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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
1.05KNew |
$176K - $217K
|
1.05K
$224K
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
975New |
$163K - $201K
|
975
$207K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-150- 11.64% |
$25.1K - $30.9K
|
1.14K
$242K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
350New |
$58.6K - $72K
|
350
$74.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
45New |
$7.53K - $9.26K
|
45
$9.57K
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
1.2K+ 114.29% |
$201K - $247K
|
2.25K
$479K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
182New |
$30.5K - $37.5K
|
182
$38.7K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-5- 11.36% |
$837 - $1.03K
|
39
$8.29K
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
1.2KNew |
$201K - $247K
|
1.2K
$255K
|
|
|
Jan 09, 2024
Q4 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
974New |
$163K - $200K
|
974
$207K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-1- 25.0% |
$167 - $206
|
3
$638
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
103+ 18.43% |
$17.2K - $21.2K
|
662
$141K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
1.5KNew |
$252K - $310K
|
1.5K
$320K
|
|
| Q3 2023 | |||||||
|
Aug 29, 2024
Q3 2023
|
University Of Texas
|
BUY
|
- |
14New |
$2.29K - $2.65K
|
14
$2.98K
|
|
|
Feb 22, 2024
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
11.5K+ 252.77% |
$1.88M - $2.18M
|
16.1K
$3.42M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
180New |
$29.4K - $34K
|
180
$38.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-41- 1.26% |
$6.7K - $7.75K
|
3.22K
$684K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
157+ 10.23% |
$25.6K - $29.7K
|
1.69K
$360K
|
|
|
Nov 14, 2023
Q3 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
22.5KNew |
$3.68M - $4.26M
|
22.5K
$4.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
6.31KNew |
$1.03M - $1.19M
|
6.31K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-84- 1.44% |
$13.7K - $15.9K
|
5.76K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2.4KNew |
$392K - $454K
|
2.4K
$510K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.51K- 5.68% |
$573K - $663K
|
58.2K
$12.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.23KNew |
$201K - $232K
|
1.23K
$262K
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5KNew |
$816K - $945K
|
5K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.58K+ 287.5% |
$747K - $865K
|
6.17K
$1.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
124New |
$20.2K - $23.4K
|
124
$26.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-152- 5.75% |
$24.8K - $28.7K
|
2.49K
$530K
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-146- 10.15% |
$23.8K - $27.6K
|
1.29K
$275K
|
|
|
Nov 13, 2023
Q3 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
1.17KNew |
$192K - $222K
|
1.17K
$249K
|
|
|
Nov 13, 2023
Q3 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
1.26KNew |
$205K - $238K
|
1.26K
$267K
|
|
|
Nov 13, 2023
Q3 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
2.37KNew |
$387K - $448K
|
2.37K
$504K
|
|
|
Nov 09, 2023
Q3 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
3K+ 13.64% |
$490K - $567K
|
25K
$5.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
11+ 30.56% |
$1.8K - $2.08K
|
47
$10K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
568New |
$92.8K - $107K
|
568
$121K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-88- 0.65% |
$14.4K - $16.6K
|
13.5K
$2.87M
|
|
|
Nov 06, 2023
Q3 2023
|
Lgt Group Foundation
|
BUY
|
- |
1.7KNew |
$278K - $322K
|
1.7K
$362K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-124- 25.36% |
$20.2K - $23.4K
|
365
$77.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-524- 21.52% |
$85.6K - $99K
|
1.91K
$406K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
50New |
$8.17K - $9.45K
|
50
$10.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
58+ 156.76% |
$9.47K - $11K
|
95
$20.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
11New |
$1.8K - $2.08K
|
11
$2.34K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-122- 1.58% |
$19.9K - $23.1K
|
7.58K
$1.61M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5+ 6.58% |
$817 - $945
|
81
$17.2K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
47New |
$7.68K - $8.88K
|
47
$10K
|
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-49- 0.3% |
$8K - $9.26K
|
16.5K
$3.51M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-176- 4.07% |
$28.7K - $33.3K
|
4.15K
$883K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
13+ 92.86% |
$2.12K - $2.46K
|
27
$5.74K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
31New |
$5.06K - $5.86K
|
31
$6.59K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
1.17KNew |
$192K - $222K
|
1.17K
$250K
|
|