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
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-248- 0.98% |
$48K - $51.8K
|
25.1K
$6.14M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-261- 12.52% |
$50.5K - $54.5K
|
1.82K
$445K
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-263- 3.72% |
$50.9K - $55K
|
6.81K
$1.66M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-281- 39.52% |
$54.4K - $58.7K
|
430
$105K
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-286- 4.42% |
$55.4K - $59.8K
|
6.18K
$1.51M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-296- 2.94% |
$57.3K - $61.9K
|
9.76K
$2.38M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-297- 0.97% |
$57.5K - $62.1K
|
30.2K
$7.38M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-300- 1.91% |
$58.1K - $62.7K
|
15.4K
$3.77M
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-303- 3.82% |
$58.6K - $63.3K
|
7.62K
$1.86M
|
|
|
May 02, 2024
Q1 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-304- 0.36% |
$58.8K - $63.5K
|
85K
$20.8M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-304- 7.25% |
$58.8K - $63.5K
|
3.89K
$949K
|
|
|
Apr 18, 2024
Q1 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-315- 0.5% |
$61K - $65.8K
|
62.5K
$15.2M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-318- 9.0% |
$61.6K - $66.4K
|
3.22K
$785K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-320- 71.75% |
$61.9K - $66.9K
|
126
$30.8K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-326- 1.23% |
$63.1K - $68.1K
|
26.2K
$6.4M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-327- 5.8% |
$63.3K - $68.3K
|
5.31K
$1.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-342- 7.91% |
$66.2K - $71.5K
|
3.98K
$972K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-344- 0.09% |
$66.6K - $71.9K
|
399K
$97.3M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-350- 1.44% |
$67.7K - $73.1K
|
24K
$5.86M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-355- 17.05% |
$68.7K - $74.2K
|
1.73K
$422K
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-370- 1.26% |
$71.6K - $77.3K
|
28.9K
$7.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-373- 19.87% |
$72.2K - $77.9K
|
1.5K
$367K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-379- 1.67% |
$73.4K - $79.2K
|
22.3K
$5.44M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-389- 24.0% |
$75.3K - $81.3K
|
1.23K
$301K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-407- 3.76% |
$78.8K - $85K
|
10.4K
$2.54M
|
|
|
May 28, 2025
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-412- 2.97% |
$79.7K - $86.1K
|
13.5K
$3.29M
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-417- 0.64% |
$80.7K - $87.1K
|
64.4K
$15.7M
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-451- 0.84% |
$87.3K - $94.2K
|
53.5K
$13.1M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-468- 3.39% |
$90.6K - $97.8K
|
13.3K
$3.25M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-469- 4.98% |
$90.8K - $98K
|
8.94K
$2.18M
|
|
|
May 14, 2024
Q1 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-470- 13.86% |
$91K - $98.2K
|
2.92K
$713K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-474- 22.06% |
$91.7K - $99K
|
1.68K
$409K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-474- 29.79% |
$91.7K - $99K
|
1.12K
$273K
|
|
|
Apr 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-474- 19.54% |
$91.7K - $99K
|
1.95K
$476K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-483- 18.18% |
$93.5K - $101K
|
2.17K
$531K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-485- 21.24% |
$93.9K - $101K
|
1.8K
$439K
|
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-495- 11.0% |
$95.8K - $103K
|
4.01K
$978K
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-498- 0.76% |
$96.4K - $104K
|
65.2K
$15.9M
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
SELL
|
- |
-500- 2.43% |
$96.8K - $104K
|
20.1K
$4.9M
|
|
|
May 28, 2024
Q1 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-530- 5.24% |
$103K - $111K
|
9.59K
$2.34M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-532- 1.37% |
$103K - $111K
|
38.3K
$9.34M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-573Closed |
$111K - $120K
|
0
$0
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-575- 7.71% |
$111K - $120K
|
6.88K
$1.68M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-600- 3.25% |
$116K - $125K
|
17.8K
$4.36M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-600- 21.65% |
$116K - $125K
|
2.17K
$530K
|
|
|
Apr 19, 2024
Q1 2024
|
Fruth Investment Management
|
SELL
|
- |
-600- 5.1% |
$116K - $125K
|
11.2K
$2.72M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-604- 44.38% |
$117K - $126K
|
757
$185K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-605- 2.15% |
$117K - $126K
|
27.5K
$6.72M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-606- 32.9% |
$117K - $127K
|
1.24K
$302K
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-609- 8.16% |
$118K - $127K
|
6.86K
$1.67M
|