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 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
255+ 229.73% |
$48.6K - $52.8K
|
366
$84.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
BUY
|
- |
1.19KNew |
$226K - $246K
|
1.19K
$273K
|
|
|
Jul 31, 2024
Q2 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-4.63K- 22.89% |
$882K - $959K
|
15.6K
$3.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
196New |
$37.3K - $40.6K
|
196
$45K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.03KNew |
$196K - $213K
|
1.03K
$236K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.01KNew |
$383K - $417K
|
2.01K
$462K
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-50- 3.89% |
$9.52K - $10.4K
|
1.24K
$284K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.1K+ 206.59% |
$209K - $227K
|
1.63K
$374K
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
SELL
|
- |
-12- 0.38% |
$2.29K - $2.49K
|
3.15K
$724K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.93KNew |
$558K - $607K
|
2.93K
$673K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 6.25% |
$190 - $207
|
17
$3.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-286- 8.23% |
$54.5K - $59.3K
|
3.19K
$733K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3+ 300.0% |
$571 - $622
|
4
$919
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
186+ 273.53% |
$35.4K - $38.5K
|
254
$58.3K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-17- 4.18% |
$3.24K - $3.52K
|
390
$89.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-38- 1.11% |
$7.24K - $7.88K
|
3.38K
$776K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
70+ 0.56% |
$13.3K - $14.5K
|
12.5K
$2.86M
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
51New |
$9.71K - $10.6K
|
51
$11.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-6- 1.51% |
$1.14K - $1.24K
|
392
$90K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
24New |
$4.57K - $4.97K
|
24
$5.51K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1+ 0.03% |
$190 - $207
|
2.93K
$673K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
185New |
$35.2K - $38.3K
|
185
$42.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
161New |
$30.7K - $33.4K
|
161
$37K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
8New |
$1.52K - $1.66K
|
8
$1.84K
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1+ 0.08% |
$190 - $207
|
1.33K
$305K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
326+ 16.95% |
$62.1K - $67.6K
|
2.25K
$517K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
19+ 12.84% |
$3.62K - $3.94K
|
167
$38.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
222New |
$42.3K - $46K
|
222
$51K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-80- 63.49% |
$15.2K - $16.6K
|
46
$10.6K
|
|
|
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
$2.19M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
49New |
$9.33K - $10.2K
|
49
$11.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2- 15.38% |
$381 - $414
|
11
$2.53K
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
33+ 1.0% |
$6.29K - $6.84K
|
3.33K
$764K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-8- 1.21% |
$1.52K - $1.66K
|
654
$150K
|
|
|
Jul 12, 2024
Q2 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
232+ 1.68% |
$44.2K - $48.1K
|
14K
$3.22M
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
100New |
$19K - $20.7K
|
100
$23K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
491New |
$93.5K - $102K
|
491
$113K
|
|
|
Jul 11, 2024
Q2 2024
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
20.1KNew |
$3.82M - $4.16M
|
20.1K
$4.61M
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-411- 10.99% |
$78.3K - $85.2K
|
3.33K
$765K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
100+ 7.41% |
$19K - $20.7K
|
1.45K
$333K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
SELL
|
- |
-25- 3.7% |
$4.76K - $5.18K
|
650
$149K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
29+ 7.38% |
$5.52K - $6.01K
|
422
$96.9K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
14New |
$2.67K - $2.9K
|
14
$3.22K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-606- 2.55% |
$115K - $126K
|
23.2K
$5.32M
|
|
| Q1 2024 | |||||||
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-126- 5.59% |
$24.4K - $26.3K
|
2.13K
$489K
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-35.5K- 27.45% |
$6.87M - $7.42M
|
93.8K
$21.5M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
1.66KNew |
$321K - $347K
|
1.66K
$381K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-485- 21.24% |
$93.9K - $101K
|
1.8K
$413K
|
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
28+ 15.64% |
$5.42K - $5.85K
|
207
$47.5K
|
|