Purchases and Sales Made in Q4 2024 in Dutch Bros Inc. (BROS)
This table provides information about the institutional ownership of Dutch Bros Inc. (BROS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
815New |
$25K - $45.5K
|
815
$64.5K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
775New |
$23.8K - $43.3K
|
775
$61.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
679+ 0.42% |
$20.9K - $37.9K
|
162K
$12.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
675+ 50.49% |
$20.7K - $37.7K
|
2.01K
$159K
|
|
|
Feb 14, 2025
Q4 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
594+ 14.64% |
$18.2K - $33.2K
|
4.65K
$368K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
470New |
$14.4K - $26.2K
|
470
$37.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
467+ 33.72% |
$14.3K - $26.1K
|
1.85K
$147K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
462+ 2.56% |
$14.2K - $25.8K
|
18.5K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
447+ 638.57% |
$13.7K - $25K
|
517
$40.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
435+ 4.75% |
$13.4K - $24.3K
|
9.59K
$759K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
400+ 7.32% |
$12.3K - $22.3K
|
5.87K
$464K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
392+ 6.12% |
$12K - $21.9K
|
6.79K
$538K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
349New |
$10.7K - $19.5K
|
349
$27.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
342+ 4.85% |
$10.5K - $19.1K
|
7.39K
$585K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
314+ 44.54% |
$9.65K - $17.5K
|
1.02K
$80.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
310+ 0.65% |
$9.52K - $17.3K
|
48.1K
$3.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
260+ 0.79% |
$7.99K - $14.5K
|
33K
$2.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
258+ 150.88% |
$7.93K - $14.4K
|
429
$34K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
255New |
$7.83K - $14.2K
|
255
$20.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
250+ 35.46% |
$7.68K - $14K
|
955
$75.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
236New |
$7.25K - $13.2K
|
236
$18.7K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
220+ 98.65% |
$6.76K - $12.3K
|
443
$35.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
220+ 3.64% |
$6.76K - $12.3K
|
6.27K
$496K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
200New |
$6.14K - $11.2K
|
200
$15.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
200New |
$6.14K - $11.2K
|
200
$15.8K
|
|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
BUY
|
- |
140+ 20.41% |
$4.3K - $7.81K
|
826
$65.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
116New |
$3.56K - $6.48K
|
116
$9.18K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
100+ 20.0% |
$3.07K - $5.58K
|
600
$47.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
100New |
$3.07K - $5.58K
|
100
$7.92K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
95+ 0.32% |
$2.92K - $5.3K
|
29.6K
$2.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
94+ 54.97% |
$2.89K - $5.25K
|
265
$21K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
89+ 445.0% |
$2.73K - $4.97K
|
109
$8.63K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
84New |
$2.58K - $4.69K
|
84
$6.65K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
67+ 1116.67% |
$2.06K - $3.74K
|
73
$5.78K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
52New |
$1.6K - $2.9K
|
52
$4.12K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
52+ 0.6% |
$1.6K - $2.9K
|
8.66K
$685K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
41New |
$1.26K - $2.29K
|
41
$3.25K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
40+ 19.05% |
$1.23K - $2.23K
|
250
$19.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
38+ 73.08% |
$1.17K - $2.12K
|
90
$7.12K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
34+ 11.49% |
$1.04K - $1.9K
|
330
$26.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
34New |
$1.04K - $1.9K
|
34
$2.69K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
17+ 1700.0% |
$522 - $949
|
18
$1.42K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
16+ 0.15% |
$492 - $893
|
10.7K
$849K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15+ 20.55% |
$461 - $837
|
88
$6.97K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
13New |
$399 - $726
|
13
$1.03K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
13New |
$399 - $726
|
13
$1.03K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
10+ 0.86% |
$307 - $558
|
1.18K
$93.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7New |
$215 - $391
|
7
$554
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3New |
$92.2 - $167
|
3
$237
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
3+ 60.0% |
$92.2 - $167
|
8
$633
|