Latest Institutional Purchases of Broadridge Financial Solutions, Inc. (BR)
This list provides information on the latest institutional transactions involving Broadridge Financial Solutions, Inc. (BR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.93KNew |
$558K - $607K
|
2.93K
$691K
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.01KNew |
$383K - $417K
|
2.01K
$474K
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.86KNew |
$354K - $385K
|
1.86K
$437K
|
|
Aug 14, 2024
Q2 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.67KNew |
$317K - $345K
|
1.67K
$393K
|
|
Aug 06, 2024
Q2 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.67KNew |
$317K - $345K
|
1.67K
$392K
|
|
Aug 13, 2024
Q2 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
1.6K+ 14.81% |
$305K - $332K
|
12.4K
$2.92M
|
|
Aug 09, 2024
Q2 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
1.38KNew |
$263K - $286K
|
1.38K
$326K
|
|
Aug 12, 2024
Q2 2024
|
Mqs Management LLC
|
BUY
|
- |
1.36KNew |
$260K - $283K
|
1.36K
$321K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.32K+ 0.96% |
$252K - $274K
|
139K
$32.7M
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
BUY
|
- |
1.19KNew |
$226K - $246K
|
1.19K
$280K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.1K+ 206.59% |
$209K - $227K
|
1.63K
$384K
|
|
Aug 14, 2024
Q2 2024
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
1.07KNew |
$203K - $221K
|
1.07K
$252K
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.03KNew |
$196K - $213K
|
1.03K
$242K
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
965New |
$184K - $200K
|
965
$227K
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
773+ 11.63% |
$147K - $160K
|
7.42K
$1.75M
|
|
Aug 12, 2024
Q2 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
599+ 4.75% |
$114K - $124K
|
13.2K
$3.11M
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
491New |
$93.5K - $102K
|
491
$116K
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
343New |
$65.3K - $71.1K
|
343
$80.8K
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
326+ 16.95% |
$62.1K - $67.6K
|
2.25K
$530K
|
|
Aug 13, 2024
Q2 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
300+ 1.26% |
$57.1K - $62.2K
|
24.1K
$5.68M
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
255+ 229.73% |
$48.6K - $52.8K
|
366
$86.2K
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
BUY
|
- |
239+ 10.85% |
$45.5K - $49.5K
|
2.44K
$575K
|
|
Jul 12, 2024
Q2 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
232+ 1.68% |
$44.2K - $48.1K
|
14K
$3.3M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
222New |
$42.3K - $46K
|
222
$52.3K
|
|
Aug 13, 2024
Q2 2024
|
1623 Capital LLC
Alexandria, VA |
BUY
|
- |
200+ 0.33% |
$38.1K - $41.4K
|
61.6K
$14.5M
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
200+ 5.79% |
$38.1K - $41.4K
|
3.66K
$861K
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
197+ 17.88% |
$37.5K - $40.8K
|
1.3K
$306K
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
196New |
$37.3K - $40.6K
|
196
$46.2K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
186+ 273.53% |
$35.4K - $38.5K
|
254
$59.8K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
185New |
$35.2K - $38.3K
|
185
$43.6K
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
161New |
$30.7K - $33.4K
|
161
$37.9K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
131New |
$25K - $27.1K
|
131
$30.9K
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
100New |
$19K - $20.7K
|
100
$23.6K
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
100+ 7.41% |
$19K - $20.7K
|
1.45K
$342K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
70+ 0.56% |
$13.3K - $14.5K
|
12.5K
$2.94M
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
52+ 2.45% |
$9.9K - $10.8K
|
2.17K
$512K
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
51New |
$9.71K - $10.6K
|
51
$12K
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
49New |
$9.33K - $10.2K
|
49
$11.5K
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
47New |
$8.95K - $9.74K
|
47
$11.1K
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
35+ 500.0% |
$6.67K - $7.25K
|
42
$9.89K
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
33+ 1.0% |
$6.29K - $6.84K
|
3.33K
$784K
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
29+ 7.38% |
$5.52K - $6.01K
|
422
$99.4K
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
24New |
$4.57K - $4.97K
|
24
$5.65K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
22New |
$4.19K - $4.56K
|
22
$5.18K
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
20New |
$3.81K - $4.14K
|
20
$4.71K
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
19+ 12.84% |
$3.62K - $3.94K
|
167
$39.3K
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
18New |
$3.43K - $3.73K
|
18
$4.24K
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
15+ 0.88% |
$2.86K - $3.11K
|
1.71K
$404K
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
14New |
$2.67K - $2.9K
|
14
$3.3K
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
13+ 1.08% |
$2.48K - $2.69K
|
1.22K
$287K
|