DUTCH BROS INC shareholder history

Current and past DUTCH BROS INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Cutler Group LLC / CA 990.00%0.01%0.03%Q3 2021Q3 202326
Citadel Advisors 990.00%0.00%0.02%Q3 2021Q3 202325
SUSQUEHANNA INTERNATIONAL GROUP, LLP 990.00%0.00%0.01%Q3 2021Q3 202322
Walleye Trading LLC 880.00%0.00%0.02%Q4 2021Q3 202320
Parallax Volatility Advisers, L.P. 610.00%0.00%0.01%Q4 2021Q3 202319
WOLVERINE TRADING, LLC 320.00%0.00%0.00%Q3 2021Q3 202318
JANE STREET GROUP, LLC 990.00%0.00%0.01%Q3 2021Q3 202315
Sculptor Capital LP 660.01%0.09%0.21%Q2 2022Q3 202315
BANK OF AMERICA CORP /DE/ 990.00%0.00%0.00%Q3 2021Q3 202315
GOLDMAN SACHS GROUP INC 990.00%0.00%0.01%Q3 2021Q3 202315
HAP Trading, LLC 990.00%0.01%0.02%Q3 2021Q3 202315
PEAK6 Investments LLC 520.00%0.00%0.01%Q4 2021Q3 202314
COUNTRY TRUST BANK 10100.00%0.00%0.00%Q3 2021Q4 202310
OSAIC HOLDINGS, INC. 990.00%0.01%0.01%Q3 2021Q3 20239
Triton Wealth Management, PLLC 990.17%0.29%0.40%Q3 2021Q3 20239
Financial Advocates Investment Management 990.04%0.06%0.08%Q3 2021Q3 20239
UBS Group AG 990.00%0.00%0.00%Q3 2021Q3 20239
Baird Financial Group, Inc. 990.00%0.00%0.00%Q3 2021Q3 20239
Cetera Investment Advisers 990.00%0.00%0.01%Q3 2021Q3 20239
Steward Partners Investment Advisory, LLC 990.00%0.01%0.01%Q3 2021Q3 20239
STATE OF WISCONSIN INVESTMENT BOARD 990.01%0.01%0.01%Q3 2021Q3 20239
BlackRock Inc. 990.00%0.00%0.00%Q3 2021Q3 20239
WELLS FARGO & COMPANY/MN 990.00%0.00%0.00%Q3 2021Q3 20239
RAYMOND JAMES & ASSOCIATES 990.00%0.00%0.00%Q3 2021Q3 20239
AMERICAN CENTURY COMPANIES INC 990.01%0.01%0.02%Q3 2021Q3 20239
Bank of New York Mellon Corp 990.00%0.00%0.00%Q3 2021Q3 20239
ClearBridge Investments 990.01%0.02%0.02%Q3 2021Q3 20239
FEDERATED HERMES, INC. 990.02%0.04%0.10%Q3 2021Q3 20239
COMMONWEALTH EQUITY SERVICES, LLC 990.01%0.01%0.01%Q3 2021Q3 20239
TD ASSET MANAGEMENT INC 990.00%0.00%0.00%Q3 2021Q3 20239
US BANCORP \DE\ 990.00%0.00%0.00%Q3 2021Q3 20239
VANGUARD GROUP INC 990.00%0.00%0.00%Q3 2021Q3 20239
SITTNER & NELSON, LLC 990.01%0.07%0.11%Q3 2021Q3 20239
Parallel Advisors, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
ROYAL BANK OF CANADA 990.00%0.00%0.00%Q3 2021Q3 20239
Hartford Financial Management Inc. 990.00%0.00%0.00%Q3 2021Q3 20239
Rockefeller Capital Management L.P. 990.00%0.00%0.00%Q3 2021Q3 20239
Raymond James Financial Services Advisors, Inc. 990.00%0.01%0.02%Q3 2021Q3 20239
Gradient Investments LLC 990.00%0.00%0.00%Q3 2021Q3 20239
TRUE Private Wealth Advisors 990.09%0.25%0.42%Q3 2021Q3 20239
Allworth Financial LP 990.00%0.00%0.00%Q3 2021Q3 20239
BECKER CAPITAL MANAGEMENT INC 990.01%0.35%0.84%Q3 2021Q3 20239
Cambridge Investment Research Advisors, Inc. 990.00%0.01%0.01%Q3 2021Q3 20239
MORGAN STANLEY 990.00%0.00%0.00%Q3 2021Q3 20239
FMR LLC 990.01%0.01%0.02%Q3 2021Q3 20239
FIFTH THIRD BANCORP 990.00%0.00%0.00%Q3 2021Q3 20239
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 990.00%0.00%0.00%Q3 2021Q3 20239
JANUS HENDERSON GROUP PLC 530.00%0.01%0.01%Q3 2021Q3 20238
Lindbrook Capital, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Global Retirement Partners, LLC 710.00%0.00%0.00%Q3 2021Q3 20238
