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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Mizuho Securities Usa LLC
|
BUY
|
- |
9.11KNew |
$1.74M - $1.89M
|
9.11K
$1.94M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.03KNew |
$196K - $213K
|
1.03K
$218K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
33+ 9.04% |
$6.29K - $6.84K
|
398
$84.6K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
4.63K+ 21.38% |
$882K - $959K
|
26.3K
$5.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
59+ 5.68% |
$11.2K - $12.2K
|
1.1K
$233K
|
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-242- 13.82% |
$46.1K - $50.2K
|
1.51K
$321K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.01KNew |
$383K - $417K
|
2.01K
$428K
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-20- 0.62% |
$3.81K - $4.14K
|
3.19K
$678K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
834+ 22.01% |
$159K - $173K
|
4.62K
$983K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
311+ 0.63% |
$59.2K - $64.5K
|
49.6K
$10.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-59- 5.28% |
$11.2K - $12.2K
|
1.06K
$225K
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-50- 3.89% |
$9.52K - $10.4K
|
1.24K
$263K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.1K+ 206.59% |
$209K - $227K
|
1.63K
$346K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.38K- 4.16% |
$263K - $286K
|
31.8K
$6.76M
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
SELL
|
- |
-12- 0.38% |
$2.29K - $2.49K
|
3.15K
$671K
|
|
|
Jul 30, 2024
Q2 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
9.45K+ 87.25% |
$1.8M - $1.96M
|
20.3K
$4.31M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
12+ 0.69% |
$2.29K - $2.49K
|
1.75K
$372K
|
|
|
Jul 30, 2024
Q2 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-262- 6.34% |
$49.9K - $54.3K
|
3.87K
$823K
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-60- 3.12% |
$11.4K - $12.4K
|
1.86K
$396K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.93KNew |
$558K - $607K
|
2.93K
$623K
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
899+ 10.32% |
$171K - $186K
|
9.61K
$2.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-117- 2.81% |
$22.3K - $24.2K
|
4.04K
$859K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
308+ 3.8% |
$58.7K - $63.8K
|
8.41K
$1.79M
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 6.25% |
$190 - $207
|
17
$3.62K
|
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-6.57K- 66.74% |
$1.25M - $1.36M
|
3.27K
$696K
|
|
|
Jul 29, 2024
Q2 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-286- 8.23% |
$54.5K - $59.3K
|
3.19K
$678K
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-3.5K- 2.83% |
$667K - $726K
|
120K
$25.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3+ 300.0% |
$571 - $622
|
4
$851
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-5.81K- 8.36% |
$1.11M - $1.2M
|
63.7K
$13.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
186+ 273.53% |
$35.4K - $38.5K
|
254
$54K
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.6K+ 4.57% |
$1.26M - $1.37M
|
151K
$32.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
15.8K+ 18.77% |
$3M - $3.27M
|
99.7K
$21.2M
|
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-1.01K- 41.56% |
$193K - $210K
|
1.42K
$303K
|
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.31% |
$19K - $20.7K
|
32.4K
$6.88M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-17- 4.18% |
$3.24K - $3.52K
|
390
$82.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
47.1K+ 53.49% |
$8.97M - $9.76M
|
135K
$28.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-329- 8.86% |
$62.7K - $68.2K
|
3.38K
$719K
|
|
|
Jul 26, 2024
Q2 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-38- 1.11% |
$7.24K - $7.88K
|
3.38K
$718K
|
|
|
Jul 26, 2024
Q2 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-498- 25.83% |
$94.8K - $103K
|
1.43K
$304K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-31- 6.4% |
$5.9K - $6.42K
|
453
$96.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-35- 1.3% |
$6.67K - $7.25K
|
2.66K
$565K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.03% |
$190 - $207
|
3.34K
$709K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
70+ 0.56% |
$13.3K - $14.5K
|
12.5K
$2.65M
|
|
|
Jul 25, 2024
Q2 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-1.4K- 2.94% |
$267K - $290K
|
46.2K
$9.83M
|
|
|
Jul 25, 2024
Q2 2024
|
Alta Capital Management LLC
|
SELL
|
- |
-5.6K- 6.28% |
$1.07M - $1.16M
|
83.6K
$17.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
10+ 1.02% |
$1.9K - $2.07K
|
990
$211K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
200+ 11.4% |
$38.1K - $41.4K
|
1.96K
$416K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
535+ 8.8% |
$102K - $111K
|
6.62K
$1.41M
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
51New |
$9.71K - $10.6K
|
51
$10.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-6- 1.51% |
$1.14K - $1.24K
|
392
$83.4K
|