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 |
---|---|---|---|---|---|---|---|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-27- 3.59% |
$3.8K - $4.89K
|
725
$161K
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-29- 2.05% |
$4.09K - $5.25K
|
1.39K
$307K
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-29- 1.23% |
$4.09K - $5.25K
|
2.33K
$516K
|
|
Apr 05, 2022
Q1 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-29- 1.69% |
$4.09K - $5.25K
|
1.69K
$374K
|
|
May 13, 2022
Q1 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-36- 0.73% |
$5.07K - $6.51K
|
4.88K
$1.08M
|
|
May 10, 2022
Q1 2022
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-40- 0.26% |
$5.64K - $7.24K
|
15.1K
$3.35M
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-40- 1.26% |
$5.64K - $7.24K
|
3.12K
$692K
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-43- 17.92% |
$6.06K - $7.78K
|
197
$43.6K
|
|
May 09, 2022
Q1 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-44- 4.44% |
$6.2K - $7.96K
|
948
$210K
|
|
Feb 13, 2024
Q1 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-45- 8.72% |
$6.34K - $8.14K
|
471
$104K
|
|
May 16, 2022
Q1 2022
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-47Closed |
$6.62K - $8.5K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-49Closed |
$6.9K - $8.87K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-50Closed |
$7.04K - $9.05K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-50Closed |
$7.04K - $9.05K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-50- 2.67% |
$7.04K - $9.05K
|
1.83K
$404K
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-50- 1.01% |
$7.04K - $9.05K
|
4.88K
$1.08M
|
|
May 09, 2022
Q1 2022
|
Garrison Asset Management, LLC
|
SELL
|
- |
-50- 0.27% |
$7.04K - $9.05K
|
18.6K
$4.13M
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-51Closed |
$7.19K - $9.23K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-58- 20.14% |
$8.17K - $10.5K
|
230
$50.9K
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-59- 0.13% |
$8.31K - $10.7K
|
44.1K
$9.76M
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-62- 12.6% |
$8.74K - $11.2K
|
430
$95.2K
|
|
May 11, 2022
Q1 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-72- 3.0% |
$10.1K - $13K
|
2.33K
$515K
|
|
May 04, 2022
Q1 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-74- 0.14% |
$10.4K - $13.4K
|
54.7K
$12.1M
|
|
May 13, 2022
Q1 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-74- 0.98% |
$10.4K - $13.4K
|
7.46K
$1.65M
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-75- 60.48% |
$10.6K - $13.6K
|
49
$10.9K
|
|
May 09, 2022
Q1 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-75- 0.37% |
$10.6K - $13.6K
|
20.1K
$4.46M
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-76- 20.05% |
$10.7K - $13.8K
|
303
$67.1K
|
|
Apr 14, 2022
Q1 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-77- 4.01% |
$10.8K - $13.9K
|
1.84K
$408K
|
|
May 02, 2022
Q1 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-84- 0.25% |
$11.8K - $15.2K
|
34.1K
$7.56M
|
|
Apr 12, 2022
Q1 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-85- 0.56% |
$12K - $15.4K
|
15.2K
$3.36M
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-85- 5.09% |
$12K - $15.4K
|
1.59K
$351K
|
|
May 13, 2022
Q1 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-93- 0.19% |
$13.1K - $16.8K
|
48.7K
$10.8M
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-94- 2.26% |
$13.2K - $17K
|
4.07K
$901K
|
|
Apr 27, 2022
Q1 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-95- 18.45% |
$13.4K - $17.2K
|
420
$93K
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-97- 4.92% |
$13.7K - $17.6K
|
1.88K
$415K
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-100- 4.99% |
$14.1K - $18.1K
|
1.91K
$422K
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-100Closed |
$14.1K - $18.1K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-100- 5.58% |
$14.1K - $18.1K
|
1.69K
$374K
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-104Closed |
$14.7K - $18.8K
|
0
$0
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-106- 83.46% |
$14.9K - $19.2K
|
21
$4.65K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-108- 2.77% |
$15.2K - $19.5K
|
3.79K
$839K
|
|
Apr 21, 2022
Q1 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-109- 1.16% |
$15.4K - $19.7K
|
9.32K
$2.06M
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-110- 9.44% |
$15.5K - $19.9K
|
1.06K
$234K
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-118- 25.32% |
$16.6K - $21.4K
|
348
$77.1K
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-125- 1.33% |
$17.6K - $22.6K
|
9.26K
$2.05M
|
|
Apr 27, 2022
Q1 2022
|
Eukles Asset Management
|
SELL
|
- |
-129- 3.47% |
$18.2K - $23.3K
|
3.59K
$795K
|
|
May 13, 2022
Q1 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-130Closed |
$18.3K - $23.5K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-130- 9.95% |
$18.3K - $23.5K
|
1.18K
$260K
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
SELL
|
- |
-130- 0.83% |
$18.3K - $23.5K
|
15.5K
$3.43M
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-135Closed |
$19K - $24.4K
|
0
$0
|