Latest Institutional Transactions on Broadridge Financial Solutions, Inc. (BR)
This table provides information on the latest institutional transactions involving Broadridge Financial Solutions, Inc. (BR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-5.16K- 2.18% |
$982K - $1.07M
|
231K
$49.2M
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
121+ 4.56% |
$23K - $25.1K
|
2.77K
$590K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.62K- 5.12% |
$308K - $335K
|
29.9K
$6.37M
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-125- 0.49% |
$23.8K - $25.9K
|
25.3K
$5.37M
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
157+ 8.38% |
$29.9K - $32.5K
|
2.03K
$432K
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-5.51K- 38.16% |
$1.05M - $1.14M
|
8.92K
$1.9M
|
|
Aug 12, 2024
Q2 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
599+ 4.75% |
$114K - $124K
|
13.2K
$2.81M
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
1.32K+ 13.69% |
$251K - $273K
|
10.9K
$2.33M
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-33.2K- 42.75% |
$6.33M - $6.88M
|
44.5K
$9.46M
|
|
Aug 12, 2024
Q2 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-1.24K- 26.2% |
$236K - $257K
|
3.5K
$743K
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-55- 1.6% |
$10.5K - $11.4K
|
3.38K
$720K
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
104+ 0.4% |
$19.8K - $21.6K
|
26K
$5.52M
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-38- 0.42% |
$7.24K - $7.88K
|
8.91K
$1.89M
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.06% |
$190 - $207
|
1.56K
$331K
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
218+ 2.85% |
$41.5K - $45.2K
|
7.87K
$1.67M
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-75- 1.93% |
$14.3K - $15.5K
|
3.81K
$811K
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.01K+ 0.38% |
$193K - $210K
|
266K
$56.6M
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
247+ 4.02% |
$47K - $51.2K
|
6.39K
$1.36M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
41+ 0.15% |
$7.81K - $8.5K
|
27K
$5.74M
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
166+ 8.37% |
$31.6K - $34.4K
|
2.15K
$457K
|
|
Aug 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
3.39K+ 28.69% |
$645K - $702K
|
15.2K
$3.23M
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-288- 2.34% |
$54.9K - $59.7K
|
12K
$2.55M
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-632- 1.32% |
$120K - $131K
|
47.2K
$10M
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-92- 16.06% |
$17.5K - $19.1K
|
481
$102K
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
200+ 5.79% |
$38.1K - $41.4K
|
3.66K
$777K
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
16.6K+ 2.58% |
$3.17M - $3.45M
|
663K
$141M
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
1+ 0.01% |
$190 - $207
|
6.87K
$1.46M
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-19- 0.44% |
$3.62K - $3.94K
|
4.29K
$913K
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-5- 6.67% |
$952 - $1.04K
|
70
$14.9K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.5K+ 2.46% |
$3.14M - $3.42M
|
686K
$146M
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-11.4K- 4.08% |
$2.18M - $2.37M
|
269K
$57.2M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19K+ 158.85% |
$3.62M - $3.94M
|
31K
$6.59M
|
|
Aug 12, 2024
Q2 2024
|
Mirabaud Asset Management LTD
London, X0 |
SELL
|
- |
-344- 5.19% |
$65.5K - $71.3K
|
6.28K
$1.34M
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
86+ 2.71% |
$16.4K - $17.8K
|
3.26K
$694K
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
52+ 2.45% |
$9.9K - $10.8K
|
2.17K
$462K
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-5.8K- 20.26% |
$1.11M - $1.2M
|
22.8K
$4.86M
|
|
Aug 12, 2024
Q2 2024
|
Mqs Management LLC
|
BUY
|
- |
1.36KNew |
$260K - $283K
|
1.36K
$290K
|
|
Aug 12, 2024
Q2 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
10K+ 7.45% |
$1.91M - $2.07M
|
144K
$30.7M
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
12+ 0.35% |
$2.29K - $2.49K
|
3.43K
$730K
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-915- 17.18% |
$174K - $190K
|
4.41K
$938K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.32K+ 0.96% |
$252K - $274K
|
139K
$29.5M
|
|
Aug 12, 2024
Q2 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-295- 1.17% |
$56.2K - $61.1K
|
24.9K
$5.29M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-166- 2.64% |
$31.6K - $34.4K
|
6.12K
$1.3M
|
|
Aug 12, 2024
Q2 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
5.05K+ 4.77% |
$961K - $1.05M
|
111K
$23.6M
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-233- 0.18% |
$44.4K - $48.3K
|
133K
$28.2M
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
2.05KNew |
$391K - $425K
|
2.05K
$436K
|
|
Aug 12, 2024
Q2 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
65.9K+ 4.4% |
$12.5M - $13.7M
|
1.56M
$332M
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
7.98K+ 0.8% |
$1.52M - $1.65M
|
1M
$213M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.54K- 4.89% |
$484K - $527K
|
49.4K
$10.5M
|
|
Aug 09, 2024
Q2 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
1.38KNew |
$263K - $286K
|
1.38K
$294K
|