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 |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
506
shares
|
$115,256
0.01% of portfolio
|
Q3 2024
Added 103.21%
|
|
|
West Oak Capital, LLC
|
Oct 17, 2024 Q3 2024 |
500
shares
|
$113,890
0.02% of portfolio
|
Q4 2020
Reduced 37.5%
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
500
shares
|
$113,890
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
500
shares
|
$113,890
0.04% of portfolio
|
Q1 2018
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
492
shares
|
$112,067
0.05% of portfolio
|
Q1 2024
Reduced 0.2%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
491
shares
|
$111,839
0.05% of portfolio
|
Q3 2017
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
478
shares
|
$108,878
0.0% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
475
shares
|
$108,195
0.08% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
469
shares
|
$106,828
0.0% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
468
shares
|
$106,601
0.02% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
456
shares
|
$103,867
0.0% of portfolio
|
Q3 2024
Reduced 23.49%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
454
shares
|
$103,412
0.04% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
452
shares
|
$102,956
0.01% of portfolio
|
Q3 2022
Reduced 0.44%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
438
shares
|
$99,767
0.0% of portfolio
|
Q3 2024
Reduced 52.13%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
428
shares
|
$97,489
0.01% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
423
shares
|
$96,350
0.01% of portfolio
|
Q3 2024
Added 1739.13%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
422
shares
|
$96,123
0.0% of portfolio
|
Q2 2024
Added 7.38%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
417
shares
|
$94,984
0.01% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
405
shares
|
$92,250
0.01% of portfolio
|
Q3 2024
Reduced 13.28%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
401
shares
|
$91,339
0.14% of portfolio
|
Q3 2022
Reduced 44.46%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
401
shares
|
$91,339
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
392
shares
|
$89,289
0.01% of portfolio
|
Q2 2024
Reduced 1.51%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
390
shares
|
$88,834
0.0% of portfolio
|
Q2 2024
Reduced 4.18%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
388
shares
|
$88,378
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
366
shares
|
$83,367
0.02% of portfolio
|
Q2 2024
Added 229.73%
|