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 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-100- 1.83% |
$2.6K - $3.32K
|
5.37K
$332K
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-200- 6.25% |
$5.2K - $6.63K
|
3K
$186K
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-204- 0.05% |
$5.31K - $6.76K
|
404K
$25M
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-227- 53.16% |
$5.91K - $7.53K
|
200
$12.4K
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-234- 1.17% |
$6.09K - $7.76K
|
19.7K
$1.22M
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-295- 2.79% |
$7.68K - $9.78K
|
10.3K
$635K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-300- 42.13% |
$7.81K - $9.95K
|
412
$25.5K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-328- 83.04% |
$8.53K - $10.9K
|
67
$4.14K
|
|
Jul 28, 2023
Q2 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-365- 2.38% |
$9.5K - $12.1K
|
15K
$928K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-473- 31.55% |
$12.3K - $15.7K
|
1.03K
$63.5K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-576- 0.98% |
$15K - $19.1K
|
58.5K
$3.62M
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-785- 9.73% |
$20.4K - $26K
|
7.28K
$450K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-801- 17.25% |
$20.8K - $26.6K
|
3.84K
$238K
|
|
Jul 28, 2023
Q2 2023
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-889- 0.74% |
$23.1K - $29.5K
|
119K
$7.35M
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-933- 7.27% |
$24.3K - $30.9K
|
11.9K
$736K
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.16K- 85.26% |
$30.1K - $38.4K
|
200
$12.4K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.3K- 5.65% |
$33.8K - $43K
|
21.7K
$1.34M
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.3K- 5.0% |
$33.8K - $43.1K
|
24.7K
$1.53M
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.37K- 0.84% |
$35.7K - $45.5K
|
162K
$10M
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-1.7K- 1.3% |
$44.3K - $56.4K
|
130K
$8.02M
|
|
Aug 09, 2023
Q2 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-1.88K- 49.95% |
$48.9K - $62.3K
|
1.88K
$116K
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.11K- 10.25% |
$55K - $70K
|
18.5K
$1.14M
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.28K- 8.49% |
$59.3K - $75.5K
|
24.5K
$1.52M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.92K- 8.83% |
$76K - $96.9K
|
30.2K
$1.87M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.01K- 11.77% |
$78.2K - $99.7K
|
22.5K
$1.39M
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-3.2K- 20.44% |
$83.3K - $106K
|
12.5K
$771K
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-3.57K- 7.01% |
$92.9K - $118K
|
47.4K
$2.93M
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.2K- 28.89% |
$135K - $172K
|
12.8K
$792K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.66K- 7.05% |
$225K - $287K
|
114K
$7.06M
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-16.3K- 22.79% |
$425K - $541K
|
55.3K
$3.42M
|
|
Jul 28, 2023
Q2 2023
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-16.7K- 36.27% |
$434K - $553K
|
29.3K
$1.81M
|
|
Aug 14, 2023
Q2 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-25.6K- 72.32% |
$667K - $849K
|
9.8K
$606K
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-41.7K- 65.12% |
$1.08M - $1.38M
|
22.3K
$1.38M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-53.9K- 56.6% |
$1.4M - $1.79M
|
41.3K
$2.56M
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-54.8K- 14.3% |
$1.43M - $1.82M
|
328K
$20.3M
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-54.8K- 14.3% |
$1.43M - $1.82M
|
328K
$20.3M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-55.7K- 25.84% |
$1.45M - $1.85M
|
160K
$9.88M
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-73.9K- 75.56% |
$1.92M - $2.45M
|
23.9K
$1.48M
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-141K- 83.75% |
$3.68M - $4.69M
|
27.4K
$1.7M
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-145K- 32.58% |
$3.77M - $4.81M
|
300K
$18.6M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-147K- 82.8% |
$3.83M - $4.89M
|
30.6K
$1.89M
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-153K- 88.31% |
$3.97M - $5.06M
|
20.2K
$1.25M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-500K- 50.4% |
$13M - $16.6M
|
492K
$30.4M
|