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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2019
Q4 2018
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-2KClosed |
$184K - $260K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-2.76KClosed |
$253K - $359K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Jupiter Asset Management LTD
|
SELL
|
- |
-164KClosed |
$15.1M - $21.4M
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-2.1KClosed |
$192K - $273K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Bison Wealth, LLC
|
SELL
|
- |
-1.76KClosed |
$162K - $229K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-165Closed |
$15.1K - $21.5K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
C Partners Holding Gmb H
Zurich, V8 |
SELL
|
- |
-1.03KClosed |
$94.5K - $134K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Destination Wealth Management
|
SELL
|
- |
-7Closed |
$643 - $910
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Forward Management, LLC
|
SELL
|
- |
-4.01KClosed |
$368K - $522K
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-2.26KClosed |
$207K - $294K
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-64.9KClosed |
$5.96M - $8.44M
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Hanseatic Management Services Inc
|
SELL
|
- |
-5.86KClosed |
$538K - $762K
|
0
$0
|
|
|
Jan 28, 2019
Q4 2018
|
Independence Bank Of Kentucky
|
SELL
|
- |
-70- 42.42% |
$6.43K - $9.1K
|
95
$20.3K
|
|
|
Jan 25, 2019
Q4 2018
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-2KClosed |
$184K - $260K
|
0
$0
|
|
|
Jan 24, 2019
Q4 2018
|
Bfsg, LLC
|
SELL
|
- |
-3.87KClosed |
$355K - $503K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Trilogy Capital Inc.
|
SELL
|
- |
-16Closed |
$1.47K - $2.08K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
G&S Capital LLC
|
SELL
|
- |
-81Closed |
$7.43K - $10.5K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-195Closed |
$17.9K - $25.4K
|
0
$0
|
|
|
Jan 14, 2019
Q4 2018
|
True Private Wealth Advisors
|
SELL
|
- |
-214Closed |
$19.6K - $27.8K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-12.8K- 97.52% |
$1.45M - $1.77M
|
326
$69.7K
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
20.1KNew |
$2.26M - $2.76M
|
20.1K
$4.29M
|
|
|
Nov 14, 2018
Q3 2018
|
Boston Partners
Boston, MA |
SELL
|
- |
-27.9KClosed |
$3.14M - $3.84M
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
4.9KNew |
$552K - $675K
|
4.9K
$1.05M
|
|
|
Nov 14, 2018
Q3 2018
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-8.24KClosed |
$927K - $1.13M
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.17KClosed |
$131K - $160K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-19.3KClosed |
$2.18M - $2.66M
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-2.23KClosed |
$250K - $306K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
-25Closed |
$2.81K - $3.44K
|
0
$0
|
|
|
Nov 09, 2018
Q3 2018
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-17- 44.74% |
$1.91K - $2.34K
|
21
$4.49K
|
|
|
Nov 07, 2018
Q3 2018
|
Segment Wealth Management, LLC
|
SELL
|
- |
-517- 18.73% |
$58.2K - $71.2K
|
2.24K
$480K
|
|
|
Oct 29, 2018
Q3 2018
|
Fny Investment Advisers, LLC
|
SELL
|
CALL |
-150Closed |
$16.9K - $20.7K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Sep 04, 2018
Q2 2018
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-39Closed |
$4.16K - $4.67K
|
0
$0
|
|
|
Aug 22, 2018
Q2 2018
|
Mc Adam, LLC
|
SELL
|
- |
-11Closed |
$1.17K - $1.32K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-5.59KClosed |
$596K - $669K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Holistic Financial Partners
|
SELL
|
- |
-47Closed |
$5.01K - $5.62K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Highbridge Capital Management LLC
New York, NY |
SELL
|
PUT |
-2KClosed |
$213K - $239K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Koch Industries Inc
Wichita, KS |
SELL
|
- |
-6.8KClosed |
$724K - $813K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-288Closed |
$30.7K - $34.5K
|
0
$0
|
|
|
Aug 09, 2018
Q2 2018
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.93KClosed |
$206K - $231K
|
0
$0
|
|
|
Aug 01, 2018
Q2 2018
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.38KClosed |
$253K - $284K
|
0
$0
|
|
|
Jul 24, 2018
Q2 2018
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.74KClosed |
$292K - $328K
|
0
$0
|
|
|
Jul 11, 2018
Q2 2018
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-50Closed |
$5.33K - $5.98K
|
0
$0
|
|
| Q1 2018 | |||||||
|
Oct 04, 2024
Q1 2018
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-9.8K- 56.69% |
$888K - $1.07M
|
7.49K
$1.6M
|
|
|
May 16, 2018
Q1 2018
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
500New |
$45.3K - $54.8K
|
500
$107K
|
|
|
May 15, 2018
Q1 2018
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-86.9KClosed |
$7.87M - $9.53M
|
0
$0
|
|
|
May 11, 2018
Q1 2018
|
Parisi Gray Wealth Management
|
SELL
|
- |
-95Closed |
$8.61K - $10.4K
|
0
$0
|
|
|
May 11, 2018
Q1 2018
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-68Closed |
$6.16K - $7.46K
|
0
$0
|
|
|
May 04, 2018
Q1 2018
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-500Closed |
$45.3K - $54.8K
|
0
$0
|
|
|
May 02, 2018
Q1 2018
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-230Closed |
$20.8K - $25.2K
|
0
$0
|
|
|
May 01, 2018
Q1 2018
|
Lapides Asset Management, LLC
|
SELL
|
- |
-12.7KClosed |
$1.15M - $1.39M
|
0
$0
|
|