Latest Institutional Sells of Broadridge Financial Solutions, Inc. (BR)
This list provides information on the latest institutional transactions involving Broadridge Financial Solutions, Inc. (BR) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-124- 70.45% |
$24K - $25.9K
|
52
$12K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-105- 49.07% |
$20.3K - $21.9K
|
109
$25.1K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-70- 0.47% |
$13.5K - $14.6K
|
14.9K
$3.43M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-68- 4.75% |
$13.2K - $14.2K
|
1.36K
$314K
|
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-66- 5.66% |
$12.8K - $13.8K
|
1.1K
$253K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-59- 3.96% |
$11.4K - $12.3K
|
1.43K
$330K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-39- 0.81% |
$7.55K - $8.15K
|
4.75K
$1.09M
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-35- 39.77% |
$6.77K - $7.31K
|
53
$12.2K
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-21- 0.88% |
$4.06K - $4.39K
|
2.36K
$544K
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-16- 0.71% |
$3.1K - $3.34K
|
2.25K
$518K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-12- 1.1% |
$2.32K - $2.51K
|
1.08K
$249K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-3- 2.61% |
$581 - $627
|
112
$25.8K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-2- 5.71% |
$387 - $418
|
33
$7.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1- 0.2% |
$194 - $209
|
492
$113K
|
|
| Q4 2023 | |||||||
|
Jan 26, 2024
Q4 2023
|
Baillie Gifford & CO
|
SELL
|
- |
-167K- 5.62% |
$27.9M - $34.3M
|
2.8M
$645M
|
|
|
Feb 14, 2024
Q4 2023
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-8.91K- 75.84% |
$1.49M - $1.83M
|
2.84K
$653K
|
|
|
Feb 14, 2024
Q4 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-1.99K- 52.15% |
$334K - $410K
|
1.83K
$421K
|
|
|
Feb 13, 2024
Q4 2023
|
Seven Eight Capital, LP
|
SELL
|
- |
-1.93K- 41.56% |
$324K - $398K
|
2.72K
$626K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.86K- 98.41% |
$311K - $383K
|
30
$6.91K
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-987- 30.75% |
$165K - $203K
|
2.22K
$512K
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-948- 3.58% |
$159K - $195K
|
25.5K
$5.88M
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-770- 24.73% |
$129K - $158K
|
2.34K
$540K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-734- 34.4% |
$123K - $151K
|
1.4K
$322K
|
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-334- 3.68% |
$55.9K - $68.7K
|
8.73K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-306- 4.12% |
$51.2K - $63K
|
7.13K
$1.64M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-253- 13.64% |
$42.3K - $52.1K
|
1.6K
$369K
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-172- 4.74% |
$28.8K - $35.4K
|
3.46K
$796K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-157- 12.67% |
$26.3K - $32.3K
|
1.08K
$249K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-150- 11.64% |
$25.1K - $30.9K
|
1.14K
$262K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-107- 0.88% |
$17.9K - $22K
|
12K
$2.77M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-100- 33.33% |
$16.7K - $20.6K
|
200
$46K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-51Closed |
$8.54K - $10.5K
|
0
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-40- 2.35% |
$6.7K - $8.23K
|
1.66K
$383K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-29- 2.41% |
$4.85K - $5.97K
|
1.17K
$270K
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-26- 1.89% |
$4.35K - $5.35K
|
1.35K
$311K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.93% |
$1.84K - $2.26K
|
1.17K
$270K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-5- 11.36% |
$837 - $1.03K
|
39
$8.98K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-1- 25.0% |
$167 - $206
|
3
$691
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.51K- 5.68% |
$573K - $663K
|
58.2K
$13.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-176- 4.07% |
$28.7K - $33.3K
|
4.15K
$956K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-152- 5.75% |
$24.8K - $28.7K
|
2.49K
$574K
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-146- 10.15% |
$23.8K - $27.6K
|
1.29K
$298K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-124- 25.36% |
$20.2K - $23.4K
|
365
$84K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-122- 1.58% |
$19.9K - $23.1K
|
7.58K
$1.74M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-88- 0.65% |
$14.4K - $16.6K
|
13.5K
$3.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-84- 1.44% |
$13.7K - $15.9K
|
5.76K
$1.33M
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-50- 6.1% |
$8.17K - $9.45K
|
770
$177K
|
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-49- 0.3% |
$8K - $9.26K
|
16.5K
$3.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-41- 1.26% |
$6.7K - $7.75K
|
3.22K
$740K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.93K- 47.54% |
$551K - $652K
|
4.34K
$999K
|
|