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 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.66K+ 55333.33% |
$221K - $255K
|
1.66K
$397K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.63KNew |
$217K - $250K
|
1.63K
$389K
|
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.62KNew |
$216K - $249K
|
1.62K
$388K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.62KNew |
$216K - $249K
|
1.62K
$387K
|
|
|
May 02, 2023
Q1 2023
|
Palmer Knight CO
|
BUY
|
- |
1.62K+ 4.79% |
$215K - $249K
|
35.4K
$8.45M
|
|
|
May 15, 2023
Q1 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
1.61K+ 13.06% |
$214K - $247K
|
14K
$3.33M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
1.58K+ 228.03% |
$210K - $242K
|
2.27K
$542K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.55KNew |
$206K - $238K
|
1.55K
$370K
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
1.54K+ 1.83% |
$204K - $236K
|
85.3K
$20.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.52KNew |
$202K - $233K
|
1.52K
$362K
|
|
|
May 15, 2023
Q1 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.49KNew |
$199K - $229K
|
1.49K
$357K
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.49K+ 2.93% |
$198K - $228K
|
52.1K
$12.4M
|
|
|
May 15, 2023
Q1 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
1.48KNew |
$196K - $227K
|
1.48K
$352K
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
1.47KNew |
$196K - $226K
|
1.47K
$351K
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.46KNew |
$194K - $224K
|
1.46K
$348K
|
|
|
May 09, 2023
Q1 2023
|
Hartford Investment Management CO
|
BUY
|
- |
1.45K+ 16.99% |
$193K - $223K
|
9.98K
$2.38M
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.44KNew |
$191K - $221K
|
1.44K
$343K
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.44KNew |
$191K - $221K
|
1.44K
$343K
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.43KNew |
$190K - $219K
|
1.43K
$341K
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.42K+ 5.08% |
$189K - $218K
|
29.3K
$7M
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.42K+ 5.08% |
$189K - $218K
|
29.3K
$7M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.42KNew |
$189K - $218K
|
1.42K
$338K
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.41KNew |
$188K - $217K
|
1.41K
$337K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
1.41KNew |
$188K - $217K
|
1.41K
$336K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.41KNew |
$187K - $216K
|
1.41K
$336K
|
|
|
May 12, 2023
Q1 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
1.41KNew |
$187K - $216K
|
1.41K
$336K
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.4K+ 9.2% |
$186K - $215K
|
16.6K
$3.97M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.39KNew |
$184K - $213K
|
1.39K
$331K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.38KNew |
$184K - $212K
|
1.38K
$330K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.38K+ 49.2% |
$183K - $211K
|
4.18K
$997K
|
|
|
May 08, 2023
Q1 2023
|
Harvey Investment CO LLC
|
BUY
|
- |
1.37KNew |
$182K - $210K
|
1.37K
$326K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.36K+ 42.89% |
$181K - $209K
|
4.53K
$1.08M
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
BUY
|
- |
1.36K+ 29.44% |
$180K - $208K
|
5.96K
$1.42M
|
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.33K+ 13.66% |
$177K - $204K
|
11.1K
$2.64M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.33K+ 4.44% |
$177K - $204K
|
31.2K
$7.45M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.29K+ 22.95% |
$171K - $198K
|
6.89K
$1.64M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.28K+ 6.87% |
$171K - $197K
|
20K
$4.77M
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.27K+ 10.89% |
$169K - $195K
|
12.9K
$3.08M
|
|
|
May 10, 2023
Q1 2023
|
Tredje Ap Fonden
|
BUY
|
- |
1.23K+ 5.2% |
$164K - $190K
|
24.9K
$5.95M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.22K+ 9.3% |
$162K - $187K
|
14.3K
$3.41M
|
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
1.21K+ 49.75% |
$161K - $186K
|
3.65K
$872K
|
|
|
Apr 24, 2023
Q1 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.2K+ 16.2% |
$160K - $184K
|
8.6K
$2.05M
|
|
|
May 10, 2023
Q1 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.2K+ 0.68% |
$159K - $184K
|
177K
$42.1M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.17K+ 8.61% |
$156K - $180K
|
14.7K
$3.52M
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.16K+ 9.03% |
$154K - $178K
|
14K
$3.33M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.14K+ 8.41% |
$152K - $176K
|
14.7K
$3.52M
|
|
|
May 12, 2023
Q1 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
1.1K+ 2.38% |
$146K - $169K
|
47.2K
$11.3M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.07K+ 12.76% |
$142K - $164K
|
9.45K
$2.25M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.05K+ 6.09% |
$140K - $162K
|
18.3K
$4.38M
|
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.03K+ 4.1% |
$137K - $158K
|
26.1K
$6.22M
|