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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2021
Q2 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
50New |
$7.72K - $8.28K
|
50
$11.5K
|
|
|
Aug 04, 2021
Q2 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-875Closed |
$135K - $145K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.31KClosed |
$203K - $218K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-20Closed |
$3.09K - $3.31K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-48Closed |
$7.41K - $7.95K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
17New |
$2.62K - $2.82K
|
17
$3.9K
|
|
|
Jul 26, 2021
Q2 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-46Closed |
$7.1K - $7.62K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.31KClosed |
$202K - $217K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.59KClosed |
$245K - $263K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
1.73KNew |
$268K - $287K
|
1.73K
$398K
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
1.61KNew |
$249K - $267K
|
1.61K
$370K
|
|
|
Jul 12, 2021
Q2 2021
|
Triangle Securities Wealth Management
|
SELL
|
- |
-6.94KClosed |
$1.07M - $1.15M
|
0
$0
|
|
|
Jul 08, 2021
Q2 2021
|
Canton Hathaway, LLC
|
SELL
|
- |
-48Closed |
$7.41K - $7.95K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Dec 01, 2022
Q1 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-3- 0.55% |
$418 - $472
|
540
$124K
|
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-279Closed |
$38.8K - $43.9K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-12Closed |
$1.67K - $1.89K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-7.5KClosed |
$1.04M - $1.18M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-5.12KClosed |
$713K - $806K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-14.6KClosed |
$2.03M - $2.29M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-21Closed |
$2.92K - $3.3K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1.87KClosed |
$260K - $294K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2.21KNew |
$308K - $348K
|
2.21K
$508K
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-15.9KClosed |
$2.22M - $2.51M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-359Closed |
$50K - $56.5K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-201Closed |
$28K - $31.6K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-599Closed |
$83.4K - $94.2K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-12.1KClosed |
$1.69M - $1.91M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Times Square Capital Management, LLC
|
SELL
|
- |
-120KClosed |
$16.7M - $18.9M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Bellevue Group Ag
Kuesnacht, V8 |
SELL
|
- |
-3.4KClosed |
$473K - $535K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-5.21KClosed |
$725K - $819K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-58.1KClosed |
$8.08M - $9.14M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-520KClosed |
$72.3M - $81.8M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-1.4KClosed |
$195K - $220K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Tesco Pension Investment LTD
|
SELL
|
- |
-357KClosed |
$49.7M - $56.2M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Barings LLC
|
SELL
|
- |
-2.97KClosed |
$413K - $467K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Tpi Fund Managers LTD
|
SELL
|
- |
-42.4KClosed |
$5.9M - $6.66M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-35Closed |
$4.87K - $5.51K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-11Closed |
$1.53K - $1.73K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.5KClosed |
$209K - $236K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-29KClosed |
$4.04M - $4.57M
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-125Closed |
$17.4K - $19.7K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-198Closed |
$27.6K - $31.1K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-177Closed |
$24.6K - $27.8K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Jnba Financial Advisors
|
BUY
|
- |
24New |
$3.34K - $3.78K
|
24
$5.51K
|
|
|
Apr 30, 2021
Q1 2021
|
Exane Derivatives
|
SELL
|
- |
-2.97K- 99.9% |
$414K - $468K
|
3
$689
|
|
|
Apr 30, 2021
Q1 2021
|
Eulav Asset Management
|
SELL
|
- |
-11.6KClosed |
$1.61M - $1.82M
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-203Closed |
$28.3K - $31.9K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Arden Trust CO
|
SELL
|
- |
-1.46KClosed |
$203K - $229K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Conning Inc.
|
SELL
|
- |
-1.4KClosed |
$195K - $221K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-126Closed |
$17.5K - $19.8K
|
0
$0
|
|