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 |
|---|---|---|---|---|---|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
819
shares
|
$186,551
0.06% of portfolio
|
Q3 2024
Added 26.19%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
802
shares
|
$182,679
0.04% of portfolio
|
Q3 2024
Added 656.6%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
782
shares
|
$178,123
0.0% of portfolio
|
Q3 2024
Reduced 47.73%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
773
shares
|
$176,073
0.01% of portfolio
|
Q3 2022
Reduced 4.21%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
770
shares
|
$175,390
0.02% of portfolio
|
Q3 2023
Reduced 6.1%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
736
shares
|
$167,646
0.0% of portfolio
|
Q3 2024
Added 58.62%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
715
shares
|
$162,862
0.02% of portfolio
|
Q4 2023
Added 13.67%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
700
shares
|
$159,446
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
700
shares
|
$159,446
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
667
shares
|
$151,929
0.0% of portfolio
|
Q3 2024
Added 130.0%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
662
shares
|
$150,790
0.0% of portfolio
|
Q4 2023
Added 18.43%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
662
shares
|
$150,790
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
658
shares
|
$149,879
0.01% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
654
shares
|
$148,968
0.0% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
650
shares
|
$148,057
0.08% of portfolio
|
Q2 2024
Reduced 3.7%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
635
shares
|
$144,640
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
621
shares
|
$141,451
0.0% of portfolio
|
Q3 2024
Added 93.46%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
620
shares
|
$141,223
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
600
shares
|
$136,668
0.05% of portfolio
|
Q4 2022
Added 3.0%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
600
shares
|
$136,668
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
571
shares
|
$130,062
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
557
shares
|
$126,873
0.0% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
526
shares
|
$119,812
0.07% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
517
shares
|
$117,762
0.01% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
512
shares
|
$116,623
0.05% of portfolio
|
Q2 2024
Reduced 17.02%
|