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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2022
Q2 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-42.2KClosed |
$1.06M - $2.43M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-775Closed |
$19.5K - $44.7K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-4KClosed |
$100K - $231K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
65New |
$1.63K - $3.75K
|
65
$4.32K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.53KClosed |
$38.4K - $88.2K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Wealth Management Partners, LLC
|
BUY
|
CALL |
1KNew |
$25.1K - $57.7K
|
1K
$66.5K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-204Closed |
$5.12K - $11.8K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
100New |
$2.51K - $5.77K
|
100
$6.65K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
200New |
$5.02K - $11.5K
|
200
$13.3K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
100New |
$2.51K - $5.77K
|
100
$6.65K
|
|
|
Jul 12, 2022
Q2 2022
|
Fny Investment Advisers, LLC
|
SELL
|
PUT |
-15Closed |
$377 - $865
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-300Closed |
$7.53K - $17.3K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
25+ 7.69% |
$628 - $1.44K
|
350
$23.3K
|
|
| Q1 2022 | |||||||
|
Jun 28, 2024
Q1 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
185New |
$7.64K - $11.6K
|
185
$12.3K
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.73KNew |
$195K - $297K
|
4.73K
$314K
|
|
|
May 16, 2022
Q1 2022
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-14.5KClosed |
$601K - $913K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
5.3KNew |
$219K - $333K
|
5.3K
$352K
|
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
SELL
|
- |
-7.25KClosed |
$300K - $455K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
50+ 13.7% |
$2.07K - $3.14K
|
415
$27.6K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-405Closed |
$16.7K - $25.4K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Emfo, LLC
|
BUY
|
- |
28New |
$1.16K - $1.76K
|
28
$1.86K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-400- 17.54% |
$16.5K - $25.1K
|
1.88K
$125K
|
|
|
Apr 26, 2022
Q1 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
18New |
$744 - $1.13K
|
18
$1.2K
|
|
|
Apr 25, 2022
Q1 2022
|
Center Star Asset Management, LLC
|
SELL
|
- |
-11.5KClosed |
$474K - $720K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
275New |
$11.4K - $17.3K
|
275
$18.3K
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
94New |
$3.88K - $5.9K
|
94
$6.25K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-500Closed |
$20.7K - $31.4K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Matisse Capital
|
SELL
|
- |
-7.34KClosed |
$303K - $461K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Bennett Selby Investments LP
|
SELL
|
- |
-5.9KClosed |
$244K - $371K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Dec 19, 2024
Q4 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
98+ 92.45% |
$4.09K - $7.47K
|
204
$13.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-7.58KClosed |
$316K - $578K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-100Closed |
$4.17K - $7.63K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Bamco Inc
New York, NY |
SELL
|
- |
-425KClosed |
$17.7M - $32.4M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-30KClosed |
$1.25M - $2.29M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-114KClosed |
$4.73M - $8.66M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-42KClosed |
$1.75M - $3.2M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-320KClosed |
$13.3M - $24.4M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Zimmer Partners, LP
New York, NY |
SELL
|
- |
-53KClosed |
$2.21M - $4.04M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-3Closed |
$125 - $229
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cna Financial Corp
Chicago, IL |
SELL
|
- |
-6.13KClosed |
$255K - $467K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.18KClosed |
$133K - $242K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Royce & Associates LP
|
SELL
|
- |
-306KClosed |
$12.8M - $23.4M
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-989Closed |
$41.2K - $75.4K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-543Closed |
$22.6K - $41.4K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Belvedere Trading LLC
|
SELL
|
CALL |
-20.8KClosed |
$867K - $1.59M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-5.45K- 96.46% |
$200K - $299K
|
200
$13.3K
|
|
|
Nov 16, 2021
Q3 2021
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
60KNew |
$2.2M - $3.29M
|
60K
$3.99M
|
|
|
Nov 15, 2021
Q3 2021
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
192KNew |
$7.06M - $10.6M
|
192K
$12.8M
|
|
|
Oct 29, 2021
Q3 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
100New |
$3.67K - $5.49K
|
100
$6.65K
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
BUY
|
- |
900New |
$33K - $49.4K
|
900
$59.8K
|
|