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 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-20Closed |
$3.25K - $3.69K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Toews Corp
|
SELL
|
- |
-2.5KClosed |
$406K - $461K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-15.6KClosed |
$2.54M - $2.88M
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Howland Capital Management LLC
|
SELL
|
- |
-5.5KClosed |
$894K - $1.01M
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-28.1KClosed |
$4.57M - $5.19M
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Adirondack Trust CO
|
SELL
|
- |
-100Closed |
$16.3K - $18.4K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-72Closed |
$11.7K - $12.7K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
SELL
|
- |
-200Closed |
$32.5K - $35.4K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-10.2KClosed |
$1.67M - $1.81M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-41Closed |
$6.66K - $7.26K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-2.05KClosed |
$333K - $362K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-655- 20.53% |
$106K - $116K
|
2.54K
$582K
|
|
Nov 12, 2021
Q3 2021
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-1.38KClosed |
$224K - $244K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-4Closed |
$650 - $708
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-1.7KClosed |
$276K - $301K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Srb Corp
Boston, MA |
SELL
|
- |
-11.9KClosed |
$1.94M - $2.11M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
229New |
$37.2K - $40.5K
|
229
$52.6K
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-137Closed |
$22.3K - $24.2K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
3New |
$488 - $531
|
3
$689
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-3.1KClosed |
$503K - $548K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-4.3KClosed |
$699K - $761K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-30Closed |
$4.88K - $5.31K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Jennison Associates LLC
|
SELL
|
- |
-10.1KClosed |
$1.65M - $1.8M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-12Closed |
$1.95K - $2.12K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
246New |
$40K - $43.5K
|
246
$56.5K
|
|
Nov 04, 2021
Q3 2021
|
Versor Investments LP
|
SELL
|
- |
-2.52KClosed |
$410K - $447K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-48Closed |
$7.8K - $8.5K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Tandem Capital Management Corp
|
SELL
|
- |
-11.8KClosed |
$1.91M - $2.08M
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-521Closed |
$84.7K - $92.2K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
458New |
$74.4K - $81.1K
|
458
$105K
|
|
Oct 21, 2021
Q3 2021
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-1.45KClosed |
$236K - $257K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-89Closed |
$14.5K - $15.8K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
9.82KNew |
$1.52M - $1.63M
|
9.82K
$2.26M
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-166Closed |
$25.6K - $27.5K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-2.5KClosed |
$386K - $414K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-380Closed |
$58.7K - $62.9K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-800Closed |
$123K - $133K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
1.5KNew |
$232K - $249K
|
1.5K
$345K
|
|
Aug 16, 2021
Q2 2021
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.39KClosed |
$214K - $230K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Oribel Capital Management, LP
New York, NY |
SELL
|
CALL |
-16.5KClosed |
$2.55M - $2.73M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-152Closed |
$23.5K - $25.2K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-848Closed |
$131K - $140K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-21.3KClosed |
$3.29M - $3.53M
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-4.34KClosed |
$670K - $719K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-69Closed |
$10.7K - $11.4K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
5.55KNew |
$857K - $920K
|
5.55K
$1.28M
|
|
Aug 09, 2021
Q2 2021
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-1.6KClosed |
$248K - $266K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-52Closed |
$8.03K - $8.61K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.67KClosed |
$722K - $774K
|
0
$0
|