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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
2.97K+ 64.5% |
$396K - $457K
|
7.59K
$1.74M
|
|
|
Apr 14, 2023
Q1 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-202- 50.12% |
$26.9K - $31K
|
201
$46.2K
|
|
|
Apr 10, 2023
Q1 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
199New |
$26.5K - $30.6K
|
199
$45.7K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
12+ 48.0% |
$1.6K - $1.84K
|
37
$8.5K
|
|
| 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
$91.9K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
705New |
$93.5K - $107K
|
705
$162K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
18+ 3.0% |
$2.39K - $2.74K
|
618
$142K
|
|
|
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
$22.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.34K- 18.79% |
$177K - $204K
|
5.77K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
2.77K+ 34.93% |
$367K - $422K
|
10.7K
$2.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-300- 12.0% |
$39.8K - $45.7K
|
2.2K
$505K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
16+ 14.55% |
$2.12K - $2.44K
|
126
$28.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5New |
$663 - $762
|
5
$1.15K
|
|
|
Feb 14, 2023
Q4 2022
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
5.48KNew |
$726K - $835K
|
5.48K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1New |
$133 - $152
|
1
$230
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
148+ 1.81% |
$19.6K - $22.6K
|
8.35K
$1.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
6.18K+ 348.96% |
$819K - $942K
|
7.95K
$1.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
4KNew |
$530K - $610K
|
4K
$919K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
438New |
$58.1K - $66.8K
|
438
$101K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
8.35KNew |
$1.11M - $1.27M
|
8.35K
$1.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.85KNew |
$246K - $282K
|
1.85K
$425K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
203New |
$26.9K - $30.9K
|
203
$46.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
285+ 4.34% |
$37.8K - $43.5K
|
6.86K
$1.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
1.64KNew |
$218K - $250K
|
1.64K
$377K
|
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
24.8KNew |
$3.29M - $3.78M
|
24.8K
$5.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-1.33K- 38.89% |
$176K - $202K
|
2.08K
$478K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
5New |
$663 - $762
|
5
$1.15K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
978New |
$130K - $149K
|
978
$225K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
249New |
$33K - $38K
|
249
$57.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-4.22K- 29.73% |
$559K - $643K
|
9.97K
$2.29M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
417+ 33.41% |
$55.3K - $63.6K
|
1.67K
$382K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
407New |
$54K - $62.1K
|
407
$93.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
5.86KNew |
$777K - $894K
|
5.86K
$1.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-26- 0.77% |
$3.45K - $3.96K
|
3.33K
$766K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.59KNew |
$211K - $243K
|
1.59K
$366K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-186- 0.93% |
$24.7K - $28.4K
|
19.8K
$4.55M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2- 1.31% |
$265 - $305
|
151
$34.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-2.77K- 13.22% |
$367K - $422K
|
18.2K
$4.17M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
890New |
$118K - $136K
|
890
$204K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
24New |
$3.18K - $3.66K
|
24
$5.51K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
12New |
$1.59K - $1.83K
|
12
$2.76K
|
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
1.68KNew |
$223K - $257K
|
1.68K
$387K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-100- 65.79% |
$13.3K - $15.2K
|
52
$11.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-177- 46.95% |
$23.5K - $27K
|
200
$45.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-50- 2.17% |
$6.63K - $7.62K
|
2.25K
$517K
|
|
|
Jan 27, 2023
Q4 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
1.83KNew |
$243K - $279K
|
1.83K
$421K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 1.35% |
$133 - $152
|
75
$17.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.1K- 9.07% |
$278K - $319K
|
21K
$4.82M
|
|