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 |
|---|---|---|---|---|---|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
38
shares
|
$8,655
0.0% of portfolio
|
Q3 2024
Reduced 17.39%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
38
shares
|
$8,655
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
37
shares
|
$8,427
0.0% of portfolio
|
Q1 2023
Added 48.0%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
36
shares
|
$8,200
0.0% of portfolio
|
Q3 2024
Reduced 48.57%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
35
shares
|
$7,972
0.0% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
32
shares
|
$7,288
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
30
shares
|
$6,833
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
30
shares
|
$6,833
0.0% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
29
shares
|
$6,605
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
27
shares
|
$6,150
0.0% of portfolio
|
Q3 2024
Reduced 53.45%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
27
shares
|
$6,150
0.0% of portfolio
|
Q3 2023
Added 92.86%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
26
shares
|
$5,922
0.0% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
25
shares
|
$5,694
0.0% of portfolio
|
Q3 2024
Added 19.05%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
25
shares
|
$5,694
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
24
shares
|
$5,466
0.0% of portfolio
|
Q3 2024
Added 118.18%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
22
shares
|
$5,011
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
22
shares
|
$5,011
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
21
shares
|
$4,783
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
21
shares
|
$4,783
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
20
shares
|
$4,555
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
18
shares
|
$4,100
0.0% of portfolio
|
Q2 2024
Reduced 79.55%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
18
shares
|
$4,100
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
18
shares
|
$4,100
0.0% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
18
shares
|
$4,100
0.0% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
17
shares
|
$3,872
0.0% of portfolio
|
Q3 2024
New holding
|