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 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
534+ 0.61% |
$71K - $82K
|
88.2K
$21.1M
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
495New |
$65.8K - $76K
|
495
$118K
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
459+ 1.05% |
$61.1K - $70.5K
|
44.1K
$10.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
BUY
|
- |
445+ 1.43% |
$59.2K - $68.3K
|
31.5K
$7.52M
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
435+ 8.7% |
$57.9K - $66.8K
|
5.44K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
434+ 0.5% |
$57.7K - $66.7K
|
87.1K
$20.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
423+ 497.65% |
$56.3K - $65K
|
508
$121K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
423+ 22.58% |
$56.3K - $65K
|
2.3K
$548K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
404+ 9.01% |
$53.7K - $62K
|
4.89K
$1.17M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
403+ 0.25% |
$53.6K - $61.9K
|
160K
$38.3M
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
400+ 1.25% |
$53.2K - $61.4K
|
32.4K
$7.72M
|
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
400+ 4.38% |
$53.2K - $61.4K
|
9.53K
$2.27M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
397+ 2205.56% |
$52.8K - $61K
|
415
$99K
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
396+ 4.73% |
$52.7K - $60.8K
|
8.78K
$2.09M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
395+ 3.02% |
$52.5K - $60.7K
|
13.5K
$3.22M
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
388New |
$51.6K - $59.6K
|
388
$92.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
373+ 2.25% |
$49.6K - $57.3K
|
17K
$4.05M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
371New |
$49.4K - $57K
|
371
$88.5K
|
|
|
Apr 06, 2023
Q1 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
367+ 21.0% |
$48.8K - $56.4K
|
2.12K
$505K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
362+ 21.13% |
$48.2K - $55.6K
|
2.08K
$495K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
360+ 52.48% |
$47.9K - $55.3K
|
1.05K
$250K
|
|
|
May 03, 2023
Q1 2023
|
Tobam
|
BUY
|
- |
357+ 38.59% |
$47.5K - $54.8K
|
1.28K
$306K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
341+ 104.92% |
$45.4K - $52.4K
|
666
$159K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
328+ 2.12% |
$43.6K - $50.4K
|
15.8K
$3.77M
|
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
306+ 15.36% |
$40.7K - $47K
|
2.3K
$548K
|
|
|
Apr 19, 2023
Q1 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
298+ 4.19% |
$39.6K - $45.8K
|
7.41K
$1.77M
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
297+ 3.53% |
$39.5K - $45.6K
|
8.72K
$2.08M
|
|
|
May 04, 2023
Q1 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
288+ 3.94% |
$38.3K - $44.2K
|
7.6K
$1.81M
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
285+ 1.47% |
$37.9K - $43.8K
|
19.7K
$4.71M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
283+ 5.05% |
$37.6K - $43.5K
|
5.89K
$1.41M
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
277+ 7.02% |
$36.8K - $42.5K
|
4.22K
$1.01M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
269+ 3.68% |
$35.8K - $41.3K
|
7.58K
$1.81M
|
|
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
266+ 15.52% |
$35.4K - $40.9K
|
1.98K
$473K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
253+ 10.23% |
$33.7K - $38.9K
|
2.73K
$650K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
252New |
$33.5K - $38.7K
|
252
$60.1K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
251+ 3.37% |
$33.4K - $38.5K
|
7.71K
$1.84M
|
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
245+ 3.42% |
$32.6K - $37.6K
|
7.41K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
240+ 3.44% |
$31.9K - $36.9K
|
7.21K
$1.72M
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
227+ 3.56% |
$30.2K - $34.9K
|
6.6K
$1.58M
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
226+ 0.03% |
$30.1K - $34.7K
|
817K
$195M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
224+ 6.88% |
$29.8K - $34.4K
|
3.48K
$831K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
216+ 1.97% |
$28.7K - $33.2K
|
11.2K
$2.67M
|
|
|
May 12, 2023
Q1 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
206New |
$27.4K - $31.6K
|
206
$49.2K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
206+ 4.86% |
$27.4K - $31.6K
|
4.45K
$1.06M
|
|
|
Apr 10, 2023
Q1 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
199New |
$26.5K - $30.6K
|
199
$47.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
183+ 4.59% |
$24.3K - $28.1K
|
4.17K
$995K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
179+ 1.97% |
$23.8K - $27.5K
|
9.29K
$2.22M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
176+ 82.63% |
$23.4K - $27K
|
389
$92.8K
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
174+ 10.49% |
$23.1K - $26.7K
|
1.83K
$437K
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
BUY
|
- |
169+ 6.23% |
$22.5K - $26K
|
2.88K
$687K
|