Purchases and Sales Made in Q2 2024 in Brp Group, Inc. (BRP)
This table provides information about the institutional ownership of Brp Group, Inc. (BRP) during Q2 2024. The information is specifically focused on institutions that hold shares of BRP Group, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
55+ 10.78% |
$0 - $1.95K
|
565
$22.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
54New |
$0 - $1.92K
|
54
$2.16K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
52New |
$0 - $1.85K
|
52
$2.08K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
46+ 3.75% |
$0 - $1.63K
|
1.27K
$51K
|
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
BUY
|
- |
46+ 0.55% |
$0 - $1.63K
|
8.44K
$338K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
28+ 18.79% |
$0 - $995
|
177
$7.09K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25New |
$0 - $888
|
25
$1K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
22+ 14.38% |
$0 - $781
|
175
$7.01K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
21+ 17.95% |
$0 - $746
|
138
$5.52K
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
19New |
$0 - $675
|
19
$761
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
18New |
$0 - $639
|
18
$721
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12New |
$0 - $426
|
12
$480
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
6+ 3.24% |
$0 - $213
|
191
$7.65K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1- 2.94% |
$0 - $35.5
|
33
$1.32K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-37- 3.46% |
$0 - $1.31K
|
1.03K
$41.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-43- 13.23% |
$0 - $1.53K
|
282
$11.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-61- 5.39% |
$0 - $2.17K
|
1.07K
$42.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-99- 1.14% |
$0 - $3.52K
|
8.55K
$342K
|
|
|
Jul 24, 2024
Q2 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-135- 0.06% |
$0 - $4.8K
|
224K
$8.96M
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-175- 39.95% |
$0 - $6.22K
|
263
$10.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-188- 1.11% |
$0 - $6.68K
|
16.7K
$669K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-216- 66.67% |
$0 - $7.67K
|
108
$4.32K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-236- 3.3% |
$0 - $8.38K
|
6.91K
$277K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-275- 75.55% |
$0 - $9.77K
|
89
$3.56K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-423- 8.63% |
$0 - $15K
|
4.48K
$179K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.01K- 3.42% |
$0 - $36K
|
28.6K
$1.14M
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1.42K- 0.04% |
$0 - $50.4K
|
3.45M
$138M
|
|
|
Aug 13, 2024
Q2 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-2.75K- 25.44% |
$0 - $97.8K
|
8.07K
$323K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.9K- 1.41% |
$0 - $103K
|
203K
$8.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.9K- 1.41% |
$0 - $103K
|
203K
$8.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-3.63K- 75.36% |
$0 - $129K
|
1.19K
$47.5K
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-3.74K- 20.61% |
$0 - $133K
|
14.4K
$576K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.87K- 37.36% |
$0 - $137K
|
6.48K
$260K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.25K- 0.83% |
$0 - $186K
|
631K
$25.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.98K- 37.23% |
$0 - $212K
|
10.1K
$403K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14K- 10.74% |
$0 - $496K
|
116K
$4.64M
|
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-14.1K- 9.95% |
$0 - $500K
|
127K
$5.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-14.4K- 13.37% |
$0 - $512K
|
93.3K
$3.74M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-18.5K- 4.37% |
$0 - $655K
|
403K
$16.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-20.8K- 52.73% |
$0 - $740K
|
18.7K
$748K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-21.1K- 3.03% |
$0 - $751K
|
677K
$27.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-21.6K- 26.37% |
$0 - $768K
|
60.4K
$2.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Estuary Capital Management LP
Wayzata, MN |
SELL
|
- |
-24.7K- 12.77% |
$0 - $877K
|
169K
$6.75M
|
|
|
Aug 06, 2024
Q2 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-24.8K- 2.78% |
$0 - $883K
|
869K
$34.8M
|
|
|
Jun 12, 2025
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-25.3K- 46.97% |
$0 - $899K
|
28.6K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-26.1K- 21.48% |
$0 - $928K
|
95.5K
$3.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-26.4K- 4.76% |
$0 - $939K
|
529K
$21.2M
|
|
|
Aug 14, 2024
Q2 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-28K- 5.44% |
$0 - $994K
|
487K
$19.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Venator Management LLC
Pittsburgh, PA |
SELL
|
- |
-31.4K- 4.01% |
$0 - $1.11M
|
751K
$30.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-32.1K- 16.11% |
$0 - $1.14M
|
167K
$6.7M
|