Cedar Mountain Advisors, LLC 620.01%0.01%0.01%Q3 2021Q3 20238
Kestra Advisory Services, LLC 880.01%0.02%0.05%Q3 2021Q2 20238
Wealth Management Partners, LLC 610.00%0.45%0.62%Q4 2021Q3 20238
BLAIR WILLIAM & CO/IL 880.01%0.01%0.04%Q4 2021Q3 20238
NORTHWEST INVESTMENT COUNSELORS, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
BARCLAYS PLC 770.00%0.00%0.01%Q1 2022Q3 20238
LPL Financial LLC 620.00%0.01%0.01%Q3 2021Q3 20238
STIFEL FINANCIAL CORP 880.00%0.00%0.01%Q4 2021Q3 20238
TSG Consumer Partners LP 8851.65%60.06%66.96%Q4 2021Q3 20238
AMERIPRISE FINANCIAL INC 880.00%0.00%0.00%Q4 2021Q3 20238
NORTHERN TRUST CORP 880.00%0.00%0.00%Q4 2021Q3 20238
TWO SIGMA SECURITIES, LLC 410.00%0.01%0.01%Q1 2022Q3 20238
HighTower Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Kingsview Wealth Management, LLC 620.01%0.02%0.04%Q3 2021Q3 20238
HARBOUR INVESTMENTS, INC. 620.00%0.00%0.00%Q3 2021Q3 20238
IFP Advisors, Inc 880.00%0.00%0.01%Q4 2021Q3 20238
Gould Capital, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
STATE STREET CORP 880.00%0.00%0.00%Q4 2021Q3 20238
VALLEY NATIONAL ADVISERS INC 880.00%0.00%0.00%Q4 2021Q3 20238
GEODE CAPITAL MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 880.00%0.00%0.00%Q4 2021Q3 20238
PRICE T ROWE ASSOCIATES INC /MD/ 530.00%0.00%0.01%Q3 2021Q3 20238
PNC FINANCIAL SERVICES GROUP, INC. 880.00%0.00%0.00%Q4 2021Q3 20238
STATE OF MICHIGAN RETIREMENT SYSTEM 620.03%0.04%0.05%Q3 2021Q3 20238
Newbridge Financial Services Group, Inc. 880.02%0.03%0.06%Q4 2021Q3 20238
U.S. Capital Wealth Advisors, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
Tradewinds Capital Management, LLC 530.00%0.01%0.03%Q3 2021Q3 20238
JPMORGAN CHASE & CO 880.00%0.00%0.00%Q4 2021Q3 20238
CIBC Private Wealth Group, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Clearview Wealth Advisors LLC 880.01%0.13%0.22%Q3 2021Q2 20238
Cetera Advisors LLC 880.01%0.03%0.05%Q4 2021Q3 20238
Walleye Capital LLC 320.00%0.02%0.08%Q3 2021Q3 20238
Pacific Center for Financial Services 530.00%0.00%0.00%Q3 2021Q3 20238
Tower Research Capital LLC (TRC) 880.00%0.00%0.01%Q4 2021Q3 20238
RB Capital Management, LLC 770.07%0.10%0.13%Q1 2022Q3 20237
Geneos Wealth Management Inc. 770.00%0.00%0.01%Q1 2022Q3 20237
CWM, LLC 610.00%0.00%0.00%Q4 2021Q3 20237
MILLENNIUM MANAGEMENT LLC 430.00%0.01%0.01%Q3 2021Q2 20237
Taylor Frigon Capital Management LLC 771.05%1.50%2.07%Q1 2022Q3 20237
TRUIST FINANCIAL CORP 770.00%0.00%0.00%Q1 2022Q3 20237
Ten Capital Wealth Advisors, LLC 770.00%0.01%0.01%Q3 2021Q1 20237
Keudell/Morrison Wealth Management 520.07%0.11%0.17%Q3 2021Q3 20237
TILIA FIDUCIARY PARTNERS, INC. 770.10%0.18%0.28%Q4 2021Q2 20237
D.A. DAVIDSON & CO. 770.00%0.00%0.01%Q1 2022Q3 20237
Creative Planning 770.00%0.00%0.00%Q1 2022Q3 20237
UBS ASSET MANAGEMENT AMERICAS INC 770.00%0.00%0.00%Q1 2022Q3 20237
FRANKLIN RESOURCES INC 770.01%0.02%0.03%Q3 2021Q1 20237
Royal Fund Management, LLC 440.01%0.06%0.12%Q4 2022Q3 20237
Independent Advisor Alliance 610.00%0.02%0.03%Q4 2021Q3 20237
Archer Investment Corp 770.01%0.02%0.03%Q1 2022Q3 20237
