Purchases and Sales Made in Q3 2022 in Dutch Bros Inc. (BROS)
This table provides information about the institutional ownership of Dutch Bros Inc. (BROS) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-80- 1.19% |
$2.49K - $3.77K
|
6.62K
$440K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-82- 0.54% |
$2.55K - $3.86K
|
15K
$995K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-100- 5.91% |
$3.12K - $4.71K
|
1.59K
$106K
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-125- 38.46% |
$3.89K - $5.89K
|
200
$13.3K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-139- 10.3% |
$4.33K - $6.55K
|
1.21K
$80.4K
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-140- 15.04% |
$4.36K - $6.6K
|
791
$52.6K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-193- 13.59% |
$6.01K - $9.09K
|
1.23K
$81.6K
|
|
Nov 14, 2022
Q3 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-200- 33.33% |
$6.23K - $9.42K
|
400
$26.6K
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-249- 19.11% |
$7.76K - $11.7K
|
1.05K
$70.1K
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-269- 1.56% |
$8.38K - $12.7K
|
17K
$1.13M
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-459- 8.56% |
$14.3K - $21.6K
|
4.9K
$326K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-461- 52.27% |
$14.4K - $21.7K
|
421
$28K
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-520- 7.43% |
$16.2K - $24.5K
|
6.48K
$430K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-600- 85.71% |
$18.7K - $28.3K
|
100
$6.65K
|
|
Oct 12, 2022
Q3 2022
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-600- 4.38% |
$18.7K - $28.3K
|
13.1K
$870K
|
|
Nov 14, 2022
Q3 2022
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-652- 0.53% |
$20.3K - $30.7K
|
123K
$8.19M
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-675- 6.48% |
$21K - $31.8K
|
9.74K
$648K
|
|
Oct 31, 2022
Q3 2022
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-740- 9.82% |
$23.1K - $34.9K
|
6.8K
$452K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-748- 4.84% |
$23.3K - $35.2K
|
14.7K
$977K
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.04K- 9.89% |
$32.4K - $49K
|
9.46K
$629K
|
|
Oct 26, 2022
Q3 2022
|
Orca Investment Management, LLC
|
SELL
|
- |
-1.21K- 7.2% |
$37.6K - $56.8K
|
15.5K
$1.03M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.4K- 10.07% |
$43.6K - $66K
|
12.5K
$831K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.45K- 1.91% |
$45.3K - $68.5K
|
74.8K
$4.97M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.59K- 11.8% |
$49.6K - $75.1K
|
11.9K
$791K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.68K- 2.61% |
$52.2K - $78.9K
|
62.5K
$4.16M
|
|
Oct 28, 2022
Q3 2022
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-2.15K- 7.0% |
$67K - $101K
|
28.6K
$1.9M
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.82K- 64.4% |
$87.7K - $133K
|
1.56K
$103K
|
|
Nov 14, 2022
Q3 2022
|
Becker Capital Management Inc
|
SELL
|
- |
-3.25K- 1.42% |
$101K - $153K
|
226K
$15M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.38K- 2.82% |
$105K - $159K
|
116K
$7.74M
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.78K- 2.82% |
$118K - $178K
|
130K
$8.66M
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-3.98K- 21.41% |
$124K - $188K
|
14.6K
$972K
|
|
Nov 14, 2022
Q3 2022
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-4.79K- 2.0% |
$149K - $226K
|
235K
$15.6M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-5K- 55.26% |
$156K - $236K
|
4.05K
$269K
|
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-5.22K- 34.37% |
$163K - $246K
|
9.96K
$662K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.48K- 1.68% |
$171K - $258K
|
321K
$21.3M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.36K- 21.64% |
$198K - $300K
|
23K
$1.53M
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-6.57K- 12.99% |
$205K - $310K
|
44K
$2.92M
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-7.73K- 29.73% |
$241K - $364K
|
18.3K
$1.21M
|
|
Nov 07, 2022
Q3 2022
|
Td Asset Management Inc
|
SELL
|
- |
-8.8K- 37.79% |
$274K - $415K
|
14.5K
$963K
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-8.88K- 0.32% |
$277K - $418K
|
2.78M
$185M
|
|
Nov 14, 2022
Q3 2022
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-8.89K- 67.2% |
$277K - $419K
|
4.34K
$289K
|
|
Nov 14, 2022
Q3 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.72K- 6.08% |
$303K - $458K
|
150K
$9.98M
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-10.7K- 10.08% |
$334K - $506K
|
95.7K
$6.36M
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-14.5K- 42.38% |
$453K - $685K
|
19.7K
$1.31M
|
|
Oct 21, 2022
Q3 2022
|
Hodges Capital Management Inc.
|
SELL
|
- |
-138K- 91.42% |
$4.3M - $6.5M
|
13K
$861K
|
|
Nov 14, 2022
Q3 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-149K- 40.69% |
$4.64M - $7.02M
|
217K
$14.4M
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-161K- 58.0% |
$5.01M - $7.58M
|
116K
$7.74M
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-161K- 58.0% |
$5.01M - $7.58M
|
116K
$7.74M
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-184K- 12.13% |
$5.74M - $8.68M
|
1.33M
$88.7M
|
|
Nov 14, 2022
Q3 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-227K- 42.94% |
$7.07M - $10.7M
|
302K
$20M
|