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 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-659- 0.74% |
$128K - $138K
|
88.1K
$21.2M
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-670- 1.48% |
$130K - $140K
|
44.5K
$10.7M
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-671- 1.38% |
$130K - $140K
|
47.9K
$11.5M
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-691- 22.5% |
$134K - $144K
|
2.38K
$571K
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-705- 1.09% |
$136K - $147K
|
63.9K
$15.3M
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-768- 7.02% |
$149K - $160K
|
10.2K
$2.44M
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-790- 1.53% |
$153K - $165K
|
50.7K
$12.2M
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-795- 19.25% |
$154K - $166K
|
3.34K
$801K
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-800- 11.85% |
$155K - $167K
|
5.95K
$1.43M
|
|
May 15, 2024
Q1 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-800- 29.31% |
$155K - $167K
|
1.93K
$463K
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-812- 33.79% |
$157K - $170K
|
1.59K
$382K
|
|
May 08, 2024
Q1 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-852- 1.84% |
$165K - $178K
|
45.4K
$10.9M
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-854- 7.38% |
$165K - $178K
|
10.7K
$2.57M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-863- 57.42% |
$167K - $180K
|
640
$154K
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-873- 19.97% |
$169K - $182K
|
3.5K
$840K
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-900- 69.18% |
$174K - $188K
|
401
$96.3K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-902- 4.47% |
$175K - $188K
|
19.3K
$4.62M
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-925- 14.8% |
$179K - $193K
|
5.33K
$1.28M
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-970- 24.08% |
$188K - $203K
|
3.06K
$734K
|
|
Apr 11, 2024
Q1 2024
|
Meyer Handelman CO
|
SELL
|
- |
-990- 11.51% |
$192K - $207K
|
7.61K
$1.83M
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.03K- 91.78% |
$199K - $215K
|
92
$22.1K
|
|
May 10, 2024
Q1 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-1.04K- 7.3% |
$201K - $216K
|
13.1K
$3.16M
|
|
May 15, 2024
Q1 2024
|
Qsv Equity Investors LLC
Naperville, IL |
SELL
|
- |
-1.08K- 40.44% |
$209K - $225K
|
1.59K
$381K
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.08K- 0.81% |
$209K - $226K
|
133K
$31.9M
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.09K- 2.56% |
$212K - $229K
|
41.6K
$9.99M
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.1K- 3.64% |
$213K - $230K
|
29.1K
$6.98M
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.13K- 5.51% |
$219K - $236K
|
19.3K
$4.65M
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.21K- 6.1% |
$235K - $253K
|
18.6K
$4.48M
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.21K- 68.9% |
$235K - $254K
|
548
$132K
|
|
May 13, 2024
Q1 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-1.26K- 0.7% |
$244K - $264K
|
179K
$42.9M
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-1.29K- 39.53% |
$250K - $270K
|
1.98K
$475K
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1.42K- 48.3% |
$276K - $298K
|
1.52K
$366K
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.46K- 18.39% |
$283K - $305K
|
6.49K
$1.56M
|
|
Apr 22, 2024
Q1 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-1.47K- 21.85% |
$285K - $307K
|
5.26K
$1.26M
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.49K- 22.72% |
$289K - $312K
|
5.07K
$1.22M
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-1.5K- 12.0% |
$290K - $313K
|
11K
$2.64M
|
|
May 15, 2024
Q1 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-1.55K- 1.99% |
$301K - $325K
|
76.3K
$18.3M
|
|
May 08, 2024
Q1 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-1.56K- 3.17% |
$302K - $326K
|
47.6K
$11.4M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.6K- 0.24% |
$310K - $334K
|
663K
$159M
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.64K- 13.48% |
$317K - $342K
|
10.5K
$2.52M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.68K- 94.55% |
$326K - $352K
|
97
$23.3K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.76K- 21.61% |
$341K - $368K
|
6.39K
$1.53M
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.82K- 17.12% |
$351K - $379K
|
8.79K
$2.11M
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.91K- 15.46% |
$370K - $400K
|
10.5K
$2.51M
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-2.1K- 52.8% |
$406K - $438K
|
1.87K
$450K
|
|
Apr 16, 2024
Q1 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-2.1K- 5.01% |
$406K - $438K
|
39.7K
$9.54M
|
|
Apr 11, 2024
Q1 2024
|
Congress Asset Management CO
|
SELL
|
- |
-2.19K- 2.49% |
$423K - $457K
|
85.7K
$20.6M
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-2.2K- 71.6% |
$425K - $459K
|
872
$209K
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-2.23K- 50.26% |
$432K - $467K
|
2.21K
$531K
|
|
Apr 25, 2024
Q1 2024
|
Alta Capital Management LLC
|
SELL
|
- |
-2.35K- 2.57% |
$455K - $492K
|
89.2K
$21.4M
|