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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
815New |
$25K - $45.5K
|
815
$53.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
67+ 1116.67% |
$2.06K - $3.74K
|
73
$4.79K
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
8.62KNew |
$265K - $481K
|
8.62K
$565K
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
4.61KNew |
$142K - $257K
|
4.61K
$303K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
8.2KNew |
$252K - $458K
|
8.2K
$538K
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
70KNew |
$2.15M - $3.9M
|
70K
$4.59M
|
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-11.4K- 32.46% |
$349K - $635K
|
23.7K
$1.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-268K- 42.78% |
$8.24M - $15M
|
359K
$23.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
34.4K+ 196.43% |
$1.06M - $1.92M
|
52K
$3.41M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
3New |
$92.2 - $167
|
3
$197
|
|
|
Feb 10, 2025
Q4 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
53.8K+ 15.9% |
$1.65M - $3.01M
|
393K
$25.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
5.23KNew |
$161K - $292K
|
5.23K
$344K
|
|
|
Feb 10, 2025
Q4 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
5.74KNew |
$176K - $320K
|
5.74K
$376K
|
|
|
Feb 07, 2025
Q4 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
14.2KNew |
$438K - $795K
|
14.2K
$935K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-5.8K- 10.12% |
$178K - $324K
|
51.5K
$3.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
34.7KNew |
$1.06M - $1.94M
|
34.7K
$2.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
1.14KNew |
$35.1K - $63.7K
|
1.14K
$74.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-100- 17.39% |
$3.07K - $5.58K
|
475
$31.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
100New |
$3.07K - $5.58K
|
100
$6.56K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
52New |
$1.6K - $2.9K
|
52
$3.41K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1.56K- 23.93% |
$48K - $87.2K
|
4.97K
$326K
|
|
|
Jan 27, 2025
Q4 2024
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
10.3KNew |
$316K - $575K
|
10.3K
$676K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
5.4KNew |
$166K - $301K
|
5.4K
$354K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
236New |
$7.25K - $13.2K
|
236
$15.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
38+ 73.08% |
$1.17K - $2.12K
|
90
$5.91K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
470New |
$14.4K - $26.2K
|
470
$30.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-350- 32.08% |
$10.8K - $19.5K
|
741
$48.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Hedges Asset Management LLC
|
SELL
|
- |
-300- 2.63% |
$9.22K - $16.7K
|
11.1K
$729K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-70- 5.46% |
$2.15K - $3.91K
|
1.21K
$79.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
200New |
$6.14K - $11.2K
|
200
$13.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.15KNew |
$35.2K - $64K
|
1.15K
$75.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
255New |
$7.83K - $14.2K
|
255
$16.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
84New |
$2.58K - $4.69K
|
84
$5.51K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
5.28KNew |
$162K - $295K
|
5.28K
$347K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.71K- 26.69% |
$52.5K - $95.5K
|
4.7K
$308K
|
|
| Q3 2024 | |||||||
|
May 07, 2025
Q3 2024
|
Symmetry Investments LP
|
BUY
|
- |
29.1KNew |
$847K - $1.25M
|
29.1K
$1.91M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.56KNew |
$45.5K - $67K
|
1.56K
$103K
|
|
|
Nov 15, 2024
Q3 2024
|
Bullseye Asset Management LLC
Denver, CO |
BUY
|
- |
2K+ 33.33% |
$58.2K - $85.6K
|
8K
$525K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3New |
$87.3 - $128
|
3
$197
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-94- 24.74% |
$2.74K - $4.02K
|
286
$18.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
80New |
$2.33K - $3.42K
|
80
$5.25K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
10.4KNew |
$303K - $445K
|
10.4K
$683K
|
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
6.97KNew |
$203K - $298K
|
6.97K
$458K
|
|
|
Nov 14, 2024
Q3 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
33.5KNew |
$975K - $1.43M
|
33.5K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
19.9KNew |
$579K - $852K
|
19.9K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Candlestick Capital Management LP
Greenwich, CT |
SELL
|
- |
-1.15M- 74.77% |
$33.4M - $49.2M
|
387K
$25.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
231KNew |
$6.71M - $9.87M
|
231K
$15.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
18.7KNew |
$545K - $802K
|
18.7K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-5.71K- 43.89% |
$166K - $245K
|
7.3K
$479K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
80New |
$2.33K - $3.42K
|
80
$5.25K
|
|