Purchases and Sales Made in Q4 2024 in Brown & Brown, Inc. (BRO)
This table provides information about the institutional ownership of Brown & Brown, Inc. (BRO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
113+ 2.48% |
$11.4K - $12.8K
|
4.66K
$506K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
107New |
$10.8K - $12.1K
|
107
$11.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
103+ 122.62% |
$10.4K - $11.7K
|
187
$20.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
103+ 3.37% |
$10.4K - $11.7K
|
3.16K
$343K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
103+ 3.66% |
$10.4K - $11.7K
|
2.92K
$317K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
99+ 2.26% |
$9.99K - $11.2K
|
4.49K
$487K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
90New |
$9.08K - $10.2K
|
90
$9.77K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
87+ 1.65% |
$8.78K - $9.87K
|
5.36K
$582K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
84+ 4.18% |
$8.48K - $9.53K
|
2.09K
$227K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
82+ 83.67% |
$8.28K - $9.3K
|
180
$19.5K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
76+ 3.46% |
$7.67K - $8.62K
|
2.27K
$246K
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
66+ 1.59% |
$6.66K - $7.49K
|
4.22K
$458K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
64+ 0.85% |
$6.46K - $7.26K
|
7.55K
$820K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
60New |
$6.06K - $6.81K
|
60
$6.51K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
55+ 0.6% |
$5.55K - $6.24K
|
9.22K
$1M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
52+ 5.75% |
$5.25K - $5.9K
|
957
$104K
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
52+ 2.02% |
$5.25K - $5.9K
|
2.62K
$285K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
51+ 0.55% |
$5.15K - $5.78K
|
9.34K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
49New |
$4.95K - $5.56K
|
49
$5.32K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
49+ 18.01% |
$4.95K - $5.56K
|
321
$34.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
46+ 1.74% |
$4.64K - $5.22K
|
2.69K
$292K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
46+ 7.0% |
$4.64K - $5.22K
|
703
$76.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
45+ 19.48% |
$4.54K - $5.1K
|
276
$30K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
45+ 0.26% |
$4.54K - $5.1K
|
17.5K
$1.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
41+ 0.66% |
$4.14K - $4.65K
|
6.21K
$674K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
37+ 1.68% |
$3.73K - $4.2K
|
2.23K
$243K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
34+ 0.08% |
$3.43K - $3.86K
|
41.7K
$4.52M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
33+ 1.53% |
$3.33K - $3.74K
|
2.18K
$237K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
32+ 457.14% |
$3.23K - $3.63K
|
39
$4.23K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
29+ 0.84% |
$2.93K - $3.29K
|
3.49K
$379K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
27+ 0.84% |
$2.73K - $3.06K
|
3.24K
$352K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
27+ 0.67% |
$2.73K - $3.06K
|
4.06K
$441K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26+ 0.19% |
$2.62K - $2.95K
|
13.9K
$1.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26+ 0.07% |
$2.62K - $2.95K
|
37.9K
$4.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
25+ 0.95% |
$2.52K - $2.84K
|
2.66K
$288K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
23+ 0.75% |
$2.32K - $2.61K
|
3.11K
$337K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
22+ 1.1% |
$2.22K - $2.5K
|
2.03K
$220K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
21+ 0.05% |
$2.12K - $2.38K
|
42.1K
$4.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
21+ 6.4% |
$2.12K - $2.38K
|
349
$37.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
19New |
$1.92K - $2.15K
|
19
$2.06K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
18+ 0.57% |
$1.82K - $2.04K
|
3.15K
$342K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14+ 18.67% |
$1.41K - $1.59K
|
89
$9.66K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
10+ 0.36% |
$1.01K - $1.13K
|
2.8K
$304K
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
8+ 0.11% |
$807 - $907
|
7.36K
$799K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 21.62% |
$807 - $907
|
45
$4.89K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
8+ 0.15% |
$807 - $907
|
5.37K
$583K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8New |
$807 - $907
|
8
$868
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
6+ 15.79% |
$606 - $681
|
44
$4.78K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
6New |
$606 - $681
|
6
$651
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
5+ 0.14% |
$505 - $567
|
3.55K
$385K
|