Purchases and Sales Made in Q1 2024 in Dutch Bros Inc. (BROS)
This table provides information about the institutional ownership of Dutch Bros Inc. (BROS) during Q1 2024. The information is specifically focused on institutions that hold shares of Dutch Bros Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
400New |
$10.3K - $14.2K
|
400
$28.2K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
380New |
$9.79K - $13.5K
|
380
$26.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
334New |
$8.6K - $11.9K
|
334
$23.5K
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
300+ 3.09% |
$7.73K - $10.7K
|
10K
$706K
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
300+ 2.52% |
$7.73K - $10.7K
|
12.2K
$859K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
296+ 9.47% |
$7.62K - $10.5K
|
3.42K
$241K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
207New |
$5.33K - $7.37K
|
207
$14.6K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
192+ 33.45% |
$4.94K - $6.84K
|
766
$54K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
159+ 72.6% |
$4.09K - $5.66K
|
378
$26.6K
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
150+ 300.0% |
$3.86K - $5.34K
|
200
$14.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
100+ 6.26% |
$2.58K - $3.56K
|
1.7K
$120K
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
100New |
$2.58K - $3.56K
|
100
$7.05K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
100New |
$2.58K - $3.56K
|
100
$7.05K
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
100New |
$2.58K - $3.56K
|
100
$7.05K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
100New |
$2.58K - $3.56K
|
100
$7.05K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
100New |
$2.58K - $3.56K
|
100
$7.05K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
92+ 0.32% |
$2.37K - $3.28K
|
28.9K
$2.03M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
84+ 70.0% |
$2.16K - $2.99K
|
204
$14.4K
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
52+ 83.87% |
$1.34K - $1.85K
|
114
$8.03K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
49New |
$1.26K - $1.75K
|
49
$3.45K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
46+ 5.56% |
$1.18K - $1.64K
|
873
$61.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
42+ 7.43% |
$1.08K - $1.5K
|
607
$42.8K
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
36New |
$927 - $1.28K
|
36
$2.54K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
30New |
$773 - $1.07K
|
30
$2.11K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
25+ 0.15% |
$644 - $890
|
16.7K
$1.18M
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
23New |
$592 - $819
|
23
$1.62K
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
16+ 0.04% |
$412 - $570
|
41.6K
$2.93M
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
15New |
$386 - $534
|
15
$1.06K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10+ 0.14% |
$258 - $356
|
7.27K
$512K
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
BUY
|
- |
6+ 0.02% |
$155 - $214
|
38.5K
$2.71M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-9- 1.02% |
$232 - $321
|
873
$61.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-23- 57.5% |
$592 - $819
|
17
$1.2K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-39- 34.82% |
$1K - $1.39K
|
73
$5.14K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-50- 2.53% |
$1.29K - $1.78K
|
1.93K
$136K
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-67- 34.54% |
$1.73K - $2.39K
|
127
$8.95K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-100- 90.91% |
$2.58K - $3.56K
|
10
$705
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-140- 21.21% |
$3.61K - $4.99K
|
520
$36.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-200- 2.38% |
$5.15K - $7.12K
|
8.21K
$578K
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-234- 3.35% |
$6.03K - $8.34K
|
6.76K
$476K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-343- 29.88% |
$8.83K - $12.2K
|
805
$56.7K
|
|
|
May 14, 2024
Q1 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-390- 8.48% |
$10K - $13.9K
|
4.21K
$297K
|
|
|
May 13, 2024
Q1 2024
|
Crestwood Capital Management, L.P.
|
SELL
|
- |
-394- 0.12% |
$10.1K - $14K
|
321K
$22.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-400- 67.91% |
$10.3K - $14.2K
|
189
$13.3K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-400- 6.9% |
$10.3K - $14.2K
|
5.4K
$380K
|
|
|
Apr 24, 2024
Q1 2024
|
Hedges Asset Management LLC
|
SELL
|
- |
-400- 4.3% |
$10.3K - $14.2K
|
8.9K
$627K
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-400- 1.87% |
$10.3K - $14.2K
|
21K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-472- 1.47% |
$12.2K - $16.8K
|
31.7K
$2.23M
|
|
|
Apr 24, 2024
Q1 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-651- 3.51% |
$16.8K - $23.2K
|
17.9K
$1.26M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-663- 46.89% |
$17.1K - $23.6K
|
751
$52.9K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-744- 33.86% |
$19.2K - $26.5K
|
1.45K
$102K
|