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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
160+ 2.55% |
$23.1K - $29.3K
|
6.43K
$1.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.34KNew |
$627K - $796K
|
4.34K
$924K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-721- 0.21% |
$104K - $132K
|
341K
$72.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
2.68KNew |
$387K - $492K
|
2.68K
$571K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
51+ 76.12% |
$7.36K - $9.34K
|
118
$25.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
BUY
|
- |
140K+ 13.14% |
$20.2M - $25.6M
|
1.21M
$256M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
10.9K+ 120.56% |
$1.58M - $2M
|
20K
$4.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-798- 31.53% |
$115K - $146K
|
1.73K
$369K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
25New |
$3.61K - $4.58K
|
25
$5.32K
|
|
|
Nov 10, 2022
Q3 2022
|
Jsf Financial, LLC
|
BUY
|
- |
3.38KNew |
$488K - $619K
|
3.38K
$719K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
3.07K+ 46.08% |
$442K - $562K
|
9.72K
$2.07M
|
|
|
Nov 10, 2022
Q3 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
1.4KNew |
$201K - $256K
|
1.4K
$297K
|
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-50- 50.0% |
$7.22K - $9.16K
|
50
$10.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
106New |
$15.3K - $19.4K
|
106
$22.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-500- 12.82% |
$72.2K - $91.6K
|
3.4K
$723K
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
300New |
$43.3K - $55K
|
300
$63.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
417New |
$60.2K - $76.4K
|
417
$88.7K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
12+ 38.71% |
$1.73K - $2.2K
|
43
$9.14K
|
|
|
Nov 04, 2022
Q3 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.86KNew |
$268K - $340K
|
1.86K
$395K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
80+ 0.39% |
$11.5K - $14.7K
|
20.8K
$4.42M
|
|
|
Oct 28, 2022
Q3 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
297+ 3.39% |
$42.9K - $54.4K
|
9.05K
$1.92M
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
500New |
$72.2K - $91.6K
|
500
$106K
|
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$144 - $183
|
1
$213
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-34- 4.21% |
$4.91K - $6.23K
|
773
$164K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.04KNew |
$150K - $190K
|
1.04K
$221K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
10New |
$1.44K - $1.83K
|
10
$2.13K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
2.56KNew |
$369K - $469K
|
2.56K
$544K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
6New |
$866 - $1.1K
|
6
$1.28K
|
|
|
Oct 19, 2022
Q3 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-17- 1.05% |
$2.45K - $3.11K
|
1.6K
$340K
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-321- 44.46% |
$46.3K - $58.8K
|
401
$85.3K
|
|
|
Oct 12, 2022
Q3 2022
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
1.4KNew |
$202K - $257K
|
1.4K
$298K
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2- 0.44% |
$289 - $366
|
452
$96.1K
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-561- 3.72% |
$81K - $103K
|
14.5K
$3.09M
|
|
| Q2 2022 | |||||||
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
1.7KNew |
$227K - $274K
|
1.7K
$362K
|
|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-237Closed |
$31.6K - $38.1K
|
0
$0
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
64New |
$8.54K - $10.3K
|
64
$13.6K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-31Closed |
$4.14K - $4.99K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
PUT |
-4.1KClosed |
$547K - $659K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.39KClosed |
$185K - $223K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
22New |
$2.94K - $3.54K
|
22
$4.68K
|
|
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-4.98K- 76.8% |
$664K - $801K
|
1.5K
$320K
|
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-2.7KClosed |
$360K - $434K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-159- 55.02% |
$21.2K - $25.6K
|
130
$27.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-82Closed |
$10.9K - $13.2K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-17.9KClosed |
$2.38M - $2.87M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
19K+ 17.91% |
$2.54M - $3.06M
|
125K
$26.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
5.24KNew |
$699K - $842K
|
5.24K
$1.11M
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.46KClosed |
$194K - $234K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
33+ 183.33% |
$4.4K - $5.31K
|
51
$10.8K
|
|