, Inc. (BRO)
This table provides information about the institutional ownership of Brown & Brown, Inc. (BRO) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
9+ 0.03% |
$495 - $573
|
33.5K
$3.48M
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
8+ 0.04% |
$440 - $510
|
19.5K
$2.02M
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7+ 36.84% |
$385 - $446
|
26
$2.7K
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5+ 13.16% |
$275 - $319
|
43
$4.47K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5New |
$275 - $319
|
5
$519
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 16.0% |
$220 - $255
|
29
$3.01K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 13.33% |
$220 - $255
|
34
$3.53K
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2+ 0.06% |
$110 - $127
|
3.51K
$364K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2New |
$110 - $127
|
2
$208
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1+ 1.79% |
$55.1 - $63.7
|
57
$5.92K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 8.33% |
$55.1 - $63.7
|
11
$1.14K
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2- 0.92% |
$110 - $127
|
215
$22.3K
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-3- 4.11% |
$165 - $191
|
70
$7.27K
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-5- 7.94% |
$275 - $319
|
58
$6.02K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-8- 0.57% |
$440 - $510
|
1.39K
$145K
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-11- 3.21% |
$606 - $701
|
332
$34.5K
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-15- 0.31% |
$826 - $956
|
4.75K
$493K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-19- 44.19% |
$1.05K - $1.21K
|
24
$2.49K
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-21- 0.2% |
$1.16K - $1.34K
|
10.6K
$1.1M
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-23- 33.33% |
$1.27K - $1.47K
|
46
$4.78K
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-34- 0.38% |
$1.87K - $2.17K
|
8.93K
$927K
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-37- 11.49% |
$2.04K - $2.36K
|
285
$29.6K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-44- 24.18% |
$2.42K - $2.8K
|
138
$14.3K
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-49Closed |
$2.7K - $3.12K
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-65- 0.07% |
$3.58K - $4.14K
|
95K
$9.86M
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-75- 58.14% |
$4.13K - $4.78K
|
54
$5.61K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-77- 13.23% |
$4.24K - $4.91K
|
505
$52.4K
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-100- 2.56% |
$5.51K - $6.37K
|
3.81K
$396K
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-112- 2.32% |
$6.17K - $7.14K
|
4.71K
$489K
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-114- 64.04% |
$6.28K - $7.26K
|
64
$6.65K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-122- 1.49% |
$6.72K - $7.77K
|
8.06K
$837K
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-126- 0.25% |
$6.94K - $8.03K
|
49.5K
$5.14M
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-130- 9.63% |
$7.16K - $8.28K
|
1.22K
$127K
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-169- 3.38% |
$9.3K - $10.8K
|
4.84K
$502K
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-201- 0.03% |
$11.1K - $12.8K
|
611K
$63.5M
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-203- 8.61% |
$11.2K - $12.9K
|
2.16K
$224K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-208- 8.88% |
$11.5K - $13.3K
|
2.14K
$222K
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-218- 1.16% |
$12K - $13.9K
|
18.6K
$1.93M
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-218- 1.14% |
$12K - $13.9K
|
18.9K
$1.96M
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-219- 0.44% |
$12.1K - $14K
|
49.1K
$5.1M
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-224- 4.89% |
$12.3K - $14.3K
|
4.35K
$452K
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-233- 0.9% |
$12.8K - $14.8K
|
25.6K
$2.66M
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-238- 0.69% |
$13.1K - $15.2K
|
34.3K
$3.56M
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-241- 1.54% |
$13.3K - $15.4K
|
15.4K
$1.6M
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-245- 32.03% |
$13.5K - $15.6K
|
520
$54K
|
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-261- 3.54% |
$14.4K - $16.6K
|
7.11K
$738K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-267- 4.92% |
$14.7K - $17K
|
5.17K
$536K
|
|
Jan 17, 2023
Q4 2022
|
First Financial Corp
|
SELL
|
- |
-298- 80.11% |
$16.4K - $19K
|
74
$7.68K
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-308- 7.07% |
$17K - $19.6K
|
4.05K
$420K
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-345- 2.53% |
$19K - $22K
|
13.3K
$1.38M
|