Dutch Bros Inc. BROS
Institutional shares held
88.1 Million
1.23M
calls
1.15M
puts
Total value of holdings
$3.33B
$46.3M
calls
$43.6M
puts
Market Cap
$1.49B
39,558,000
Shares Out.
Institutional ownership
222.68%
# of Institutions
299
We take great care to ensure that the data presented and summarized in this overview for Dutch Bros Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding BROS
View all-
Tsg Consumer Partners LP Larkspur, CA30.6MShares$1.15 Billion63.67% of portfolio
-
Vanguard Group Inc Valley Forge, PA6.41MShares$242 Million0.0% of portfolio
-
Ken Griffin Citadel Advisors LLC | Chicago, Il4.85MShares$183 Million0.03% of portfolio
-
T. Rowe Price Investment Management, Inc. Baltimore, MD3.8MShares$144 Million0.08% of portfolio
-
Marshall Wace, LLP London, X03.43MShares$130 Million0.18% of portfolio
-
Balyasny Asset Management LLC Chicago, IL2.9MShares$110 Million0.17% of portfolio
-
Driehaus Capital Management LLC Chicago, IL2.02MShares$76.4 Million0.73% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.49MShares$56.4 Million0.01% of portfolio
-
Israel Englander Millennium Management LLC | New York, Ny1.43MShares$54.1 Million0.02% of portfolio
-
American Century Companies Inc Kansas City, MO1.4MShares$52.9 Million0.03% of portfolio
Latest Institutional Activity in BROS
Top Purchases
Top Sells
About BROS
Dutch Bros Inc. operates and franchises drive-thru shops. It offers Dutch Bros hot and cold espresso-based beverages, and cold brew coffee products, as well as Blue Rebel energy drinks, tea, lemonade, smoothies, and other beverages through company-operated shops and online channels. As of May 11, 2022, it operated 572 drive-thru coffee locations across 12 states in the United States. The company was founded in 1992 and is headquartered in Grants Pass, Oregon.
Insider Transactions at BROS
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
May 14
2024
|
Stephen Gillett Director |
BUY
Exercise of conversion of derivative security
|
Direct |
938
+6.42%
|
-
|
|
May 14
2024
|
Kathryn George Director |
BUY
Exercise of conversion of derivative security
|
Direct |
938
+9.17%
|
-
|
|
May 14
2024
|
Thomas James Davis Director |
BUY
Exercise of conversion of derivative security
|
Direct |
938
+9.17%
|
-
|
|
May 14
2024
|
Sean B.A. Sullivan Director |
BUY
Exercise of conversion of derivative security
|
Direct |
1,612
+50.0%
|
-
|
|
May 14
2024
|
C. David Cone Director |
BUY
Exercise of conversion of derivative security
|
Direct |
1,612
+50.0%
|
-
|
|
May 14
2024
|
Ann M Miller Director |
BUY
Exercise of conversion of derivative security
|
Direct |
938
+12.62%
|
-
|
|
May 14
2024
|
Travis Boersma Executive Chairman of Board |
SELL
Open market or private sale
|
Indirect |
136,875
-3.58%
|
$4,927,500
$36.13 P/Share
|
|
May 14
2024
|
Dm Individual Aggregator, LLC > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
22,468
-1.75%
|
$808,848
$36.09 P/Share
|
|
May 14
2024
|
Dm Trust Aggregator, LLC > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
114,407
-5.4%
|
$4,118,652
$36.16 P/Share
|
|
May 13
2024
|
Tsg7 A Management LLC |
SELL
Open market or private sale
|
Indirect |
13,166,227
-99.95%
|
$447,651,718
$34.65 P/Share
|
|
May 13
2024
|
Tsg7 A Management LLC |
BUY
Conversion of derivative security
|
Indirect |
13,166,227
+49.99%
|
-
|
|
May 13
2024
|
Tsg7 A Management LLC |
SELL
Other acquisition or disposition
|
Indirect |
10,996,259
-28.71%
|
-
|
|
May 13
2024
|
Dm Individual Aggregator, LLC > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
27,224
-2.08%
|
$980,064
$36.02 P/Share
|
|
May 13
2024
|
Travis Boersma Executive Chairman of Board |
SELL
Open market or private sale
|
Indirect |
54,359
-1.67%
|
$1,956,924
$36.02 P/Share
|
|
May 13
2024
|
Dm Trust Aggregator, LLC > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
27,135
-1.27%
|
$976,860
$36.02 P/Share
|
|
May 10
2024
|
Dm Individual Aggregator, LLC > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
57,692
-4.22%
|
$2,076,912
$36.03 P/Share
|
|
May 10
2024
|
Travis Boersma Executive Chairman of Board |
SELL
Open market or private sale
|
Indirect |
115,278
-3.42%
|
$4,150,008
$36.03 P/Share
|
|
May 10
2024
|
Dm Trust Aggregator, LLC > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
57,586
-2.62%
|
$2,073,096
$36.03 P/Share
|
|
Apr 19
2024
|
Dm Individual Aggregator, LLC > 10% Shareholder |
SELL
Conversion of derivative security
|
Direct |
694,220
-3.03%
|
-
|
|
Apr 19
2024
|
Dm Individual Aggregator, LLC > 10% Shareholder |
BUY
Conversion of derivative security
|
Direct |
694,220
+33.69%
|
-
|
Last 12 Months Summary
Buy / Acquisition
49.2M
Shares
From
15
Insiders
| Exercise of conversion of derivative security | 21K shares |
|---|---|
| Bona fide gift | 170K shares |
| Conversion of derivative security | 49M shares |
| Open market or private purchase | 751 shares |
Sell / Disposition
85.3M
Shares
From
12
Insiders
| Bona fide gift | 170K shares |
|---|---|
| Open market or private sale | 42.9M shares |
| Other acquisition or disposition | 29.3M shares |
| Conversion of derivative security | 12.9M shares |