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 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-6.21K- 3.01% |
$1.18M - $1.29M
|
200K
$42.6M
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 25.0% |
$190 - $207
|
3
$638
|
|
Aug 06, 2024
Q2 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-56.8K- 98.42% |
$10.8M - $11.8M
|
915
$195K
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-16- 1.0% |
$3.05K - $3.32K
|
1.58K
$337K
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
13+ 1.08% |
$2.48K - $2.69K
|
1.22K
$259K
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.7KNew |
$896K - $974K
|
4.7K
$1M
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
9.2K+ 20.44% |
$1.75M - $1.91M
|
54.2K
$11.5M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-581- 17.6% |
$111K - $120K
|
2.72K
$578K
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
BUY
|
- |
4.31K+ 11.92% |
$822K - $894K
|
40.5K
$8.61M
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-18- 0.89% |
$3.43K - $3.73K
|
2K
$424K
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-798- 1.64% |
$152K - $165K
|
47.9K
$10.2M
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-404- 53.37% |
$76.9K - $83.7K
|
353
$75.1K
|
|
Aug 05, 2024
Q2 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
3.76K+ 62.39% |
$717K - $780K
|
9.79K
$2.08M
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 0.43% |
$381 - $414
|
467
$99.3K
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-151- 0.58% |
$28.8K - $31.3K
|
26.1K
$5.54M
|
|
Aug 05, 2024
Q2 2024
|
Palmer Knight CO
|
BUY
|
- |
179+ 0.58% |
$34.1K - $37.1K
|
30.9K
$6.57M
|
|
Aug 05, 2024
Q2 2024
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-38.6K- 2.17% |
$7.35M - $8M
|
1.74M
$370M
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
SELL
|
- |
-7- 0.02% |
$1.33K - $1.45K
|
32.4K
$6.88M
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
SELL
|
- |
-1- 0.1% |
$190 - $207
|
1.05K
$223K
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
951+ 44.03% |
$181K - $197K
|
3.11K
$662K
|
|
Aug 05, 2024
Q2 2024
|
Candriam S.C.A.
|
SELL
|
- |
-28.8K- 31.04% |
$5.48M - $5.97M
|
64K
$13.6M
|
|
Aug 05, 2024
Q2 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
1+ 0.01% |
$190 - $207
|
7.18K
$1.53M
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-58- 0.33% |
$11K - $12K
|
17.8K
$3.78M
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.12K+ 3.85% |
$214K - $232K
|
30.2K
$6.43M
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
33.8KNew |
$6.45M - $7.01M
|
33.8K
$7.2M
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-10- 2.18% |
$1.9K - $2.07K
|
449
$95.5K
|
|
Aug 02, 2024
Q2 2024
|
Aviva PLC
|
BUY
|
- |
12.1K+ 11.98% |
$2.31M - $2.52M
|
114K
$24.2M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
152+ 4.84% |
$28.9K - $31.5K
|
3.29K
$701K
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
5.79K+ 14.7% |
$1.1M - $1.2M
|
45.2K
$9.61M
|
|
Aug 02, 2024
Q2 2024
|
Td Asset Management Inc
|
BUY
|
- |
10.7K+ 4.41% |
$2.04M - $2.22M
|
254K
$54M
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.27K+ 2.33% |
$243K - $264K
|
55.9K
$11.9M
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
255+ 229.73% |
$48.6K - $52.8K
|
366
$77.8K
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
2+ 0.01% |
$381 - $414
|
14.4K
$3.05M
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
38+ 3.12% |
$7.24K - $7.88K
|
1.26K
$267K
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.62K- 58.17% |
$499K - $543K
|
1.88K
$401K
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3- 0.09% |
$571 - $622
|
3.2K
$681K
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-183- 11.5% |
$34.9K - $37.9K
|
1.41K
$299K
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
BUY
|
- |
1.19KNew |
$226K - $246K
|
1.19K
$253K
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 1.02% |
$571 - $622
|
297
$63.2K
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.86K+ 6.3% |
$1.12M - $1.21M
|
98.8K
$21M
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-861- 5.08% |
$164K - $178K
|
16.1K
$3.42M
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
225+ 60.65% |
$42.9K - $46.6K
|
596
$127K
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
5.5K+ 2.21% |
$1.05M - $1.14M
|
255K
$54.2M
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-116- 2.12% |
$22.1K - $24K
|
5.35K
$1.14M
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-103- 2.27% |
$19.6K - $21.3K
|
4.44K
$945K
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.89KNew |
$741K - $806K
|
3.89K
$827K
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-213- 2.01% |
$40.6K - $44.1K
|
10.4K
$2.21M
|
|
Jul 31, 2024
Q2 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-4.63K- 22.89% |
$882K - $959K
|
15.6K
$3.32M
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
196New |
$37.3K - $40.6K
|
196
$41.7K
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.17K+ 6.21% |
$222K - $242K
|
20K
$4.25M
|