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Get Institutions for : 
Dutch Bros Inc. (BROS)  
$36.03 3.23 (9.85%) as of 4:30 Fri 5/10


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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  : 
8.79 (32.27%)  




 
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
   TSG Consumer Partners LP 1 - 2023-12-31 46,550,828 $1,474,265,000 -6,935,070
   FMR LLC 662 - 2023-12-31 7,815,803 $247,526,000 -765,948
   BANK OF AMERICA CORP /DE/ 1573 - 2023-12-31 850,278 $26,928,000 -82,405
   CITIGROUP INC 793 - 2023-12-31 366,839 $11,618,000 -71,071
   INVESCO LTD 1832 - 2023-12-31 290,877 $9,212,000 -205,835
   Taylor Frigon Capital Management LLC 17 - 2024-03-31 113,255 $3,737,000 -755
   Swiss National Bank 1502 - 2023-12-31 110,300 $3,493,000 -9,600
   Squarepoint Ops LLC 815 - 2023-12-31 103,759 $3,286,000 -133,808
   TRUE Private Wealth Advisors 58 - 2024-03-31 73,957 $2,441,000 -3,125
   MULTIFINANCIAL SECURITIES CORP 532 - 2023-12-31 58,445 $1,851,000 -371
   LEGAL & GENERAL GROUP PLC 2044 - 2023-12-31 51,239 $1,623,000 -1,766
   Private Wealth Advisors LLC - 2023-12-31 47,275 $1,497,000 -1,326
   Arrowroot Family Office LLC 32 - 2023-12-31 41,620 $1,318,000 -13,894
   SEI INVESTMENTS CO 1850 - 2023-12-31 33,769 $1,069,000 -37,712
   EFG Asset Management (North America) Corp. 173 - 2023-12-31 32,862 $1,040,000 -816
   COMERICA BANK 1527 - 2023-12-31 32,134 $1,018,000 -514
   Financial Advocates Investment Management 318 - 2024-03-31 28,643 $945,000 -810
   Walleye Trading Advisors LLC 872 - 2023-12-31 27,379 $867,000 -166,470
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1843 - 2024-03-31 25,114 $829,000 -2,281
   Royal Fund Management LLC 198 - 2024-03-31 21,000 $693,000 -400
   VERUS CAPITAL PARTNERS LLC 138 - 2023-12-31 21,479 $680,000 -1,293
   ARP AMERICAS LLC 263 - 2023-12-31 19,849 $629,000 -824
   Orca Investment Management LLC 40 - 2024-03-31 17,918 $591,000 -651
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 1866 - 2024-03-31 17,413 $525,000 -8,020
   ROYAL BANK OF CANADA 3675 - 2023-12-31 15,339 $486,000 -793
   HIGHTOWER ADVISORS, LLC 2322 - 2023-12-31 14,647 $464,000 -1,435
   BANK OF NEW YORK MELLON CORP 3540 - 2024-03-31 12,954 $427,000 -16,414
   FINANCIAL NETWORK 2053 - 2023-12-31 12,397 $393,000 -1,913
   BECKER CAPITAL MANAGEMENT INC 210 - 2023-12-31 12,309 $390,000 -1,191
   BB&T CORP 2166 - 2023-12-31 10,847 $344,000 -741
   RB Capital Management LLC 144 - 2023-12-31 9,290 $294,000 -2,364
   Hedges Asset Management LLC 91 - 2024-03-31 8,900 $294,000 -400
   ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 1794 - 2024-03-31 8,699 $287,000 -2,782
   Triton Wealth Management PLLC 63 - 2024-03-31 8,607 $244,000 -1,700
   Chicago Partners Investment Group LLC 639 - 2024-03-31 8,205 $236,000 -200
   CREATIVE PLANNING 2289 - 2023-12-31 7,258 $230,000 -5,500
   Clearview Wealth Advisors LLC 99 - 2024-03-31 6,761 $223,000 -234
   Archer Investment Corp 343 - 2023-12-31 2,075 $66,000 -200
   Geneos Wealth Management Inc. 986 - 2024-03-31 1,925 $64,000 -50
   CWM LLC 2300 - 2024-03-31 1,453 $48,000 -744
   US BANCORP 2675 - 2023-12-31 1,463 $46,000 -130
   Parallel Advisors LLC 1465 - 2023-12-31 1,414 $45,000 -400
   GRADIENT INVESTMENTS LLC 486 - 2024-03-31 805 $27,000 -343
   PNC FINANCIAL SERVICES GROUP INC 3441 - 2023-12-31 574 $18,000 -13
   Psagot Value Holdings Ltd. / (Israel) 334 - 2023-12-31 340 $11,000 -220
   JAMISON PRIVATE WEALTH MANAGEMENT INC. 327 - 2024-03-31 333 $11,000 -12,054
   PARALLAX VOLATILITY ADVISERS, LLC 506 - 2023-12-31 286 $9,000 -37,958
   Spire Wealth Management 1862 - 2024-03-31 189 $6,000 -400
   CGC Financial Services LLC 261 - 2024-03-31 127 $4,000 -67
   Retirement Group LLC 751 - 2024-03-31 17 $1,000 -23
  50 Records found
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