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 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 22.22% |
$381 - $414
|
11
$2.34K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
31+ 1.02% |
$5.9K - $6.42K
|
3.06K
$650K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
22.6KNew |
$4.3M - $4.67M
|
22.6K
$4.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
10+ 1.52% |
$1.9K - $2.07K
|
669
$142K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 10.0% |
$381 - $414
|
18
$3.83K
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-151- 0.03% |
$28.8K - $31.3K
|
440K
$93.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
131New |
$25K - $27.1K
|
131
$27.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-15.8K- 19.33% |
$3.01M - $3.28M
|
66K
$14M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-12- 0.86% |
$2.29K - $2.49K
|
1.39K
$295K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
25+ 1.52% |
$4.76K - $5.18K
|
1.67K
$356K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
13+ 0.73% |
$2.48K - $2.69K
|
1.8K
$383K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-8.12K- 1.75% |
$1.55M - $1.68M
|
455K
$96.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
48+ 9.45% |
$9.14K - $9.95K
|
556
$118K
|
|
|
Aug 09, 2024
Q2 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
120K+ 4.19% |
$22.9M - $24.9M
|
2.98M
$635M
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
103K+ 25.89% |
$19.7M - $21.4M
|
502K
$107M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
11New |
$2.1K - $2.28K
|
11
$2.34K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.32K+ 118.19% |
$1.2M - $1.31M
|
11.7K
$2.48M
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-49- 3.88% |
$9.33K - $10.2K
|
1.22K
$258K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-39- 3.26% |
$7.43K - $8.08K
|
1.16K
$246K
|
|
|
Aug 09, 2024
Q2 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
72K+ 8.29% |
$13.7M - $14.9M
|
941K
$200M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
965New |
$184K - $200K
|
965
$205K
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
3.46K+ 110.51% |
$659K - $717K
|
6.59K
$1.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
35+ 0.33% |
$6.67K - $7.25K
|
10.5K
$2.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.53K+ 6.63% |
$292K - $318K
|
24.7K
$5.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-10- 0.34% |
$1.9K - $2.07K
|
2.96K
$629K
|
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-539- 3.49% |
$103K - $112K
|
14.9K
$3.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1- 0.05% |
$190 - $207
|
1.91K
$407K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
47New |
$8.95K - $9.74K
|
47
$10K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
166+ 7.44% |
$31.6K - $34.4K
|
2.4K
$510K
|
|
|
Aug 09, 2024
Q2 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-53- 1.06% |
$10.1K - $11K
|
4.94K
$1.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
79+ 2.09% |
$15K - $16.4K
|
3.85K
$819K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
340+ 274.19% |
$64.8K - $70.5K
|
464
$98.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Castellan Group
Louisville, KY |
BUY
|
- |
495+ 3.93% |
$94.3K - $103K
|
13.1K
$2.79M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-240- 0.41% |
$45.7K - $49.7K
|
57.6K
$12.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
113+ 0.16% |
$21.5K - $23.4K
|
70K
$14.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-925- 75.08% |
$176K - $192K
|
307
$65.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-188- 3.62% |
$35.8K - $39K
|
5K
$1.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Achmea Investment Management B.V.
|
BUY
|
- |
3.34K+ 3.73% |
$636K - $692K
|
92.9K
$19.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-93- 1.75% |
$17.7K - $19.3K
|
5.21K
$1.11M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2- 0.09% |
$381 - $414
|
2.17K
$462K
|
|
|
Aug 08, 2024
Q2 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-3.6K- 1.02% |
$686K - $746K
|
349K
$74.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-891- 6.48% |
$170K - $185K
|
12.9K
$2.73M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-4.57K- 40.89% |
$871K - $947K
|
6.61K
$1.41M
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.49K- 2.77% |
$283K - $308K
|
52.1K
$11.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
273+ 2.1% |
$52K - $56.6K
|
13.2K
$2.82M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
35.7K+ 620.25% |
$6.79M - $7.39M
|
41.4K
$8.81M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
521+ 22.77% |
$99.2K - $108K
|
2.81K
$597K
|
|
|
Aug 08, 2024
Q2 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-1.9K- 3.98% |
$363K - $395K
|
45.9K
$9.77M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2- 1.18% |
$381 - $414
|
168
$35.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-495- 0.58% |
$94.3K - $103K
|
84.5K
$18M
|