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 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
329+ 2.75% |
$64.7K - $71.9K
|
12.3K
$2.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-19- 17.59% |
$3.73K - $4.15K
|
89
$20.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
170+ 26.19% |
$33.4K - $37.2K
|
819
$188K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.19KNew |
$234K - $261K
|
1.19K
$274K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
45+ 0.76% |
$8.85K - $9.83K
|
5.95K
$1.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
104+ 5.0% |
$20.4K - $22.7K
|
2.19K
$502K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-8- 0.39% |
$1.57K - $1.75K
|
2.04K
$469K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.57KNew |
$504K - $561K
|
2.57K
$589K
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
783+ 5.29% |
$154K - $171K
|
15.6K
$3.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
123+ 10.88% |
$24.2K - $26.9K
|
1.25K
$288K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-25- 2.4% |
$4.91K - $5.46K
|
1.02K
$233K
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$393 - $437
|
3.67K
$842K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
400+ 1739.13% |
$78.6K - $87.4K
|
423
$97.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
29+ 2.75% |
$5.7K - $6.34K
|
1.08K
$249K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-42- 0.41% |
$8.26K - $9.18K
|
10.1K
$2.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
14.5KNew |
$2.85M - $3.17M
|
14.5K
$3.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
110+ 88.0% |
$21.6K - $24K
|
235
$54K
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-40- 0.2% |
$7.86K - $8.74K
|
20.1K
$4.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-117- 33.82% |
$23K - $25.6K
|
229
$52.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-482- 1.66% |
$94.7K - $105K
|
28.6K
$6.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
9+ 0.74% |
$1.77K - $1.97K
|
1.23K
$281K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
1+ 4.0% |
$197 - $219
|
26
$5.97K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
618+ 1.56% |
$121K - $135K
|
40.4K
$9.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
89+ 1112.5% |
$17.5K - $19.5K
|
97
$22.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
130+ 9.56% |
$25.6K - $28.4K
|
1.49K
$342K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.59% |
$197 - $219
|
64
$14.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
300+ 1.32% |
$59K - $65.6K
|
23K
$5.29M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
467+ 7.13% |
$91.8K - $102K
|
7.02K
$1.61M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
13+ 0.93% |
$2.56K - $2.84K
|
1.41K
$323K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-528- 25.84% |
$104K - $115K
|
1.52K
$348K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1- 6.67% |
$197 - $219
|
14
$3.22K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
862+ 5.01% |
$169K - $188K
|
18.1K
$4.15M
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
581+ 190.49% |
$114K - $127K
|
886
$204K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-19- 4.25% |
$3.73K - $4.15K
|
428
$98.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-3- 3.61% |
$590 - $656
|
80
$18.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
279+ 23.1% |
$54.8K - $61K
|
1.49K
$342K
|
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-7.66K- 10.1% |
$1.51M - $1.67M
|
68.2K
$15.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Meyer Handelman CO
|
SELL
|
- |
-700- 17.63% |
$138K - $153K
|
3.27K
$751K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-334- 18.44% |
$65.7K - $73K
|
1.48K
$339K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-151- 2.52% |
$29.7K - $33K
|
5.84K
$1.34M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
635New |
$125K - $139K
|
635
$146K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
44+ 0.9% |
$8.65K - $9.62K
|
4.95K
$1.14M
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-354- 11.39% |
$69.6K - $77.4K
|
2.75K
$632K
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
SELL
|
- |
-65- 3.94% |
$12.8K - $14.2K
|
1.59K
$364K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
6+ 0.35% |
$1.18K - $1.31K
|
1.73K
$397K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
13+ 1.12% |
$2.56K - $2.84K
|
1.17K
$269K
|
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-100- 8.33% |
$19.7K - $21.9K
|
1.1K
$253K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
3+ 0.11% |
$590 - $656
|
2.8K
$644K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.15K+ 44.6% |
$225K - $251K
|
3.72K
$854K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-12K- 75.29% |
$2.37M - $2.63M
|
3.95K
$908K
|