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 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
100+ 7.41% |
$19K - $20.7K
|
1.45K
$308K
|
|
|
Jul 10, 2024
Q2 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
128+ 1.32% |
$24.4K - $26.5K
|
9.86K
$2.1M
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
SELL
|
- |
-25- 3.7% |
$4.76K - $5.18K
|
650
$138K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
29+ 7.38% |
$5.52K - $6.01K
|
422
$89.7K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
14New |
$2.67K - $2.9K
|
14
$2.98K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-606- 2.55% |
$115K - $126K
|
23.2K
$4.93M
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-50K- 7.12% |
$9.53M - $10.4M
|
653K
$139M
|
|
| Q1 2024 | |||||||
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-59- 23.69% |
$11.4K - $12.3K
|
190
$40.4K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-615- 18.39% |
$119K - $129K
|
2.73K
$581K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-74- 1.43% |
$14.3K - $15.5K
|
5.1K
$1.09M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
1.66KNew |
$321K - $347K
|
1.66K
$353K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-6- 66.67% |
$1.16K - $1.25K
|
3
$638
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-327- 5.8% |
$63.3K - $68.3K
|
5.31K
$1.13M
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.21K- 6.1% |
$235K - $253K
|
18.6K
$3.97M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-485- 21.24% |
$93.9K - $101K
|
1.8K
$382K
|
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
28+ 15.64% |
$5.42K - $5.85K
|
207
$44K
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-47- 0.51% |
$9.1K - $9.82K
|
9.17K
$1.95M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-59- 3.96% |
$11.4K - $12.3K
|
1.43K
$305K
|
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
20.7K+ 221.46% |
$4M - $4.32M
|
30K
$6.38M
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
982New |
$190K - $205K
|
982
$209K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-2- 5.71% |
$387 - $418
|
33
$7.02K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
3.42KNew |
$661K - $714K
|
3.42K
$726K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
PUT |
-3.5K- 74.47% |
$677K - $731K
|
1.2K
$255K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
3.4KNew |
$659K - $711K
|
3.4K
$724K
|
|
|
May 15, 2024
Q1 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
1.6KNew |
$310K - $335K
|
1.6K
$341K
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-900- 69.18% |
$174K - $188K
|
401
$85.3K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-68- 4.75% |
$13.2K - $14.2K
|
1.36K
$290K
|
|
|
May 15, 2024
Q1 2024
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-3K- 78.95% |
$581K - $627K
|
800
$170K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
15+ 1.53% |
$2.9K - $3.13K
|
993
$211K
|
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
1.84K+ 84.83% |
$356K - $384K
|
4.01K
$853K
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
1.25K+ 108.7% |
$242K - $261K
|
2.4K
$510K
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-2.23K- 50.26% |
$432K - $467K
|
2.21K
$470K
|
|
|
May 15, 2024
Q1 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
1.11KNew |
$214K - $231K
|
1.11K
$235K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-14- 2.4% |
$2.71K - $2.93K
|
570
$121K
|
|
|
May 15, 2024
Q1 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
2.87KNew |
$556K - $600K
|
2.87K
$611K
|
|
|
May 14, 2024
Q1 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.16KNew |
$805K - $869K
|
4.16K
$884K
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.06KNew |
$206K - $222K
|
1.06K
$226K
|
|
|
May 14, 2024
Q1 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
600+ 13.33% |
$116K - $125K
|
5.1K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-115- 8.65% |
$22.3K - $24K
|
1.22K
$258K
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-21- 0.88% |
$4.06K - $4.39K
|
2.36K
$503K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
6.39KNew |
$1.24M - $1.34M
|
6.39K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-659- 0.74% |
$128K - $138K
|
88.1K
$18.7M
|
|
|
May 14, 2024
Q1 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-470- 13.86% |
$91K - $98.2K
|
2.92K
$621K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.48% |
$194 - $209
|
210
$44.7K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-39- 0.81% |
$7.55K - $8.15K
|
4.75K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
48New |
$9.29K - $10K
|
48
$10.2K
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3New |
$581 - $627
|
3
$638
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-70- 0.47% |
$13.5K - $14.6K
|
14.9K
$3.17M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.81K+ 66.38% |
$737K - $796K
|
9.54K
$2.03M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
52+ 5.1% |
$10.1K - $10.9K
|
1.07K
$228K
|
|