Institutional Ownership Broadridge Financial Solutions, Inc. (BR)
This table provides information about the institutional ownership of Broadridge Financial Solutions, Inc. (BR). We have compiled data on the 1,077 institutions that hold shares in the stock, with a total of 106 Million shares, which have been reported (via 13F filing form) to have a value of $24.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
24,239
shares
|
$5.52 Million
0.23% of portfolio
|
Q3 2024
Added 7.47%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
Nov 07, 2024 Q3 2024 |
24,127
shares
|
$5.5 Million
0.02% of portfolio
|
Q2 2024
Added 1.26%
|
|
|
Czech National Bank
Prague, 2N |
Oct 07, 2024 Q3 2024 |
23,774
shares
|
$5.42 Million
0.05% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2024 Q3 2024 |
23,723
shares
|
$5.4 Million
0.01% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Uss Investment Management LTD
|
Nov 13, 2024 Q3 2024 |
23,705
shares
|
$5.4 Million
0.04% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
23,680
shares
|
$5.39 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
23,655
shares
|
$5.39 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.64%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
23,541
shares
|
$5.36 Million
0.1% of portfolio
|
Q3 2024
Added 79.57%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Nov 14, 2024 Q3 2024 |
23,282
shares
|
$5.3 Million
0.95% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
23,160
shares
|
$5.28 Million
0.54% of portfolio
|
Q2 2024
Reduced 2.55%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
23,039
shares
|
$5.25 Million
0.0% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
22,845
shares
|
$5.2 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
22,836
shares
|
$5.2 Million
0.18% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
22,785
shares
|
$5.19 Million
0.88% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
22,505
shares
|
$5.13 Million
0.26% of portfolio
|
Q3 2024
Added 4.88%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
22,403
shares
|
$5.1 Million
0.31% of portfolio
|
Q1 2023
Added 4.21%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
22,111
shares
|
$5.04 Million
0.02% of portfolio
|
Q3 2024
Reduced 13.51%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
21,914
shares
|
$4.99 Million
0.01% of portfolio
|
Q3 2024
Added 58.08%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
21,805
shares
|
$4.97 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
21,347
shares
|
$4.86 Million
0.04% of portfolio
|
Q3 2024
Added 32.4%
|
|
|
Van Eck Associates Corp
|
Oct 29, 2024 Q3 2024 |
20,967
shares
|
$4.78 Million
0.01% of portfolio
|
Q3 2024
Added 11.01%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
20,791
shares
|
$4.74 Million
0.02% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
20,769
shares
|
$4.73 Million
0.15% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Patton Fund Management, Inc.
|
Oct 16, 2024 Q3 2024 |
20,667
shares
|
$4.71 Million
0.92% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 08, 2024 Q3 2024 |
20,495
shares
|
$4.67 Million
0.02% of portfolio
|
Q3 2024
New holding
|