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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
3.6KNew |
$697K - $753K
|
3.6K
$766K
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
174+ 2.97% |
$33.7K - $36.4K
|
6.03K
$1.28M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-606- 32.9% |
$117K - $127K
|
1.24K
$263K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-3- 2.61% |
$581 - $627
|
112
$23.8K
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-800- 11.85% |
$155K - $167K
|
5.95K
$1.27M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-105- 49.07% |
$20.3K - $21.9K
|
109
$23.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
42+ 1.03% |
$8.13K - $8.78K
|
4.13K
$879K
|
|
|
Apr 19, 2024
Q1 2024
|
Fruth Investment Management
|
SELL
|
- |
-600- 5.1% |
$116K - $125K
|
11.2K
$2.37M
|
|
|
Apr 18, 2024
Q1 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.28K+ 3.77% |
$247K - $266K
|
35.1K
$7.47M
|
|
|
Apr 18, 2024
Q1 2024
|
Oak Thistle LLC
|
BUY
|
- |
1.05KNew |
$204K - $220K
|
1.05K
$224K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-12- 1.1% |
$2.32K - $2.51K
|
1.08K
$230K
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
2.04KNew |
$394K - $425K
|
2.04K
$433K
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
983New |
$190K - $205K
|
983
$209K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-35- 39.77% |
$6.77K - $7.31K
|
53
$11.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
1.16K+ 10.31% |
$224K - $242K
|
12.4K
$2.63M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-3.63K- 6.84% |
$702K - $758K
|
49.4K
$10.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-179- 6.07% |
$34.6K - $37.4K
|
2.77K
$589K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.23KNew |
$239K - $258K
|
1.23K
$262K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
30New |
$5.81K - $6.27K
|
30
$6.38K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
135+ 69.23% |
$26.1K - $28.2K
|
330
$70.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-16- 0.71% |
$3.1K - $3.34K
|
2.25K
$479K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
50+ 16.67% |
$9.68K - $10.4K
|
350
$74.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-640- 27.92% |
$124K - $134K
|
1.65K
$351K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1- 0.2% |
$194 - $209
|
492
$105K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
4.45KNew |
$861K - $930K
|
4.45K
$946K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
1.68KNew |
$324K - $350K
|
1.68K
$356K
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-4.3KClosed |
$833K - $899K
|
0
$0
|
|
| Q4 2023 | |||||||
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-51Closed |
$8.54K - $10.5K
|
0
$0
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-21.6K- 57.5% |
$3.61M - $4.44M
|
16K
$3.39M
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-5.66K- 55.86% |
$947K - $1.16M
|
4.47K
$951K
|
|
|
May 15, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2KNew |
$335K - $412K
|
2K
$425K
|
|
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
21.5KNew |
$3.61M - $4.43M
|
21.5K
$4.58M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.03KNew |
$173K - $212K
|
1.03K
$219K
|
|
|
Feb 15, 2024
Q4 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1.3KNew |
$217K - $267K
|
1.3K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-987- 30.75% |
$165K - $203K
|
2.22K
$473K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
22.2KNew |
$3.72M - $4.58M
|
22.2K
$4.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Ghisallo Capital Management LLC
Greenwich, CT |
BUY
|
- |
24.5KNew |
$4.1M - $5.04M
|
24.5K
$5.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
5.85KNew |
$980K - $1.2M
|
5.85K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Dean Capital Management
Overland Park, KS |
SELL
|
- |
-68- 1.01% |
$11.4K - $14K
|
6.67K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.69KNew |
$282K - $347K
|
1.69K
$359K
|
|
|
Feb 14, 2024
Q4 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
PUT |
30KNew |
$5.02M - $6.17M
|
30K
$6.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
183New |
$30.6K - $37.7K
|
183
$38.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-1.99K- 52.15% |
$334K - $410K
|
1.83K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-397- 11.53% |
$66.4K - $81.7K
|
3.05K
$648K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
2+ 0.13% |
$335 - $412
|
1.53K
$325K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-306- 4.12% |
$51.2K - $63K
|
7.13K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
795New |
$133K - $164K
|
795
$169K
|
|
|
Feb 14, 2024
Q4 2023
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-8.91K- 75.84% |
$1.49M - $1.83M
|
2.84K
$604K
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1KNew |
$167K - $206K
|
1K
$213K
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.3KNew |
$886K - $1.09M
|
5.3K
$1.13M
|
|