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 |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
74
shares
|
$3,893
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
73
shares
|
$3,841
0.0% of portfolio
|
Q1 2024
Reduced 34.82%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
70
shares
|
$3,683
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
70
shares
|
$3,683
0.0% of portfolio
|
Q2 2024
Reduced 86.54%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
65
shares
|
$3,420
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
52
shares
|
$2,736
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
50
shares
|
$2,631
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
50
shares
|
$2,631
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
49
shares
|
$2,578
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
45
shares
|
$2,367
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
41
shares
|
$2,157
0.0% of portfolio
|
Q2 2024
Added 78.26%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
30
shares
|
$1,578
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
30
shares
|
$1,578
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
26
shares
|
$1,368
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
25
shares
|
$1,315
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
25
shares
|
$1,315
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
24
shares
|
$1,262
0.0% of portfolio
|
Q3 2024
Reduced 99.59%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
20
shares
|
$1,052
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
20
shares
|
$1,052
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
19
shares
|
$999
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
17
shares
|
$894
0.0% of portfolio
|
Q1 2024
Reduced 57.5%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
15
shares
|
$789
0.0% of portfolio
|
Q3 2024
Added 150.0%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
10
shares
|
$526
0.0% of portfolio
|
Q1 2024
Reduced 90.91%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
6
shares
|
$315
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
5
shares
|
$263
0.0% of portfolio
|
Q2 2024
New holding
|