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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.67KNew |
$317K - $345K
|
1.67K
$372K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
343New |
$65.3K - $71.1K
|
343
$76.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-8.58K- 50.0% |
$1.63M - $1.78M
|
8.58K
$1.91M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.86KNew |
$354K - $385K
|
1.86K
$414K
|
|
|
Aug 13, 2024
Q2 2024
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
17.3KNew |
$3.29M - $3.59M
|
17.3K
$3.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Premier Fund Managers LTD
|
BUY
|
- |
30K+ 17.65% |
$5.71M - $6.22M
|
200K
$44.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
300+ 1.26% |
$57.1K - $62.2K
|
24.1K
$5.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
197+ 17.88% |
$37.5K - $40.8K
|
1.3K
$290K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
1.6K+ 14.81% |
$305K - $332K
|
12.4K
$2.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.16K- 7.25% |
$221K - $241K
|
14.9K
$3.32M
|
|
|
Aug 13, 2024
Q2 2024
|
1623 Capital LLC
Alexandria, VA |
BUY
|
- |
200+ 0.33% |
$38.1K - $41.4K
|
61.6K
$13.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
773+ 11.63% |
$147K - $160K
|
7.42K
$1.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-4.21K- 56.87% |
$801K - $872K
|
3.19K
$712K
|
|
|
Aug 13, 2024
Q2 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
4.08KNew |
$778K - $846K
|
4.08K
$911K
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
BUY
|
- |
239+ 10.85% |
$45.5K - $49.5K
|
2.44K
$545K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
403K+ 4.15% |
$76.8M - $83.6M
|
10.1M
$2.26B
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-70- 79.55% |
$13.3K - $14.5K
|
18
$4.02K
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
7.39KNew |
$1.41M - $1.53M
|
7.39K
$1.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-289- 1.55% |
$55K - $59.9K
|
18.4K
$4.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-5.51K- 38.16% |
$1.05M - $1.14M
|
8.92K
$1.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
599+ 4.75% |
$114K - $124K
|
13.2K
$2.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.06% |
$190 - $207
|
1.56K
$347K
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
200+ 5.79% |
$38.1K - $41.4K
|
3.66K
$815K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
52+ 2.45% |
$9.9K - $10.8K
|
2.17K
$485K
|
|
|
Aug 12, 2024
Q2 2024
|
Mqs Management LLC
|
BUY
|
- |
1.36KNew |
$260K - $283K
|
1.36K
$304K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.32K+ 0.96% |
$252K - $274K
|
139K
$31M
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-233- 0.18% |
$44.4K - $48.3K
|
133K
$29.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
1.38KNew |
$263K - $286K
|
1.38K
$308K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 10.0% |
$381 - $414
|
18
$4.02K
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-151- 0.03% |
$28.8K - $31.3K
|
440K
$98.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
131New |
$25K - $27.1K
|
131
$29.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
11New |
$2.1K - $2.28K
|
11
$2.45K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
965New |
$184K - $200K
|
965
$215K
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-10- 0.34% |
$1.9K - $2.07K
|
2.96K
$660K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
47New |
$8.95K - $9.74K
|
47
$10.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2- 1.18% |
$381 - $414
|
168
$37.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
35+ 500.0% |
$6.67K - $7.25K
|
42
$9.37K
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-4.86K- 19.97% |
$926K - $1.01M
|
19.5K
$4.35M
|
|
|
Aug 07, 2024
Q2 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-21.6K- 33.97% |
$4.12M - $4.48M
|
42K
$9.37M
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-105- 17.02% |
$20K - $21.8K
|
512
$114K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-72- 18.85% |
$13.7K - $14.9K
|
310
$69.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
11+ 0.8% |
$2.1K - $2.28K
|
1.39K
$309K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.13K- 3.48% |
$597K - $649K
|
87K
$19.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.67KNew |
$317K - $345K
|
1.67K
$371K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
18New |
$3.43K - $3.73K
|
18
$4.02K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 25.0% |
$190 - $207
|
3
$669
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-16- 1.0% |
$3.05K - $3.32K
|
1.58K
$353K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
13+ 1.08% |
$2.48K - $2.69K
|
1.22K
$272K
|
|
|
Aug 05, 2024
Q2 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
1+ 0.01% |
$190 - $207
|
7.18K
$1.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
33.8KNew |
$6.45M - $7.01M
|
33.8K
$7.55M
|