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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-3- 4.05% |
$399 - $461
|
71
$16.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-4- 1.57% |
$532 - $614
|
250
$59.7K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-5- 0.69% |
$665 - $768
|
717
$171K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6- 6.19% |
$798 - $921
|
91
$21.7K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-6- 14.29% |
$798 - $921
|
36
$8.59K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-7- 0.17% |
$931 - $1.08K
|
4.09K
$976K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-10- 3.62% |
$1.33K - $1.54K
|
266
$63.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-11- 1.44% |
$1.46K - $1.69K
|
754
$180K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-13- 0.31% |
$1.73K - $2K
|
4.19K
$999K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-14- 0.62% |
$1.86K - $2.15K
|
2.26K
$538K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-14- 1.8% |
$1.86K - $2.15K
|
762
$182K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-14- 0.11% |
$1.86K - $2.15K
|
12.6K
$3.01M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-16- 2.89% |
$2.13K - $2.46K
|
538
$128K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-17- 0.35% |
$2.26K - $2.61K
|
4.82K
$1.15M
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-18- 2.91% |
$2.39K - $2.76K
|
600
$143K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-18- 0.85% |
$2.39K - $2.76K
|
2.11K
$504K
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-20- 0.23% |
$2.66K - $3.07K
|
8.69K
$2.07M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-20- 0.73% |
$2.66K - $3.07K
|
2.73K
$650K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-21- 1.19% |
$2.79K - $3.23K
|
1.75K
$417K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-22- 70.97% |
$2.93K - $3.38K
|
9
$2.15K
|
|
|
Apr 28, 2023
Q1 2023
|
Eukles Asset Management
|
SELL
|
- |
-25- 0.69% |
$3.33K - $3.84K
|
3.59K
$857K
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-25- 0.13% |
$3.33K - $3.84K
|
19.7K
$4.7M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-27- 0.1% |
$3.59K - $4.15K
|
27.8K
$6.63M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-29- 1.86% |
$3.86K - $4.45K
|
1.53K
$364K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-29- 47.54% |
$3.86K - $4.45K
|
32
$7.64K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-30- 1.5% |
$3.99K - $4.61K
|
1.97K
$469K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-33- 3.96% |
$4.39K - $5.07K
|
800
$191K
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-33- 1.75% |
$4.39K - $5.07K
|
1.85K
$442K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-34- 40.96% |
$4.52K - $5.22K
|
49
$11.7K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-35- 9.28% |
$4.66K - $5.38K
|
342
$81.6K
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-36- 2.13% |
$4.79K - $5.53K
|
1.66K
$396K
|
|
|
May 01, 2023
Q1 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-43- 0.58% |
$5.72K - $6.6K
|
7.39K
$1.76M
|
|
|
Apr 25, 2023
Q1 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-43- 1.88% |
$5.72K - $6.6K
|
2.24K
$536K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-45- 66.18% |
$5.99K - $6.91K
|
23
$5.49K
|
|
|
Apr 21, 2023
Q1 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-50- 3.03% |
$6.65K - $7.68K
|
1.6K
$382K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-52Closed |
$6.92K - $7.99K
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-52- 2.5% |
$6.92K - $7.99K
|
2.03K
$484K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-59- 19.47% |
$7.85K - $9.06K
|
244
$58.2K
|
|
|
Apr 11, 2023
Q1 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-61- 0.37% |
$8.11K - $9.37K
|
16.5K
$3.95M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-62- 11.95% |
$8.25K - $9.52K
|
457
$109K
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-73- 2.23% |
$9.71K - $11.2K
|
3.21K
$765K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-76- 2.67% |
$10.1K - $11.7K
|
2.77K
$661K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-77- 5.19% |
$10.2K - $11.8K
|
1.41K
$336K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-77- 5.38% |
$10.2K - $11.8K
|
1.36K
$323K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-78- 1.51% |
$10.4K - $12K
|
5.09K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-79- 1.13% |
$10.5K - $12.1K
|
6.91K
$1.65M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-80- 3.98% |
$10.6K - $12.3K
|
1.93K
$461K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-87- 4.03% |
$11.6K - $13.4K
|
2.07K
$494K
|
|
|
Apr 19, 2023
Q1 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-90- 0.79% |
$12K - $13.8K
|
11.4K
$2.71M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-96- 17.36% |
$12.8K - $14.7K
|
457
$109K
|