Purchases and Sales Made in Q1 2022 in Broadridge Financial Solutions, Inc. (BR)
This table provides information about the institutional ownership of Broadridge Financial Solutions, Inc. (BR) during Q1 2022. The information is specifically focused on institutions that hold shares of BROADRIDGE FINANCIAL SOLUTIONS, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
2+ 0.14% |
$282 - $362
|
1.42K
$315K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2+ 3.39% |
$282 - $362
|
61
$13.5K
|
|
|
Apr 14, 2022
Q1 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$282 - $362
|
3.72K
$825K
|
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2+ 0.14% |
$282 - $362
|
1.46K
$324K
|
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.41% |
$141 - $181
|
244
$54K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
1+ 6.67% |
$141 - $181
|
16
$3.54K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.13% |
$141 - $181
|
752
$167K
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1New |
$141 - $181
|
1
$221
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1+ 100.0% |
$141 - $181
|
2
$443
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 1.37% |
$141 - $181
|
74
$16.4K
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
1+ 0.07% |
$141 - $181
|
1.51K
$335K
|
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 22, 2024
Q1 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1- 0.63% |
$141 - $181
|
159
$35.2K
|
|
|
Apr 26, 2022
Q1 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-1- 0.29% |
$141 - $181
|
346
$76.6K
|
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1- 0.07% |
$141 - $181
|
1.4K
$309K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1- 16.67% |
$141 - $181
|
5
$1.11K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-2- 7.69% |
$282 - $362
|
24
$5.32K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2- 4.55% |
$282 - $362
|
42
$9.3K
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2- 0.11% |
$282 - $362
|
1.77K
$392K
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3Closed |
$423 - $543
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3- 0.19% |
$423 - $543
|
1.57K
$347K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3- 3.23% |
$423 - $543
|
90
$19.9K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-3Closed |
$423 - $543
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-4- 0.08% |
$564 - $724
|
4.85K
$1.07M
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4- 0.43% |
$564 - $724
|
931
$206K
|
|
|
Apr 26, 2022
Q1 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-5- 14.29% |
$704 - $905
|
30
$6.64K
|
|
|
May 12, 2022
Q1 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-6- 0.23% |
$845 - $1.09K
|
2.6K
$577K
|
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
SELL
|
- |
-7- 0.2% |
$986 - $1.27K
|
3.44K
$761K
|
|
|
May 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-7- 0.21% |
$986 - $1.27K
|
3.3K
$730K
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-7Closed |
$986 - $1.27K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-9- 3.63% |
$1.27K - $1.63K
|
239
$52.9K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-9- 1.13% |
$1.27K - $1.63K
|
791
$175K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
SELL
|
- |
-9- 3.33% |
$1.27K - $1.63K
|
261
$57.8K
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-10- 0.4% |
$1.41K - $1.81K
|
2.47K
$547K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-12- 54.55% |
$1.69K - $2.17K
|
10
$2.21K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12- 3.54% |
$1.69K - $2.17K
|
327
$72.4K
|
|
|
May 11, 2022
Q1 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-12- 0.66% |
$1.69K - $2.17K
|
1.8K
$399K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-13- 0.49% |
$1.83K - $2.35K
|
2.62K
$580K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-13- 0.5% |
$1.83K - $2.35K
|
2.61K
$578K
|
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
SELL
|
- |
-14- 1.07% |
$1.97K - $2.53K
|
1.29K
$285K
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-14- 0.41% |
$1.97K - $2.53K
|
3.36K
$745K
|
|
|
May 09, 2023
Q1 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-16Closed |
$2.25K - $2.9K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-16- 0.43% |
$2.25K - $2.9K
|
3.69K
$816K
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-17- 0.65% |
$2.4K - $3.08K
|
2.59K
$574K
|
|
|
Apr 26, 2022
Q1 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-20- 0.74% |
$2.82K - $3.62K
|
2.67K
$591K
|
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-21- 2.94% |
$2.96K - $3.8K
|
693
$153K
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-23- 0.55% |
$3.24K - $4.16K
|
4.18K
$926K
|
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-24- 1.22% |
$3.38K - $4.34K
|
1.95K
$431K
|
|
|
May 02, 2022
Q1 2022
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-25- 1.82% |
$3.52K - $4.52K
|
1.35K
$299K
|