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 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
24New |
$4.57K - $4.97K
|
24
$5.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
10+ 0.15% |
$1.9K - $2.07K
|
6.81K
$1.45M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.13KNew |
$214K - $233K
|
1.13K
$239K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1+ 0.03% |
$190 - $207
|
2.93K
$623K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
185New |
$35.2K - $38.3K
|
185
$39.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
161New |
$30.7K - $33.4K
|
161
$34.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-7- 0.54% |
$1.33K - $1.45K
|
1.28K
$272K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
8New |
$1.52K - $1.66K
|
8
$1.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-55- 0.06% |
$10.5K - $11.4K
|
92.8K
$19.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
76+ 0.29% |
$14.5K - $15.8K
|
26.1K
$5.54M
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.09KNew |
$207K - $225K
|
1.09K
$231K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
13+ 0.75% |
$2.48K - $2.69K
|
1.76K
$374K
|
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
BUY
|
- |
6+ 0.39% |
$1.14K - $1.24K
|
1.56K
$332K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-102- 34.81% |
$19.4K - $21.1K
|
191
$40.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1+ 0.08% |
$190 - $207
|
1.33K
$282K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.61K+ 78.9% |
$307K - $334K
|
3.66K
$777K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
326+ 16.95% |
$62.1K - $67.6K
|
2.25K
$478K
|
|
|
Jul 22, 2024
Q2 2024
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-16.7K- 3.09% |
$3.18M - $3.46M
|
524K
$111M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
48+ 1.63% |
$9.14K - $9.95K
|
2.99K
$637K
|
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-692- 1.06% |
$132K - $143K
|
64.5K
$13.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
344+ 3.01% |
$65.5K - $71.3K
|
11.8K
$2.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-307- 9.55% |
$58.5K - $63.6K
|
2.91K
$619K
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-18.4K- 6.55% |
$3.51M - $3.82M
|
263K
$55.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
19+ 12.84% |
$3.62K - $3.94K
|
167
$35.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
26+ 2.09% |
$4.95K - $5.39K
|
1.27K
$271K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
152+ 19.17% |
$28.9K - $31.5K
|
945
$201K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-329- 1.48% |
$62.7K - $68.2K
|
21.9K
$4.67M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 2.06% |
$381 - $414
|
99
$21.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.22K+ 18.72% |
$233K - $253K
|
7.75K
$1.65M
|
|
|
Jul 19, 2024
Q2 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-150- 10.9% |
$28.6K - $31.1K
|
1.23K
$261K
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-4.99K- 9.84% |
$951K - $1.03M
|
45.8K
$9.73M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
222New |
$42.3K - $46K
|
222
$47.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-80- 63.49% |
$15.2K - $16.6K
|
46
$9.78K
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-35- 2.14% |
$6.67K - $7.25K
|
1.6K
$341K
|
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
SELL
|
- |
-296- 1.05% |
$56.4K - $61.3K
|
27.9K
$5.93M
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.1KClosed |
$210K - $228K
|
0
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-375- 3.79% |
$71.4K - $77.7K
|
9.52K
$2.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
49New |
$9.33K - $10.2K
|
49
$10.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2- 15.38% |
$381 - $414
|
11
$2.34K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.58K- 9.16% |
$491K - $534K
|
25.6K
$5.44M
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 1.46% |
$19K - $20.7K
|
6.76K
$1.44M
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
33+ 1.0% |
$6.29K - $6.84K
|
3.33K
$708K
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
13+ 0.4% |
$2.48K - $2.69K
|
3.25K
$690K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-8- 1.21% |
$1.52K - $1.66K
|
654
$139K
|
|
|
Jul 12, 2024
Q2 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
232+ 1.68% |
$44.2K - $48.1K
|
14K
$2.98M
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
100New |
$19K - $20.7K
|
100
$21.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
491New |
$93.5K - $102K
|
491
$104K
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-214- 3.05% |
$40.8K - $44.3K
|
6.8K
$1.45M
|
|
|
Jul 11, 2024
Q2 2024
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
20.1KNew |
$3.82M - $4.16M
|
20.1K
$4.27M
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-411- 10.99% |
$78.3K - $85.2K
|
3.33K
$708K
|