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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
571New |
$75.7K - $87.1K
|
571
$131K
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
348+ 19.29% |
$46.1K - $53.1K
|
2.15K
$494K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
51New |
$6.76K - $7.78K
|
51
$11.7K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
64+ 4.22% |
$8.48K - $9.76K
|
1.58K
$363K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
84New |
$11.1K - $12.8K
|
84
$19.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
133New |
$17.6K - $20.3K
|
133
$30.5K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
3New |
$398 - $457
|
3
$689
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
125New |
$16.6K - $19.1K
|
125
$28.7K
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
332New |
$44K - $50.6K
|
332
$76.3K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-794- 34.86% |
$115K - $145K
|
1.48K
$341K
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-44- 0.83% |
$6.35K - $8.06K
|
5.27K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
4.27KNew |
$617K - $783K
|
4.27K
$981K
|
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-35.7K- 17.26% |
$5.15M - $6.54M
|
171K
$39.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
3+ 0.11% |
$433 - $550
|
2.67K
$612K
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.8KNew |
$259K - $329K
|
1.8K
$412K
|
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
13.5KNew |
$1.94M - $2.47M
|
13.5K
$3.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
160+ 2.55% |
$23.1K - $29.3K
|
6.43K
$1.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-721- 0.21% |
$104K - $132K
|
341K
$78.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
51+ 76.12% |
$7.36K - $9.34K
|
118
$27.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
BUY
|
- |
140K+ 13.14% |
$20.2M - $25.6M
|
1.21M
$277M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
10.9K+ 120.56% |
$1.58M - $2M
|
20K
$4.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-798- 31.53% |
$115K - $146K
|
1.73K
$398K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
25New |
$3.61K - $4.58K
|
25
$5.74K
|
|
|
Nov 10, 2022
Q3 2022
|
Jsf Financial, LLC
|
BUY
|
- |
3.38KNew |
$488K - $619K
|
3.38K
$776K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
3.07K+ 46.08% |
$442K - $562K
|
9.72K
$2.23M
|
|
|
Nov 10, 2022
Q3 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
1.4KNew |
$201K - $256K
|
1.4K
$321K
|
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-50- 50.0% |
$7.22K - $9.16K
|
50
$11.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
106New |
$15.3K - $19.4K
|
106
$24.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-500- 12.82% |
$72.2K - $91.6K
|
3.4K
$781K
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
300New |
$43.3K - $55K
|
300
$68.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
417New |
$60.2K - $76.4K
|
417
$95.8K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
12+ 38.71% |
$1.73K - $2.2K
|
43
$9.88K
|
|
|
Nov 04, 2022
Q3 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.86KNew |
$268K - $340K
|
1.86K
$426K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
80+ 0.39% |
$11.5K - $14.7K
|
20.8K
$4.77M
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
500New |
$72.2K - $91.6K
|
500
$115K
|
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$144 - $183
|
1
$230
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-34- 4.21% |
$4.91K - $6.23K
|
773
$178K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.04KNew |
$150K - $190K
|
1.04K
$238K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
10New |
$1.44K - $1.83K
|
10
$2.3K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
2.56KNew |
$369K - $469K
|
2.56K
$588K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
6New |
$866 - $1.1K
|
6
$1.38K
|
|
|
Oct 19, 2022
Q3 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-17- 1.05% |
$2.45K - $3.11K
|
1.6K
$368K
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-321- 44.46% |
$46.3K - $58.8K
|
401
$92.1K
|
|
|
Oct 12, 2022
Q3 2022
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
1.4KNew |
$202K - $257K
|
1.4K
$322K
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2- 0.44% |
$289 - $366
|
452
$104K
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-561- 3.72% |
$81K - $103K
|
14.5K
$3.34M
|
|
| Q2 2022 | |||||||
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
1.7KNew |
$227K - $274K
|
1.7K
$391K
|
|
|
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
$14.7K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-31Closed |
$4.14K - $4.99K
|
0
$0
|
|