BROS Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 49.70%

Insider Buying (Last 12 Months): $40,900.11

Insider Selling (Last 12 Months): $170,340,503.38

Dutch Bros Insider Trading History Chart

Dutch Bros Share Price & Price History

^$28.30

▲ +1.57 (5.87%)

As of 12/1/2023 01:00 AM ET

Days: 30 | 90 | 365

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Dutch Bros Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
11/22/2023	Charles Jemley	CFO	Sell	97,000	$28.80	$2,793,600.00	900,429
11/15/2023	Tsg7 A Management Llc	Major Shareholder	Sell	5,641,152	$28.16	$158,854,840.32
8/11/2023	Victoria J. Tullett	Insider	Buy	739	$33.80	$24,978.20	739
8/8/2023	Travis Boersma	Chairman	Buy	13	$27.63	$359.19	109
8/3/2023	Travis Boersma	Chairman	Sell	136	$29.36	$3,992.96	123
8/1/2023	Joth Ricci	CEO	Sell	80,000	$30.29	$2,423,200.00	1,976,335
5/27/2023	Travis Boersma	Chairman	Buy	1	$36.89	$36.89	108
5/18/2023	Travis Boersma	Chairman	Buy	108	$24.89	$2,688.12	108
5/10/2023	Travis Boersma	Chairman	Buy	130	$29.80	$3,874.00	259
4/14/2023	Travis Boersma	Chairman	Sell	129	$32.10	$4,140.90	129
3/27/2023	Travis Boersma	Chairman	Buy	25	$29.45	$736.25	258
3/7/2023	Travis Boersma	Chairman	Buy	2	$33.73	$67.46	258
3/1/2023	Travis Boersma	Chairman	Buy	255	$32.00	$8,160.00	256
2/1/2023	Joth Ricci	CEO	Sell	160,000	$37.53	$6,004,800.00	2,056,335
1/9/2023	Travis Boersma	Chairman	Sell	78	$31.40	$2,449.20	1
1/6/2023	Travis Boersma	Chairman	Sell	100	$30.00	$3,000.00	79
12/14/2022	John Patrick Graham	CMO	Sell	8,000	$31.31	$250,480.00	163,332
8/30/2022	Brian Maxwell	COO	Sell	6,000	$40.00	$240,000.00	1,153,620
8/15/2022	Charles Jemley	CFO	Sell	85,000	$46.28	$3,933,800.00	1,167,032
8/15/2022	Joth Ricci	CEO	Sell	71,125	$46.30	$3,293,087.50	2,453,865
8/3/2022	Brian Maxwell	COO	Sell	48,000	$40.12	$1,925,760.00	1,171,620
6/7/2022	Brian Maxwell	COO	Sell	12,000	$40.92	$491,040.00	1,219,620
5/16/2022	Stephen Gillett	Director	Buy	4,725	$26.29	$124,220.25	4,725
5/10/2022	Brian Maxwell	COO	Sell	12,000	$40.63	$487,560.00	1,243,620
5/9/2022	Joth Ricci	CEO	Sell	71,125	$42.47	$3,020,678.75	2,524,990
4/26/2022	Brian Maxwell	COO	Sell	12,000	$48.06	$576,720.00	1,255,620
4/12/2022	Brian Maxwell	COO	Sell	12,000	$52.57	$630,840.00	1,267,620
4/5/2022	Charles Jemley	CFO	Sell	5,000	$54.08	$270,400.00	1,252,032
3/29/2022	Brian Maxwell	COO	Sell	12,000	$60.44	$725,280.00
3/15/2022	Brian Maxwell	COO	Sell	12,000	$48.75	$585,000.00
3/15/2022	Charles Jemley	CFO	Sell	15,000	$48.77	$731,550.00
3/10/2022	Tsg7 A Management Llc	Major Shareholder	Sell	5,000,000	$51.47	$257,350,000.00
3/7/2022	Joth Ricci	CEO	Sell	71,125	$46.08	$3,277,440.00

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SEC Filings (Institutional Ownership Changes) for Dutch Bros (NYSE:BROS)

