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 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
100New |
$19.4K - $20.9K
|
100
$24.3K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
98+ 3.4% |
$19K - $20.5K
|
2.98K
$723K
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
91+ 0.35% |
$17.6K - $19K
|
25.9K
$6.28M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
87+ 73.73% |
$16.8K - $18.2K
|
205
$49.8K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
85+ 0.62% |
$16.5K - $17.8K
|
13.7K
$3.34M
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
80+ 0.63% |
$15.5K - $16.7K
|
12.8K
$3.11M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
77+ 5.15% |
$14.9K - $16.1K
|
1.57K
$382K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
73+ 4.45% |
$14.1K - $15.3K
|
1.71K
$416K
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
72New |
$13.9K - $15K
|
72
$17.5K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
72+ 4.35% |
$13.9K - $15K
|
1.73K
$420K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
71+ 14.82% |
$13.7K - $14.8K
|
550
$134K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
70+ 2.42% |
$13.5K - $14.6K
|
2.96K
$719K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
70+ 388.89% |
$13.5K - $14.6K
|
88
$21.4K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
69+ 1.69% |
$13.4K - $14.4K
|
4.16K
$1.01M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
69New |
$13.4K - $14.4K
|
69
$16.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
69+ 4.97% |
$13.4K - $14.4K
|
1.46K
$354K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
68+ 5.29% |
$13.2K - $14.2K
|
1.35K
$329K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
68New |
$13.2K - $14.2K
|
68
$16.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
65+ 0.25% |
$12.6K - $13.6K
|
26K
$6.31M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
63New |
$12.2K - $13.2K
|
63
$15.3K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
61+ 15.1% |
$11.8K - $12.7K
|
465
$113K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
59+ 4.45% |
$11.4K - $12.3K
|
1.39K
$336K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
57+ 4.67% |
$11K - $11.9K
|
1.28K
$310K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
56+ 5.1% |
$10.8K - $11.7K
|
1.16K
$280K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
55+ 0.23% |
$10.6K - $11.5K
|
24.3K
$5.91M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
55+ 10.26% |
$10.6K - $11.5K
|
591
$144K
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
55+ 3.6% |
$10.6K - $11.5K
|
1.58K
$384K
|
|
|
May 14, 2024
Q1 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
54+ 0.54% |
$10.5K - $11.3K
|
10K
$2.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
53New |
$10.3K - $11.1K
|
53
$12.9K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
52+ 0.96% |
$10.1K - $10.9K
|
5.47K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
52+ 5.1% |
$10.1K - $10.9K
|
1.07K
$260K
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
51+ 4.47% |
$9.87K - $10.7K
|
1.19K
$290K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
50+ 16.67% |
$9.68K - $10.4K
|
350
$85K
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
49+ 0.51% |
$9.48K - $10.2K
|
9.73K
$2.36M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
48New |
$9.29K - $10K
|
48
$11.7K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
48+ 0.09% |
$9.29K - $10K
|
52K
$12.6M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
43+ 9.25% |
$8.32K - $8.99K
|
508
$123K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
42+ 1.03% |
$8.13K - $8.78K
|
4.13K
$1M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
40+ 74.07% |
$7.74K - $8.36K
|
94
$22.8K
|
|
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
38+ 2.09% |
$7.36K - $7.94K
|
1.86K
$451K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
38+ 0.72% |
$7.36K - $7.94K
|
5.35K
$1.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Fcf Advisors LLC
|
BUY
|
- |
36+ 0.41% |
$6.97K - $7.52K
|
8.77K
$2.13M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
36+ 2.05% |
$6.97K - $7.52K
|
1.79K
$435K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
35+ 1.55% |
$6.77K - $7.31K
|
2.29K
$556K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
34+ 0.75% |
$6.58K - $7.1K
|
4.55K
$1.1M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
33+ 1.55% |
$6.39K - $6.9K
|
2.16K
$525K
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
33+ 0.69% |
$6.39K - $6.9K
|
4.79K
$1.16M
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
33+ 2.7% |
$6.39K - $6.9K
|
1.26K
$305K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
30+ 1.33% |
$5.81K - $6.27K
|
2.29K
$555K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
30New |
$5.81K - $6.27K
|
30
$7.28K
|