Squarepoint Ops LLC 310.00%0.01%0.01%Q4 2021Q3 20237
CITIGROUP INC 770.00%0.00%0.01%Q1 2022Q3 20237
Clearstead Advisors, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
VERUS CAPITAL PARTNERS, LLC 770.07%0.15%0.27%Q1 2022Q3 20237
Belpointe Asset Management LLC 770.03%0.04%0.07%Q3 2021Q1 20237
SIGNATUREFD, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
CREDIT SUISSE AG/ 660.00%0.00%0.00%Q2 2022Q3 20236
TRUSTCORE FINANCIAL SERVICES, LLC 660.00%0.00%0.00%Q3 2021Q4 20226
EXCHANGE TRADED CONCEPTS, LLC 660.00%0.00%0.00%Q4 2021Q1 20236
Hexagon Capital Partners LLC 660.04%0.05%0.06%Q2 2022Q3 20236
MARSHALL WACE, LLP 220.00%0.05%0.12%Q4 2021Q3 20236
Cetera Advisor Networks LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Spire Wealth Management 660.00%0.00%0.00%Q2 2022Q3 20236
EFG Asset Management (North America) Corp. 660.18%0.22%0.32%Q2 2022Q3 20236
Private Wealth Advisors, LLC 660.46%0.61%0.83%Q2 2022Q3 20236
Van Hulzen Asset Management, LLC 330.02%0.02%0.02%Q1 2022Q3 20236
Retirement Group, LLC 420.00%0.00%0.00%Q1 2022Q3 20236
Sigma Planning Corp 660.01%0.03%0.05%Q4 2021Q1 20236
BALYASNY ASSET MANAGEMENT L.P. 310.00%0.02%0.03%Q3 2021Q2 20236
Swiss National Bank 660.00%0.00%0.00%Q2 2022Q3 20236
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 660.00%0.00%0.00%Q2 2022Q3 20236
BANK OF MONTREAL /CAN/ 210.00%0.00%0.00%Q1 2022Q3 20236
Cherry Creek Investment Advisors, Inc. 510.13%0.17%0.20%Q4 2021Q2 20236
AdvisorShares Investments LLC 660.02%0.04%0.08%Q1 2022Q2 20236
CI INVESTMENTS INC. 660.00%0.00%0.00%Q2 2022Q3 20236
Virtu Financial LLC 510.04%0.08%0.17%Q3 2021Q3 20236
BerganKDV Wealth Management, LLC 510.00%0.00%0.00%Q4 2021Q2 20236
NATIONAL BANK OF CANADA /FI/ 420.00%0.01%0.02%Q1 2022Q3 20236
TSFG, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Cypress Capital Management LLC (WY) 420.01%0.25%1.42%Q3 2021Q1 20236
GPS Wealth Strategies Group, LLC 310.00%0.01%0.01%Q4 2021Q3 20236
Avion Wealth 660.00%0.00%0.00%Q2 2022Q3 20236
Lansing Street Advisors 660.01%0.01%0.01%Q1 2022Q2 20236
Orca Investment Management, LLC 660.44%0.53%0.63%Q2 2022Q3 20236
Janney Montgomery Scott LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Legal & General Group Plc 660.00%0.00%0.00%Q2 2022Q3 20236
Renaissance Capital LLC 660.21%0.26%0.34%Q3 2022Q4 20236
Zurcher Kantonalbank (Zurich Cantonalbank) 660.00%0.00%0.00%Q2 2022Q3 20236
Sargent Bickham Lagudis LLC 660.00%0.00%0.00%Q3 2021Q4 20226
Stonebridge Capital Advisors LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Endurance Wealth Management, Inc. 660.00%0.00%0.00%Q1 2022Q2 20236
MACQUARIE GROUP LTD 410.00%0.00%0.01%Q3 2021Q4 20225
ISLAY CAPITAL MANAGEMENT, LLC 550.01%0.01%0.02%Q3 2021Q3 20225
Arizona State Retirement System 550.00%0.00%0.00%Q3 2022Q3 20235
Man Group plc 210.00%0.00%0.01%Q4 2021Q3 20235
T. Rowe Price Investment Management, Inc. 550.01%0.02%0.06%Q3 2022Q3 20235
KESTRA PRIVATE WEALTH SERVICES, LLC 320.01%0.02%0.02%Q4 2021Q3 20235
Summit Place Financial Advisors, LLC 320.20%0.20%0.21%Q1 2022Q2 20235
EMFO, LLC 550.00%0.00%0.00%Q1 2022Q1 20235
RE Dickinson Investment Advisors, LLC 550.00%0.00%0.00%Q2 2022Q2 20235
