Purchases and Sales Made in Q4 2023 in Dutch Bros Inc. (BROS)
This table provides information about the institutional ownership of Dutch Bros Inc. (BROS) during Q4 2023. 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 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
50New |
$1.16K - $1.6K
|
50
$2.72K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
45+ 30.2% |
$1.04K - $1.44K
|
194
$10.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
42+ 60.0% |
$972 - $1.34K
|
112
$6.09K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
32New |
$740 - $1.02K
|
32
$1.74K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
26New |
$602 - $832
|
26
$1.41K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
23New |
$532 - $736
|
23
$1.25K
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
19+ 0.0% |
$440 - $608
|
864K
$47M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
17+ 73.91% |
$393 - $544
|
40
$2.18K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2+ 0.02% |
$46.3 - $64
|
10K
$545K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-13- 2.21% |
$301 - $416
|
574
$31.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-40- 0.04% |
$926 - $1.28K
|
112K
$6.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-130- 8.16% |
$3.01K - $4.16K
|
1.46K
$79.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-200- 8.79% |
$4.63K - $6.4K
|
2.08K
$113K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-220- 39.29% |
$5.09K - $7.04K
|
340
$18.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-230- 84.87% |
$5.32K - $7.36K
|
41
$2.23K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-371- 0.63% |
$8.58K - $11.9K
|
58.4K
$3.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-400- 22.05% |
$9.26K - $12.8K
|
1.41K
$76.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-514- 1.57% |
$11.9K - $16.4K
|
32.1K
$1.75M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-741- 6.39% |
$17.1K - $23.7K
|
10.8K
$590K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-793- 4.92% |
$18.4K - $25.4K
|
15.3K
$834K
|
|
|
Feb 08, 2024
Q4 2023
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-816- 2.42% |
$18.9K - $26.1K
|
32.9K
$1.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
SELL
|
- |
-824- 3.99% |
$19.1K - $26.4K
|
19.8K
$1.08M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.09K- 35.56% |
$25.2K - $34.9K
|
1.98K
$107K
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-1.19K- 8.82% |
$27.6K - $38.1K
|
12.3K
$669K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.29K- 5.68% |
$29.9K - $41.4K
|
21.5K
$1.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-1.33K- 2.73% |
$30.7K - $42.4K
|
47.3K
$2.57M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.44K- 8.92% |
$33.2K - $45.9K
|
14.6K
$797K
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-1.77K- 3.33% |
$40.9K - $56.5K
|
51.2K
$2.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.91K- 13.37% |
$44.3K - $61.2K
|
12.4K
$674K
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-2.36K- 20.28% |
$54.7K - $75.6K
|
9.29K
$505K
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-2.37K- 7.74% |
$54.8K - $75.7K
|
28.2K
$1.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.57K- 15.62% |
$59.5K - $82.3K
|
13.9K
$756K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-2.61K- 17.38% |
$60.3K - $83.4K
|
12.4K
$674K
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-3.1K- 12.65% |
$71.7K - $99.2K
|
21.4K
$1.16M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-3.12K- 3.89% |
$72.2K - $99.8K
|
77.1K
$4.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-3.28K- 2.8% |
$75.9K - $105K
|
114K
$6.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.04K- 12.07% |
$93.5K - $129K
|
29.5K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.5K- 43.11% |
$127K - $176K
|
7.26K
$395K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-5.62K- 23.75% |
$130K - $180K
|
18K
$981K
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-9.6K- 8.01% |
$222K - $307K
|
110K
$6M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-13.9K- 25.03% |
$322K - $445K
|
41.6K
$2.26M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-19.3K- 40.99% |
$446K - $617K
|
27.8K
$1.51M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20.8K- 32.81% |
$482K - $667K
|
42.7K
$2.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Seven Grand Managers, LLC
Bronxville, NY |
SELL
|
- |
-27.9K- 58.23% |
$645K - $892K
|
20K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Sculptor Capital LP
New York, NY |
SELL
|
- |
-27.9K- 8.62% |
$646K - $893K
|
296K
$16.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-37.7K- 52.76% |
$873K - $1.21M
|
33.8K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-38K- 99.25% |
$878K - $1.21M
|
286
$15.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-47.2K- 20.79% |
$1.09M - $1.51M
|
180K
$9.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-71.1K- 16.23% |
$1.64M - $2.27M
|
367K
$20M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-166K- 85.88% |
$3.85M - $5.33M
|
27.4K
$1.49M
|