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 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
24+ 47.06% |
$4.65K - $5.02K
|
75
$17.7K
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
23+ 1.36% |
$4.45K - $4.81K
|
1.71K
$404K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
21+ 2.79% |
$4.06K - $4.39K
|
775
$183K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
21+ 1.76% |
$4.06K - $4.39K
|
1.21K
$285K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
20+ 8.66% |
$3.87K - $4.18K
|
251
$59.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
20+ 40.82% |
$3.87K - $4.18K
|
69
$16.3K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
20+ 0.72% |
$3.87K - $4.18K
|
2.79K
$656K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
20+ 0.39% |
$3.87K - $4.18K
|
5.19K
$1.22M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
18+ 94.74% |
$3.48K - $3.76K
|
37
$8.72K
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
16+ 0.02% |
$3.1K - $3.34K
|
93K
$21.9M
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
15+ 0.34% |
$2.9K - $3.13K
|
4.48K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
15+ 1.53% |
$2.9K - $3.13K
|
993
$234K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
14+ 1.12% |
$2.71K - $2.93K
|
1.26K
$298K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
13+ 0.35% |
$2.52K - $2.72K
|
3.74K
$880K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
13+ 0.56% |
$2.52K - $2.72K
|
2.33K
$549K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
12+ 0.15% |
$2.32K - $2.51K
|
8.12K
$1.91M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
11New |
$2.13K - $2.3K
|
11
$2.59K
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
11+ 0.21% |
$2.13K - $2.3K
|
5.31K
$1.25M
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
11+ 1.01% |
$2.13K - $2.3K
|
1.1K
$259K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
11+ 0.35% |
$2.13K - $2.3K
|
3.17K
$746K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
10+ 1.84% |
$1.94K - $2.09K
|
554
$131K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
10+ 0.92% |
$1.94K - $2.09K
|
1.1K
$258K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
10+ 28.57% |
$1.94K - $2.09K
|
45
$10.6K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
10+ 0.72% |
$1.94K - $2.09K
|
1.4K
$329K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
8+ 3.28% |
$1.55K - $1.67K
|
252
$59.4K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
8+ 6.35% |
$1.55K - $1.67K
|
134
$31.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
8+ 1.95% |
$1.55K - $1.67K
|
418
$98.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
7+ 0.1% |
$1.35K - $1.46K
|
6.87K
$1.62M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7New |
$1.35K - $1.46K
|
7
$1.65K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
6+ 0.43% |
$1.16K - $1.25K
|
1.39K
$327K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6+ 1.53% |
$1.16K - $1.25K
|
398
$93.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
5+ 0.44% |
$968 - $1.04K
|
1.14K
$269K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
5+ 35.71% |
$968 - $1.04K
|
19
$4.48K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
5+ 3.03% |
$968 - $1.04K
|
170
$40K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4+ 0.37% |
$774 - $836
|
1.09K
$258K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3+ 20.0% |
$581 - $627
|
18
$4.24K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 0.83% |
$581 - $627
|
365
$86K
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3New |
$581 - $627
|
3
$707
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3New |
$581 - $627
|
3
$707
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2New |
$387 - $418
|
2
$471
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 66.67% |
$387 - $418
|
5
$1.18K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 3.85% |
$387 - $418
|
54
$12.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
2+ 1.37% |
$387 - $418
|
148
$34.9K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.2% |
$387 - $418
|
1.01K
$237K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$387 - $418
|
3.67K
$865K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
1New |
$194 - $209
|
1
$236
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 33.33% |
$194 - $209
|
4
$942
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.4% |
$194 - $209
|
253
$59.6K
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
1+ 0.07% |
$194 - $209
|
1.35K
$319K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.48% |
$194 - $209
|
210
$49.5K
|