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 22, 2022
Q2 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
633+ 12.0% |
$84.4K - $102K
|
5.91K
$1.39M
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
197New |
$26.3K - $31.7K
|
197
$46.5K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
64New |
$8.54K - $10.3K
|
64
$15.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
49New |
$6.54K - $7.88K
|
49
$11.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
33+ 183.33% |
$4.4K - $5.31K
|
51
$12K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
29New |
$3.87K - $4.66K
|
29
$6.84K
|
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
22New |
$2.94K - $3.54K
|
22
$5.19K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
14New |
$1.87K - $2.25K
|
14
$3.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
8New |
$1.07K - $1.29K
|
8
$1.89K
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2New |
$267 - $322
|
2
$472
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
1+ 0.33% |
$133 - $161
|
300
$70.8K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 18, 2022
Q1 2022
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
12K+ 100.0% |
$1.69M - $2.17M
|
24K
$5.66M
|
|
|
Apr 08, 2022
Q1 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
3K+ 52.63% |
$423K - $543K
|
8.7K
$2.05M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
1.29KNew |
$182K - $233K
|
1.29K
$304K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
190New |
$26.8K - $34.4K
|
190
$44.8K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
190New |
$26.8K - $34.4K
|
190
$44.8K
|
|
|
Oct 07, 2024
Q1 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
80+ 100.0% |
$11.3K - $14.5K
|
160
$37.7K
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
60New |
$8.45K - $10.9K
|
60
$14.2K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
20+ 58.82% |
$2.82K - $3.62K
|
54
$12.7K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
17+ 30.36% |
$2.4K - $3.08K
|
73
$17.2K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
15New |
$2.11K - $2.71K
|
15
$3.54K
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1+ 100.0% |
$141 - $181
|
2
$472
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1New |
$141 - $181
|
1
$236
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.49KNew |
$242K - $274K
|
1.49K
$351K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
373+ 262.68% |
$60.6K - $68.8K
|
515
$121K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
55New |
$8.94K - $10.1K
|
55
$13K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
31+ 1.39% |
$5.04K - $5.72K
|
2.27K
$535K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
25New |
$4.06K - $4.61K
|
25
$5.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
10New |
$1.63K - $1.84K
|
10
$2.36K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
4New |
$650 - $738
|
4
$944
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
458New |
$74.4K - $81.1K
|
458
$108K
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
246New |
$40K - $43.5K
|
246
$58K
|
|
|
Nov 12, 2021
Q3 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
229New |
$37.2K - $40.5K
|
229
$54K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
3New |
$488 - $531
|
3
$708
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
9.82KNew |
$1.52M - $1.63M
|
9.82K
$2.32M
|
|
|
Aug 09, 2021
Q2 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
5.55KNew |
$857K - $920K
|
5.55K
$1.31M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
1.73KNew |
$268K - $287K
|
1.73K
$409K
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
1.61KNew |
$249K - $267K
|
1.61K
$380K
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
1.5KNew |
$232K - $249K
|
1.5K
$354K
|
|
|
Aug 04, 2021
Q2 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
50New |
$7.72K - $8.28K
|
50
$11.8K
|
|
|
Jul 29, 2021
Q2 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
17New |
$2.62K - $2.82K
|
17
$4.01K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2.21KNew |
$308K - $348K
|
2.21K
$522K
|
|
|
May 03, 2021
Q1 2021
|
Jnba Financial Advisors
|
BUY
|
- |
24New |
$3.34K - $3.78K
|
24
$5.66K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
10.6KNew |
$1.41M - $1.63M
|
10.6K
$2.5M
|
|
|
Feb 08, 2021
Q4 2020
|
Life Pro Asset Management
|
BUY
|
- |
2.04KNew |
$272K - $314K
|
2.04K
$481K
|
|
|
Feb 04, 2021
Q4 2020
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
1.5KNew |
$200K - $231K
|
1.5K
$354K
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
304New |
$40.6K - $46.8K
|
304
$71.7K
|
|
|
Jan 20, 2021
Q4 2020
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
25New |
$3.34K - $3.85K
|
25
$5.9K
|
|
| Q3 2020 | |||||||
|
Oct 21, 2020
Q3 2020
|
Wealth Trust Axiom LLC
|
BUY
|
- |
2.68KNew |
$335K - $384K
|
2.68K
$632K
|
|