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 |
---|---|---|---|---|---|---|---|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
1K+ 3.02% |
$133K - $154K
|
34.2K
$8.16M
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1K+ 0.01% |
$133K - $154K
|
14.2M
$3.39B
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
995+ 0.86% |
$132K - $153K
|
117K
$27.9M
|
|
Apr 26, 2023
Q1 2023
|
Tributary Capital Management, LLC
|
BUY
|
- |
968+ 29.7% |
$129K - $149K
|
4.23K
$1.01M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
955+ 1.86% |
$127K - $147K
|
52.4K
$12.5M
|
|
May 08, 2023
Q1 2023
|
Suncoast Equity Management
|
BUY
|
- |
945+ 5.79% |
$126K - $145K
|
17.3K
$4.12M
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
940+ 9.34% |
$125K - $144K
|
11K
$2.63M
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
906+ 4.21% |
$121K - $139K
|
22.4K
$5.35M
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
BUY
|
- |
905+ 0.65% |
$120K - $139K
|
140K
$33.5M
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
894+ 55.88% |
$119K - $137K
|
2.49K
$595K
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
893+ 12.63% |
$119K - $137K
|
7.96K
$1.9M
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
879+ 945.16% |
$117K - $135K
|
972
$232K
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
870+ 1.68% |
$116K - $134K
|
52.7K
$12.6M
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
866+ 6.64% |
$115K - $133K
|
13.9K
$3.32M
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
865+ 3.63% |
$115K - $133K
|
24.7K
$5.89M
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
855+ 129.74% |
$114K - $131K
|
1.51K
$361K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
843New |
$112K - $129K
|
843
$201K
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
826+ 1.18% |
$110K - $127K
|
70.6K
$16.9M
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
805+ 1.92% |
$107K - $124K
|
42.8K
$10.2M
|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
801+ 3.08% |
$107K - $123K
|
26.8K
$6.4M
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
795+ 1.7% |
$106K - $122K
|
47.5K
$11.3M
|
|
May 12, 2023
Q1 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
784+ 1.89% |
$104K - $120K
|
42.3K
$10.1M
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
776New |
$103K - $119K
|
776
$185K
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
774+ 46.29% |
$103K - $119K
|
2.45K
$584K
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
735+ 2.07% |
$97.8K - $113K
|
36.2K
$8.64M
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
731+ 1.57% |
$97.2K - $112K
|
47.2K
$11.3M
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
720+ 15.44% |
$95.8K - $111K
|
5.38K
$1.28M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
701+ 7.3% |
$93.3K - $108K
|
10.3K
$2.46M
|
|
Apr 19, 2023
Q1 2023
|
Wendell David Associates Inc
|
BUY
|
- |
697+ 0.67% |
$92.7K - $107K
|
105K
$25.2M
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
696+ 5.07% |
$92.6K - $107K
|
14.4K
$3.44M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
693New |
$92.2K - $106K
|
693
$165K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
688+ 3.66% |
$91.5K - $106K
|
19.5K
$4.65M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
670+ 14.48% |
$89.1K - $103K
|
5.3K
$1.26M
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
657+ 3.19% |
$87.4K - $101K
|
21.2K
$5.07M
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
634+ 33.28% |
$84.3K - $97.4K
|
2.54K
$606K
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
627+ 7.19% |
$83.4K - $96.3K
|
9.35K
$2.23M
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
617+ 2.44% |
$82.1K - $94.8K
|
25.9K
$6.18M
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
613+ 20.36% |
$81.5K - $94.1K
|
3.62K
$865K
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
600New |
$79.8K - $92.1K
|
600
$143K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
591+ 3.32% |
$78.6K - $90.8K
|
18.4K
$4.39M
|
|
May 09, 2023
Q1 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
590+ 8.63% |
$78.5K - $90.6K
|
7.43K
$1.77M
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
589+ 13.26% |
$78.4K - $90.5K
|
5.03K
$1.2M
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
588New |
$78.2K - $90.3K
|
588
$140K
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
580+ 1.85% |
$77.2K - $89.1K
|
32K
$7.64M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
570+ 23.45% |
$75.8K - $87.5K
|
3K
$716K
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
568New |
$75.6K - $87.2K
|
568
$136K
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
568+ 1.89% |
$75.6K - $87.2K
|
30.5K
$7.29M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
549+ 3.79% |
$73K - $84.3K
|
15K
$3.58M
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
541+ 3.19% |
$72K - $83.1K
|
17.5K
$4.18M
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
538+ 1.24% |
$71.6K - $82.6K
|
44.1K
$10.5M
|