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 |
---|---|---|---|---|---|
Clearstead Advisors, LLC
Cleveland, OH |
May 14, 2024 Q1 2024 |
100
shares
|
$3,539
0.0% of portfolio
|
Q1 2024
New holding
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 03, 2024 Q1 2024 |
100
shares
|
$3,539
0.0% of portfolio
|
Q1 2024
New holding
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 29, 2024 Q1 2024 |
100
shares
|
$3,539
0.0% of portfolio
|
Q4 2023
New holding
|
|
Avion Wealth
The Woodlands, TX |
May 03, 2024 Q1 2024 |
100
shares
|
$3,539
0.0% of portfolio
|
Q2 2022
New holding
|
|
N Verses Capital, LLC
Wellington, FL |
Apr 25, 2024 Q1 2024 |
100
shares
|
$3,539
0.01% of portfolio
|
Q1 2024
New holding
|
|
Northwest Investment Counselors, LLC
|
Apr 12, 2024 Q1 2024 |
100
shares
|
$3,539
0.0% of portfolio
|
Q1 2024
New holding
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
100
shares
|
$3,539
0.0% of portfolio
|
Q2 2023
New holding
|
|
Hartford Financial Management Inc.
|
Apr 24, 2024 Q1 2024 |
100
shares
|
$3,539
0.0% of portfolio
|
Q3 2021
New holding
|
|
Palouse Capital Management, Inc.
|
May 15, 2024 Q1 2024 |
100
shares
|
$3,539
0.0% of portfolio
|
Q1 2024
New holding
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2024 Q4 2023 |
70
shares
|
$2,477
0.0% of portfolio
|
Q4 2023
New holding
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
65
shares
|
$2,300
0.01% of portfolio
|
Q2 2022
New holding
|
|
Nbt Bank N A
|
Apr 24, 2024 Q1 2024 |
50
shares
|
$1,769
0.0% of portfolio
|
Q4 2023
New holding
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Apr 15, 2024 Q1 2024 |
49
shares
|
$1,734
0.0% of portfolio
|
Q1 2024
New holding
|
|
Venturi Wealth Management, LLC
Austin, TX |
Apr 23, 2024 Q1 2024 |
45
shares
|
$1,592
0.0% of portfolio
|
Q2 2023
New holding
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 14, 2024 Q1 2024 |
36
shares
|
$1,274
0.0% of portfolio
|
Q1 2024
New holding
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2024 Q1 2024 |
30
shares
|
$1,061
0.0% of portfolio
|
Q1 2024
New holding
|
|
Quest Partners LLC
New York, NY |
May 09, 2024 Q1 2024 |
23
shares
|
$813
0.0% of portfolio
|
Q1 2024
New holding
|
|
Bfsg, LLC
|
Apr 23, 2024 Q1 2024 |
23
shares
|
$813
0.0% of portfolio
|
Q4 2023
New holding
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 20, 2024 Q1 2024 |
23
shares
|
$813
0.0% of portfolio
|
Q3 2021
New holding
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
17
shares
|
$601
0.0% of portfolio
|
Q1 2024
Reduced 57.5%
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 13, 2024 Q1 2024 |
15
shares
|
$530
0.0% of portfolio
|
Q1 2024
New holding
|
|
Sandy Spring Bank
|
May 08, 2024 Q1 2024 |
10
shares
|
$353
0.0% of portfolio
|
Q1 2024
Reduced 90.91%
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
May 06, 2024 Q1 2024 |
2
shares
|
$70
0.0% of portfolio
|
Q4 2022
New holding
|