Institutional Ownership Dutch Bros Inc. (BROS)
This table provides information about the institutional ownership of Dutch Bros Inc. (BROS). We have compiled data on the 298 institutions that hold shares in the stock, with a total of 88.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.12 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Valley National Advisers Inc
|
Apr 19, 2024 Q1 2024 |
607
shares
|
$21,481
0.0% of portfolio
|
Q1 2024
Added 7.43%
|
|
Hollencrest Capital Management
|
May 01, 2024 Q1 2024 |
600
shares
|
$21,234
0.0% of portfolio
|
Q4 2022
New holding
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
600
shares
|
$21,234
0.0% of portfolio
|
Q2 2022
Added 9.09%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
520
shares
|
$18,402
0.0% of portfolio
|
Q1 2024
Reduced 21.21%
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
506
shares
|
$17,907
0.0% of portfolio
|
Q3 2022
Added 6.3%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
500
shares
|
$17,695
0.0% of portfolio
|
Q3 2023
New holding
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
421
shares
|
$14,899
0.0% of portfolio
|
Q3 2022
Reduced 52.27%
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 14, 2024 Q1 2024 |
400
shares
|
$14,156
0.0% of portfolio
|
Q1 2024
New holding
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 16, 2024 Q1 2024 |
400
shares
|
$14,156
0.01% of portfolio
|
Q1 2024
New holding
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
380
shares
|
$13,448
0.0% of portfolio
|
Q1 2024
New holding
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
May 10, 2024 Q1 2024 |
378
shares
|
$13,377
0.0% of portfolio
|
Q1 2024
Added 72.6%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
350
shares
|
$12,386
0.0% of portfolio
|
Q2 2022
Added 7.69%
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
334
shares
|
$11,820
0.0% of portfolio
|
Q1 2024
New holding
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Apr 26, 2024 Q1 2024 |
333
shares
|
$11,784
0.0% of portfolio
|
Q1 2024
Reduced 97.31%
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
275
shares
|
$9,732
0.0% of portfolio
|
Q1 2022
New holding
|
|
Householder Group Estate & Retirement Specialist, LLC
|
May 03, 2024 Q1 2024 |
274
shares
|
$9,696
0.0% of portfolio
|
Q3 2023
Reduced 34.29%
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
207
shares
|
$7,325
0.0% of portfolio
|
Q1 2024
New holding
|
|
Rosenberg Matthew Hamilton
|
Apr 19, 2024 Q1 2024 |
202
shares
|
$7,148
0.0% of portfolio
|
Q4 2023
New holding
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
200
shares
|
$7,078
0.0% of portfolio
|
Q2 2022
New holding
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
May 03, 2024 Q1 2024 |
200
shares
|
$7,078
0.0% of portfolio
|
Q1 2024
Added 300.0%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
189
shares
|
$6,688
0.0% of portfolio
|
Q1 2024
Reduced 67.91%
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 22, 2024 Q1 2024 |
127
shares
|
$4,494
0.0% of portfolio
|
Q1 2024
Reduced 34.54%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
120
shares
|
$4,246
0.0% of portfolio
|
Q4 2022
Added 71.43%
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2024 Q1 2024 |
114
shares
|
$4,034
0.0% of portfolio
|
Q1 2024
Added 83.87%
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2024 Q1 2024 |
112
shares
|
$3,963
0.0% of portfolio
|
Q4 2023
Added 60.0%
|