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 13, 2023
Q3 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
2.37KNew |
$387K - $448K
|
2.37K
$622K
|
|
Nov 06, 2023
Q3 2023
|
Lgt Group Foundation
|
BUY
|
- |
1.7KNew |
$278K - $322K
|
1.7K
$447K
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.23KNew |
$201K - $232K
|
1.23K
$323K
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
1.17KNew |
$192K - $222K
|
1.17K
$308K
|
|
Nov 13, 2023
Q3 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
1.17KNew |
$192K - $222K
|
1.17K
$308K
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
BUY
|
- |
1.13KNew |
$185K - $214K
|
1.13K
$297K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
568New |
$92.8K - $107K
|
568
$149K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
180New |
$29.4K - $34K
|
180
$47.3K
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
157+ 10.23% |
$25.6K - $29.7K
|
1.69K
$444K
|
|
Nov 13, 2023
Q3 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
124New |
$20.2K - $23.4K
|
124
$32.6K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
107New |
$17.5K - $20.2K
|
107
$28.1K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
58+ 156.76% |
$9.47K - $11K
|
95
$24.9K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
47New |
$7.68K - $8.88K
|
47
$12.3K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
31New |
$5.06K - $5.86K
|
31
$8.14K
|
|
Aug 29, 2024
Q3 2023
|
University Of Texas
|
BUY
|
- |
14New |
$2.29K - $2.65K
|
14
$3.68K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
11+ 30.56% |
$1.8K - $2.08K
|
47
$12.3K
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
11New |
$1.8K - $2.08K
|
11
$2.89K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Boundary Creek Advisors LP
|
BUY
|
PUT |
250KNew |
$35M - $41.4M
|
250K
$65.6M
|
|
Aug 14, 2023
Q2 2023
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
228K+ 97.23% |
$31.9M - $37.8M
|
463K
$121M
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
47.4KNew |
$6.63M - $7.85M
|
47.4K
$12.4M
|
|
Jul 05, 2023
Q2 2023
|
Amf Tjanstepension Ab
|
BUY
|
- |
11.2KNew |
$1.57M - $1.86M
|
11.2K
$2.94M
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
10.7K+ 22.46% |
$1.49M - $1.77M
|
58.2K
$15.3M
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
10.5KNew |
$1.47M - $1.74M
|
10.5K
$2.76M
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
7.51KNew |
$1.05M - $1.24M
|
7.51K
$1.97M
|
|
Aug 11, 2023
Q2 2023
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
5.34KNew |
$747K - $884K
|
5.34K
$1.4M
|
|
Jul 12, 2023
Q2 2023
|
Sciencast Management LP
|
BUY
|
- |
4.43K+ 226.64% |
$620K - $734K
|
6.39K
$1.68M
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.18K+ 102.06% |
$305K - $361K
|
4.31K
$1.13M
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.7K+ 1.92% |
$237K - $281K
|
89.9K
$23.6M
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
620New |
$86.8K - $103K
|
620
$163K
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
297+ 10.82% |
$41.6K - $49.2K
|
3.04K
$799K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
128New |
$17.9K - $21.2K
|
128
$33.6K
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
78New |
$10.9K - $12.9K
|
78
$20.5K
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
25New |
$3.5K - $4.14K
|
25
$6.56K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
12New |
$1.68K - $1.99K
|
12
$3.15K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
9+ 3.66% |
$1.26K - $1.49K
|
255
$66.9K
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
5New |
$700 - $828
|
5
$1.31K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
3+ 0.07% |
$420 - $497
|
4.09K
$1.07M
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.11MNew |
$147M - $170M
|
1.11M
$291M
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
6.03KNew |
$802K - $926K
|
6.03K
$1.58M
|
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
4.76K+ 86.61% |
$633K - $731K
|
10.3K
$2.69M
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
2.97K+ 64.5% |
$396K - $457K
|
7.59K
$1.99M
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.62KNew |
$216K - $249K
|
1.62K
$426K
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
1.58K+ 228.03% |
$210K - $242K
|
2.27K
$596K
|
|
Aug 13, 2025
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
1.49KNew |
$198K - $229K
|
1.49K
$391K
|
|
May 15, 2023
Q1 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
1.48KNew |
$196K - $227K
|
1.48K
$388K
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
906+ 4.21% |
$121K - $139K
|
22.4K
$5.88M
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
495New |
$65.8K - $76K
|
495
$130K
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
388New |
$51.6K - $59.6K
|
388
$102K
|
|
Apr 10, 2023
Q1 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
199New |
$26.5K - $30.6K
|
199
$52.2K
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
152+ 7.4% |
$20.2K - $23.3K
|
2.21K
$579K
|