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
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
42+ 18.67% |
$2.16K - $3.1K
|
267
$16.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
31+ 15.74% |
$1.59K - $2.29K
|
228
$14.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
30New |
$1.54K - $2.21K
|
30
$1.86K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
25+ 5.0% |
$1.28K - $1.84K
|
525
$32.6K
|
|
|
Sep 12, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
24+ 0.52% |
$1.23K - $1.77K
|
4.65K
$289K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
23+ 79.31% |
$1.18K - $1.7K
|
52
$3.23K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
14+ 350.0% |
$719 - $1.03K
|
18
$1.12K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
13New |
$668 - $958
|
13
$807
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
12+ 1.55% |
$616 - $885
|
787
$48.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
11+ 20.37% |
$565 - $811
|
65
$4.04K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
10+ 0.18% |
$514 - $737
|
5.48K
$340K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
10+ 50.0% |
$514 - $737
|
30
$1.86K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
9New |
$462 - $663
|
9
$559
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4New |
$205 - $295
|
4
$248
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 42.86% |
$154 - $221
|
10
$621
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 300.0% |
$154 - $221
|
4
$248
|
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
BUY
|
- |
2+ 0.02% |
$103 - $147
|
8.07K
$501K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2New |
$103 - $147
|
2
$124
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2+ 200.0% |
$103 - $147
|
3
$186
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 1.0% |
$103 - $147
|
202
$12.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1New |
$51.4 - $73.7
|
1
$62.1
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 50.0% |
$51.4 - $73.7
|
1
$62.1
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2- 0.04% |
$103 - $147
|
4.62K
$287K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 22.22% |
$103 - $147
|
7
$435
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 42.86% |
$154 - $221
|
4
$248
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-5- 38.46% |
$257 - $369
|
8
$497
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-8- 18.18% |
$411 - $590
|
36
$2.24K
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
SELL
|
- |
-8- 3.38% |
$411 - $590
|
229
$14.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-16- 25.0% |
$822 - $1.18K
|
48
$2.98K
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-24- 6.88% |
$1.23K - $1.77K
|
325
$20.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-25- 2.75% |
$1.28K - $1.84K
|
883
$54.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Eam Global Investors LLC
Solana Beach, CA |
SELL
|
- |
-31- 0.04% |
$1.59K - $2.29K
|
84.4K
$5.24M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-37- 10.28% |
$1.9K - $2.73K
|
323
$20.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-44- 0.84% |
$2.26K - $3.24K
|
5.18K
$322K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-46- 64.79% |
$2.36K - $3.39K
|
25
$1.55K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-49- 33.79% |
$2.52K - $3.61K
|
96
$5.96K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-56- 0.33% |
$2.88K - $4.13K
|
17.1K
$1.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-82- 0.39% |
$4.21K - $6.05K
|
21.2K
$1.31M
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-100- 8.45% |
$5.14K - $7.37K
|
1.08K
$67.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-153- 3.7% |
$7.86K - $11.3K
|
3.98K
$247K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-170- 2.37% |
$8.73K - $12.5K
|
7.01K
$435K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-170- 20.71% |
$8.73K - $12.5K
|
651
$40.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-200- 1.21% |
$10.3K - $14.7K
|
16.3K
$1.01M
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-200- 18.25% |
$10.3K - $14.7K
|
896
$55.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-228- 6.06% |
$11.7K - $16.8K
|
3.53K
$219K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-260- 2.58% |
$13.4K - $19.2K
|
9.82K
$610K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-275- 3.96% |
$14.1K - $20.3K
|
6.67K
$414K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-288- 72.36% |
$14.8K - $21.2K
|
110
$6.83K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-324- 5.93% |
$16.6K - $23.9K
|
5.14K
$319K
|