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 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.44K- 8.54% |
$283K - $315K
|
15.4K
$3.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4+ 19.05% |
$786 - $874
|
25
$5.74K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-375- 0.6% |
$73.7K - $82K
|
62.2K
$14.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
963New |
$189K - $210K
|
963
$221K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.83K+ 4.42% |
$359K - $399K
|
43.1K
$9.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-348- 13.93% |
$68.4K - $76.1K
|
2.15K
$494K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
111New |
$21.8K - $24.3K
|
111
$25.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
22+ 0.63% |
$4.32K - $4.81K
|
3.49K
$802K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.03KNew |
$203K - $225K
|
1.03K
$237K
|
|
|
Oct 24, 2024
Q3 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-8.06K- 67.58% |
$1.58M - $1.76M
|
3.87K
$888K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
17New |
$3.34K - $3.72K
|
17
$3.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
BUY
|
- |
27.9K+ 5.48% |
$5.48M - $6.09M
|
536K
$123M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.05K+ 4.88% |
$206K - $229K
|
22.5K
$5.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
66+ 4.4% |
$13K - $14.4K
|
1.57K
$360K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-9.4K- 2.39% |
$1.85M - $2.06M
|
384K
$88.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
198K+ 3197.82% |
$39M - $43.3M
|
204K
$46.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-40- 0.21% |
$7.86K - $8.74K
|
19.3K
$4.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
7.01K+ 87.81% |
$1.38M - $1.53M
|
15K
$3.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
19.6KNew |
$3.86M - $4.29M
|
19.6K
$4.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
2.79KNew |
$548K - $609K
|
2.79K
$640K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
501+ 44.41% |
$98.5K - $109K
|
1.63K
$374K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 1.49% |
$19.7K - $21.9K
|
6.6K
$1.52M
|
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-182- 1.75% |
$35.8K - $39.8K
|
10.2K
$2.35M
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
1KNew |
$197K - $219K
|
1K
$230K
|
|
|
Oct 23, 2024
Q3 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-87K- 26.02% |
$17.1M - $19M
|
247K
$56.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
4.26KNew |
$837K - $930K
|
4.26K
$978K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
25+ 1.94% |
$4.91K - $5.46K
|
1.31K
$302K
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
70+ 3.95% |
$13.8K - $15.3K
|
1.84K
$423K
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
548+ 29.18% |
$108K - $120K
|
2.43K
$557K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
64+ 4.09% |
$12.6K - $14K
|
1.63K
$374K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-14- 0.21% |
$2.75K - $3.06K
|
6.76K
$1.55M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-17.1K- 46.87% |
$3.36M - $3.74M
|
19.4K
$4.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.44K+ 48.17% |
$283K - $314K
|
4.42K
$1.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
4.59KNew |
$903K - $1M
|
4.59K
$1.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-748- 24.04% |
$147K - $163K
|
2.36K
$543K
|
|
|
Oct 22, 2024
Q3 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-1- 0.05% |
$197 - $219
|
2.06K
$474K
|
|
|
Oct 22, 2024
Q3 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-16- 1.53% |
$3.14K - $3.5K
|
1.03K
$237K
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-252- 3.32% |
$49.5K - $55.1K
|
7.34K
$1.69M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-9- 0.09% |
$1.77K - $1.97K
|
10K
$2.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-73- 4.03% |
$14.3K - $16K
|
1.74K
$399K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
128KNew |
$25.1M - $27.9M
|
128K
$29.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-301- 15.4% |
$59.2K - $65.8K
|
1.65K
$380K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
935+ 3.21% |
$184K - $204K
|
30.1K
$6.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
96+ 384.0% |
$18.9K - $21K
|
121
$27.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
SELL
|
- |
-29.2K- 15.17% |
$5.74M - $6.39M
|
163K
$37.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.8KNew |
$353K - $393K
|
1.8K
$413K
|
|
|
Oct 21, 2024
Q3 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-43- 2.33% |
$8.45K - $9.4K
|
1.8K
$414K
|
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
BUY
|
- |
1.34K+ 47.24% |
$264K - $294K
|
4.19K
$962K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-465- 10.27% |
$91.4K - $102K
|
4.06K
$933K
|
|
|
Oct 21, 2024
Q3 2024
|
Suncoast Equity Management
|
BUY
|
- |
565+ 2.3% |
$111K - $123K
|
25.1K
$5.78M
|