Institutional Buying and Selling by Quarter

Dutch Bros Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
11/30/2023	American Century Companies Inc.	1,177,148	$27.37M	0.0%	+191.7%	0.665%
11/28/2023	IMA Wealth Inc.	46,226	$1.08M	0.3%	-2.5%	0.026%
11/21/2023	Comerica Bank	32,648	$0.76M	0.0%	N/A	0.018%
11/16/2023	Creative Planning	12,758	$0.30M	0.0%	-8.4%	0.028%
11/15/2023	Bullseye Asset Management LLC	5,000	$0.12M	0.1%	N/A	0.011%
11/15/2023	Sei Investments Co.	71,481	$1.66M	0.0%	N/A	0.157%
11/15/2023	Legal & General Group Plc	53,005	$1.23M	0.0%	+80.3%	0.116%
11/15/2023	Ameriprise Financial Inc.	67,981	$1.58M	0.0%	+201.5%	0.149%
11/15/2023	Becker Capital Management Inc.	13,500	$0.31M	0.0%	-50.8%	0.030%
11/14/2023	Seven Grand Managers LLC	47,886	$1.11M	1.5%	N/A	0.105%
11/14/2023	California State Teachers Retirement System	48,037	$1.12M	0.0%	+49.4%	0.105%
11/14/2023	Qube Research & Technologies Ltd	27,513	$0.64M	0.0%	N/A	0.060%
11/13/2023	Northern Trust Corp	123,488	$2.87M	0.0%	+77.5%	0.270%
11/13/2023	Federated Hermes Inc.	400,000	$9.30M	0.0%	+33.3%	0.876%
11/13/2023	Stifel Financial Corp	16,206	$0.38M	0.0%	-46.3%	0.035%
11/13/2023	Fuller & Thaler Asset Management Inc.	424,121	$9.86M	0.1%	N/A	0.929%
11/13/2023	LPL Financial LLC	359,369	$8.36M	0.0%	+3.2%	0.787%
11/13/2023	Clearbridge Investments LLC	863,638	$20.08M	0.0%	-0.5%	1.891%
11/13/2023	Dark Forest Capital Management LP	45,724	$1.06M	0.1%	N/A	0.100%
11/13/2023	Invesco Ltd.	496,712	$11.55M	0.0%	N/A	1.088%
11/13/2023	FMR LLC	8,581,751	$199.53M	0.0%	+42.9%	18.791%
11/13/2023	TRUE Private Wealth Advisors	80,202	$1.87M	0.3%	-1.2%	0.176%
11/13/2023	Envestnet Asset Management Inc.	8,678	$0.20M	0.0%	N/A	0.019%
11/13/2023	Crestwood Capital Management L.P.	320,000	$7.44M	5.6%	N/A	0.701%
11/9/2023	Citigroup Inc.	437,910	$10.18M	0.0%	+2,459.1%	0.959%
11/9/2023	Blair William & Co. IL	138,825	$3.23M	0.0%	+16.0%	0.304%
11/9/2023	UBS Group AG	144,484	$3.36M	0.0%	+154.8%	0.316%
11/8/2023	HighTower Advisors LLC	16,082	$0.37M	0.0%	-16.3%	0.035%
11/8/2023	Charles Schwab Investment Management Inc.	282,781	$6.58M	0.0%	+83.9%	0.619%
11/8/2023	Janney Montgomery Scott LLC	16,473	$0.38M	0.0%	+19.6%	0.036%
11/8/2023	Swiss National Bank	119,900	$2.79M	0.0%	+50.6%	0.263%
11/8/2023	Kestra Private Wealth Services LLC	19,654	$0.46M	0.0%	+5.3%	0.043%
11/7/2023	Kingsview Wealth Management LLC	12,241	$0.29M	0.0%	-33.8%	0.027%
11/7/2023	Van Hulzen Asset Management LLC	9,980	$0.23M	0.0%	+17.7%	0.022%
11/7/2023	Barclays PLC	18,774	$0.44M	0.0%	+181.7%	0.041%
11/7/2023	Arizona State Retirement System	11,702	$0.27M	0.0%	+14.0%	0.026%
11/6/2023	Versor Investments LP	20,673	$0.48M	0.1%	N/A	0.045%
11/6/2023	Victory Capital Management Inc.	8,758	$0.20M	0.0%	N/A	0.019%
11/2/2023	EFG Asset Management North America Corp.	33,678	$0.78M	0.2%	+15.0%	0.074%
11/1/2023	Verus Capital Partners LLC	22,772	$0.53M	0.1%	-7.2%	0.050%
10/30/2023	Orca Investment Management LLC	16,844	$0.39M	0.4%	+12.3%	0.037%
10/27/2023	Allspring Global Investments Holdings LLC	226,889	$5.28M	0.0%	N/A	0.497%
10/27/2023	TD Asset Management Inc	23,778	$0.55M	0.0%	+59.7%	0.052%
10/26/2023	Inspire Advisors LLC	14,635	$0.34M	0.1%	+31.5%	0.032%
10/26/2023	Mirae Asset Global Investments Co. Ltd.	21,796	$0.51M	0.0%	-15.6%	0.048%
10/25/2023	Taylor Frigon Capital Management LLC	117,290	$2.73M	1.5%	-1.3%	0.257%
10/25/2023	Zurcher Kantonalbank Zurich Cantonalbank	9,381	$0.22M	0.0%	+50.7%	0.021%
10/24/2023	Bank of New York Mellon Corp	30,973	$0.72M	0.0%	+27.5%	0.068%
10/24/2023	Independent Advisor Alliance	16,432	$0.38M	0.0%	-16.6%	0.036%