DEUTSCHE BANK AG\ 410.00%0.00%0.00%Q2 2022Q3 20235
DIMENSIONAL FUND ADVISORS LP 550.00%0.00%0.00%Q3 2022Q3 20235
TD Waterhouse Canada Inc. 550.00%0.00%0.00%Q2 2022Q2 20235
D. E. Shaw & Co., Inc. 550.00%0.01%0.01%Q4 2021Q4 20225
Atria Wealth Solutions, Inc. 550.00%0.01%0.01%Q1 2022Q1 20235
CAPSTONE INVESTMENT ADVISORS, LLC 220.00%0.00%0.00%Q1 2022Q3 20235
WEDBUSH SECURITIES INC 550.02%0.02%0.03%Q3 2022Q3 20235
Nuveen Asset Management, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 550.08%0.11%0.16%Q4 2021Q4 20225
HWG Holdings LP 410.00%0.00%0.00%Q1 2022Q2 20235
Inspire Advisors, LLC 550.06%0.06%0.08%Q3 2022Q3 20235
Cubist Systematic Strategies, LLC 320.00%0.01%0.02%Q3 2021Q1 20235
Sandy Spring Bank 550.00%0.00%0.00%Q3 2022Q3 20235
Rosenberg Matthew Hamilton 550.00%0.01%0.02%Q2 2022Q2 20235
American Portfolios Advisors 550.00%0.01%0.01%Q3 2021Q3 20225
Carnegie Capital Asset Management, LLC 550.12%0.16%0.20%Q1 2022Q1 20235
ALLIANCEBERNSTEIN L.P. 440.01%0.02%0.03%Q3 2021Q2 20224
Sugarloaf Wealth Management, LLC 220.00%0.00%0.00%Q4 2021Q4 20224
Householder Group Estate & Retirement Specialist, LLC 310.00%0.01%0.01%Q3 2022Q3 20234
CIBC Asset Management Inc 440.00%0.00%0.00%Q4 2021Q3 20224
Tradition Wealth Management, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Chanos & Co LP 440.05%0.46%0.92%Q4 2022Q3 20234
Focused Wealth Management, Inc 440.01%0.01%0.02%Q3 2021Q2 20224
AIGEN INVESTMENT MANAGEMENT, LP 440.03%0.07%0.15%Q3 2022Q2 20234
EverSource Wealth Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Verition Fund Management LLC 110.00%0.01%0.04%Q1 2022Q3 20234
GSA CAPITAL PARTNERS LLP 310.02%0.08%0.13%Q2 2022Q2 20234
VitalStone Financial, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
BENJAMIN F. EDWARDS & COMPANY, INC. 440.00%0.00%0.00%Q1 2022Q4 20224
Ocean Capital Management, LLC 440.18%0.30%0.44%Q1 2022Q4 20224
Aquatic Capital Management LLC 440.04%0.07%0.11%Q4 2022Q3 20234
Neuberger Berman Group LLC 440.00%0.00%0.00%Q4 2022Q3 20234
SOA Wealth Advisors, LLC. 440.00%0.00%0.01%Q1 2022Q4 20224
FIRST TRUST ADVISORS LP 440.00%0.00%0.00%Q4 2022Q3 20234
Carmichael Hill & Associates, Inc. 440.00%0.00%0.01%Q4 2021Q3 20224
CAPTRUST FINANCIAL ADVISORS 440.00%0.00%0.00%Q3 2021Q2 20224
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
Pier Capital, LLC 220.56%0.91%1.39%Q4 2021Q4 20224
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Symmetry Investments LP 210.08%0.19%0.29%Q4 2021Q1 20234
Invesco Ltd. 310.00%0.00%0.01%Q3 2021Q3 20234
Washington Trust Advisors, Inc. 440.00%0.00%0.00%Q1 2022Q4 20224
Hodges Capital Management Inc. 440.07%0.27%0.48%Q1 2022Q4 20224
WOLFF WIESE MAGANA LLC 310.00%0.01%0.01%Q1 2022Q3 20234
CAPITAL FUND MANAGEMENT S.A. 330.00%0.00%0.01%Q1 2023Q3 20234
MRP Capital Investments, LLC 330.08%0.10%0.11%Q4 2022Q2 20233
GILDER GAGNON HOWE & CO LLC 330.00%0.00%0.00%Q3 2021Q1 20223
FourThought Financial, LLC 330.00%0.00%0.01%Q1 2022Q3 20223
Steward Financial Group LLC 210.00%0.00%0.00%Q2 2022Q1 20233
HARBOR CAPITAL ADVISORS, INC. 330.04%0.05%0.07%Q2 2023Q4 20233
Psagot Value Holdings Ltd. / (Israel) 330.00%0.00%0.01%Q1 2023Q3 20233
