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Get Institutions for : 
Dutch Bros Inc. (BROS)  
$32.80 1.03 (3.24%) as of 4:30 Thu 5/9


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 221    25
Total shares held : 
 90,899,729  
% of shares held : 
 75.75%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   76  
Amount of shares held : 
 2,210,154  
% of shares held change : 
   1.84%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $23.47  
Last Quarter's Ending Price : 
 $31.67  
Last Quarter's Average Price : 
 $27.24  
Change from last quarter's     
avg. price to the last closing  : 
5.56 (20.41%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
53
 5,644,911
 6.21%
 
Increased Positions :
95
 5,826,114
 6.41%
 
Unchanged Positions :
29
 630,699
 0.69%
 
Decreased Positions :
44
-8,593,248
-9.45%
 
Closed Positions :
28
-667,623
-0.73%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   VANGUARD GROUP INC 1653 - 2023-12-31 4,750,468 $150,447,000 135,918
   T. Rowe Price Investment Management Inc. 238 - 2023-12-31 4,166,582 $131,956,000 190,090
   CITADEL ADVISORS LLC 183 - 2023-12-31 3,959,386 $125,394,000 900,013
   MARSHALL WACE LLP 152 - 2023-12-31 2,196,555 $69,565,000 774,980
   AMERICAN CENTURY COMPANIES INC 540 - 2023-12-31 1,408,492 $44,607,000 231,344
   BLACKROCK INC. 2664 - 2023-12-31 1,065,942 $33,758,000 108,900
   CLEARBRIDGE ADVISORS LLC 423 - 2023-12-31 863,657 $27,352,000 19
   GOLDMAN SACHS GROUP INC/ 1624 - 2023-12-31 585,805 $18,552,000 141,858
   BALYASNY ASSET MANAGEMENT LLC 455 - 2023-12-31 578,852 $18,332,000 578,852
   GEODE CAPITAL MANAGEMENT LLC 1993 - 2023-12-31 550,410 $17,435,000 53,208
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 489 - 2023-12-31 477,694 $15,129,000 456,187
   FULLER & THALER ASSET MANAGEMENT, INC. 239 - 2023-12-31 474,853 $15,039,000 50,732
   FENIMORE ASSET MANAGEMENT INC - 2024-03-31 432,053 $14,258,000 2,295
   MORGAN STANLEY 3128 - 2023-12-31 387,484 $12,272,000 232,539
   LPL FINANCIAL CORP 1154 - 2023-12-31 367,980 $11,654,000 8,611
   Ghisallo Capital Management LLC 18 - 2023-12-31 350,000 $11,085,000 81,846
   MILLENNIUM MANAGEMENT LLC 1353 - 2023-12-31 335,058 $10,611,000 335,058
   UBS Group AG 1429 - 2023-12-31 327,142 $10,361,000 182,658
   CRESTWOOD CAPITAL MANAGEMENT, L.P. 9 - 2023-12-31 321,097 $10,169,000 1,097
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2013 - 2023-12-31 296,939 $9,404,000 14,158
   OZ MANAGEMENT LP 38 - 2023-12-31 295,800 $9,368,000 95,200
   VERITION FUND MANAGEGMENT LLC 191 - 2023-12-31 290,113 $9,188,000 141,725
   STATE STREET CORP 2508 - 2023-12-31 281,261 $8,908,000 43,284
   JANE STREET GROUP LLC 1032 - 2023-12-31 271,046 $8,584,000 180,927
   JOHO CAPITAL LLC 9 - 2023-12-31 258,003 $8,171,000 3,200
   BARCLAYS PLC 1303 - 2023-12-31 206,076 $6,527,000 187,302
   Aquatic Capital Management LLC 145 - 2023-12-31 197,500 $6,255,000 83,500
   NORTHERN TRUST CORP 2461 - 2023-12-31 169,675 $5,374,000 46,187
   SEVEN GRAND MANAGERS LLC 14 - 2024-03-31 150,000 $4,950,000 130,000
   NATIONAL BANK OF CANADA /FI/ 692 - 2023-12-31 147,100 $4,569,000 8,700
   BLAIR WILLIAM & CO/IL 478 - 2023-12-31 143,337 $4,539,000 4,512
   STATE OF WISCONSIN INVESTMENT BOARD 1024 - 2023-12-31 137,695 $4,361,000 15,872
   COMMONWEALTH EQUITY SERVICES LLC. 1345 - 2024-03-31 113,801 $3,755,000 1,929
   Holocene Advisors LP 420 - 2023-12-31 112,156 $3,552,000 56,437
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1344 - 2024-03-31 103,605 $3,419,000 33,183
   CAPSTONE INVESTMENT ADVISORS LLC 129 - 2024-03-31 95,384 $3,148,000 67,160
   WELLS FARGO & CO/MN 2208 - 2023-12-31 97,568 $3,090,000 58,643
   CAPITAL FUND MANAGEMENT S.A. 433 - 2023-12-31 95,005 $3,009,000 4,608
   Schonfeld Strategic Advisors LLC 608 - 2023-12-31 94,700 $2,999,000 94,700
   Advisor Group Holdings Inc. 1698 - 2023-12-31 78,152 $2,475,000 582
   AMERIPRISE FINANCIAL INC 2713 - 2023-12-31 75,565 $2,393,000 7,584
   TD ASSET MANAGEMENT INC 965 - 2023-12-31 71,406 $2,261,000 47,628
