Latest Institutional Transactions on Dutch Bros Inc. (BROS)
This table provides information on the latest institutional transactions involving Dutch Bros Inc. (BROS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
122KNew |
$2.81M - $3.89M
|
122K
$7.52M
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
74.7KNew |
$1.7M - $2.51M
|
74.7K
$4.62M
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-1.18K- 2.49% |
$26.9K - $39.6K
|
46.2K
$2.86M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
50+ 20.0% |
$1.14K - $1.68K
|
300
$18.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Park West Asset Management LLC
Larkspur, CA |
BUY
|
- |
165KNew |
$3.76M - $5.54M
|
165K
$10.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
100New |
$2.28K - $3.36K
|
100
$6.19K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
136New |
$3.1K - $4.57K
|
136
$8.41K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
500New |
$11.4K - $16.8K
|
500
$30.9K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
19New |
$494 - $630
|
19
$1.18K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
100New |
$2.6K - $3.32K
|
100
$6.19K
|
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
15.3KNew |
$397K - $506K
|
15.3K
$944K
|
|
|
Aug 14, 2023
Q2 2023
|
Gould Capital, LLC
|
BUY
|
- |
290+ 73.23% |
$7.55K - $9.62K
|
686
$42.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
SELL
|
PUT |
-143K- 93.46% |
$3.72M - $4.74M
|
10K
$619K
|
|
|
Aug 04, 2023
Q2 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
2.43K+ 26.36% |
$63.1K - $80.4K
|
11.6K
$719K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
300New |
$7.81K - $9.95K
|
300
$18.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
32.8KNew |
$853K - $1.09M
|
32.8K
$2.03M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
45New |
$1.17K - $1.49K
|
45
$2.78K
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-200- 6.25% |
$5.2K - $6.63K
|
3K
$186K
|
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
BUY
|
- |
11.2KNew |
$291K - $371K
|
11.2K
$692K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-801- 17.25% |
$20.8K - $26.6K
|
3.84K
$238K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-598- 3.46% |
$16.2K - $24.4K
|
16.7K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
16.8KNew |
$456K - $686K
|
16.8K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
23.7KNew |
$643K - $967K
|
23.7K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
148KNew |
$4.01M - $6.03M
|
148K
$9.14M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
35.7KNew |
$969K - $1.46M
|
35.7K
$2.21M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-155K- 12.07% |
$4.21M - $6.33M
|
1.13M
$69.9M
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
400New |
$10.9K - $16.3K
|
400
$24.7K
|
|
|
May 10, 2023
Q1 2023
|
Harfst & Associates, Inc.
|
BUY
|
- |
6.33KNew |
$172K - $258K
|
6.33K
$391K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
15New |
$407 - $612
|
15
$928
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
900New |
$24.4K - $36.7K
|
900
$55.7K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
24.6KNew |
$669K - $1.01M
|
24.6K
$1.52M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
50New |
$1.36K - $2.04K
|
50
$3.09K
|
|
|
May 04, 2023
Q1 2023
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
1.3K+ 86.89% |
$35.3K - $53K
|
2.79K
$173K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
120New |
$3.26K - $4.9K
|
120
$7.42K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
34K+ 32.88% |
$922K - $1.39M
|
137K
$8.49M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
30New |
$815 - $1.22K
|
30
$1.86K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2.57KNew |
$69.8K - $105K
|
2.57K
$159K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.1KNew |
$330K - $496K
|
12.1K
$752K
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.81KNew |
$217K - $298K
|
7.81K
$483K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
232New |
$6.45K - $8.85K
|
232
$14.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1.45KNew |
$40.2K - $55.2K
|
1.45K
$89.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
4New |
$111 - $153
|
4
$247
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
600New |
$16.7K - $22.9K
|
600
$37.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
235K+ 100.0% |
$6.53M - $8.97M
|
470K
$29.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-449- 5.82% |
$12.5K - $17.1K
|
7.27K
$450K
|
|
|
Feb 08, 2023
Q4 2022
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
31KNew |
$861K - $1.18M
|
31K
$1.92M
|
|
|
Feb 03, 2023
Q4 2022
|
Hodges Capital Management Inc.
|
BUY
|
- |
21.9K+ 169.13% |
$609K - $836K
|
34.9K
$2.16M
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
100New |
$2.78K - $3.82K
|
100
$6.19K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
300New |
$8.34K - $11.4K
|
300
$18.6K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2New |
$55.6 - $76.3
|
2
$124
|
|