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
|
Princeton Global Asset Management LLC
|
BUY
|
- |
495+ 3.24% |
$95.8K - $103K
|
15.8K
$3.72M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
494+ 88.06% |
$95.6K - $103K
|
1.06K
$249K
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
BUY
|
- |
491+ 1.55% |
$95K - $103K
|
32.3K
$7.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
490+ 6.84% |
$94.8K - $102K
|
7.65K
$1.8M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
459+ 0.1% |
$88.8K - $95.9K
|
440K
$104M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
453New |
$87.7K - $94.7K
|
453
$107K
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
445+ 4.06% |
$86.1K - $93K
|
11.4K
$2.69M
|
|
|
May 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
437+ 4.24% |
$84.6K - $91.3K
|
10.8K
$2.53M
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
435+ 13.27% |
$84.2K - $90.9K
|
3.71K
$874K
|
|
|
May 07, 2024
Q1 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
428+ 28.53% |
$82.8K - $89.4K
|
1.93K
$454K
|
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
412+ 10.54% |
$79.7K - $86.1K
|
4.32K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
406+ 2.99% |
$78.6K - $84.8K
|
14K
$3.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Walter Public Investments Inc.
Westmount, Z4 |
BUY
|
- |
401+ 0.52% |
$77.6K - $83.8K
|
78K
$18.4M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
401+ 5.7% |
$77.6K - $83.8K
|
7.43K
$1.75M
|
|
|
Apr 25, 2024
Q1 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
400+ 1.39% |
$77.4K - $83.6K
|
29.1K
$6.86M
|
|
|
May 14, 2024
Q1 2024
|
1623 Capital LLC
Alexandria, VA |
BUY
|
- |
400+ 0.66% |
$77.4K - $83.6K
|
61.4K
$14.5M
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
395+ 25.52% |
$76.5K - $82.5K
|
1.94K
$458K
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
394+ 4.74% |
$76.3K - $82.3K
|
8.71K
$2.05M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
390+ 34.67% |
$75.5K - $81.5K
|
1.52K
$357K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
388+ 22.39% |
$75.1K - $81.1K
|
2.12K
$500K
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
386+ 3.54% |
$74.7K - $80.7K
|
11.3K
$2.66M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
375New |
$72.6K - $78.4K
|
375
$88.3K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
374+ 23.43% |
$72.4K - $78.2K
|
1.97K
$464K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
373+ 4.82% |
$72.2K - $77.9K
|
8.11K
$1.91M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
372+ 5.75% |
$72K - $77.7K
|
6.84K
$1.61M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
367+ 3.63% |
$71K - $76.7K
|
10.5K
$2.47M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
359+ 0.58% |
$69.5K - $75K
|
62.8K
$14.8M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
350+ 3.01% |
$67.7K - $73.1K
|
12K
$2.82M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
338+ 3.03% |
$65.4K - $70.6K
|
11.5K
$2.7M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
327+ 3.61% |
$63.3K - $68.3K
|
9.37K
$2.21M
|
|
|
May 15, 2024
Q1 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
322+ 0.01% |
$62.3K - $67.3K
|
2.65M
$624M
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
320+ 10.21% |
$61.9K - $66.9K
|
3.46K
$814K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
310+ 0.29% |
$60K - $64.8K
|
109K
$25.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
309+ 10.33% |
$59.8K - $64.6K
|
3.3K
$778K
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
300+ 22.57% |
$58.1K - $62.7K
|
1.63K
$384K
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
299+ 17.74% |
$57.9K - $62.5K
|
1.98K
$467K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
290+ 18.78% |
$56.1K - $60.6K
|
1.83K
$432K
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
286+ 1.49% |
$55.4K - $59.8K
|
19.5K
$4.58M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
279+ 21.97% |
$54K - $58.3K
|
1.55K
$365K
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
BUY
|
- |
271+ 0.26% |
$52.5K - $56.6K
|
106K
$24.9M
|
|
|
May 15, 2024
Q1 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
262+ 0.55% |
$50.7K - $54.7K
|
47.8K
$11.3M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
261+ 7.61% |
$50.5K - $54.5K
|
3.69K
$869K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
260+ 12.66% |
$50.3K - $54.3K
|
2.31K
$545K
|
|
|
May 08, 2024
Q1 2024
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
250+ 1.47% |
$48.4K - $52.2K
|
17.2K
$4.05M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
249+ 0.47% |
$48.2K - $52K
|
53K
$12.5M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
247+ 10.27% |
$47.8K - $51.6K
|
2.65K
$625K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
244+ 120.2% |
$47.2K - $51K
|
447
$105K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
243+ 2.35% |
$47K - $50.8K
|
10.6K
$2.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
243+ 4.02% |
$47K - $50.8K
|
6.28K
$1.48M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
225+ 1.86% |
$43.6K - $47K
|
12.3K
$2.9M
|