Purchases and Sales Made in Q1 2024 in Broadridge Financial Solutions, Inc. (BR)
This table provides information about the institutional ownership of Broadridge Financial Solutions, Inc. (BR) during Q1 2024. 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 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-22- 1.75% |
$4.26K - $4.6K
|
1.24K
$302K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-22- 1.36% |
$4.26K - $4.6K
|
1.6K
$391K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-23- 0.22% |
$4.45K - $4.81K
|
10.5K
$2.56M
|
|
|
May 01, 2024
Q1 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-25- 0.5% |
$4.84K - $5.22K
|
4.99K
$1.22M
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-25- 1.41% |
$4.84K - $5.22K
|
1.75K
$427K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-25- 55.56% |
$4.84K - $5.22K
|
20
$4.88K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-25- 0.29% |
$4.84K - $5.22K
|
8.58K
$2.09M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-26- 92.86% |
$5.03K - $5.43K
|
2
$488
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-26- 1.51% |
$5.03K - $5.43K
|
1.7K
$414K
|
|
|
May 14, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-27- 13.11% |
$5.23K - $5.64K
|
179
$43.7K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-28- 2.14% |
$5.42K - $5.85K
|
1.28K
$312K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-32- 7.73% |
$6.19K - $6.69K
|
382
$93.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-34- 1.05% |
$6.58K - $7.1K
|
3.2K
$782K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-35- 39.77% |
$6.77K - $7.31K
|
53
$12.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-37- 12.98% |
$7.16K - $7.73K
|
248
$60.5K
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-39- 0.35% |
$7.55K - $8.15K
|
11.3K
$2.75M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-39- 0.81% |
$7.55K - $8.15K
|
4.75K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-40- 0.69% |
$7.74K - $8.36K
|
5.79K
$1.41M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-40- 3.7% |
$7.74K - $8.36K
|
1.04K
$254K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-45- 0.62% |
$8.71K - $9.4K
|
7.23K
$1.77M
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
SELL
|
- |
-46- 0.23% |
$8.9K - $9.61K
|
20.1K
$4.91M
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-47- 0.51% |
$9.1K - $9.82K
|
9.17K
$2.24M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-48- 0.39% |
$9.29K - $10K
|
12.4K
$3.03M
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-49- 0.14% |
$9.48K - $10.2K
|
35.5K
$8.67M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-49- 0.34% |
$9.48K - $10.2K
|
14.4K
$3.52M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-51- 2.43% |
$9.87K - $10.7K
|
2.05K
$500K
|
|
|
May 06, 2024
Q1 2024
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-51- 0.71% |
$9.87K - $10.7K
|
7.18K
$1.75M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-52- 1.19% |
$10.1K - $10.9K
|
4.31K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-52- 3.88% |
$10.1K - $10.9K
|
1.29K
$314K
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
SELL
|
- |
-54- 4.89% |
$10.5K - $11.3K
|
1.05K
$256K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-54- 72.0% |
$10.5K - $11.3K
|
21
$5.13K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-54- 0.2% |
$10.5K - $11.3K
|
27K
$6.58M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-59- 3.96% |
$11.4K - $12.3K
|
1.43K
$350K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-59- 23.69% |
$11.4K - $12.3K
|
190
$46.4K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-65- 0.32% |
$12.6K - $13.6K
|
20K
$4.88M
|
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-66- 5.66% |
$12.8K - $13.8K
|
1.1K
$269K
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-66- 1.58% |
$12.8K - $13.8K
|
4.12K
$1.01M
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
SELL
|
- |
-67- 4.13% |
$13K - $14K
|
1.55K
$379K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-68- 4.75% |
$13.2K - $14.2K
|
1.36K
$333K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-70- 0.47% |
$13.5K - $14.6K
|
14.9K
$3.64M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-72- 0.59% |
$13.9K - $15K
|
12.1K
$2.95M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-74- 1.43% |
$14.3K - $15.5K
|
5.1K
$1.25M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-77- 8.49% |
$14.9K - $16.1K
|
830
$203K
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-77- 0.78% |
$14.9K - $16.1K
|
9.8K
$2.39M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-78- 1.13% |
$15.1K - $16.3K
|
6.8K
$1.66M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-79- 0.84% |
$15.3K - $16.5K
|
9.36K
$2.29M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-80- 1.3% |
$15.5K - $16.7K
|
6.08K
$1.48M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-82- 4.38% |
$15.9K - $17.1K
|
1.79K
$437K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-84- 3.03% |
$16.3K - $17.6K
|
2.69K
$657K
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
SELL
|
- |
-85- 6.13% |
$16.5K - $17.8K
|
1.3K
$318K
|