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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
13.5KNew |
$1.94M - $2.47M
|
13.5K
$3.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
10.9K+ 120.56% |
$1.58M - $2M
|
20K
$4.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
4.27KNew |
$617K - $783K
|
4.27K
$999K
|
|
|
Nov 10, 2022
Q3 2022
|
Jsf Financial, LLC
|
BUY
|
- |
3.38KNew |
$488K - $619K
|
3.38K
$790K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
3.07K+ 46.08% |
$442K - $562K
|
9.72K
$2.27M
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
2.56KNew |
$369K - $469K
|
2.56K
$599K
|
|
|
Nov 04, 2022
Q3 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.86KNew |
$268K - $340K
|
1.86K
$434K
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.8KNew |
$259K - $329K
|
1.8K
$420K
|
|
|
Oct 12, 2022
Q3 2022
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
1.4KNew |
$202K - $257K
|
1.4K
$327K
|
|
|
Nov 10, 2022
Q3 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
1.4KNew |
$201K - $256K
|
1.4K
$326K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.04KNew |
$150K - $190K
|
1.04K
$243K
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
500New |
$72.2K - $91.6K
|
500
$117K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
417New |
$60.2K - $76.4K
|
417
$97.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
300New |
$43.3K - $55K
|
300
$70.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
160+ 2.55% |
$23.1K - $29.3K
|
6.43K
$1.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
106New |
$15.3K - $19.4K
|
106
$24.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
80+ 0.39% |
$11.5K - $14.7K
|
20.8K
$4.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
51+ 76.12% |
$7.36K - $9.34K
|
118
$27.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
25New |
$3.61K - $4.58K
|
25
$5.85K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
12+ 38.71% |
$1.73K - $2.2K
|
43
$10.1K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
10New |
$1.44K - $1.83K
|
10
$2.34K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
6New |
$866 - $1.1K
|
6
$1.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
3+ 0.11% |
$433 - $550
|
2.67K
$623K
|
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$144 - $183
|
1
$234
|
|
| Q2 2022 | |||||||
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
812KNew |
$108M - $131M
|
812K
$190M
|
|
|
Aug 12, 2022
Q2 2022
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
19K+ 17.91% |
$2.54M - $3.06M
|
125K
$29.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
5.24KNew |
$699K - $842K
|
5.24K
$1.22M
|
|
|
Aug 05, 2022
Q2 2022
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
3.23K+ 71.1% |
$430K - $519K
|
7.76K
$1.81M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
BUY
|
- |
1.75KNew |
$233K - $281K
|
1.75K
$408K
|
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
1.7KNew |
$227K - $274K
|
1.7K
$398K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
859+ 17.31% |
$115K - $138K
|
5.82K
$1.36M
|
|
|
Jul 22, 2022
Q2 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
633+ 12.0% |
$84.4K - $102K
|
5.91K
$1.38M
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
197New |
$26.3K - $31.7K
|
197
$46.1K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
64New |
$8.54K - $10.3K
|
64
$15K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
49New |
$6.54K - $7.88K
|
49
$11.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
33+ 183.33% |
$4.4K - $5.31K
|
51
$11.9K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
29New |
$3.87K - $4.66K
|
29
$6.78K
|
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
22New |
$2.94K - $3.54K
|
22
$5.14K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
14New |
$1.87K - $2.25K
|
14
$3.27K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
8New |
$1.07K - $1.29K
|
8
$1.87K
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2New |
$267 - $322
|
2
$468
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
1+ 0.33% |
$133 - $161
|
300
$70.1K
|
|
|
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
$5.61M
|
|
|
Apr 08, 2022
Q1 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
3K+ 52.63% |
$423K - $543K
|
8.7K
$2.03M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
1.29KNew |
$182K - $233K
|
1.29K
$301K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
190New |
$26.8K - $34.4K
|
190
$44.4K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
190New |
$26.8K - $34.4K
|
190
$44.4K
|
|
|
Oct 07, 2024
Q1 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
80+ 100.0% |
$11.3K - $14.5K
|
160
$37.4K
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
60New |
$8.45K - $10.9K
|
60
$14K
|
|