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 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
46+ 7.0% |
$4.64K - $5.22K
|
703
$64.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
45+ 0.26% |
$4.54K - $5.1K
|
17.5K
$1.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
45+ 19.48% |
$4.54K - $5.1K
|
276
$25.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
42+ 4.77% |
$4.24K - $4.76K
|
923
$85.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
41+ 0.66% |
$4.14K - $4.65K
|
6.21K
$572K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
40New |
$4.04K - $4.54K
|
40
$3.69K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
39+ 1.45% |
$3.94K - $4.42K
|
2.73K
$252K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
37+ 1.68% |
$3.73K - $4.2K
|
2.23K
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
35+ 0.85% |
$3.53K - $3.97K
|
4.16K
$384K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
34+ 0.08% |
$3.43K - $3.86K
|
41.7K
$3.84M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
33+ 1.53% |
$3.33K - $3.74K
|
2.18K
$201K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
32+ 0.43% |
$3.23K - $3.63K
|
7.54K
$695K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
32+ 457.14% |
$3.23K - $3.63K
|
39
$3.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
30+ 0.82% |
$3.03K - $3.4K
|
3.68K
$339K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
29+ 0.84% |
$2.93K - $3.29K
|
3.49K
$322K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
29New |
$2.93K - $3.29K
|
29
$2.67K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
27+ 0.84% |
$2.73K - $3.06K
|
3.24K
$299K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
27+ 0.67% |
$2.73K - $3.06K
|
4.06K
$374K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26+ 0.07% |
$2.62K - $2.95K
|
37.9K
$3.49M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26+ 0.19% |
$2.62K - $2.95K
|
13.9K
$1.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
25New |
$2.52K - $2.84K
|
25
$2.31K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
25+ 0.95% |
$2.52K - $2.84K
|
2.66K
$245K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
23+ 0.75% |
$2.32K - $2.61K
|
3.11K
$286K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
22+ 1.1% |
$2.22K - $2.5K
|
2.03K
$187K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
22+ 0.8% |
$2.22K - $2.5K
|
2.77K
$255K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
21+ 6.4% |
$2.12K - $2.38K
|
349
$32.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
21+ 0.05% |
$2.12K - $2.38K
|
42.1K
$3.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
19New |
$1.92K - $2.15K
|
19
$1.75K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
19New |
$1.92K - $2.15K
|
19
$1.75K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
18+ 0.57% |
$1.82K - $2.04K
|
3.15K
$290K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
17New |
$1.72K - $1.93K
|
17
$1.57K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14+ 18.67% |
$1.41K - $1.59K
|
89
$8.21K
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
BUY
|
- |
12+ 0.33% |
$1.21K - $1.36K
|
3.67K
$338K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11+ 0.53% |
$1.11K - $1.25K
|
2.1K
$194K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
11+ 64.71% |
$1.11K - $1.25K
|
28
$2.58K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
10+ 0.36% |
$1.01K - $1.13K
|
2.8K
$258K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 21.62% |
$807 - $907
|
45
$4.15K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8New |
$807 - $907
|
8
$738
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
8+ 0.15% |
$807 - $907
|
5.37K
$495K
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
8+ 0.11% |
$807 - $907
|
7.36K
$679K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
6New |
$606 - $681
|
6
$553
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
6+ 0.13% |
$606 - $681
|
4.63K
$427K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
6+ 1.3% |
$606 - $681
|
466
$43K
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
6+ 5.61% |
$606 - $681
|
113
$10.4K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
6+ 15.79% |
$606 - $681
|
44
$4.06K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
5New |
$505 - $567
|
5
$461
|
|
|
Aug 21, 2025
Q4 2024
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
5New |
$505 - $567
|
5
$461
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
5+ 0.21% |
$505 - $567
|
2.43K
$224K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
5+ 0.14% |
$505 - $567
|
3.55K
$327K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
5New |
$505 - $567
|
5
$461
|