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 |
|---|---|---|---|---|---|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
365
shares
|
$83,139
0.0% of portfolio
|
Q3 2023
Reduced 25.36%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
354
shares
|
$80,634
0.02% of portfolio
|
Q3 2020
Reduced 25.16%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
350
shares
|
$79,723
0.01% of portfolio
|
Q1 2024
Added 16.67%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
343
shares
|
$78,128
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
335
shares
|
$76,306
0.0% of portfolio
|
Q3 2024
Added 9.12%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
330
shares
|
$75,167
0.02% of portfolio
|
Q1 2024
Added 69.23%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
320
shares
|
$72,889
0.0% of portfolio
|
Q2 2024
Reduced 18.16%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
311
shares
|
$70,839
0.0% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
310
shares
|
$70,611
0.0% of portfolio
|
Q2 2024
Reduced 18.85%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
300
shares
|
$68,334
0.03% of portfolio
|
Q2 2022
Added 0.33%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
300
shares
|
$68,334
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
297
shares
|
$67,650
0.0% of portfolio
|
Q3 2024
Reduced 38.25%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
296
shares
|
$67,422
0.01% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
295
shares
|
$67,195
0.01% of portfolio
|
Q2 2019
Added 0.34%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
255
shares
|
$58,083
0.03% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
255
shares
|
$58,083
0.03% of portfolio
|
Q2 2023
Added 3.66%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
246
shares
|
$56,033
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
235
shares
|
$53,528
0.04% of portfolio
|
Q3 2024
Added 88.0%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
235
shares
|
$53,528
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
231
shares
|
$52,617
0.12% of portfolio
|
Q3 2024
Reduced 34.56%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
229
shares
|
$52,161
0.0% of portfolio
|
Q3 2024
Reduced 33.82%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
229
shares
|
$52,161
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
225
shares
|
$51,250
0.02% of portfolio
|
Q3 2024
Reduced 39.68%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
224
shares
|
$51,022
0.01% of portfolio
|
Q3 2024
Reduced 89.96%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
221
shares
|
$50,339
0.04% of portfolio
|
Q3 2024
Reduced 45.16%
|