Purchases and Sales Made in Q4 2023 in Brown & Brown, Inc. (BRO)
This table provides information about the institutional ownership of Brown & Brown, Inc. (BRO) during Q4 2023. 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 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 2.13% |
$66.8 - $75.8
|
48
$4.98K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1+ 0.12% |
$66.8 - $75.8
|
848
$88.1K
|
|
|
Feb 15, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 2.63% |
$66.8 - $75.8
|
37
$3.84K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 1.32% |
$134 - $152
|
150
$15.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3- 0.18% |
$200 - $227
|
1.66K
$173K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-5- 0.07% |
$334 - $379
|
6.74K
$700K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6- 0.14% |
$401 - $455
|
4.44K
$461K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-8- 0.09% |
$534 - $606
|
9.32K
$968K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-9- 0.16% |
$601 - $682
|
5.76K
$598K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-10- 41.67% |
$668 - $758
|
14
$1.45K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-15- 0.06% |
$1K - $1.14K
|
24.8K
$2.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-16- 0.37% |
$1.07K - $1.21K
|
4.36K
$452K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-19- 0.4% |
$1.27K - $1.44K
|
4.71K
$489K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-20- 0.24% |
$1.34K - $1.52K
|
8.42K
$874K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-23- 0.02% |
$1.54K - $1.74K
|
123K
$12.8M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-23- 6.39% |
$1.54K - $1.74K
|
337
$35K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-33- 1.07% |
$2.2K - $2.5K
|
3.05K
$317K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-36- 2.91% |
$2.4K - $2.73K
|
1.2K
$125K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-37- 0.47% |
$2.47K - $2.8K
|
7.9K
$820K
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-46- 1.25% |
$3.07K - $3.49K
|
3.62K
$376K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-51- 0.1% |
$3.41K - $3.86K
|
50K
$5.19M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-56- 49.56% |
$3.74K - $4.24K
|
57
$5.92K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-60- 1.06% |
$4.01K - $4.55K
|
5.59K
$581K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-65- 8.64% |
$4.34K - $4.93K
|
687
$71.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-66- 0.34% |
$4.41K - $5K
|
19.2K
$1.99M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-72- 11.01% |
$4.81K - $5.46K
|
582
$60.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-88- 0.22% |
$5.88K - $6.67K
|
40.7K
$4.22M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-95- 1.89% |
$6.34K - $7.2K
|
4.94K
$513K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-100- 1.74% |
$6.68K - $7.58K
|
5.65K
$587K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-100- 76.92% |
$6.68K - $7.58K
|
30
$3.12K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-103- 13.98% |
$6.88K - $7.8K
|
634
$65.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-115- 2.42% |
$7.68K - $8.71K
|
4.65K
$482K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-125- 1.28% |
$8.35K - $9.47K
|
9.61K
$998K
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
SELL
|
- |
-133- 1.16% |
$8.88K - $10.1K
|
11.3K
$1.18M
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-133- 9.72% |
$8.88K - $10.1K
|
1.24K
$128K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-140- 0.41% |
$9.35K - $10.6K
|
33.6K
$3.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-183- 0.59% |
$12.2K - $13.9K
|
31K
$3.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-200- 0.5% |
$13.4K - $15.2K
|
39.5K
$4.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-213- 0.69% |
$14.2K - $16.1K
|
30.6K
$3.18M
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-230- 2.19% |
$15.4K - $17.4K
|
10.3K
$1.07M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-238- 33.71% |
$15.9K - $18K
|
468
$48.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-248- 5.39% |
$16.6K - $18.8K
|
4.35K
$452K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-250- 0.79% |
$16.7K - $18.9K
|
31.5K
$3.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Lindenwold Advisors
|
SELL
|
- |
-251- 2.69% |
$16.8K - $19K
|
9.08K
$943K
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-252- 1.83% |
$16.8K - $19.1K
|
13.5K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-263- 7.3% |
$17.6K - $19.9K
|
3.34K
$347K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-269- 6.71% |
$18K - $20.4K
|
3.74K
$389K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-271- 5.69% |
$18.1K - $20.5K
|
4.49K
$466K
|