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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Boundary Creek Advisors LP
|
BUY
|
PUT |
250KNew |
$35M - $41.4M
|
250K
$55.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
5.34KNew |
$747K - $884K
|
5.34K
$1.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-2.78K- 46.05% |
$389K - $460K
|
3.26K
$726K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
10.7K+ 22.46% |
$1.49M - $1.77M
|
58.2K
$13M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
3+ 0.07% |
$420 - $497
|
4.09K
$913K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.7K+ 1.92% |
$237K - $281K
|
89.9K
$20.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-10- 2.92% |
$1.4K - $1.66K
|
332
$74.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
297+ 10.82% |
$41.6K - $49.2K
|
3.04K
$679K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
7.51KNew |
$1.05M - $1.24M
|
7.51K
$1.68M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-278- 4.64% |
$38.9K - $46K
|
5.71K
$1.27M
|
|
|
Jul 25, 2023
Q2 2023
|
Harvey Investment CO LLC
|
SELL
|
- |
-130- 9.5% |
$18.2K - $21.5K
|
1.24K
$276K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-3- 2.03% |
$420 - $497
|
145
$32.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
78New |
$10.9K - $12.9K
|
78
$17.4K
|
|
|
Jul 12, 2023
Q2 2023
|
Sciencast Management LP
|
BUY
|
- |
4.43K+ 226.64% |
$620K - $734K
|
6.39K
$1.43M
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
21New |
$2.94K - $3.48K
|
21
$4.68K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 6.25% |
$140 - $166
|
15
$3.35K
|
|
|
Jul 05, 2023
Q2 2023
|
Amf Tjanstepension Ab
|
BUY
|
- |
11.2KNew |
$1.57M - $1.86M
|
11.2K
$2.5M
|
|
| 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
$35.7K
|
|
|
May 15, 2023
Q1 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
1.48KNew |
$196K - $227K
|
1.48K
$330K
|
|
|
May 15, 2023
Q1 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-125- 5.7% |
$16.6K - $19.2K
|
2.07K
$462K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
152+ 7.4% |
$20.2K - $23.3K
|
2.21K
$492K
|
|
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
4.76K+ 86.61% |
$633K - $731K
|
10.3K
$2.29M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
15+ 27.78% |
$2K - $2.3K
|
69
$15.4K
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
495New |
$65.8K - $76K
|
495
$110K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-150- 66.67% |
$20K - $23K
|
75
$16.7K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
1.58K+ 228.03% |
$210K - $242K
|
2.27K
$506K
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.98K- 20.54% |
$397K - $458K
|
11.5K
$2.57M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
120New |
$16K - $18.4K
|
120
$26.8K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.11MNew |
$147M - $170M
|
1.11M
$247M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
13New |
$1.73K - $2K
|
13
$2.9K
|
|
|
May 05, 2023
Q1 2023
|
Amica Mutual Insurance CO
|
SELL
|
- |
-13.7K- 36.76% |
$1.82M - $2.11M
|
23.6K
$5.26M
|
|
|
May 05, 2023
Q1 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-1.59K- 35.56% |
$212K - $244K
|
2.89K
$644K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-34- 40.96% |
$4.52K - $5.22K
|
49
$10.9K
|
|
|
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
$86.6K
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
865+ 3.63% |
$115K - $133K
|
24.7K
$5.51M
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
13New |
$1.73K - $2K
|
13
$2.9K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
6+ 20.69% |
$798 - $921
|
35
$7.81K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-21K- 63.64% |
$2.79M - $3.23M
|
12K
$2.68M
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-192- 8.5% |
$25.5K - $29.5K
|
2.07K
$461K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
693New |
$92.2K - $106K
|
693
$155K
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-100- 2.93% |
$13.3K - $15.4K
|
3.31K
$738K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-480- 12.36% |
$63.9K - $73.7K
|
3.41K
$760K
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.3K- 1.91% |
$173K - $199K
|
66.6K
$14.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
6.03KNew |
$802K - $926K
|
6.03K
$1.34M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
100New |
$13.3K - $15.4K
|
100
$22.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.62KNew |
$216K - $249K
|
1.62K
$362K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
906+ 4.21% |
$121K - $139K
|
22.4K
$5M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
59.9KNew |
$7.97M - $9.21M
|
59.9K
$13.4M
|
|