XTX Topco Ltd 210.08%0.15%0.28%Q1 2022Q2 20233
Western Pacific Wealth Management, LP 330.00%0.00%0.00%Q4 2022Q2 20233
LORD, ABBETT & CO. LLC 330.01%0.03%0.07%Q3 2021Q1 20223
WESBANCO BANK INC 210.03%0.03%0.03%Q1 2022Q3 20233
ESSEX INVESTMENT MANAGEMENT CO LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Harfst & Associates, Inc. 210.06%0.06%0.06%Q2 2022Q1 20233
CAAS CAPITAL MANAGEMENT LP 210.01%0.10%0.17%Q3 2021Q3 20223
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 330.00%0.01%0.01%Q3 2021Q1 20223
AXXCESS WEALTH MANAGEMENT, LLC 330.02%0.04%0.07%Q1 2022Q3 20223
Chicago Partners Investment Group LLC 330.01%0.01%0.02%Q4 2022Q2 20233
Hedges Asset Management LLC 330.18%0.21%0.24%Q1 2023Q3 20233
Covington Capital Management 330.00%0.00%0.00%Q1 2022Q3 20223
CANADA PENSION PLAN INVESTMENT BOARD 330.00%0.00%0.00%Q2 2022Q4 20223
Avior Wealth Management, LLC 210.00%0.00%0.00%Q1 2022Q3 20233
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 330.02%0.02%0.03%Q2 2022Q4 20223
DARK FOREST CAPITAL MANAGEMENT LP 210.00%0.15%0.36%Q1 2022Q3 20233
Schonfeld Strategic Advisors LLC 210.00%0.01%0.01%Q3 2022Q2 20233
DRIEHAUS CAPITAL MANAGEMENT LLC 330.15%0.16%0.17%Q3 2021Q1 20223
IMA Wealth, Inc. 330.28%0.35%0.42%Q1 2023Q3 20233
SeaCrest Wealth Management, LLC 330.02%0.03%0.03%Q4 2021Q2 20223
Avalon Trust Co 330.00%0.00%0.00%Q1 2023Q3 20233
NEXT CENTURY GROWTH INVESTORS LLC 330.16%0.21%0.29%Q3 2021Q1 20223
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Stone House Investment Management, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Mirae Asset Global Investments Co., Ltd. 330.00%0.00%0.00%Q1 2023Q3 20233
Ghisallo Capital Management LLC 210.41%0.56%0.64%Q3 2021Q3 20233
Sandia Investment Management LP 210.02%0.02%0.02%Q3 2022Q3 20233
Register Financial Advisors LLC 330.01%0.01%0.01%Q1 2023Q3 20233
NEXT Financial Group, Inc 220.00%0.00%0.00%Q3 2021Q4 20212
BlueCrest Capital Management Ltd 110.04%0.08%0.12%Q3 2021Q1 20232
FRED ALGER MANAGEMENT, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Atika Capital Management LLC 220.65%0.67%0.69%Q4 2021Q1 20222
Selective Wealth Management, Inc. 220.00%0.00%0.00%Q1 2022Q2 20222
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q4 2022Q2 20232
SIMPLEX TRADING, LLC 220.00%0.00%0.01%Q2 2022Q3 20222
NOMURA HOLDINGS INC 110.00%0.01%0.02%Q1 2023Q1 20232
Venturi Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
LMR Partners LLP 110.03%0.04%0.05%Q3 2021Q1 20222
HUSSMAN STRATEGIC ADVISORS, INC. 220.14%0.15%0.15%Q4 2022Q1 20232
SEI INVESTMENTS CO 110.00%0.00%0.00%Q1 2022Q3 20232
Alyeska Investment Group, L.P. 110.04%0.05%0.07%Q3 2021Q3 20232
SEVEN GRAND MANAGERS, LLC 111.21%1.35%1.49%Q4 2021Q3 20232
Kessler Investment Group, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Joho Capital 111.33%2.12%2.90%Q1 2023Q3 20232
LEVEL FOUR ADVISORY SERVICES, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Waratah Capital Advisors Ltd. 220.02%0.04%0.05%Q4 2021Q1 20222
Holocene Advisors, LP 220.01%0.01%0.01%Q2 2023Q3 20232
