Purchases and Sales Made in Q3 2024 in Dutch Bros Inc. (BROS)
This table provides information about the institutional ownership of Dutch Bros Inc. (BROS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
25New |
$728 - $1.07K
|
25
$1.98K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
20New |
$582 - $856
|
20
$1.58K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
19New |
$553 - $813
|
19
$1.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
19+ 12.5% |
$553 - $813
|
171
$13.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
9+ 150.0% |
$262 - $385
|
15
$1.19K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6New |
$175 - $257
|
6
$475
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
5New |
$146 - $214
|
5
$396
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3New |
$87.3 - $128
|
3
$237
|
|
|
Nov 13, 2024
Q3 2024
|
Tsg Consumer Partners LP
Larkspur, CA |
BUY
|
- |
2+ 0.0% |
$58.2 - $85.6
|
5.22M
$413M
|
|
|
Dec 17, 2024
Q3 2024
|
Ims Capital Management
|
BUY
|
- |
2+ 0.01% |
$58.2 - $85.6
|
38.2K
$3.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1New |
$29.1 - $42.8
|
1
$79.2
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
BUY
|
- |
1New |
$29.1 - $42.8
|
1
$79.2
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-8- 0.51% |
$233 - $342
|
1.55K
$123K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-28- 13.46% |
$815 - $1.2K
|
180
$14.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-36- 97.3% |
$1.05K - $1.54K
|
1
$79.2
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-77- 8.98% |
$2.24K - $3.3K
|
780
$61.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-94- 24.74% |
$2.74K - $4.02K
|
286
$22.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-110- 13.98% |
$3.2K - $4.71K
|
677
$53.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-118- 1.35% |
$3.43K - $5.05K
|
8.61K
$681K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-152- 3.61% |
$4.42K - $6.51K
|
4.06K
$321K
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-200- 2.42% |
$5.82K - $8.56K
|
8.07K
$639K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-300- 16.67% |
$8.73K - $12.8K
|
1.5K
$119K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-368- 34.3% |
$10.7K - $15.8K
|
705
$55.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-386- 43.23% |
$11.2K - $16.5K
|
507
$40.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-980- 10.07% |
$28.5K - $42K
|
8.75K
$693K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.23K- 83.05% |
$35.6K - $52.4K
|
250
$19.8K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.28K- 68.92% |
$37.1K - $54.6K
|
575
$45.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.48K- 5.46% |
$43.1K - $63.4K
|
25.7K
$2.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-1.5K- 0.67% |
$43.7K - $64.2K
|
222K
$17.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.78K- 14.22% |
$51.7K - $76K
|
10.7K
$848K
|
|
|
Nov 14, 2024
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-2.11K- 1.93% |
$61.5K - $90.4K
|
107K
$8.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.2K- 0.1% |
$64.1K - $94.4K
|
2.11M
$167M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-2.32K- 85.23% |
$67.5K - $99.3K
|
402
$31.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-2.57K- 1.53% |
$74.7K - $110K
|
166K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-2.6K- 3.56% |
$75.7K - $111K
|
70.4K
$5.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3.14K- 32.94% |
$91.4K - $134K
|
6.39K
$506K
|
|
|
Oct 10, 2024
Q3 2024
|
Avondale Wealth Management
|
SELL
|
- |
-3.75K- 65.22% |
$109K - $161K
|
2K
$158K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-3.8K- 14.21% |
$111K - $163K
|
22.9K
$1.82M
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-4.9K- 17.38% |
$143K - $210K
|
23.3K
$1.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.97K- 4.97% |
$145K - $213K
|
95.2K
$7.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-5.03K- 22.57% |
$146K - $215K
|
17.3K
$1.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-5.3K- 25.65% |
$154K - $227K
|
15.4K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-5.71K- 43.89% |
$166K - $245K
|
7.3K
$578K
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-5.72K- 18.16% |
$166K - $245K
|
25.8K
$2.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-5.8K- 30.58% |
$169K - $248K
|
13.2K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5.9K- 99.59% |
$172K - $252K
|
24
$1.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-7.26K- 48.88% |
$211K - $311K
|
7.59K
$601K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.12K- 8.95% |
$265K - $390K
|
92.7K
$7.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.65K- 57.79% |
$281K - $413K
|
7.05K
$558K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-11.8K- 11.71% |
$343K - $504K
|
88.8K
$7.03M
|