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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
453New |
$87.7K - $94.7K
|
453
$119K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
20+ 40.82% |
$3.87K - $4.18K
|
69
$18.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-373- 19.87% |
$72.2K - $77.9K
|
1.5K
$395K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 25.0% |
$194 - $209
|
5
$1.31K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
53New |
$10.3K - $11.1K
|
53
$13.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-66- 5.66% |
$12.8K - $13.8K
|
1.1K
$289K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
10+ 28.57% |
$1.94K - $2.09K
|
45
$11.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
155New |
$30K - $32.4K
|
155
$40.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
1.12KNew |
$217K - $234K
|
1.12K
$294K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
3.6KNew |
$697K - $753K
|
3.6K
$946K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-606- 32.9% |
$117K - $127K
|
1.24K
$324K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-3- 2.61% |
$581 - $627
|
112
$29.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-105- 49.07% |
$20.3K - $21.9K
|
109
$28.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
42+ 1.03% |
$8.13K - $8.78K
|
4.13K
$1.08M
|
|
|
Apr 19, 2024
Q1 2024
|
Fruth Investment Management
|
SELL
|
- |
-600- 5.1% |
$116K - $125K
|
11.2K
$2.93M
|
|
|
Apr 18, 2024
Q1 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.28K+ 3.77% |
$247K - $266K
|
35.1K
$9.22M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-12- 1.1% |
$2.32K - $2.51K
|
1.08K
$284K
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
2.04KNew |
$394K - $425K
|
2.04K
$534K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-35- 39.77% |
$6.77K - $7.31K
|
53
$13.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
1.16K+ 10.31% |
$224K - $242K
|
12.4K
$3.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-3.63K- 6.84% |
$702K - $758K
|
49.4K
$13M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.23KNew |
$239K - $258K
|
1.23K
$324K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
30New |
$5.81K - $6.27K
|
30
$7.88K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
135+ 69.23% |
$26.1K - $28.2K
|
330
$86.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-16- 0.71% |
$3.1K - $3.34K
|
2.25K
$591K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
50+ 16.67% |
$9.68K - $10.4K
|
350
$91.9K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
4.45KNew |
$861K - $930K
|
4.45K
$1.17M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
1.68KNew |
$324K - $350K
|
1.68K
$440K
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-4.3KClosed |
$833K - $899K
|
0
$0
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2KNew |
$335K - $412K
|
2K
$525K
|
|
|
Feb 15, 2024
Q4 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1.3KNew |
$217K - $267K
|
1.3K
$340K
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-987- 30.75% |
$165K - $203K
|
2.22K
$584K
|
|
|
Feb 14, 2024
Q4 2023
|
Ghisallo Capital Management LLC
Greenwich, CT |
BUY
|
- |
24.5KNew |
$4.1M - $5.04M
|
24.5K
$6.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
PUT |
30KNew |
$5.02M - $6.17M
|
30K
$7.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-8.91K- 75.84% |
$1.49M - $1.83M
|
2.84K
$745K
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1KNew |
$167K - $206K
|
1K
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
30.1KNew |
$5.04M - $6.2M
|
30.1K
$7.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
2.71KNew |
$453K - $558K
|
2.71K
$711K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.02KNew |
$171K - $210K
|
1.02K
$268K
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management Us Inc.
New York, NY |
BUY
|
- |
343KNew |
$57.4M - $70.5M
|
343K
$89.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.86K- 98.41% |
$311K - $383K
|
30
$7.88K
|
|
|
Feb 13, 2024
Q4 2023
|
Seven Eight Capital, LP
|
SELL
|
- |
-1.93K- 41.56% |
$324K - $398K
|
2.72K
$714K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-734- 34.4% |
$123K - $151K
|
1.4K
$368K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1KNew |
$168K - $206K
|
1K
$263K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-253- 13.64% |
$42.3K - $52.1K
|
1.6K
$421K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
20New |
$3.35K - $4.12K
|
20
$5.25K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
38New |
$6.36K - $7.82K
|
38
$9.98K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2New |
$335 - $412
|
2
$525
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-157- 12.67% |
$26.3K - $32.3K
|
1.08K
$284K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-29- 2.41% |
$4.85K - $5.97K
|
1.17K
$308K
|
|