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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-94- 8.23% |
$18.2K - $19.6K
|
1.05K
$252K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-98- 0.31% |
$19K - $20.5K
|
31.5K
$7.57M
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-98- 4.02% |
$19K - $20.5K
|
2.34K
$562K
|
|
|
Apr 19, 2024
Q1 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-99- 3.62% |
$19.2K - $20.7K
|
2.64K
$634K
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-100- 3.73% |
$19.4K - $20.9K
|
2.58K
$619K
|
|
|
Apr 19, 2024
Q1 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-100- 7.69% |
$19.4K - $20.9K
|
1.2K
$288K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-101- 5.77% |
$19.5K - $21.1K
|
1.65K
$396K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-103- 5.76% |
$19.9K - $21.5K
|
1.68K
$404K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
SELL
|
- |
-104- 0.32% |
$20.1K - $21.7K
|
32.4K
$7.77M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-105- 49.07% |
$20.3K - $21.9K
|
109
$26.2K
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-108- 0.48% |
$20.9K - $22.6K
|
22.5K
$5.41M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-111- 4.74% |
$21.5K - $23.2K
|
2.23K
$536K
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-115- 8.65% |
$22.3K - $24K
|
1.22K
$292K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-116- 4.8% |
$22.5K - $24.2K
|
2.3K
$552K
|
|
|
May 15, 2024
Q1 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-117- 0.5% |
$22.6K - $24.4K
|
23.5K
$5.63M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-120- 9.8% |
$23.2K - $25.1K
|
1.1K
$265K
|
|
|
May 01, 2024
Q1 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-120- 3.34% |
$23.2K - $25.1K
|
3.48K
$835K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-121- 10.61% |
$23.4K - $25.3K
|
1.02K
$245K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-124- 70.45% |
$24K - $25.9K
|
52
$12.5K
|
|
|
May 15, 2024
Q1 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-125- 1.12% |
$24.2K - $26.1K
|
11K
$2.65M
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-126- 5.59% |
$24.4K - $26.3K
|
2.13K
$511K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-133- 7.93% |
$25.7K - $27.8K
|
1.54K
$371K
|
|
|
May 10, 2024
Q1 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-136- 0.75% |
$26.3K - $28.4K
|
17.9K
$4.3M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-141- 6.21% |
$27.3K - $29.5K
|
2.13K
$511K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-146- 3.16% |
$28.3K - $30.5K
|
4.47K
$1.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-150- 4.76% |
$29K - $31.3K
|
3K
$720K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-157- 3.98% |
$30.4K - $32.8K
|
3.79K
$910K
|
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-168- 10.17% |
$32.5K - $35.1K
|
1.48K
$356K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-171- 9.14% |
$33.1K - $35.7K
|
1.7K
$408K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-179- 6.07% |
$34.6K - $37.4K
|
2.77K
$665K
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-180- 15.15% |
$34.8K - $37.6K
|
1.01K
$242K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-185- 4.34% |
$35.8K - $38.7K
|
4.07K
$978K
|
|
|
May 13, 2024
Q1 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-186- 0.77% |
$36K - $38.9K
|
23.8K
$5.72M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-194- 13.76% |
$37.6K - $40.5K
|
1.22K
$292K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-195- 5.39% |
$37.7K - $40.7K
|
3.42K
$822K
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-199- 0.4% |
$38.5K - $41.6K
|
49.2K
$11.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-200- 2.87% |
$38.7K - $41.8K
|
6.77K
$1.63M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 2.82% |
$38.7K - $41.8K
|
6.9K
$1.66M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-208- 1.22% |
$40.3K - $43.5K
|
16.9K
$4.05M
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-217- 0.19% |
$42K - $45.3K
|
114K
$27.3M
|
|
|
May 02, 2024
Q1 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-221- 0.65% |
$42.8K - $46.2K
|
33.6K
$8.06M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-222- 10.4% |
$43K - $46.4K
|
1.91K
$459K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-225- 1.38% |
$43.6K - $47K
|
16K
$3.85M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-226- 0.7% |
$43.7K - $47.2K
|
32.3K
$7.75M
|
|
|
May 14, 2024
Q1 2024
|
Bell Asset Management LTD
Melbourne, C3 |
SELL
|
- |
-227- 0.57% |
$43.9K - $47.4K
|
39.7K
$9.53M
|
|
|
May 15, 2024
Q1 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-248- 0.98% |
$48K - $51.8K
|
25.1K
$6.04M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-261- 12.52% |
$50.5K - $54.5K
|
1.82K
$438K
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-263- 3.72% |
$50.9K - $55K
|
6.81K
$1.63M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-281- 39.52% |
$54.4K - $58.7K
|
430
$103K
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-286- 4.42% |
$55.4K - $59.8K
|
6.18K
$1.48M
|