10/24/2023	Raymond James Financial Services Advisors Inc.	46,710	$1.09M	0.0%	+13.1%	0.102%
10/24/2023	Raymond James & Associates	63,511	$1.48M	0.0%	-43.0%	0.139%
10/24/2023	Cambridge Investment Research Advisors Inc.	27,109	$0.63M	0.0%	-67.0%	0.059%
10/23/2023	Hexagon Capital Partners LLC	10,018	$0.23M	0.1%	+100.4%	0.022%
10/23/2023	Cedar Mountain Advisors LLC	1,091	$25K	0.0%	+61.4%	0.002%
10/23/2023	Commonwealth Equity Services LLC	111,912	$2.60M	0.0%	-2.0%	0.245%
10/20/2023	Harbor Capital Advisors Inc.	6,953	$0.16M	0.0%	-30.6%	0.015%
10/20/2023	U.S. Capital Wealth Advisors LLC	19,250	$0.45M	0.0%	+102.6%	0.042%
10/17/2023	Royal Fund Management LLC	24,500	$0.57M	0.1%	-13.7%	0.054%
10/17/2023	Newbridge Financial Services Group Inc.	4,700	$0.11M	0.1%	+135.0%	0.010%
10/11/2023	Geneos Wealth Management Inc.	3,065	$71K	0.0%	+240.6%	0.007%
10/6/2023	Renaissance Capital LLC	17,165	$0.40M	0.2%	+30.7%	0.038%
9/21/2023	Barclays PLC	6,665	$0.19M	0.0%	+7,473.9%	0.015%
9/12/2023	Farther Finance Advisors LLC	6,341	$0.18M	0.0%	N/A	0.014%
8/21/2023	Osaic Holdings Inc.	162,278	$4.62M	0.0%	+10.5%	0.355%
8/15/2023	Wells Fargo & Company MN	30,613	$0.87M	0.0%	-82.8%	0.067%
8/15/2023	IMA Wealth Inc.	47,405	$1.35M	0.3%	-7.0%	0.104%
8/15/2023	Walleye Capital LLC	162,066	$4.61M	0.0%	+1,118.5%	0.355%
8/15/2023	XTX Topco Ltd	15,267	$0.43M	0.1%	N/A	0.033%
8/15/2023	Quadrature Capital Ltd	8,895	$0.25M	0.0%	N/A	0.019%
8/15/2023	Royal Bank of Canada	16,381	$0.47M	0.0%	+21.5%	0.036%
8/15/2023	Rockefeller Capital Management L.P.	10,734	$0.31M	0.0%	+48.4%	0.024%
8/15/2023	Stifel Financial Corp	30,176	$0.86M	0.0%	-8.8%	0.066%
8/15/2023	Holocene Advisors LP	81,786	$2.33M	0.0%	N/A	0.179%
8/15/2023	Becker Capital Management Inc.	27,419	$0.78M	0.0%	-83.8%	0.060%
8/15/2023	Bridgefront Capital LLC	7,055	$0.20M	0.1%	N/A	0.015%
8/14/2023	Schonfeld Strategic Advisors LLC	12,400	$0.35M	0.0%	N/A	0.027%
8/14/2023	Marshall Wace LLP	186,096	$5.29M	0.0%	N/A	0.407%
8/14/2023	State of Wisconsin Investment Board	129,657	$3.69M	0.0%	-1.3%	0.284%
8/14/2023	State Street Corp	150,388	$4.28M	0.0%	+1.1%	0.329%
8/14/2023	Capital Fund Management S.A.	56,227	$1.60M	0.0%	-1,202.5%	0.123%
8/14/2023	Thrivent Financial for Lutherans	10,359	$0.29M	0.0%	N/A	0.023%
8/11/2023	Baird Financial Group Inc.	19,231	$0.55M	0.0%	+24.5%	0.042%
8/11/2023	Credit Suisse AG	36,078	$1.03M	0.0%	+13.0%	0.079%
8/11/2023	BlackRock Inc.	607,919	$17.30M	0.0%	+2.3%	1.331%
8/11/2023	Kestra Advisory Services LLC	21,687	$0.62M	0.0%	-5.6%	0.047%
8/11/2023	Clearbridge Investments LLC	867,757	$24.69M	0.0%	+59.0%	1.900%
8/11/2023	Geode Capital Management LLC	288,284	$8.20M	0.0%	+2.7%	0.631%
8/11/2023	TRUE Private Wealth Advisors	81,150	$2.31M	0.3%	+1.7%	0.178%
8/11/2023	JPMorgan Chase & Co.	18,532	$0.53M	0.0%	+23.4%	0.041%
8/11/2023	PNC Financial Services Group Inc.	1,026	$29K	0.0%	-31.6%	0.002%
8/11/2023	Northern Trust Corp	69,572	$1.98M	0.0%	+2.8%	0.152%
8/10/2023	Osaic Holdings Inc.	163,651	$4.62M	0.0%	+11.4%	0.358%
8/10/2023	Commonwealth Equity Services LLC	114,154	$3.25M	0.0%	-7.0%	0.250%
8/10/2023	Mirae Asset Global Investments Co. Ltd.	25,810	$0.73M	0.0%	+48.2%	0.057%
8/10/2023	Cetera Advisors LLC	58,489	$1.66M	0.0%	-1.0%	0.128%
8/10/2023	Cetera Advisor Networks LLC	15,292	$0.44M	0.0%	+6.0%	0.033%
8/10/2023	Charles Schwab Investment Management Inc.	153,765	$4.38M	0.0%	+1.1%	0.337%
8/10/2023	Citigroup Inc.	17,112	$0.49M	0.0%	+1,770.2%	0.037%
8/10/2023	Cetera Investment Advisers	10,319	$0.29M	0.0%	+9.5%	0.023%
8/9/2023	Dimensional Fund Advisors LP	16,235	$0.46M	0.0%	+3.1%	0.036%

