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 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
28+ 15.64% |
$5.42K - $5.85K
|
207
$50.3K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
24+ 0.82% |
$4.65K - $5.02K
|
2.97K
$721K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
24+ 1.45% |
$4.65K - $5.02K
|
1.67K
$406K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
24+ 0.77% |
$4.65K - $5.02K
|
3.14K
$763K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
24+ 47.06% |
$4.65K - $5.02K
|
75
$18.2K
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
23+ 1.36% |
$4.45K - $4.81K
|
1.71K
$416K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
21+ 2.79% |
$4.06K - $4.39K
|
775
$188K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
21+ 1.76% |
$4.06K - $4.39K
|
1.21K
$294K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
20+ 0.72% |
$3.87K - $4.18K
|
2.79K
$676K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
20+ 8.66% |
$3.87K - $4.18K
|
251
$61K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
20+ 0.39% |
$3.87K - $4.18K
|
5.19K
$1.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
20+ 40.82% |
$3.87K - $4.18K
|
69
$16.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
18+ 94.74% |
$3.48K - $3.76K
|
37
$8.98K
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
16+ 0.02% |
$3.1K - $3.34K
|
93K
$22.6M
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
15+ 0.34% |
$2.9K - $3.13K
|
4.48K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
15+ 1.53% |
$2.9K - $3.13K
|
993
$241K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
14+ 1.12% |
$2.71K - $2.93K
|
1.26K
$307K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
13+ 0.56% |
$2.52K - $2.72K
|
2.33K
$566K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
13+ 0.35% |
$2.52K - $2.72K
|
3.74K
$907K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
12+ 0.15% |
$2.32K - $2.51K
|
8.12K
$1.97M
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
11+ 1.01% |
$2.13K - $2.3K
|
1.1K
$267K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
11+ 0.35% |
$2.13K - $2.3K
|
3.17K
$769K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
11New |
$2.13K - $2.3K
|
11
$2.67K
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
11+ 0.21% |
$2.13K - $2.3K
|
5.31K
$1.29M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
10+ 0.92% |
$1.94K - $2.09K
|
1.1K
$266K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
10+ 1.84% |
$1.94K - $2.09K
|
554
$135K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
10+ 0.72% |
$1.94K - $2.09K
|
1.4K
$339K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
10+ 28.57% |
$1.94K - $2.09K
|
45
$10.9K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
8+ 1.95% |
$1.55K - $1.67K
|
418
$102K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
8+ 6.35% |
$1.55K - $1.67K
|
134
$32.5K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
8+ 3.28% |
$1.55K - $1.67K
|
252
$61.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
7+ 0.1% |
$1.35K - $1.46K
|
6.87K
$1.67M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7New |
$1.35K - $1.46K
|
7
$1.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6+ 1.53% |
$1.16K - $1.25K
|
398
$96.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
6+ 0.43% |
$1.16K - $1.25K
|
1.39K
$337K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
5+ 35.71% |
$968 - $1.04K
|
19
$4.61K
|
|
|
Apr 17, 2024
Q1 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
5+ 0.44% |
$968 - $1.04K
|
1.14K
$277K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
5+ 3.03% |
$968 - $1.04K
|
170
$41.3K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4+ 0.37% |
$774 - $836
|
1.09K
$266K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3New |
$581 - $627
|
3
$728
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 0.83% |
$581 - $627
|
365
$88.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3+ 20.0% |
$581 - $627
|
18
$4.37K
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3New |
$581 - $627
|
3
$728
|
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
2+ 1.37% |
$387 - $418
|
148
$35.9K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2New |
$387 - $418
|
2
$486
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.2% |
$387 - $418
|
1.01K
$244K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 3.85% |
$387 - $418
|
54
$13.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$387 - $418
|
3.67K
$892K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 66.67% |
$387 - $418
|
5
$1.21K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.06% |
$194 - $209
|
1.56K
$378K
|