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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
170+ 26.19% |
$33.4K - $37.2K
|
819
$190K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
163+ 0.51% |
$32K - $35.6K
|
32K
$7.42M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
160+ 16.93% |
$31.4K - $35K
|
1.11K
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
157+ 1.71% |
$30.9K - $34.3K
|
9.33K
$2.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
143+ 3.34% |
$28.1K - $31.3K
|
4.42K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
142+ 2028.57% |
$27.9K - $31K
|
149
$34.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
137+ 16.83% |
$26.9K - $29.9K
|
951
$221K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
130+ 9.56% |
$25.6K - $28.4K
|
1.49K
$346K
|
|
|
Nov 13, 2024
Q3 2024
|
Uss Investment Management LTD
|
BUY
|
- |
128+ 0.54% |
$25.2K - $28K
|
23.7K
$5.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
126+ 2.61% |
$24.8K - $27.5K
|
4.96K
$1.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
123+ 10.88% |
$24.2K - $26.9K
|
1.25K
$291K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
114+ 10.22% |
$22.4K - $24.9K
|
1.23K
$285K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
111New |
$21.8K - $24.3K
|
111
$25.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
110+ 2.34% |
$21.6K - $24K
|
4.81K
$1.12M
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
110+ 4.21% |
$21.6K - $24K
|
2.72K
$632K
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
110+ 88.0% |
$21.6K - $24K
|
235
$54.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
107+ 0.21% |
$21K - $23.4K
|
51.5K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
106New |
$20.8K - $23.2K
|
106
$24.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
104+ 5.0% |
$20.4K - $22.7K
|
2.19K
$508K
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.52% |
$19.7K - $21.9K
|
19.4K
$4.5M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
100+ 5.12% |
$19.7K - $21.9K
|
2.06K
$477K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
96+ 384.0% |
$18.9K - $21K
|
121
$28.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
96+ 7.64% |
$18.9K - $21K
|
1.35K
$314K
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
95+ 0.51% |
$18.7K - $20.8K
|
18.7K
$4.35M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
95+ 6.3% |
$18.7K - $20.8K
|
1.6K
$372K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
94New |
$18.5K - $20.5K
|
94
$21.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
92+ 1.69% |
$18.1K - $20.1K
|
5.53K
$1.28M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
91+ 5.92% |
$17.9K - $19.9K
|
1.63K
$378K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
89+ 1112.5% |
$17.5K - $19.5K
|
97
$22.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
87+ 0.42% |
$17.1K - $19K
|
20.8K
$4.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
87+ 2.25% |
$17.1K - $19K
|
3.96K
$918K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
86+ 9.01% |
$16.9K - $18.8K
|
1.04K
$242K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
82New |
$16.1K - $17.9K
|
82
$19K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
81+ 5.52% |
$15.9K - $17.7K
|
1.55K
$359K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
79+ 5.27% |
$15.5K - $17.3K
|
1.58K
$367K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
78New |
$15.3K - $17K
|
78
$18.1K
|
|
|
Nov 12, 2024
Q3 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
77New |
$15.1K - $16.8K
|
77
$17.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
73New |
$14.3K - $16K
|
73
$17K
|
|
|
Nov 12, 2024
Q3 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
70+ 0.21% |
$13.8K - $15.3K
|
34K
$7.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
70+ 0.81% |
$13.8K - $15.3K
|
8.69K
$2.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
70+ 3.95% |
$13.8K - $15.3K
|
1.84K
$428K
|
|
|
Nov 13, 2024
Q3 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
66+ 1.44% |
$13K - $14.4K
|
4.64K
$1.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
66+ 4.4% |
$13K - $14.4K
|
1.57K
$364K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
64+ 3.55% |
$12.6K - $14K
|
1.87K
$434K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
64+ 4.09% |
$12.6K - $14K
|
1.63K
$378K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
64New |
$12.6K - $14K
|
64
$14.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
62+ 1.83% |
$12.2K - $13.6K
|
3.45K
$800K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
61+ 1.38% |
$12K - $13.3K
|
4.48K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
61+ 1.58% |
$12K - $13.3K
|
3.91K
$909K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
61+ 2.81% |
$12K - $13.3K
|
2.23K
$519K
|