Purchases and Sales Made in Q4 2021 in Dutch Bros Inc. (BROS)
This table provides information about the institutional ownership of Dutch Bros Inc. (BROS) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.48K+ 390.4% |
$312K - $571K
|
9.4K
$582K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.35KNew |
$306K - $560K
|
7.35K
$455K
|
|
|
Feb 04, 2022
Q4 2021
|
Matisse Capital
|
BUY
|
- |
7.34KNew |
$306K - $560K
|
7.34K
$454K
|
|
|
Feb 14, 2022
Q4 2021
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
7.25KNew |
$302K - $553K
|
7.25K
$449K
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
7.25KNew |
$302K - $553K
|
7.25K
$449K
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
7.22KNew |
$301K - $551K
|
7.22K
$447K
|
|
|
Feb 14, 2022
Q4 2021
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
7.2KNew |
$300K - $549K
|
7.2K
$445K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
6.95KNew |
$290K - $530K
|
6.95K
$430K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
6.83KNew |
$285K - $521K
|
6.83K
$423K
|
|
|
Feb 14, 2022
Q4 2021
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
6.72KNew |
$280K - $512K
|
6.72K
$415K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.55K+ 20.41% |
$273K - $499K
|
38.6K
$2.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
6.28K+ 3142.0% |
$262K - $479K
|
6.48K
$401K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.04KNew |
$252K - $461K
|
6.04K
$374K
|
|
|
Jan 19, 2022
Q4 2021
|
Bennett Selby Investments LP
|
BUY
|
- |
5.9KNew |
$246K - $450K
|
5.9K
$365K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.75K+ 766.67% |
$240K - $438K
|
6.5K
$402K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.53K+ 28.43% |
$231K - $422K
|
25K
$1.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.5KNew |
$229K - $419K
|
5.5K
$340K
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
5.47K+ 39.86% |
$228K - $417K
|
19.2K
$1.19M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.23KNew |
$218K - $399K
|
5.23K
$324K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.05KNew |
$210K - $385K
|
5.05K
$312K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.93KNew |
$205K - $376K
|
4.93K
$305K
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
4.68KNew |
$195K - $357K
|
4.68K
$289K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.53KNew |
$189K - $345K
|
4.53K
$280K
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.39KNew |
$183K - $334K
|
4.39K
$271K
|
|
|
Feb 11, 2022
Q4 2021
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
4.14KNew |
$172K - $315K
|
4.14K
$256K
|
|
|
Feb 14, 2022
Q4 2021
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
3.22KNew |
$134K - $245K
|
3.22K
$199K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
3.14KNew |
$131K - $239K
|
3.14K
$194K
|
|
|
Feb 14, 2022
Q4 2021
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
2.76K+ 721.47% |
$115K - $210K
|
3.14K
$194K
|
|
|
Feb 14, 2022
Q4 2021
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
2.16K+ 17.46% |
$90.1K - $165K
|
14.5K
$900K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.69K+ 573.13% |
$70.2K - $128K
|
1.98K
$122K
|
|
|
Feb 08, 2022
Q4 2021
|
Keudell
|
BUY
|
- |
1.41K+ 22.59% |
$58.8K - $108K
|
7.66K
$474K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1KNew |
$41.7K - $76.3K
|
1K
$61.9K
|
|
|
Feb 16, 2022
Q4 2021
|
Kessler Investment Group, LLC
|
BUY
|
- |
775New |
$32.3K - $59.1K
|
775
$47.9K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
715New |
$29.8K - $54.5K
|
715
$44.2K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
680+ 42.5% |
$28.3K - $51.9K
|
2.28K
$141K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
605+ 10.72% |
$25.2K - $46.1K
|
6.25K
$387K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
500New |
$20.8K - $38.1K
|
500
$30.9K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
427New |
$17.8K - $32.6K
|
427
$26.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
405New |
$16.9K - $30.9K
|
405
$25.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
400New |
$16.7K - $30.5K
|
400
$24.7K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
322New |
$13.4K - $24.6K
|
322
$19.9K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
274New |
$11.4K - $20.9K
|
274
$16.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
220+ 110.0% |
$9.17K - $16.8K
|
420
$26K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
210+ 140.0% |
$8.75K - $16K
|
360
$22.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
200+ 100.0% |
$8.34K - $15.3K
|
400
$24.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
200+ 0.07% |
$8.34K - $15.3K
|
300K
$18.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
200New |
$8.34K - $15.3K
|
200
$12.4K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
200New |
$8.34K - $15.3K
|
200
$12.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
200New |
$8.34K - $15.3K
|
200
$12.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
175New |
$7.3K - $13.3K
|
175
$10.8K
|