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
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
167+ 1.25% |
$22.2K - $25.6K
|
13.5K
$3.23M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
164+ 35.34% |
$21.8K - $25.2K
|
628
$150K
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
157+ 5.29% |
$20.9K - $24.1K
|
3.13K
$746K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
156+ 6.29% |
$20.8K - $24K
|
2.64K
$629K
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
152New |
$20.2K - $23.3K
|
152
$36.3K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
152+ 7.4% |
$20.2K - $23.3K
|
2.21K
$527K
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
151+ 1.47% |
$20.1K - $23.2K
|
10.5K
$2.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
BUY
|
- |
149+ 5.67% |
$19.8K - $22.9K
|
2.78K
$662K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
142+ 16.17% |
$18.9K - $21.8K
|
1.02K
$243K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
141+ 1.99% |
$18.8K - $21.7K
|
7.21K
$1.72M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
136+ 2.98% |
$18.1K - $20.9K
|
4.7K
$1.12M
|
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
136+ 0.63% |
$18.1K - $20.9K
|
21.9K
$5.21M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
135+ 586.96% |
$18K - $20.7K
|
158
$37.7K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
132+ 64.08% |
$17.6K - $20.3K
|
338
$80.7K
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
127+ 1.07% |
$16.9K - $19.5K
|
12K
$2.86M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
127+ 0.47% |
$16.9K - $19.5K
|
26.9K
$6.42M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
126+ 2.33% |
$16.8K - $19.4K
|
5.53K
$1.32M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
121+ 1.08% |
$16.1K - $18.6K
|
11.3K
$2.69M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
120New |
$16K - $18.4K
|
120
$28.6K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
114+ 1.78% |
$15.2K - $17.5K
|
6.53K
$1.56M
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
112New |
$14.9K - $17.2K
|
112
$26.7K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
108New |
$14.4K - $16.6K
|
108
$25.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
100New |
$13.3K - $15.4K
|
100
$23.9K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 1.32% |
$13.3K - $15.4K
|
7.7K
$1.84M
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
100+ 1.03% |
$13.3K - $15.4K
|
9.77K
$2.33M
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
100+ 0.73% |
$13.3K - $15.4K
|
13.9K
$3.31M
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
96+ 0.3% |
$12.8K - $14.7K
|
32.6K
$7.77M
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
91+ 3.81% |
$12.1K - $14K
|
2.48K
$592K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
89+ 0.97% |
$11.8K - $13.7K
|
9.31K
$2.22M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
86+ 1.97% |
$11.4K - $13.2K
|
4.46K
$1.06M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
75+ 0.12% |
$9.98K - $11.5K
|
63.3K
$15.1M
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
73+ 1.72% |
$9.71K - $11.2K
|
4.33K
$1.03M
|
|
|
May 10, 2023
Q1 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
66+ 0.92% |
$8.78K - $10.1K
|
7.22K
$1.72M
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
64+ 0.32% |
$8.51K - $9.83K
|
20K
$4.76M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
62+ 3.69% |
$8.25K - $9.52K
|
1.74K
$415K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
59+ 6.55% |
$7.85K - $9.06K
|
960
$229K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
53+ 2.18% |
$7.05K - $8.14K
|
2.48K
$593K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
53+ 1.32% |
$7.05K - $8.14K
|
4.06K
$969K
|
|
|
May 22, 2023
Q1 2023
|
University Of Texas
|
BUY
|
- |
45New |
$5.99K - $6.91K
|
45
$10.7K
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
BUY
|
- |
39+ 0.12% |
$5.19K - $5.99K
|
32.8K
$7.83M
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
37New |
$4.92K - $5.68K
|
37
$8.83K
|
|
|
Apr 20, 2023
Q1 2023
|
Ami Asset Management Corp
|
BUY
|
- |
37+ 1.32% |
$4.92K - $5.68K
|
2.84K
$677K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
34+ 0.2% |
$4.52K - $5.22K
|
16.8K
$4.02M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
33+ 5.36% |
$4.39K - $5.07K
|
649
$155K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
31+ 4.86% |
$4.12K - $4.76K
|
669
$160K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
30New |
$3.99K - $4.61K
|
30
$7.16K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
25New |
$3.33K - $3.84K
|
25
$5.97K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
23+ 3.87% |
$3.06K - $3.53K
|
618
$147K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
22+ 95.65% |
$2.93K - $3.38K
|
45
$10.7K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
22+ 25.0% |
$2.93K - $3.38K
|
110
$26.3K
|