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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.22K+ 32.4% |
$1.03M - $1.14M
|
21.3K
$4.9M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8- 0.32% |
$1.57K - $1.75K
|
2.53K
$581K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
60+ 2.79% |
$11.8K - $13.1K
|
2.21K
$508K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.68K+ 154.93% |
$330K - $367K
|
2.77K
$635K
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
15.2K+ 0.51% |
$2.99M - $3.32M
|
3M
$689M
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-10- 0.63% |
$1.97K - $2.19K
|
1.58K
$363K
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
14K+ 23.69% |
$2.76M - $3.07M
|
73.3K
$16.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-66- 1.03% |
$13K - $14.4K
|
6.32K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-11.8K- 58.27% |
$2.32M - $2.58M
|
8.46K
$1.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Oak Thistle LLC
|
BUY
|
- |
5.82KNew |
$1.14M - $1.27M
|
5.82K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
506+ 1.11% |
$99.5K - $111K
|
45.9K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-51- 5.02% |
$10K - $11.1K
|
964
$221K
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
143K+ 591.32% |
$28.2M - $31.3M
|
168K
$38.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-113- 2.44% |
$22.2K - $24.7K
|
4.51K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-248- 1.87% |
$48.7K - $54.2K
|
13K
$2.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
27KNew |
$5.31M - $5.91M
|
27K
$6.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-51- 1.49% |
$10K - $11.1K
|
3.38K
$777K
|
|
|
Nov 12, 2024
Q3 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
70+ 0.21% |
$13.8K - $15.3K
|
34K
$7.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-77- 0.1% |
$15.1K - $16.8K
|
74.1K
$17M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
59.2K+ 4.39% |
$11.6M - $12.9M
|
1.41M
$323M
|
|
|
Nov 12, 2024
Q3 2024
|
Ensemble Capital
Ensemble Capital Management, LLC | San Francisco, Ca
|
SELL
|
- |
-63.8K- 14.35% |
$12.5M - $13.9M
|
381K
$87.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
10.8KNew |
$2.12M - $2.36M
|
10.8K
$2.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.05K+ 58.08% |
$1.58M - $1.76M
|
21.9K
$5.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
67.2KNew |
$13.2M - $14.7M
|
67.2K
$15.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-184- 38.25% |
$36.2K - $40.2K
|
297
$68.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
22New |
$4.32K - $4.81K
|
22
$5.05K
|
|
|
Nov 12, 2024
Q3 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
1.51K+ 123.51% |
$297K - $331K
|
2.74K
$629K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
222+ 3.2% |
$43.6K - $48.5K
|
7.15K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-209- 2.09% |
$41.1K - $45.7K
|
9.8K
$2.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
1.51K+ 4.66% |
$296K - $329K
|
33.9K
$7.78M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-172- 0.5% |
$33.8K - $37.6K
|
34K
$7.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-590- 8.86% |
$116K - $129K
|
6.07K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-8.53K- 0.77% |
$1.68M - $1.86M
|
1.1M
$253M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
786+ 22.17% |
$154K - $172K
|
4.33K
$995K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.3KNew |
$3.2M - $3.56M
|
16.3K
$3.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-21- 1.23% |
$4.13K - $4.59K
|
1.69K
$387K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-26- 1.69% |
$5.11K - $5.68K
|
1.52K
$348K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-140- 23.49% |
$27.5K - $30.6K
|
456
$105K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2+ 0.21% |
$393 - $437
|
950
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-269- 3.77% |
$52.9K - $58.8K
|
6.87K
$1.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.43K+ 131.71% |
$281K - $312K
|
2.51K
$577K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-477- 52.13% |
$93.8K - $104K
|
438
$101K
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-3.77K- 1.48% |
$741K - $824K
|
251K
$57.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-525- 17.99% |
$103K - $115K
|
2.39K
$550K
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
33.2KNew |
$6.53M - $7.26M
|
33.2K
$7.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
106New |
$20.8K - $23.2K
|
106
$24.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-136- 0.59% |
$26.7K - $29.7K
|
22.8K
$5.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
2.52KNew |
$495K - $551K
|
2.52K
$579K
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
401New |
$78.8K - $87.6K
|
401
$92.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
16+ 15.09% |
$3.14K - $3.5K
|
122
$28K
|