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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
8.35KNew |
$1.11M - $1.27M
|
8.35K
$1.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.85KNew |
$246K - $282K
|
1.85K
$394K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
203New |
$26.9K - $30.9K
|
203
$43.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
285+ 4.34% |
$37.8K - $43.5K
|
6.86K
$1.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
1.64KNew |
$218K - $250K
|
1.64K
$349K
|
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
24.8KNew |
$3.29M - $3.78M
|
24.8K
$5.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-1.33K- 38.89% |
$176K - $202K
|
2.08K
$443K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
5New |
$663 - $762
|
5
$1.06K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
978New |
$130K - $149K
|
978
$208K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
249New |
$33K - $38K
|
249
$53K
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-4.22K- 29.73% |
$559K - $643K
|
9.97K
$2.12M
|
|
|
Feb 09, 2023
Q4 2022
|
Kidder Stephen W
|
BUY
|
- |
3.05KNew |
$404K - $465K
|
3.05K
$649K
|
|
|
Feb 09, 2023
Q4 2022
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
2.5KNew |
$331K - $381K
|
2.5K
$532K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
417+ 33.41% |
$55.3K - $63.6K
|
1.67K
$354K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
407New |
$54K - $62.1K
|
407
$86.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
5.86KNew |
$777K - $894K
|
5.86K
$1.25M
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-727- 16.91% |
$96.4K - $111K
|
3.57K
$759K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-26- 0.77% |
$3.45K - $3.96K
|
3.33K
$709K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.59KNew |
$211K - $243K
|
1.59K
$339K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-186- 0.93% |
$24.7K - $28.4K
|
19.8K
$4.21M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2- 1.31% |
$265 - $305
|
151
$32.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-2.77K- 13.22% |
$367K - $422K
|
18.2K
$3.86M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
890New |
$118K - $136K
|
890
$189K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
24New |
$3.18K - $3.66K
|
24
$5.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
12New |
$1.59K - $1.83K
|
12
$2.55K
|
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
1.68KNew |
$223K - $257K
|
1.68K
$358K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-100- 65.79% |
$13.3K - $15.2K
|
52
$11.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-177- 46.95% |
$23.5K - $27K
|
200
$42.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-50- 2.17% |
$6.63K - $7.62K
|
2.25K
$479K
|
|
|
Jan 27, 2023
Q4 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
1.83KNew |
$243K - $279K
|
1.83K
$389K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 1.35% |
$133 - $152
|
75
$16K
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.1K- 9.07% |
$278K - $319K
|
21K
$4.47M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
571New |
$75.7K - $87.1K
|
571
$121K
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
348+ 19.29% |
$46.1K - $53.1K
|
2.15K
$458K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
51New |
$6.76K - $7.78K
|
51
$10.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
64+ 4.22% |
$8.48K - $9.76K
|
1.58K
$336K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
84New |
$11.1K - $12.8K
|
84
$17.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
133New |
$17.6K - $20.3K
|
133
$28.3K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
3New |
$398 - $457
|
3
$638
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
125New |
$16.6K - $19.1K
|
125
$26.6K
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
332New |
$44K - $50.6K
|
332
$70.6K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-794- 34.86% |
$115K - $145K
|
1.48K
$316K
|
|
|
Nov 15, 2022
Q3 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
42New |
$6.06K - $7.7K
|
42
$8.93K
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-44- 0.83% |
$6.35K - $8.06K
|
5.27K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
4.27KNew |
$617K - $783K
|
4.27K
$909K
|
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-35.7K- 17.26% |
$5.15M - $6.54M
|
171K
$36.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-80- 46.24% |
$11.5K - $14.7K
|
93
$19.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
3+ 0.11% |
$433 - $550
|
2.67K
$567K
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.8KNew |
$259K - $329K
|
1.8K
$382K
|
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
13.5KNew |
$1.94M - $2.47M
|
13.5K
$2.86M
|
|