REILLY FINANCIAL ADVISORS, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Farther Finance Advisors, LLC 220.02%0.03%0.04%Q2 2023Q3 20232
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 110.04%0.09%0.13%Q3 2021Q3 20232
Patriot Financial Group Insurance Agency, LLC 110.00%0.00%0.01%Q4 2021Q2 20222
Tortoise Investment Management, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Berger Financial Group, Inc 220.03%0.03%0.03%Q4 2021Q1 20222
Advisory Services Network, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Dynamic Technology Lab Private Ltd 110.03%0.09%0.15%Q4 2022Q3 20232
THRIVENT FINANCIAL FOR LUTHERANS 220.00%0.00%0.00%Q2 2023Q3 20232
Qube Research & Technologies Ltd 110.00%0.01%0.01%Q3 2021Q3 20232
SRS Capital Advisors, Inc. 220.00%0.00%0.00%Q1 2022Q2 20222
PrairieView Partners, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Centiva Capital, LP 110.01%0.01%0.01%Q4 2022Q4 20222
Strategic Asset Management, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
HSBC HOLDINGS PLC 220.00%0.00%0.00%Q2 2022Q3 20222
Horan Securities, Inc. 220.00%0.00%0.00%Q1 2023Q2 20232
B. Riley Wealth Advisors, Inc. 220.01%0.01%0.01%Q4 2021Q1 20222
CGC Financial Services, LLC 220.00%0.00%0.01%Q2 2023Q3 20232
Hudson Bay Capital Management LP 220.03%0.04%0.06%Q4 2021Q1 20222
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.00%Q3 2021Q1 20222
RHUMBLINE ADVISERS 220.00%0.00%0.00%Q2 2023Q3 20232
Prospera Financial Services Inc 220.00%0.00%0.00%Q1 2022Q2 20222
Freestone Capital Holdings, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Woodline Partners LP 220.04%0.04%0.04%Q3 2021Q4 20212
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20232
HBK Sorce Advisory LLC 220.02%0.02%0.02%Q3 2022Q4 20222
MONEY CONCEPTS CAPITAL CORP 110.01%0.01%0.01%Q1 2022Q4 20222
Point72 Hong Kong Ltd 220.00%0.01%0.01%Q3 2021Q4 20212
Range Financial Group LLC 110.20%0.20%0.20%Q4 2022Q2 20232
Northwest Capital Management Inc 220.01%0.01%0.01%Q2 2023Q3 20232
GROUP ONE TRADING, L.P. 110.00%0.00%0.00%Q3 2021Q4 20222
State of Wyoming 110.02%0.02%0.02%Q2 2022Q2 20221
Calamos Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
TRUE SIGNAL LP 110.19%0.19%0.19%Q4 2022Q4 20221
Matisse Capital 110.26%0.26%0.26%Q4 2021Q4 20211
Total Clarity Wealth Management, Inc. 110.04%0.04%0.04%Q2 2022Q2 20221
Marshall Wace North America L.P. 110.02%0.02%0.02%Q3 2021Q3 20211
CLEAR STREET LLC 110.06%0.06%0.06%Q2 2022Q2 20221
TEACHER RETIREMENT SYSTEM OF TEXAS 110.02%0.02%0.02%Q3 2021Q3 20211
B. Riley Wealth Management, Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
NEW YORK STATE COMMON RETIREMENT FUND 110.00%0.00%0.00%Q1 2022Q1 20221
Nicholas Investment Partners, LP 111.07%1.07%1.07%Q1 2022Q1 20221
BOOTHBAY FUND MANAGEMENT, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Laffer Tengler Investments, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Park West Asset Management LLC 110.35%0.35%0.35%Q3 2023Q3 20231
Jump Financial, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Community Bank, N.A. 110.00%0.00%0.00%Q3 2022Q3 20221
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Headlands Technologies LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FULLER & THALER ASSET MANAGEMENT, INC. 110.06%0.06%0.06%Q3 2023Q3 20231
