Purchases and Sales Made in Q2 2025 in Dutch Bros Inc. (BROS)
This table provides information about the institutional ownership of Dutch Bros Inc. (BROS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
738+ 21.54% |
$37.9K - $54.4K
|
4.16K
$259K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
688+ 22.77% |
$35.3K - $50.7K
|
3.71K
$230K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
676+ 2704.0% |
$34.7K - $49.8K
|
701
$43.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
670+ 9.77% |
$34.4K - $49.4K
|
7.53K
$467K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
664+ 0.66% |
$34.1K - $49K
|
101K
$6.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
634New |
$32.6K - $46.7K
|
634
$39.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
614+ 12280.0% |
$31.5K - $45.3K
|
619
$38.4K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
580+ 13.03% |
$29.8K - $42.8K
|
5.03K
$312K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
575+ 4423.08% |
$29.5K - $42.4K
|
588
$36.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
539+ 4.04% |
$27.7K - $39.7K
|
13.9K
$863K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
506+ 6.76% |
$26K - $37.3K
|
7.99K
$496K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
500+ 100.0% |
$25.7K - $36.9K
|
1K
$62.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
497+ 3.5% |
$25.5K - $36.6K
|
14.7K
$914K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
465+ 166.07% |
$23.9K - $34.3K
|
745
$46.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
452+ 2.32% |
$23.2K - $33.3K
|
19.9K
$1.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
433+ 1.83% |
$22.2K - $31.9K
|
24.1K
$1.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
400+ 6.71% |
$20.5K - $29.5K
|
6.37K
$395K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
396+ 3.78% |
$20.3K - $29.2K
|
10.9K
$675K
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
396New |
$20.3K - $29.2K
|
396
$24.6K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
379+ 557.35% |
$19.5K - $27.9K
|
447
$27.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
378+ 5.63% |
$19.4K - $27.9K
|
7.1K
$441K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
371New |
$19.1K - $27.4K
|
371
$23K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
367+ 131.07% |
$18.9K - $27.1K
|
647
$40.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
346+ 8.15% |
$17.8K - $25.5K
|
4.59K
$285K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
330New |
$17K - $24.3K
|
330
$20.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
300New |
$15.4K - $22.1K
|
300
$18.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
278+ 6.56% |
$14.3K - $20.5K
|
4.52K
$280K
|
|
|
Aug 05, 2025
Q2 2025
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
253+ 0.55% |
$13K - $18.7K
|
46.1K
$2.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
213+ 3.61% |
$10.9K - $15.7K
|
6.11K
$380K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
212New |
$10.9K - $15.6K
|
212
$13.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
211+ 4.1% |
$10.8K - $15.6K
|
5.36K
$333K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
200New |
$10.3K - $14.7K
|
200
$12.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
196+ 0.69% |
$10.1K - $14.4K
|
28.6K
$1.78M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
194+ 0.39% |
$9.97K - $14.3K
|
50.4K
$3.13M
|
|
|
Aug 12, 2025
Q2 2025
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
181+ 4.78% |
$9.3K - $13.3K
|
3.97K
$246K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
158+ 2.97% |
$8.12K - $11.6K
|
5.47K
$340K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
140+ 2.42% |
$7.19K - $10.3K
|
5.91K
$367K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
129+ 5.02% |
$6.63K - $9.51K
|
2.7K
$168K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
113+ 34.98% |
$5.8K - $8.33K
|
436
$27.1K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
106New |
$5.45K - $7.81K
|
106
$6.58K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
105+ 7.0% |
$5.39K - $7.74K
|
1.61K
$99.7K
|
|
|
Aug 19, 2025
Q2 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
100New |
$5.14K - $7.37K
|
100
$6.21K
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
BUY
|
- |
98+ 2.39% |
$5.03K - $7.22K
|
4.19K
$260K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
97New |
$4.98K - $7.15K
|
97
$6.02K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
94+ 2.21% |
$4.83K - $6.93K
|
4.35K
$270K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
86+ 103.61% |
$4.42K - $6.34K
|
169
$10.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
84+ 68.29% |
$4.32K - $6.19K
|
207
$12.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Orca Investment Management, LLC
|
BUY
|
- |
56+ 0.32% |
$2.88K - $4.13K
|
17.8K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
55New |
$2.83K - $4.05K
|
55
$3.42K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
50New |
$2.57K - $3.69K
|
50
$3.11K
|