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 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
220+ 4.98% |
$42.6K - $46K
|
4.64K
$1.09M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
217+ 114.21% |
$42K - $45.3K
|
407
$95.9K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
215+ 0.87% |
$41.6K - $44.9K
|
24.8K
$5.84M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
215+ 63.05% |
$41.6K - $44.9K
|
556
$131K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
213+ 119.66% |
$41.2K - $44.5K
|
391
$92.1K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
205+ 6.9% |
$39.7K - $42.8K
|
3.18K
$748K
|
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
205+ 16.32% |
$39.7K - $42.8K
|
1.46K
$344K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
204+ 55.28% |
$39.5K - $42.6K
|
573
$135K
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
200+ 3.1% |
$38.7K - $41.8K
|
6.66K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
197+ 11.79% |
$38.1K - $41.2K
|
1.87K
$440K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
196+ 6.68% |
$37.9K - $41K
|
3.13K
$737K
|
|
|
May 14, 2024
Q1 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
194+ 0.83% |
$37.6K - $40.5K
|
23.6K
$5.56M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
190New |
$36.8K - $39.7K
|
190
$44.8K
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
187+ 1.41% |
$36.2K - $39.1K
|
13.5K
$3.17M
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
184+ 9.0% |
$35.6K - $38.4K
|
2.23K
$525K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
183+ 4.64% |
$35.4K - $38.2K
|
4.13K
$973K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
179+ 6.47% |
$34.6K - $37.4K
|
2.95K
$694K
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
174+ 2.97% |
$33.7K - $36.4K
|
6.03K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
168+ 157.01% |
$32.5K - $35.1K
|
275
$64.8K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
167+ 4.75% |
$32.3K - $34.9K
|
3.69K
$868K
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
165+ 0.31% |
$31.9K - $34.5K
|
53.8K
$12.7M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
165New |
$31.9K - $34.5K
|
165
$38.9K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
156+ 3.63% |
$30.2K - $32.6K
|
4.46K
$1.05M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
155New |
$30K - $32.4K
|
155
$36.5K
|
|
|
May 13, 2024
Q1 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
152+ 3.09% |
$29.4K - $31.8K
|
5.06K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
150+ 0.56% |
$29K - $31.3K
|
27.2K
$6.4M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
149+ 6.39% |
$28.8K - $31.1K
|
2.48K
$584K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
147+ 13.36% |
$28.5K - $30.7K
|
1.25K
$294K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
138+ 1380.0% |
$26.7K - $28.8K
|
148
$34.9K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
135+ 69.23% |
$26.1K - $28.2K
|
330
$77.7K
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
132+ 8.85% |
$25.5K - $27.6K
|
1.62K
$382K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
129+ 10.75% |
$25K - $27K
|
1.33K
$313K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
127+ 8.4% |
$24.6K - $26.5K
|
1.64K
$386K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
125+ 5.74% |
$24.2K - $26.1K
|
2.3K
$542K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
124New |
$24K - $25.9K
|
124
$29.2K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
124+ 30.47% |
$24K - $25.9K
|
531
$125K
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
123+ 1.53% |
$23.8K - $25.7K
|
8.18K
$1.93M
|
|
|
May 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
122+ 0.24% |
$23.6K - $25.5K
|
51.2K
$12.1M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
120+ 16.24% |
$23.2K - $25.1K
|
859
$202K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
120+ 32.97% |
$23.2K - $25.1K
|
484
$114K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
114+ 6.99% |
$22.1K - $23.8K
|
1.74K
$411K
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
113+ 0.55% |
$21.9K - $23.6K
|
20.7K
$4.88M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
109+ 1.58% |
$21.1K - $22.8K
|
7.01K
$1.65M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
103+ 1.83% |
$19.9K - $21.5K
|
5.74K
$1.35M
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
100New |
$19.4K - $20.9K
|
100
$23.6K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
100New |
$19.4K - $20.9K
|
100
$23.6K
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.31% |
$19.4K - $20.9K
|
32.3K
$7.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
100+ 1.44% |
$19.4K - $20.9K
|
7.06K
$1.66M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
98+ 3.4% |
$19K - $20.5K
|
2.98K
$702K
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
91+ 0.35% |
$17.6K - $19K
|
25.9K
$6.09M
|