SG Americas Securities, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
ArrowMark Colorado Holdings LLC 110.06%0.06%0.06%Q3 2021Q3 20211
Bell Investment Advisors, Inc 110.00%0.00%0.00%Q1 2023Q1 20231
O'Neil Global Advisors, Inc. 111.27%1.27%1.27%Q1 2022Q1 20221
STEADFAST CAPITAL MANAGEMENT LP 110.21%0.21%0.21%Q1 2022Q1 20221
EAM Investors, LLC 110.25%0.25%0.25%Q1 2022Q1 20221
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q3 2022Q3 20221
TWO SIGMA ADVISERS, LP 110.00%0.00%0.00%Q4 2021Q4 20211
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Capital Research Global Investors 110.00%0.00%0.00%Q3 2021Q3 20211
Blueshift Asset Management, LLC 110.29%0.29%0.29%Q4 2021Q4 20211
Pinz Capital Management, LP 110.82%0.82%0.82%Q3 2021Q3 20211
EWG Elevate Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
MASON CAPITAL MANAGEMENT LLC 111.81%1.81%1.81%Q1 2022Q1 20221
M&T BANK CORP 110.00%0.00%0.00%Q3 2021Q3 20211
Paloma Partners Management Co 110.01%0.01%0.01%Q2 2022Q2 20221
Crestwood Capital Management, L.P. 115.64%5.64%5.64%Q3 2023Q3 20231
Arkadios Wealth Advisors 110.01%0.01%0.01%Q3 2021Q3 20211
VICTORY CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q3 2023Q3 20231
PFG Advisors 110.02%0.02%0.02%Q3 2022Q3 20221
ADAGE CAPITAL PARTNERS GP, L.L.C. 110.01%0.01%0.01%Q1 2022Q1 20221
CNA FINANCIAL CORP 110.07%0.07%0.07%Q3 2021Q3 20211
ASSETMARK, INC 110.00%0.00%0.00%Q1 2023Q1 20231
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q4 2022Q4 20221
HRT FINANCIAL LP 110.00%0.00%0.00%Q1 2022Q1 20221
Insight Advisors, LLC/ PA 110.07%0.07%0.07%Q3 2021Q3 20211
TWINBEECH CAPITAL LP 110.06%0.06%0.06%Q3 2022Q3 20221
Belvedere Trading LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Lyon Street Capital, LLC 110.63%0.63%0.63%Q4 2021Q4 20211
Advisors Asset Management, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
CX Institutional 110.00%0.00%0.00%Q2 2022Q2 20221
NORGES BANK 110.00%0.00%0.00%Q3 2021Q3 20211
BENNETT SELBY INVESTMENTS LP 110.17%0.17%0.17%Q4 2021Q4 20211
Quadrature Capital Ltd 110.01%0.01%0.01%Q2 2023Q2 20231
Urban Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Dakota Wealth Management 110.04%0.04%0.04%Q4 2021Q4 20211
VOLORIDGE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
COWEN AND COMPANY, LLC 110.28%0.28%0.28%Q2 2022Q2 20221
Alpha Paradigm Partners, LLC 110.09%0.09%0.09%Q1 2022Q1 20221
North Fourth Asset Management, LP 110.31%0.31%0.31%Q3 2022Q3 20221
Zimmer Partners, LP 110.04%0.04%0.04%Q3 2021Q3 20211
Itau Unibanco Holding S.A. 110.26%0.26%0.26%Q3 2021Q3 20211
SkyView Investment Advisors, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
BRANT POINT INVESTMENT MANAGEMENT LLC 110.11%0.11%0.11%Q3 2021Q3 20211
CenterStar Asset Management, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Retirement Planning Co of New England, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Quantbot Technologies LP 110.01%0.01%0.01%Q4 2022Q4 20221
Point72 Asset Management, L.P. 110.00%0.00%0.00%Q3 2021Q3 20211
