Purchases and Sales Made in Q2 2024 in Dutch Bros Inc. (BROS)
This table provides information about the institutional ownership of Dutch Bros Inc. (BROS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
520+ 6.34% |
$14K - $21.9K
|
8.73K
$580K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
405+ 5.57% |
$10.9K - $17.1K
|
7.67K
$510K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
400New |
$10.8K - $16.8K
|
400
$26.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
328+ 119.71% |
$8.84K - $13.8K
|
602
$40K
|
|
|
Aug 14, 2024
Q2 2024
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
- |
300New |
$8.09K - $12.6K
|
300
$19.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
291+ 8.5% |
$7.84K - $12.3K
|
3.71K
$247K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
280New |
$7.55K - $11.8K
|
280
$18.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
200New |
$5.39K - $8.42K
|
200
$13.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
180+ 1.48% |
$4.85K - $7.58K
|
12.4K
$822K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
171New |
$4.61K - $7.2K
|
171
$11.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
153+ 0.35% |
$4.12K - $6.44K
|
44.2K
$2.94M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
145+ 38.36% |
$3.91K - $6.1K
|
523
$34.8K
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
130New |
$3.5K - $5.47K
|
130
$8.64K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
105+ 7.23% |
$2.83K - $4.42K
|
1.56K
$104K
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
100New |
$2.7K - $4.21K
|
100
$6.65K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
100New |
$2.7K - $4.21K
|
100
$6.65K
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
92+ 0.57% |
$2.48K - $3.87K
|
16.1K
$1.07M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
88New |
$2.37K - $3.7K
|
88
$5.85K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
74New |
$1.99K - $3.12K
|
74
$4.92K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
52New |
$1.4K - $2.19K
|
52
$3.46K
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
38+ 33.33% |
$1.02K - $1.6K
|
152
$10.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
38New |
$1.02K - $1.6K
|
38
$2.53K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
37New |
$997 - $1.56K
|
37
$2.46K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
25New |
$674 - $1.05K
|
25
$1.66K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
20New |
$539 - $842
|
20
$1.33K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
20New |
$539 - $842
|
20
$1.33K
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
18+ 78.26% |
$485 - $758
|
41
$2.73K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7New |
$189 - $295
|
7
$465
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
6New |
$162 - $253
|
6
$399
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
5New |
$135 - $211
|
5
$332
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 0.48% |
$27 - $42.1
|
208
$13.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-6- 16.67% |
$162 - $253
|
30
$1.99K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-16- 1.83% |
$431 - $674
|
857
$57K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-22- 3.16% |
$593 - $926
|
675
$44.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-26- 1.12% |
$701 - $1.09K
|
2.3K
$153K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-41- 0.65% |
$1.1K - $1.73K
|
6.3K
$419K
|
|
|
Aug 15, 2024
Q2 2024
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-44- 0.05% |
$1.19K - $1.85K
|
85.5K
$5.69M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-84- 11.19% |
$2.26K - $3.54K
|
667
$44.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-140- 1.11% |
$3.77K - $5.89K
|
12.5K
$830K
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-200- 0.95% |
$5.39K - $8.42K
|
20.8K
$1.38M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-262- 43.16% |
$7.06K - $11K
|
345
$22.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-275- 13.25% |
$7.41K - $11.6K
|
1.8K
$120K
|
|
|
Aug 14, 2024
Q2 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-337- 3.92% |
$9.08K - $14.2K
|
8.27K
$550K
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
SELL
|
- |
-338- 0.88% |
$9.11K - $14.2K
|
38.2K
$2.54M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-414- 2.14% |
$11.2K - $17.4K
|
19K
$1.26M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-450- 23.38% |
$12.1K - $18.9K
|
1.48K
$98K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-450- 86.54% |
$12.1K - $18.9K
|
70
$4.65K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-482- 29.27% |
$13K - $20.3K
|
1.17K
$77.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-504- 0.45% |
$13.6K - $21.2K
|
113K
$7.49M
|