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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.88KNew |
$557K - $602K
|
2.88K
$612K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
165New |
$31.9K - $34.5K
|
165
$35.1K
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
1.2K+ 6.38% |
$232K - $251K
|
20K
$4.25M
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
33+ 2.7% |
$6.39K - $6.9K
|
1.26K
$267K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.2% |
$387 - $418
|
1.01K
$214K
|
|
|
May 13, 2024
Q1 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
4.91KNew |
$950K - $1.03M
|
4.91K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.03KNew |
$1.56M - $1.68M
|
8.03K
$1.71M
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-10K- 18.03% |
$1.94M - $2.09M
|
45.5K
$9.67M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-10- 2.03% |
$1.94K - $2.09K
|
483
$103K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3New |
$581 - $627
|
3
$638
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-226- 0.7% |
$43.7K - $47.2K
|
32.3K
$6.86M
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
72New |
$13.9K - $15K
|
72
$15.3K
|
|
|
May 10, 2024
Q1 2024
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
5KNew |
$968K - $1.04M
|
5K
$1.06M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
23.9KNew |
$4.63M - $4.99M
|
23.9K
$5.08M
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
200+ 3.1% |
$38.7K - $41.8K
|
6.66K
$1.42M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-12.7K- 6.62% |
$2.45M - $2.64M
|
179K
$38M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-18- 4.4% |
$3.48K - $3.76K
|
391
$83.2K
|
|
|
May 10, 2024
Q1 2024
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
38.7KNew |
$7.49M - $8.08M
|
38.7K
$8.22M
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
11.6KNew |
$2.24M - $2.42M
|
11.6K
$2.46M
|
|
|
May 09, 2024
Q1 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
1.1KNew |
$213K - $229K
|
1.1K
$234K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7New |
$1.35K - $1.46K
|
7
$1.49K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-5- 0.33% |
$968 - $1.04K
|
1.5K
$319K
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.25K+ 17.58% |
$241K - $261K
|
8.34K
$1.77M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
125+ 5.74% |
$24.2K - $26.1K
|
2.3K
$489K
|
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-495- 11.0% |
$95.8K - $103K
|
4.01K
$852K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
4.77KNew |
$923K - $997K
|
4.77K
$1.01M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-141- 6.21% |
$27.3K - $29.5K
|
2.13K
$453K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
882New |
$171K - $184K
|
882
$188K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.27KNew |
$246K - $265K
|
1.27K
$270K
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-263- 3.72% |
$50.9K - $55K
|
6.81K
$1.45M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-124- 70.45% |
$24K - $25.9K
|
52
$11.1K
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-10- 0.63% |
$1.94K - $2.09K
|
1.59K
$338K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
1New |
$194 - $209
|
1
$213
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-11- 9.4% |
$2.13K - $2.3K
|
106
$22.5K
|
|
|
May 03, 2024
Q1 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-17- 0.2% |
$3.29K - $3.55K
|
8.69K
$1.85M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-575- 7.71% |
$111K - $120K
|
6.88K
$1.46M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
100New |
$19.4K - $20.9K
|
100
$21.3K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
550+ 14.34% |
$106K - $115K
|
4.39K
$933K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
390+ 34.67% |
$75.5K - $81.5K
|
1.52K
$322K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
453New |
$87.7K - $94.7K
|
453
$96.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
20+ 40.82% |
$3.87K - $4.18K
|
69
$14.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-373- 19.87% |
$72.2K - $77.9K
|
1.5K
$320K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 25.0% |
$194 - $209
|
5
$1.06K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
53New |
$10.3K - $11.1K
|
53
$11.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-66- 5.66% |
$12.8K - $13.8K
|
1.1K
$234K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-21- 1.04% |
$4.06K - $4.39K
|
2K
$426K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
10+ 28.57% |
$1.94K - $2.09K
|
45
$9.57K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
155New |
$30K - $32.4K
|
155
$33K
|
|
|
Apr 25, 2024
Q1 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
400+ 1.39% |
$77.4K - $83.6K
|
29.1K
$6.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
1.12KNew |
$217K - $234K
|
1.12K
$238K
|