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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7New |
$1.35K - $1.46K
|
7
$1.65K
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3New |
$581 - $627
|
3
$707
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3New |
$581 - $627
|
3
$707
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
1New |
$194 - $209
|
1
$236
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 25.0% |
$194 - $209
|
5
$1.18K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management Us Inc.
New York, NY |
BUY
|
- |
343KNew |
$57.4M - $70.5M
|
343K
$80.7M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
106K+ 16.52% |
$17.8M - $21.8M
|
749K
$176M
|
|
|
Feb 14, 2024
Q4 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
30.1KNew |
$5.04M - $6.2M
|
30.1K
$7.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
PUT |
30KNew |
$5.02M - $6.17M
|
30K
$7.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Ghisallo Capital Management LLC
Greenwich, CT |
BUY
|
- |
24.5KNew |
$4.1M - $5.04M
|
24.5K
$5.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
22.2KNew |
$3.72M - $4.58M
|
22.2K
$5.24M
|
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
7.95KNew |
$1.33M - $1.64M
|
7.95K
$1.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
5.85KNew |
$980K - $1.2M
|
5.85K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.3KNew |
$886K - $1.09M
|
5.3K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
2.71KNew |
$453K - $558K
|
2.71K
$638K
|
|
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
2.59K+ 13.06% |
$434K - $534K
|
22.5K
$5.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.5KNew |
$418K - $515K
|
2.5K
$589K
|
|
|
May 15, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2KNew |
$335K - $412K
|
2K
$471K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.77KNew |
$296K - $364K
|
1.77K
$416K
|
|
|
Jan 31, 2024
Q4 2023
|
Geneva Partners, LLC
|
BUY
|
- |
1.75KNew |
$293K - $360K
|
1.75K
$412K
|
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.69KNew |
$282K - $347K
|
1.69K
$397K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
1.5KNew |
$252K - $310K
|
1.5K
$354K
|
|
|
Feb 15, 2024
Q4 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1.3KNew |
$217K - $267K
|
1.3K
$305K
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
1.2KNew |
$201K - $247K
|
1.2K
$283K
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
1.2K+ 114.29% |
$201K - $247K
|
2.25K
$530K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
1.1KNew |
$184K - $226K
|
1.1K
$259K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.07KNew |
$179K - $221K
|
1.07K
$253K
|
|
|
Jan 24, 2024
Q4 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
1.05KNew |
$176K - $217K
|
1.05K
$248K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.02KNew |
$171K - $210K
|
1.02K
$240K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1KNew |
$168K - $206K
|
1K
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1KNew |
$167K - $206K
|
1K
$236K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
977New |
$164K - $201K
|
977
$230K
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
975New |
$163K - $201K
|
975
$230K
|
|
|
Jan 09, 2024
Q4 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
974New |
$163K - $200K
|
974
$229K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
350New |
$58.6K - $72K
|
350
$82.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
182New |
$30.5K - $37.5K
|
182
$42.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
163New |
$27.3K - $33.6K
|
163
$38.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
104New |
$17.4K - $21.4K
|
104
$24.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
103+ 18.43% |
$17.2K - $21.2K
|
662
$156K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
86+ 13.67% |
$14.4K - $17.7K
|
715
$168K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
64New |
$10.7K - $13.2K
|
64
$15.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
57New |
$9.54K - $11.7K
|
57
$13.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
45New |
$7.53K - $9.26K
|
45
$10.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
38New |
$6.36K - $7.82K
|
38
$8.95K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
20New |
$3.35K - $4.12K
|
20
$4.71K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
5New |
$837 - $1.03K
|
5
$1.18K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
3+ 0.67% |
$502 - $617
|
453
$107K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2New |
$335 - $412
|
2
$471
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2+ 0.03% |
$335 - $412
|
5.93K
$1.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2New |
$335 - $412
|
2
$471
|
|