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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
SELL
|
- |
-293- 2.05% |
$39.1K - $47.1K
|
14K
$3.21M
|
|
|
Jul 13, 2022
Q2 2022
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-3.64KClosed |
$485K - $585K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
812KNew |
$108M - $131M
|
812K
$186M
|
|
| Q1 2022 | |||||||
|
Oct 07, 2024
Q1 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
80+ 100.0% |
$11.3K - $14.5K
|
160
$36.8K
|
|
|
May 09, 2023
Q1 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-16Closed |
$2.25K - $2.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
SELL
|
- |
-2.09KClosed |
$294K - $377K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-333- 7.66% |
$46.9K - $60.3K
|
4.01K
$922K
|
|
|
May 16, 2022
Q1 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-2.24KClosed |
$315K - $405K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-236- 58.13% |
$33.3K - $42.7K
|
170
$39K
|
|
|
May 16, 2022
Q1 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
PUT |
-1.1KClosed |
$155K - $199K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.39KClosed |
$196K - $252K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-5.75KClosed |
$809K - $1.04M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-3Closed |
$423 - $543
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-50- 2.67% |
$7.04K - $9.05K
|
1.83K
$419K
|
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-3.36KClosed |
$473K - $607K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-1.56KClosed |
$220K - $282K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.33KClosed |
$469K - $602K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-15KClosed |
$2.11M - $2.71M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-130Closed |
$18.3K - $23.5K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-1.7KClosed |
$239K - $307K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-22.9KClosed |
$3.23M - $4.15M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
SELL
|
- |
-539KClosed |
$76M - $97.6M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2.98KClosed |
$420K - $540K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-1.13KClosed |
$160K - $205K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-12- 0.66% |
$1.69K - $2.17K
|
1.8K
$413K
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
60New |
$8.45K - $10.9K
|
60
$13.8K
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-5.34KClosed |
$752K - $966K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-1.12KClosed |
$158K - $202K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-40- 0.26% |
$5.64K - $7.24K
|
15.1K
$3.47M
|
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-28.4KClosed |
$4M - $5.13M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-2.91KClosed |
$410K - $527K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.87KClosed |
$263K - $338K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-16.1KClosed |
$2.27M - $2.92M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-51Closed |
$7.19K - $9.23K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Progressive Investment Management Corp
|
SELL
|
- |
-28.9KClosed |
$4.07M - $5.22M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-33.7KClosed |
$4.75M - $6.1M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Granite Shares Advisors LLC
|
SELL
|
- |
-556Closed |
$78.3K - $101K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-136- 83.44% |
$19.2K - $24.6K
|
27
$6.2K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
17+ 30.36% |
$2.4K - $3.08K
|
73
$16.8K
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1+ 100.0% |
$141 - $181
|
2
$459
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-100Closed |
$14.1K - $18.1K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
15New |
$2.11K - $2.71K
|
15
$3.45K
|
|
|
May 05, 2022
Q1 2022
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-3.97KClosed |
$560K - $719K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.75KClosed |
$388K - $498K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.36KClosed |
$191K - $246K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Aquila Investment Management LLC
|
SELL
|
- |
-13KClosed |
$1.83M - $2.35M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-1.23KClosed |
$173K - $222K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1New |
$141 - $181
|
1
$230
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2KClosed |
$282K - $362K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
1.29KNew |
$182K - $233K
|
1.29K
$296K
|
|