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 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
495New |
$65.8K - $76K
|
495
$105K
|
|
|
May 12, 2023
Q1 2023
|
Campion Asset Management
|
BUY
|
- |
1.74KNew |
$231K - $266K
|
1.74K
$369K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-150- 66.67% |
$20K - $23K
|
75
$16K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
1.58K+ 228.03% |
$210K - $242K
|
2.27K
$483K
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.98K- 20.54% |
$397K - $458K
|
11.5K
$2.45M
|
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
2.5KNew |
$333K - $384K
|
2.5K
$532K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
120New |
$16K - $18.4K
|
120
$25.5K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.11MNew |
$147M - $170M
|
1.11M
$235M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
13New |
$1.73K - $2K
|
13
$2.76K
|
|
|
May 05, 2023
Q1 2023
|
Amica Mutual Insurance CO
|
SELL
|
- |
-13.7K- 36.76% |
$1.82M - $2.11M
|
23.6K
$5.02M
|
|
|
May 05, 2023
Q1 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-1.59K- 35.56% |
$212K - $244K
|
2.89K
$614K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-34- 40.96% |
$4.52K - $5.22K
|
49
$10.4K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-52Closed |
$6.92K - $7.99K
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
388New |
$51.6K - $59.6K
|
388
$82.5K
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
865+ 3.63% |
$115K - $133K
|
24.7K
$5.25M
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
13New |
$1.73K - $2K
|
13
$2.76K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
6+ 20.69% |
$798 - $921
|
35
$7.44K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-21K- 63.64% |
$2.79M - $3.23M
|
12K
$2.55M
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-192- 8.5% |
$25.5K - $29.5K
|
2.07K
$440K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
693New |
$92.2K - $106K
|
693
$147K
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-100- 2.93% |
$13.3K - $15.4K
|
3.31K
$704K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-480- 12.36% |
$63.9K - $73.7K
|
3.41K
$724K
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.3K- 1.91% |
$173K - $199K
|
66.6K
$14.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
6.03KNew |
$802K - $926K
|
6.03K
$1.28M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
100New |
$13.3K - $15.4K
|
100
$21.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.62KNew |
$216K - $249K
|
1.62K
$345K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
906+ 4.21% |
$121K - $139K
|
22.4K
$4.76M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
59.9KNew |
$7.97M - $9.21M
|
59.9K
$12.7M
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
2.97K+ 64.5% |
$396K - $457K
|
7.59K
$1.61M
|
|
|
Apr 14, 2023
Q1 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-202- 50.12% |
$26.9K - $31K
|
201
$42.7K
|
|
|
Apr 10, 2023
Q1 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
199New |
$26.5K - $30.6K
|
199
$42.3K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
12+ 48.0% |
$1.6K - $1.84K
|
37
$7.87K
|
|
| Q4 2022 | |||||||
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-125Closed |
$16.6K - $19.1K
|
0
$0
|
|
|
Apr 25, 2024
Q4 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
PUT |
400New |
$53K - $61K
|
400
$85.1K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
705New |
$93.5K - $107K
|
705
$150K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
18+ 3.0% |
$2.39K - $2.74K
|
618
$131K
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-54Closed |
$7.16K - $8.23K
|
0
$0
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-55- 36.18% |
$7.29K - $8.39K
|
97
$20.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.34K- 18.79% |
$177K - $204K
|
5.77K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
2.77K+ 34.93% |
$367K - $422K
|
10.7K
$2.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-300- 12.0% |
$39.8K - $45.7K
|
2.2K
$468K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
16+ 14.55% |
$2.12K - $2.44K
|
126
$26.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5New |
$663 - $762
|
5
$1.06K
|
|
|
Feb 14, 2023
Q4 2022
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
5.48KNew |
$726K - $835K
|
5.48K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1New |
$133 - $152
|
1
$213
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
148+ 1.81% |
$19.6K - $22.6K
|
8.35K
$1.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
6.18K+ 348.96% |
$819K - $942K
|
7.95K
$1.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
4KNew |
$530K - $610K
|
4K
$851K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
438New |
$58.1K - $66.8K
|
438
$93.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
16K+ 48.05% |
$2.13M - $2.44M
|
49.4K
$10.5M
|
|