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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-50- 6.1% |
$8.17K - $9.45K
|
770
$164K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
107New |
$17.5K - $20.2K
|
107
$22.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
2.71KNew |
$442K - $512K
|
2.71K
$576K
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
BUY
|
- |
1.13KNew |
$185K - $214K
|
1.13K
$241K
|
|
| Q2 2023 | |||||||
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-600Closed |
$84K - $99.4K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2023
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-341K- 76.31% |
$47.8M - $56.5M
|
106K
$22.5M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
47.4KNew |
$6.63M - $7.85M
|
47.4K
$10.1M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.93K- 47.54% |
$551K - $652K
|
4.34K
$923K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
128New |
$17.9K - $21.2K
|
128
$27.2K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
12New |
$1.68K - $1.99K
|
12
$2.55K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
5New |
$700 - $828
|
5
$1.06K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
10.5KNew |
$1.47M - $1.74M
|
10.5K
$2.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
25New |
$3.5K - $4.14K
|
25
$5.32K
|
|
|
Aug 14, 2023
Q2 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
8.31K+ 6.94% |
$1.16M - $1.38M
|
128K
$27.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
620New |
$86.8K - $103K
|
620
$132K
|
|
|
Aug 14, 2023
Q2 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
1.91KNew |
$267K - $317K
|
1.91K
$406K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
9+ 3.66% |
$1.26K - $1.49K
|
255
$54.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-3.39K- 56.58% |
$474K - $561K
|
2.6K
$553K
|
|
|
Aug 14, 2023
Q2 2023
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
5.73KNew |
$801K - $949K
|
5.73K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
228K+ 97.23% |
$31.9M - $37.8M
|
463K
$98.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.18K+ 102.06% |
$305K - $361K
|
4.31K
$917K
|
|
|
Aug 11, 2023
Q2 2023
|
Boundary Creek Advisors LP
|
BUY
|
PUT |
250KNew |
$35M - $41.4M
|
250K
$53.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
1.54KNew |
$215K - $255K
|
1.54K
$327K
|
|
|
Aug 11, 2023
Q2 2023
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
5.34KNew |
$747K - $884K
|
5.34K
$1.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-2.78K- 46.05% |
$389K - $460K
|
3.26K
$692K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
10.7K+ 22.46% |
$1.49M - $1.77M
|
58.2K
$12.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-12K- 81.47% |
$1.68M - $1.99M
|
2.74K
$582K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
3+ 0.07% |
$420 - $497
|
4.09K
$870K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.7K+ 1.92% |
$237K - $281K
|
89.9K
$19.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-10- 2.92% |
$1.4K - $1.66K
|
332
$70.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-2.75K- 40.74% |
$385K - $455K
|
4K
$851K
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
297+ 10.82% |
$41.6K - $49.2K
|
3.04K
$647K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
7.51KNew |
$1.05M - $1.24M
|
7.51K
$1.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-278- 4.64% |
$38.9K - $46K
|
5.71K
$1.21M
|
|
|
Jul 25, 2023
Q2 2023
|
Harvey Investment CO LLC
|
SELL
|
- |
-130- 9.5% |
$18.2K - $21.5K
|
1.24K
$263K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-3- 2.03% |
$420 - $497
|
145
$30.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
78New |
$10.9K - $12.9K
|
78
$16.6K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
20New |
$2.8K - $3.31K
|
20
$4.25K
|
|
|
Jul 12, 2023
Q2 2023
|
Sciencast Management LP
|
BUY
|
- |
4.43K+ 226.64% |
$620K - $734K
|
6.39K
$1.36M
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
21New |
$2.94K - $3.48K
|
21
$4.47K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 6.25% |
$140 - $166
|
15
$3.19K
|
|
|
Jul 05, 2023
Q2 2023
|
Amf Tjanstepension Ab
|
BUY
|
- |
11.2KNew |
$1.57M - $1.86M
|
11.2K
$2.38M
|
|
| Q1 2023 | |||||||
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-4.27KClosed |
$568K - $656K
|
0
$0
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-5.63K- 97.24% |
$749K - $865K
|
160
$34K
|
|
|
May 15, 2023
Q1 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
1.48KNew |
$196K - $227K
|
1.48K
$314K
|
|
|
May 15, 2023
Q1 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-125- 5.7% |
$16.6K - $19.2K
|
2.07K
$440K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
28.1KNew |
$3.73M - $4.31M
|
28.1K
$5.97M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
152+ 7.4% |
$20.2K - $23.3K
|
2.21K
$469K
|
|
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
4.76K+ 86.61% |
$633K - $731K
|
10.3K
$2.18M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
15+ 27.78% |
$2K - $2.3K
|
69
$14.7K
|
|