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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.17K+ 7.18% |
$230K - $256K
|
17.5K
$4.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-1- 0.06% |
$197 - $219
|
1.61K
$370K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
91+ 5.92% |
$17.9K - $19.9K
|
1.63K
$374K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
2.08K+ 11.01% |
$409K - $454K
|
21K
$4.82M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.53K- 10.79% |
$301K - $335K
|
12.7K
$2.91M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3.39K+ 56.56% |
$667K - $741K
|
9.39K
$2.16M
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-360- 2.01% |
$70.8K - $78.7K
|
17.6K
$4.04M
|
|
|
Oct 29, 2024
Q3 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-13.5K- 7.51% |
$2.66M - $2.96M
|
167K
$38.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
498+ 7.33% |
$97.9K - $109K
|
7.29K
$1.68M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.01KNew |
$198K - $220K
|
1.01K
$232K
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
SELL
|
- |
-2.53K- 2.98% |
$497K - $552K
|
82.2K
$18.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2- 0.64% |
$393 - $437
|
311
$71.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-489- 3.54% |
$96.1K - $107K
|
13.3K
$3.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-100- 3.33% |
$19.7K - $21.9K
|
2.9K
$666K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.39K+ 4.51% |
$469K - $521K
|
55.3K
$12.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
43New |
$8.45K - $9.4K
|
43
$9.88K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-153- 10.94% |
$30.1K - $33.4K
|
1.25K
$286K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-14K- 14.88% |
$2.75M - $3.05M
|
80K
$18.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-1- 0.85% |
$197 - $219
|
117
$26.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.13K- 15.1% |
$222K - $246K
|
6.34K
$1.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-23- 1.84% |
$4.52K - $5.03K
|
1.23K
$281K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
211New |
$41.5K - $46.1K
|
211
$48.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-200- 1.97% |
$39.3K - $43.7K
|
9.96K
$2.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
996New |
$196K - $218K
|
996
$229K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-18- 1.54% |
$3.54K - $3.93K
|
1.15K
$264K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-100- 2.75% |
$19.7K - $21.9K
|
3.54K
$813K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-11- 6.71% |
$2.16K - $2.4K
|
153
$35.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1- 0.08% |
$197 - $219
|
1.23K
$281K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
320+ 22.6% |
$62.9K - $69.9K
|
1.74K
$399K
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
5.25KNew |
$1.03M - $1.15M
|
5.25K
$1.21M
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-149- 12.69% |
$29.3K - $32.6K
|
1.03K
$235K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-872- 1.4% |
$171K - $191K
|
61.2K
$14.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-5.1K- 1.86% |
$1M - $1.11M
|
269K
$61.8M
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-4.69K- 4.72% |
$922K - $1.02M
|
94.6K
$21.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-5- 0.19% |
$983 - $1.09K
|
2.63K
$603K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
864+ 21.98% |
$170K - $189K
|
4.8K
$1.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
965New |
$190K - $211K
|
965
$222K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 1.29% |
$393 - $437
|
157
$36.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-112- 1.1% |
$22K - $24.5K
|
10.1K
$2.31M
|
|
|
Oct 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
5+ 0.44% |
$983 - $1.09K
|
1.15K
$264K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
53+ 98.15% |
$10.4K - $11.6K
|
107
$24.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
2.9K+ 5.14% |
$570K - $634K
|
59.3K
$13.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
70+ 0.81% |
$13.8K - $15.3K
|
8.69K
$1.99M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-377- 0.67% |
$74.1K - $82.4K
|
56K
$12.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-143- 0.32% |
$28.1K - $31.3K
|
44.2K
$10.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.09K+ 2.73% |
$215K - $239K
|
41.1K
$9.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-367- 1.09% |
$72.1K - $80.2K
|
33.4K
$7.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
973New |
$191K - $213K
|
973
$223K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1- 0.09% |
$197 - $219
|
1.15K
$265K
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
1KNew |
$197K - $219K
|
1K
$230K
|