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 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
320+ 1.89% |
$62.9K - $69.9K
|
17.3K
$3.97M
|
|
|
Oct 08, 2024
Q3 2024
|
Fcf Advisors LLC
|
SELL
|
- |
-378- 3.01% |
$74.3K - $82.6K
|
12.2K
$2.79M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.94KNew |
$577K - $642K
|
2.94K
$675K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.24K+ 38.66% |
$243K - $271K
|
4.44K
$1.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-182- 45.16% |
$35.8K - $39.8K
|
221
$50.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
241+ 16.94% |
$47.4K - $52.7K
|
1.66K
$382K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
231+ 3.28% |
$45.4K - $50.5K
|
7.27K
$1.67M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
17New |
$3.34K - $3.72K
|
17
$3.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
692+ 6.28% |
$136K - $151K
|
11.7K
$2.69M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
86+ 9.01% |
$16.9K - $18.8K
|
1.04K
$239K
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
632+ 1.92% |
$124K - $138K
|
33.5K
$7.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
114+ 10.22% |
$22.4K - $24.9K
|
1.23K
$282K
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-179- 8.01% |
$35.2K - $39.1K
|
2.06K
$472K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-106- 6.41% |
$20.8K - $23.2K
|
1.55K
$355K
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-183- 0.16% |
$36K - $40K
|
114K
$26.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-1- 0.03% |
$197 - $219
|
3.2K
$735K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-31- 53.45% |
$6.09K - $6.78K
|
27
$6.2K
|
|
|
Oct 07, 2024
Q3 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-551- 8.25% |
$108K - $120K
|
6.13K
$1.41M
|
|
|
Oct 07, 2024
Q3 2024
|
Security National Bank
|
SELL
|
- |
-74- 0.36% |
$14.5K - $16.2K
|
20.2K
$4.64M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-516- 18.38% |
$101K - $113K
|
2.29K
$526K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
64New |
$12.6K - $14K
|
64
$14.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-488- 6.28% |
$95.9K - $107K
|
7.28K
$1.67M
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
6.83K+ 21.87% |
$1.34M - $1.49M
|
38.1K
$8.74M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-24- 4.44% |
$4.72K - $5.25K
|
517
$119K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
40+ 0.19% |
$7.86K - $8.74K
|
20.8K
$4.77M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
620+ 39.79% |
$122K - $136K
|
2.18K
$500K
|
|
|
Oct 03, 2024
Q3 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.25K+ 5.57% |
$246K - $274K
|
23.8K
$5.46M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
95+ 6.3% |
$18.7K - $20.8K
|
1.6K
$368K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
BUY
|
- |
5+ 0.33% |
$983 - $1.09K
|
1.52K
$348K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-17K- 85.01% |
$3.34M - $3.71M
|
3K
$688K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-862- 10.46% |
$169K - $188K
|
7.38K
$1.7M
|
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-135- 8.36% |
$26.5K - $29.5K
|
1.48K
$340K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-2.01K- 89.96% |
$394K - $439K
|
224
$51.5K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13+ 2.85% |
$2.56K - $2.84K
|
469
$108K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-464- 3.4% |
$91.2K - $101K
|
13.2K
$3.03M
|
|
| Q2 2024 | |||||||
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-71- 18.16% |
$13.5K - $14.7K
|
320
$73.5K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
3New |
$571 - $622
|
3
$689
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
20New |
$3.81K - $4.14K
|
20
$4.59K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
24.2K+ 358.95% |
$4.6M - $5.01M
|
30.9K
$7.09M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
22New |
$4.19K - $4.56K
|
22
$5.05K
|
|
|
Aug 15, 2024
Q2 2024
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-7.23K- 32.26% |
$1.38M - $1.5M
|
15.2K
$3.49M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-8- 8.89% |
$1.52K - $1.66K
|
82
$18.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-60- 1.04% |
$11.4K - $12.4K
|
5.73K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
1.07KNew |
$203K - $221K
|
1.07K
$245K
|
|
|
Aug 14, 2024
Q2 2024
|
Qsv Equity Investors LLC
Naperville, IL |
SELL
|
- |
-216- 13.6% |
$41.1K - $44.8K
|
1.37K
$315K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-166- 60.36% |
$31.6K - $34.4K
|
109
$25K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
15+ 0.88% |
$2.86K - $3.11K
|
1.71K
$393K
|
|
|
Aug 14, 2024
Q2 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
CALL |
-1.4K- 31.11% |
$267K - $290K
|
3.1K
$712K
|
|
|
Aug 14, 2024
Q2 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
10.4KNew |
$1.98M - $2.15M
|
10.4K
$2.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
28.3KNew |
$5.38M - $5.86M
|
28.3K
$6.49M
|
|