MAPLELANE CAPITAL, LLC 110.06%0.06%0.06%Q3 2021Q3 20211
Shellback Capital, LP 110.09%0.09%0.09%Q3 2021Q3 20211
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
HBK INVESTMENTS L P 110.01%0.01%0.01%Q3 2021Q3 20211
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.07%0.07%0.07%Q3 2023Q3 20231
BAMCO INC /NY/ 110.04%0.04%0.04%Q3 2021Q3 20211
GARDNER LEWIS ASSET MANAGEMENT L P 110.09%0.09%0.09%Q1 2022Q1 20221
ADVISORY RESEARCH INC 110.02%0.02%0.02%Q1 2022Q1 20221
WFA of San Diego, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
J.P. Morgan Private Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Versor Investments LP 110.10%0.10%0.10%Q3 2023Q3 20231
Geneva Partners, LLC 111.44%1.44%1.44%Q1 2022Q1 20221
Bayesian Capital Management, LP 110.06%0.06%0.06%Q4 2022Q4 20221
Gladstone Institutional Advisory LLC 110.02%0.02%0.02%Q1 2022Q1 20221
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Dynamic Advisor Solutions LLC 110.02%0.02%0.02%Q1 2023Q1 20231
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
ROYCE & ASSOCIATES LP 110.10%0.10%0.10%Q3 2021Q3 20211
SEVEN EIGHT CAPITAL, LP 110.12%0.12%0.12%Q1 2022Q1 20221
Danda Trouve Investment Management, Inc. 110.03%0.03%0.03%Q3 2021Q3 20211
Glassman Wealth Services 110.01%0.01%0.01%Q4 2021Q4 20211
Maven Securities LTD 110.01%0.01%0.01%Q3 2021Q3 20211
Allspring Global Investments Holdings, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Better Money Decisions, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Hilltop Holdings Inc. 110.04%0.04%0.04%Q1 2022Q1 20221
Lisanti Capital Growth, LLC 110.74%0.74%0.74%Q1 2022Q1 20221
TWO SIGMA INVESTMENTS, LP 110.01%0.01%0.01%Q3 2021Q3 20211
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
First Capital Advisors Group, LLC. 110.00%0.00%0.00%Q2 2023Q2 20231
Laurion Capital Management LP 110.01%0.01%0.01%Q3 2021Q3 20211
BELLEVUE ASSET MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
ENVESTNET ASSET MANAGEMENT INC 110.00%0.00%0.00%Q3 2023Q3 20231
Quarry LP 110.00%0.00%0.00%Q3 2023Q3 20231
Briaud Financial Planning, Inc 110.00%0.00%0.00%Q3 2023Q3 20231
Engineers Gate Manager LP 110.03%0.03%0.03%Q3 2022Q3 20221
FNY Investment Advisers, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Bridgefront Capital, LLC 110.11%0.11%0.11%Q2 2023Q2 20231
1832 Asset Management L.P. 110.00%0.00%0.00%Q3 2022Q3 20221
Ensign Peak Advisors, Inc 110.00%0.00%0.00%Q2 2022Q2 20221
Ergoteles LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Bullseye Asset Management LLC 110.06%0.06%0.06%Q3 2023Q3 20231
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
MCF Advisors LLC 110.00%0.00%0.00%Q2 2023Q2 20231
San Luis Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Smith Anglin Financial, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Sanctuary Wealth Management, L.L.C. 110.01%0.01%0.01%Q4 2022Q4 20221
Brookfield Asset Management 110.01%0.01%0.01%Q3 2021Q3 20211
LAZARD ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Miura Global Management 113.59%3.59%3.59%Q1 2022Q1 20221

This page lists all the filers that currently own DUTCH BROS INC or have owned DUTCH BROS INC in the past.