Data available starting January 2016

Dutch Bros Inc. operates and franchises drive-thru shops. The company offers coffee-based beverages, including custom drinks, cold brews, and freeze blended beverages, as well as Blue Rebel energy drinks. It also provides tea, lemonade, sodas, smoothies, and other beverages through company-operated shops and online channels. Dutch Bros Inc. was founded in 1992 and is headquartered in Grants Pass, Oregon.

Today's Range

Now: $28.30

$26.85

$28.44

50 Day Range

MA: $26.01

$22.80

$29.63

52 Week Range

Now: $28.30

$22.67

$41.44

Volume

2,369,815 shs

Average Volume

1,096,887 shs

Market Capitalization

$5.01 billion

P/E Ratio

707.50

Dividend Yield

N/A

Beta

2.52

Who are the company insiders with the largest holdings of Dutch Bros?: Dutch Bros' top insider investors include:
Joth Ricci (CEO)
Brian Maxwell (COO)
Charles Jemley (CFO)
John Patrick Graham (CMO)
Stephen Gillett (Director)
Victoria J Tullett (Insider)
Travis Boersma (Chairman)
Tsg7 A Management Llc (Major Shareholder)
Learn More about top insider investors at Dutch Bros.
Who are the major institutional investors of Dutch Bros?: Dutch Bros' top institutional shareholders include:
FMR LLC — 18.79%
American Century Companies Inc. — 0.66%
Clearbridge Investments LLC — 1.89%
Invesco Ltd. — 1.09%
Citigroup Inc. — 0.96%
Fuller & Thaler Asset Management Inc. — 0.93%
Learn More about top institutional investors of Dutch Bros stock.
Which institutional investors are selling Dutch Bros stock?: During the last quarter, BROS stock was sold by these institutional investors:
Cambridge Investment Research Advisors Inc.
Raymond James & Associates
Stifel Financial Corp
Becker Capital Management Inc.
Walleye Trading LLC
Kingsview Wealth Management LLC
Clearbridge Investments LLC
Mirae Asset Global Investments Co. Ltd.
Within the last year, company insiders that have sold Dutch Bros company stock include:
Joth Ricci (CEO)
Brian Maxwell (COO)
Charles Jemley (CFO)
John Patrick Graham (CMO)
Stephen Gillett (Director)
Learn More investors selling Dutch Bros stock.
Which institutional investors are buying Dutch Bros stock?: Within the last quarter, BROS stock was purchased by institutional investors including:
FMR LLC
American Century Companies Inc.
Invesco Ltd.
Fuller & Thaler Asset Management Inc.
Citigroup Inc.
Crestwood Capital Management L.P.
Allspring Global Investments Holdings LLC
Charles Schwab Investment Management Inc.
Within the previous year, these company insiders have bought Dutch Bros stock:
Joth Ricci (CEO)
Brian Maxwell (COO)
Charles Jemley (CFO)
Learn More investors buying Dutch Bros stock.