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
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.09KNew |
$212K - $228K
|
1.09K
$257K
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
1.09K+ 2.05% |
$211K - $228K
|
54.4K
$12.8M
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.06KNew |
$206K - $222K
|
1.06K
$250K
|
|
|
Apr 18, 2024
Q1 2024
|
Oak Thistle LLC
|
BUY
|
- |
1.05KNew |
$204K - $220K
|
1.05K
$248K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
1.04KNew |
$201K - $217K
|
1.04K
$245K
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1.04K+ 3.76% |
$200K - $216K
|
28.5K
$6.72M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.02K+ 4.7% |
$198K - $214K
|
22.8K
$5.37M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
983New |
$190K - $205K
|
983
$232K
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
982New |
$190K - $205K
|
982
$231K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
951+ 19.04% |
$184K - $199K
|
5.95K
$1.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
948+ 75.3% |
$183K - $198K
|
2.21K
$520K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
941+ 1.73% |
$182K - $197K
|
55.4K
$13M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
936+ 6.08% |
$181K - $196K
|
16.3K
$3.85M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
926+ 14.26% |
$179K - $193K
|
7.42K
$1.75M
|
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
912+ 54.61% |
$177K - $191K
|
2.58K
$608K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
907+ 182.13% |
$176K - $190K
|
1.41K
$331K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
903+ 4.06% |
$175K - $189K
|
23.1K
$5.45M
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
882New |
$171K - $184K
|
882
$208K
|
|
|
May 08, 2024
Q1 2024
|
Unigestion Holding Sa
|
BUY
|
- |
880+ 20.3% |
$170K - $184K
|
5.22K
$1.23M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
871+ 15.42% |
$169K - $182K
|
6.52K
$1.54M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
864+ 2.78% |
$167K - $181K
|
32K
$7.53M
|
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
845+ 53.14% |
$164K - $177K
|
2.44K
$574K
|
|
|
May 07, 2024
Q1 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
839+ 8.36% |
$162K - $175K
|
10.9K
$2.56M
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
824+ 74.98% |
$159K - $172K
|
1.92K
$453K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
789+ 1578.0% |
$153K - $165K
|
839
$198K
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
779+ 4.13% |
$151K - $163K
|
19.6K
$4.63M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
772New |
$149K - $161K
|
772
$182K
|
|
|
Apr 29, 2024
Q1 2024
|
Palmer Knight CO
|
BUY
|
- |
772+ 2.58% |
$149K - $161K
|
30.7K
$7.24M
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
754+ 1.86% |
$146K - $158K
|
41.3K
$9.73M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
753+ 33.14% |
$146K - $157K
|
3.03K
$713K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
751+ 3.81% |
$145K - $157K
|
20.4K
$4.82M
|
|
|
May 13, 2024
Q1 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
744+ 2.18% |
$144K - $155K
|
34.9K
$8.23M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
742+ 4.55% |
$144K - $155K
|
17.1K
$4.02M
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
740+ 0.19% |
$143K - $155K
|
382K
$89.9M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
713+ 11.01% |
$138K - $149K
|
7.19K
$1.69M
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
708+ 7.36% |
$137K - $148K
|
10.3K
$2.43M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
679+ 8.88% |
$131K - $142K
|
8.33K
$1.96M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
631+ 48.88% |
$122K - $132K
|
1.92K
$453K
|
|
|
May 13, 2024
Q1 2024
|
Strs Ohio
|
BUY
|
- |
615+ 1.73% |
$119K - $129K
|
36.2K
$8.52M
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
600+ 9.76% |
$116K - $125K
|
6.75K
$1.59M
|
|
|
May 14, 2024
Q1 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
600+ 13.33% |
$116K - $125K
|
5.1K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
588+ 2.65% |
$114K - $123K
|
22.8K
$5.36M
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
584+ 1.32% |
$113K - $122K
|
44.9K
$10.6M
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
BUY
|
- |
559+ 1.16% |
$108K - $117K
|
48.7K
$11.5M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
550+ 14.34% |
$106K - $115K
|
4.39K
$1.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
517+ 258.5% |
$100K - $108K
|
717
$169K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
514+ 41.42% |
$99.5K - $107K
|
1.76K
$413K
|
|
|
May 13, 2024
Q1 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
510+ 15.63% |
$98.7K - $107K
|
3.77K
$889K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
508+ 2.65% |
$98.3K - $106K
|
19.7K
$4.64M
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
495+ 3.01% |
$95.8K - $103K
|
16.9K
$3.99M
|