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 |
|---|---|---|---|---|---|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2024 Q3 2024 |
77
shares
|
$17,539
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
75
shares
|
$17,083
0.0% of portfolio
|
Q4 2022
Added 1.35%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
75
shares
|
$17,083
0.0% of portfolio
|
Q1 2023
Reduced 66.67%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
73
shares
|
$16,627
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
72
shares
|
$16,400
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
69
shares
|
$15,716
0.01% of portfolio
|
Q1 2024
Added 40.82%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
64
shares
|
$14,577
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
64
shares
|
$14,577
0.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
64
shares
|
$14,577
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
64
shares
|
$14,577
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
54
shares
|
$12,300
0.0% of portfolio
|
Q1 2022
Added 58.82%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
53
shares
|
$12,072
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
53
shares
|
$12,072
0.01% of portfolio
|
Q1 2024
Reduced 39.77%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
52
shares
|
$11,844
0.0% of portfolio
|
Q1 2024
Reduced 70.45%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
52
shares
|
$11,844
0.0% of portfolio
|
Q4 2022
Reduced 65.79%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
51
shares
|
$11,616
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
50
shares
|
$11,389
0.0% of portfolio
|
Q3 2024
Reduced 35.06%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
49
shares
|
$11,161
0.0% of portfolio
|
Q1 2023
Reduced 40.96%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
47
shares
|
$10,705
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
47
shares
|
$10,705
0.0% of portfolio
|
Q3 2023
Added 30.56%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
45
shares
|
$10,250
0.0% of portfolio
|
Q1 2024
Added 28.57%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
45
shares
|
$10,250
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
43
shares
|
$9,794
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
42
shares
|
$9,566
0.0% of portfolio
|
Q2 2024
Added 500.0%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
39
shares
|
$8,883
0.0% of portfolio
|
Q4 2023
Reduced 11.36%
|