Purchases and Sales Made in Q2 2023 in Dutch Bros Inc. (BROS)
This table provides information about the institutional ownership of Dutch Bros Inc. (BROS) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.62K+ 9.48% |
$42K - $53.6K
|
18.7K
$1.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.61K+ 1.06% |
$41.9K - $53.4K
|
154K
$9.51M
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
1.58K+ 1.06% |
$41.1K - $52.4K
|
150K
$9.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.35K+ 18.93% |
$35.1K - $44.8K
|
8.48K
$525K
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
1.33K+ 1.66% |
$34.5K - $44K
|
81.2K
$5.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.26KNew |
$32.7K - $41.6K
|
1.26K
$77.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.18K+ 9.4% |
$30.8K - $39.2K
|
13.8K
$852K
|
|
|
Aug 09, 2023
Q2 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
900+ 1.14% |
$23.4K - $29.8K
|
79.6K
$4.92M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
891+ 9.45% |
$23.2K - $29.5K
|
10.3K
$638K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
867+ 6.01% |
$22.6K - $28.7K
|
15.3K
$946K
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
848+ 8.25% |
$22.1K - $28.1K
|
11.1K
$688K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
797+ 76.63% |
$20.7K - $26.4K
|
1.84K
$114K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
750+ 500.0% |
$19.5K - $24.9K
|
900
$55.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
697New |
$18.1K - $23.1K
|
697
$43.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
575+ 5.18% |
$15K - $19.1K
|
11.7K
$722K
|
|
|
Aug 09, 2023
Q2 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
488+ 3.1% |
$12.7K - $16.2K
|
16.2K
$1M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
BUY
|
- |
400+ 2.76% |
$10.4K - $13.3K
|
14.9K
$921K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
324New |
$8.43K - $10.7K
|
324
$20K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
300New |
$7.81K - $9.95K
|
300
$18.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
300+ 3.83% |
$7.81K - $9.95K
|
8.13K
$503K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
297New |
$7.73K - $9.85K
|
297
$18.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
295+ 0.01% |
$7.68K - $9.78K
|
3.49M
$216M
|
|
|
Aug 14, 2023
Q2 2023
|
Gould Capital, LLC
|
BUY
|
- |
290+ 73.23% |
$7.55K - $9.62K
|
686
$42.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
284+ 2.08% |
$7.39K - $9.42K
|
13.9K
$862K
|
|
|
Jul 20, 2023
Q2 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
271+ 0.56% |
$7.05K - $8.99K
|
48.7K
$3.01M
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
246+ 223.64% |
$6.4K - $8.16K
|
356
$22K
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
240+ 2.06% |
$6.24K - $7.96K
|
11.9K
$736K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
200+ 2.15% |
$5.2K - $6.63K
|
9.5K
$588K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
190+ 113.77% |
$4.94K - $6.3K
|
357
$22.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
187+ 45.06% |
$4.87K - $6.2K
|
602
$37.2K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
185+ 10.79% |
$4.81K - $6.13K
|
1.9K
$118K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
150+ 150.0% |
$3.9K - $4.97K
|
250
$15.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
150New |
$3.9K - $4.97K
|
150
$9.28K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
150+ 10.02% |
$3.9K - $4.97K
|
1.65K
$102K
|
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
139+ 0.43% |
$3.62K - $4.61K
|
32.1K
$1.99M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
110+ 0.87% |
$2.86K - $3.65K
|
12.8K
$793K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
100New |
$2.6K - $3.32K
|
100
$6.19K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
75New |
$1.95K - $2.49K
|
75
$4.64K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
70+ 40.0% |
$1.82K - $2.32K
|
245
$15.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
55+ 2750.0% |
$1.43K - $1.82K
|
57
$3.53K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
45New |
$1.17K - $1.49K
|
45
$2.78K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
30New |
$781 - $995
|
30
$1.86K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
19New |
$494 - $630
|
19
$1.18K
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
8+ 0.11% |
$208 - $265
|
7.34K
$454K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
7+ 0.34% |
$182 - $232
|
2.09K
$129K
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4+ 0.03% |
$104 - $133
|
12.8K
$792K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-21- 0.11% |
$546 - $696
|
19.6K
$1.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-53- 0.52% |
$1.38K - $1.76K
|
10.1K
$625K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-100- 3.85% |
$2.6K - $3.32K
|
2.5K
$155K
|