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 390 institutions that hold shares in the stock, with a total of 97.4 Million shares, which have been reported (via 13F filing form) to have a value of $4.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
334
shares
|
$17,575
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
296
shares
|
$15,575
0.0% of portfolio
|
Q3 2024
Added 196.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
286
shares
|
$15,049
0.0% of portfolio
|
Q3 2024
Reduced 24.74%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
280
shares
|
$14,733
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
275
shares
|
$14,470
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
250
shares
|
$13,155
0.0% of portfolio
|
Q3 2024
Reduced 83.05%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
250
shares
|
$13,155
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
223
shares
|
$11,734
0.0% of portfolio
|
Q3 2024
Added 153.41%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
210
shares
|
$11,050
0.0% of portfolio
|
Q3 2024
Added 452.63%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
210
shares
|
$11,050
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
202
shares
|
$10,629
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
200
shares
|
$10,524
0.0% of portfolio
|
Q1 2024
Added 300.0%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
200
shares
|
$10,524
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
200
shares
|
$10,524
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
180
shares
|
$9,471
0.0% of portfolio
|
Q3 2024
Reduced 13.46%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
171
shares
|
$8,998
0.0% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
171
shares
|
$8,998
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
127
shares
|
$6,682
0.0% of portfolio
|
Q1 2024
Reduced 34.54%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
100
shares
|
$5,262
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
100
shares
|
$5,262
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
100
shares
|
$5,262
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
100
shares
|
$5,262
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
100
shares
|
$5,262
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
80
shares
|
$4,209
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
80
shares
|
$4,209
0.0% of portfolio
|
Q3 2024
New holding
|