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 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 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
20.1KNew |
$2.26M - $2.76M
|
20.1K
$5.07M
|
|
|
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
$1.24M
|
|
|
Nov 14, 2018
Q3 2018
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-8.24KClosed |
$927K - $1.13M
|
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
$5.31K
|
|
|
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 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 09, 2018
Q2 2018
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.93KClosed |
$206K - $231K
|
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
$1.89M
|
|
|
May 16, 2018
Q1 2018
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
500New |
$45.3K - $54.8K
|
500
$126K
|
|
|
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 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
|
|
|
Apr 27, 2018
Q1 2018
|
Telemus Capital, LLC
|
SELL
|
- |
-264Closed |
$23.9K - $29K
|
0
$0
|
|
|
Apr 26, 2018
Q1 2018
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-74Closed |
$6.71K - $8.12K
|
0
$0
|
|
|
Apr 25, 2018
Q1 2018
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-300Closed |
$27.2K - $32.9K
|
0
$0
|
|
|
Apr 24, 2018
Q1 2018
|
Parametrica Management LTD
|
SELL
|
- |
-2.84KClosed |
$257K - $311K
|
0
$0
|
|
|
Apr 19, 2018
Q1 2018
|
Santa Monica Partners LP
Larchmont, NY |
SELL
|
- |
-6.21K- 13.21% |
$562K - $681K
|
40.8K
$10.3M
|
|
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-166Closed |
$15K - $18.2K
|
0
$0
|
|
|
Apr 12, 2018
Q1 2018
|
New Capital Management LP
|
SELL
|
- |
-379Closed |
$34.3K - $41.6K
|
0
$0
|
|
|
Apr 12, 2018
Q1 2018
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-275- 21.15% |
$24.9K - $30.2K
|
1.03K
$259K
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Incline Global Management LLC
New York, NY |
SELL
|
- |
-434KClosed |
$35.2M - $39.8M
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
49.5KNew |
$4.02M - $4.54M
|
49.5K
$12.5M
|
|
|
Feb 13, 2018
Q4 2017
|
Nippon Life Insurance CO
|
SELL
|
- |
-11.6KClosed |
$940K - $1.06M
|
0
$0
|
|
|
Feb 06, 2018
Q4 2017
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-300Closed |
$24.3K - $27.5K
|
0
$0
|
|
|
Feb 06, 2018
Q4 2017
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-35.2KClosed |
$2.85M - $3.22M
|
0
$0
|
|
|
Feb 05, 2018
Q4 2017
|
Bank Ozk
|
BUY
|
- |
4KNew |
$324K - $366K
|
4K
$1.01M
|
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-484KClosed |
$39.3M - $44.3M
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 13, 2017
Q3 2017
|
Stone X Group Inc.
|
SELL
|
- |
-25KClosed |
$1.81M - $2.04M
|
0
$0
|
|
|
Nov 13, 2017
Q3 2017
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-385KClosed |
$27.9M - $31.4M
|
0
$0
|
|
|
Oct 19, 2017
Q3 2017
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
100New |
$7.23K - $8.16K
|
100
$25.3K
|
|
|
Oct 05, 2017
Q3 2017
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
491New |
$35.5K - $40K
|
491
$124K
|
|
| Q2 2017 | |||||||
|
Apr 03, 2024
Q2 2017
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
6.12KNew |
N/A
|
6.12K
$1.55M
|
|
|
Aug 10, 2017
Q2 2017
|
R.M.Sincerbeaux Capital Management LLC
|
BUY
|
- |
12.9KNew |
N/A
|
12.9K
$3.26M
|
|
| Q4 2015 | |||||||
|
Jan 29, 2018
Q4 2015
|
Bailard, Inc.
|
BUY
|
- |
22.9KNew |
N/A
|
22.9K
$5.79M
|
|