Purchases and Sales Made in Q1 2025 in Dutch Bros Inc. (BROS)
This table provides information about the institutional ownership of Dutch Bros Inc. (BROS) during Q1 2025. 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, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
21+ 0.55% |
$1.17K - $1.79K
|
3.84K
$255K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
20New |
$1.12K - $1.71K
|
20
$1.33K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
18+ 2.69% |
$1K - $1.54K
|
686
$45.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
17+ 0.37% |
$948 - $1.45K
|
4.62K
$307K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
15New |
$837 - $1.28K
|
15
$997
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
13New |
$725 - $1.11K
|
13
$864
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
13New |
$725 - $1.11K
|
13
$864
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
12New |
$669 - $1.02K
|
12
$798
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
10New |
$558 - $854
|
10
$665
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 69.23% |
$502 - $768
|
22
$1.46K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
8New |
$446 - $683
|
8
$532
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8New |
$446 - $683
|
8
$532
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
8New |
$446 - $683
|
8
$532
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
7New |
$390 - $598
|
7
$465
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7+ 38.89% |
$390 - $598
|
25
$1.66K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
6New |
$335 - $512
|
6
$399
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6+ 200.0% |
$335 - $512
|
9
$598
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6+ 600.0% |
$335 - $512
|
7
$465
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
5New |
$279 - $427
|
5
$332
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4New |
$223 - $341
|
4
$266
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3+ 7.32% |
$167 - $256
|
44
$2.92K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
2New |
$112 - $171
|
2
$133
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 100.0% |
$55.8 - $85.4
|
2
$133
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$55.8 - $85.4
|
1
$66.5
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$55.8 - $85.4
|
1
$66.5
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$55.8 - $85.4
|
1
$66.5
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-6- 0.8% |
$335 - $512
|
741
$49.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-22- 5.76% |
$1.23K - $1.88K
|
360
$23.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-29- 22.83% |
$1.62K - $2.48K
|
98
$6.51K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-47- 4.92% |
$2.62K - $4.01K
|
908
$60.4K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-68- 25.66% |
$3.79K - $5.81K
|
197
$13.1K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-80- 18.65% |
$4.46K - $6.83K
|
349
$23.2K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-81- 1.43% |
$4.52K - $6.91K
|
5.58K
$371K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-92- 11.98% |
$5.13K - $7.85K
|
676
$44.9K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-93- 52.84% |
$5.19K - $7.94K
|
83
$5.52K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-106- 21.03% |
$5.91K - $9.05K
|
398
$26.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-152- 2.83% |
$8.48K - $13K
|
5.22K
$347K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-182- 72.8% |
$10.2K - $15.5K
|
68
$4.52K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-195- 0.71% |
$10.9K - $16.6K
|
27.2K
$1.81M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-228- 53.27% |
$12.7K - $19.5K
|
200
$13.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-260- 10.14% |
$14.5K - $22.2K
|
2.3K
$153K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-271- 3.3% |
$15.1K - $23.1K
|
7.95K
$528K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-294- 0.7% |
$16.4K - $25.1K
|
41.5K
$2.76M
|
|
|
May 07, 2025
Q1 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-378- 2.09% |
$21.1K - $32.3K
|
17.7K
$1.18M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-383- 1.16% |
$21.4K - $32.7K
|
32.7K
$2.17M
|
|
|
May 12, 2025
Q1 2025
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-390- 0.4% |
$21.8K - $33.3K
|
98.2K
$6.53M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-427- 1.57% |
$23.8K - $36.5K
|
26.8K
$1.78M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-600Closed |
$33.5K - $51.2K
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-611- 5.72% |
$34.1K - $52.2K
|
10.1K
$670K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-668- 36.07% |
$37.3K - $57K
|
1.18K
$78.7K
|