Purchases and Sales Made in Q1 2023 in Broadridge Financial Solutions, Inc. (BR)
This table provides information about the institutional ownership of Broadridge Financial Solutions, Inc. (BR) during Q1 2023. 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 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-96- 5.84% |
$12.8K - $14.7K
|
1.55K
$370K
|
|
|
Apr 27, 2023
Q1 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-99- 1.27% |
$13.2K - $15.2K
|
7.68K
$1.83M
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-100- 2.93% |
$13.3K - $15.4K
|
3.31K
$790K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-100- 4.91% |
$13.3K - $15.4K
|
1.94K
$462K
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-100- 1.33% |
$13.3K - $15.4K
|
7.43K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-101- 1.45% |
$13.4K - $15.5K
|
6.87K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-114- 0.52% |
$15.2K - $17.5K
|
21.9K
$5.23M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-116- 1.35% |
$15.4K - $17.8K
|
8.45K
$2.02M
|
|
|
May 15, 2023
Q1 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-125- 5.7% |
$16.6K - $19.2K
|
2.07K
$494K
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-133- 3.21% |
$17.7K - $20.4K
|
4.02K
$958K
|
|
|
May 24, 2024
Q1 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-135- 0.73% |
$18K - $20.7K
|
18.4K
$4.38M
|
|
|
Apr 28, 2023
Q1 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-135- 0.73% |
$18K - $20.7K
|
18.4K
$4.38M
|
|
|
Feb 13, 2024
Q1 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-140- 0.15% |
$18.6K - $21.5K
|
93K
$22.2M
|
|
|
May 11, 2023
Q1 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-140- 0.15% |
$18.6K - $21.5K
|
93K
$22.2M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-150- 66.67% |
$20K - $23K
|
75
$17.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-151- 6.22% |
$20.1K - $23.2K
|
2.28K
$544K
|
|
|
Apr 27, 2023
Q1 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-155- 0.13% |
$20.6K - $23.8K
|
123K
$29.4M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-160Closed |
$21.3K - $24.6K
|
0
$0
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-166- 5.46% |
$22.1K - $25.5K
|
2.88K
$686K
|
|
|
May 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-172- 10.28% |
$22.9K - $26.4K
|
1.5K
$358K
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-173- 3.67% |
$23K - $26.6K
|
4.54K
$1.08M
|
|
|
Apr 25, 2023
Q1 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-175- 2.27% |
$23.3K - $26.9K
|
7.54K
$1.8M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-183- 2.96% |
$24.3K - $28.1K
|
5.99K
$1.43M
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-192- 8.5% |
$25.5K - $29.5K
|
2.07K
$493K
|
|
|
May 15, 2023
Q1 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-193- 1.8% |
$25.7K - $29.6K
|
10.5K
$2.52M
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-200- 3.54% |
$26.6K - $30.7K
|
5.45K
$1.3M
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-200- 1.31% |
$26.6K - $30.7K
|
15.1K
$3.59M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-200- 2.89% |
$26.6K - $30.7K
|
6.72K
$1.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-202- 50.12% |
$26.9K - $31K
|
201
$48K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-206- 0.73% |
$27.4K - $31.6K
|
28K
$6.69M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-214- 9.18% |
$28.5K - $32.9K
|
2.12K
$505K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-250- 17.95% |
$33.3K - $38.4K
|
1.14K
$273K
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-252- 1.53% |
$33.5K - $38.7K
|
16.2K
$3.88M
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-257- 3.96% |
$34.2K - $39.5K
|
6.24K
$1.49M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-262- 6.02% |
$34.9K - $40.2K
|
4.09K
$976K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-267- 2.74% |
$35.5K - $41K
|
9.49K
$2.26M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-272- 4.18% |
$36.2K - $41.8K
|
6.24K
$1.49M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-279- 6.78% |
$37.1K - $42.8K
|
3.84K
$915K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-300- 6.9% |
$39.9K - $46.1K
|
4.05K
$966K
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-311- 1.93% |
$41.4K - $47.8K
|
15.8K
$3.77M
|
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-320- 10.0% |
$42.6K - $49.1K
|
2.88K
$688K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-323- 0.51% |
$43K - $49.6K
|
63.5K
$15.2M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-323- 79.95% |
$43K - $49.6K
|
81
$19.3K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-324- 41.81% |
$43.1K - $49.8K
|
451
$108K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-337- 8.47% |
$44.8K - $51.8K
|
3.64K
$869K
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-343- 0.98% |
$45.6K - $52.7K
|
34.6K
$8.25M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-351- 6.02% |
$46.7K - $53.9K
|
5.48K
$1.31M
|
|
|
May 03, 2023
Q1 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-359- 0.99% |
$47.8K - $55.1K
|
35.8K
$8.54M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-368- 2.72% |
$49K - $56.5K
|
13.2K
$3.15M
|
|
|
Apr 11, 2023
Q1 2023
|
Meyer Handelman CO
|
SELL
|
- |
-375- 4.69% |
$49.9K - $57.6K
|
7.63K
$1.82M
|