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 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-236- 1.35% |
$44.9K - $48.9K
|
17.3K
$3.67M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
39+ 5.03% |
$7.43K - $8.08K
|
814
$173K
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-8.42K- 6.84% |
$1.6M - $1.74M
|
115K
$24.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-624- 34.21% |
$119K - $129K
|
1.2K
$255K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.12KNew |
$403K - $439K
|
2.12K
$450K
|
|
|
Aug 08, 2024
Q2 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
50+ 0.28% |
$9.52K - $10.4K
|
17.9K
$3.82M
|
|
|
Aug 08, 2024
Q2 2024
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
115+ 0.23% |
$21.9K - $23.8K
|
49.1K
$10.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.19KNew |
$417K - $454K
|
2.19K
$466K
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-63- 1.55% |
$12K - $13.1K
|
4.01K
$853K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.78K- 0.87% |
$1.1M - $1.2M
|
658K
$140M
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.24K+ 21.36% |
$426K - $463K
|
12.7K
$2.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
26+ 1.54% |
$4.95K - $5.39K
|
1.72K
$365K
|
|
|
Aug 07, 2024
Q2 2024
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
4.9K+ 3.65% |
$933K - $1.02M
|
139K
$29.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
35+ 500.0% |
$6.67K - $7.25K
|
42
$8.93K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-9- 0.82% |
$1.71K - $1.87K
|
1.09K
$231K
|
|
|
Aug 07, 2024
Q2 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-522- 0.98% |
$99.4K - $108K
|
52.7K
$11.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-4.86K- 19.97% |
$926K - $1.01M
|
19.5K
$4.14M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
392+ 3.73% |
$74.7K - $81.2K
|
10.9K
$2.32M
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-942- 5.26% |
$179K - $195K
|
17K
$3.61M
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-294- 0.6% |
$56K - $60.9K
|
48.9K
$10.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
250+ 3.17% |
$47.6K - $51.8K
|
8.14K
$1.73M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-140- 3.8% |
$26.7K - $29K
|
3.55K
$754K
|
|
|
Aug 07, 2024
Q2 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-21.6K- 33.97% |
$4.12M - $4.48M
|
42K
$8.93M
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.18K+ 5.14% |
$226K - $245K
|
24.2K
$5.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-105- 17.02% |
$20K - $21.8K
|
512
$109K
|
|
|
Aug 07, 2024
Q2 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
6.63K+ 0.6% |
$1.26M - $1.37M
|
1.11M
$236M
|
|
|
Aug 07, 2024
Q2 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
1.97K+ 7.36% |
$376K - $409K
|
28.8K
$6.12M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.43K+ 2.13% |
$1.03M - $1.12M
|
260K
$55.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-31- 0.13% |
$5.9K - $6.42K
|
23.4K
$4.98M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-25- 1.62% |
$4.76K - $5.18K
|
1.52K
$323K
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-561- 19.99% |
$107K - $116K
|
2.25K
$477K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-123- 2.57% |
$23.4K - $25.5K
|
4.67K
$993K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-72- 18.85% |
$13.7K - $14.9K
|
310
$65.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.61K- 25.95% |
$306K - $333K
|
4.58K
$974K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 43.48% |
$1.9K - $2.07K
|
33
$7.02K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-42- 0.31% |
$8K - $8.7K
|
13.5K
$2.87M
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-39- 0.36% |
$7.43K - $8.08K
|
10.7K
$2.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
11+ 0.8% |
$2.1K - $2.28K
|
1.39K
$295K
|
|
|
Aug 06, 2024
Q2 2024
|
Parnassus Investments, LLC
|
SELL
|
- |
-33.9K- 6.25% |
$6.46M - $7.03M
|
508K
$108M
|
|
|
Aug 06, 2024
Q2 2024
|
Donoghue Forlines LLC
|
SELL
|
- |
-232- 2.13% |
$44.2K - $48.1K
|
10.6K
$2.26M
|
|
|
Aug 06, 2024
Q2 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
399+ 1.77% |
$76K - $82.7K
|
22.9K
$4.87M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-18- 1.63% |
$3.43K - $3.73K
|
1.09K
$231K
|
|
|
Aug 06, 2024
Q2 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
1.88K+ 35.67% |
$357K - $389K
|
7.14K
$1.52M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.13K- 3.48% |
$597K - $649K
|
87K
$18.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.67KNew |
$317K - $345K
|
1.67K
$354K
|
|
|
Aug 06, 2024
Q2 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
1.23KNew |
$233K - $254K
|
1.23K
$261K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
18New |
$3.43K - $3.73K
|
18
$3.83K
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
3.31K+ 48.32% |
$629K - $685K
|
10.1K
$2.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-75- 0.57% |
$14.3K - $15.5K
|
13.1K
$2.78M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.95K+ 112.68% |
$371K - $403K
|
3.67K
$781K
|