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 1673 - 2023-12-31 58,683 $1,858,000 19,740
   GSA CAPITAL PARTNERS LLP 153 - 2024-03-31 53,651 $1,770,000 30,180
   CREDIT SUISSE/ 1936 - 2023-12-31 54,398 $1,723,000 18,289
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1583 - 2023-12-31 49,885 $1,580,000 1,848
   RAYMOND JAMES & ASSOCIATES 2301 - 2024-03-31 47,338 $1,562,000 4,664
   WESBANCO BANK INC 233 - 2024-03-31 44,285 $1,461,000 44,285
   Baird Financial Group Inc. 1061 - 2023-12-31 39,625 $1,255,000 12,544
   AIGEN INVESTMENT MANAGEMENT LP 126 - 2023-12-31 37,539 $1,189,000 37,539
   J P MORGAN CHASE & CO 3230 - 2023-12-31 37,264 $1,180,000 7,695
   DIMENSIONAL FUND ADVISORS INC 2910 - 2023-12-31 35,042 $1,110,000 1,868
   Renaissance Capital LLC 40 - 2024-03-31 31,026 $1,024,000 9,256
   JANUS HENDERSON GROUP PLC 1664 - 2023-12-31 28,772 $910,000 9,169
   JANNEY MONTGOMERY SCOTT LLC 1566 - 2024-03-31 27,295 $901,000 13,395
   NEUBERGER BERMAN GROUP LLC 1298 - 2023-12-31 27,759 $879,000 4,170
   Cannon Global Investment Management LLC 9 - 2024-03-31 24,800 $818,000 9,800
   KESTRA PRIVATE WEALTH SERVICES LLC - 2024-03-31 24,416 $806,000 906
   Rockefeller Capital Management L.P. 1247 - 2023-12-31 22,376 $709,000 10,842
   Dynamic Technology Lab Private Ltd 468 - 2023-12-31 21,974 $696,000 7,446
   Wealth Management Partners LLC 64 - 2024-03-31 18,790 $620,000 756
   VICTORY CAPITAL MANAGEMENT INC - 2024-03-31 17,695 $584,000 3,252
   Steward Partners Investment Advisory LLC 954 - 2023-12-31 17,316 $548,000 1,441
   WEDBUSH MORGAN SECURITIES INC 529 - 2023-12-31 16,875 $534,000 4,169
   Independent Advisor Alliance 429 - 2023-12-31 16,677 $528,000 245
   STIFEL FINANCIAL CORP 2525 - 2023-12-31 16,499 $523,000 293
   ARIZONA STATE RETIREMENT SYSTEM - 2023-12-31 15,654 $496,000 3,952
   Inspire Advisors LLC 194 - 2023-12-31 14,943 $473,000 308
   PRICE T ROWE ASSOCIATES INC /MD/ 2204 - 2023-12-31 14,600 $463,000 4,300
   DAVIDSON D A & CO 987 - 2023-12-31 14,172 $449,000 1,294
   Cetera Investment Advisers 1542 - 2023-12-31 14,066 $445,000 1,074
   ENVESTNET ASSET MANAGEMENT INC 3403 - 2023-12-31 13,190 $418,000 4,512
   FIFTH THIRD BANCORP 813 - 2024-03-31 12,624 $417,000 12,583
   Cherry Creek Investment Advisors Inc. 68 - 2024-03-31 11,962 $395,000 1,632
   Van Hulzen Asset Management LLC 247 - 2023-12-31 11,890 $377,000 1,910
   HARBOR CAPITAL ADVISORS INC. 295 - 2023-12-31 11,050 $350,000 4,097
   WoodTrust Financial Corp 113 - 2024-03-31 10,100 $333,000 1,550
   THRIVENT FINANCIAL FOR LUTHERANS 2259 - 2023-12-31 10,415 $330,000 57
   Keudell/Morrison Wealth Management 149 - 2023-12-31 9,722 $308,000 391
   Private Advisor Group LLC - 2024-03-31 7,580 $250,000 631
   FREESTONE CAPITAL HOLDINGS, LLC 352 - 2023-12-31 7,729 $245,000 7,729
   Bullseye Asset Management LLC 69 - 2023-12-31 6,000 $190,000 1,000
   SITTNER & NELSON LLC 117 - 2023-12-31 5,795 $184,000 100
   Newbridge Financial Services Group Inc. 229 - 2024-03-31 4,700 $155,000 4,700
   AdvisorShares Investments LLC 240 - 2023-12-31 4,600 $146,000 4,600
   GPS Wealth Strategies Group LLC - 2024-03-31 3,250 $107,000 760
   IFP Advisors Inc 1225 - 2023-12-31 3,127 $99,000 1,004
   TOWER RESEARCH CAPITAL LLC 2788 - 2023-12-31 2,552 $81,000 2,217
   HANSON MCCLAIN, INC. 1250 - 2024-03-31 1,698 $56,000 100
   LAZARD ASSET MANAGEMENT LLC 1736 - 2023-12-31 1,249 $39,000 1,099
   FIXED INCOME SECURITIES INC 1334 - 2023-12-31 882 $28,000 78
   Stone House Investment Management LLC 110 - 2023-12-31 827 $26,000 225
   VALLEY NATIONAL ADVISERS INC 522 - 2024-03-31 607 $20,000 42
   Register Financial Advisors LLC 497 - 2024-03-31 400 $13,000 400
   Cutler Group LP 605 - 2024-03-31 334 $11,000 334
   EverSource Wealth Advisors LLC 1938 - 2023-12-31 112 $4,000 42
   Briaud Financial Planning Inc 109 - 2024-03-31 100 $4,000 100
   NORTHWEST INVESTMENT COUNSELORS LLC 464 - 2024-03-31 100 $3,000 100
  98 Records found
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