Purchases and Sales Made in Q2 2023 in Broadridge Financial Solutions, Inc. (BR)
This table provides information about the institutional ownership of Broadridge Financial Solutions, Inc. (BR) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-400- 21.83% |
$56K - $66.3K
|
1.43K
$350K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-406- 0.38% |
$56.8K - $67.2K
|
107K
$26M
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-408- 5.41% |
$57.1K - $67.6K
|
7.13K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-423- 2.21% |
$59.2K - $70.1K
|
18.7K
$4.57M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-425- 22.01% |
$59.5K - $70.4K
|
1.51K
$368K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-426- 16.8% |
$59.6K - $70.6K
|
2.11K
$515K
|
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-458- 2.9% |
$64.1K - $75.9K
|
15.3K
$3.75M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-474- 1.69% |
$66.3K - $78.5K
|
27.6K
$6.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-498- 4.46% |
$69.7K - $82.5K
|
10.7K
$2.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-500- 1.75% |
$70K - $82.8K
|
28K
$6.83M
|
|
|
Aug 02, 2023
Q2 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-515- 27.69% |
$72.1K - $85.3K
|
1.35K
$328K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-518- 0.77% |
$72.5K - $85.8K
|
66.5K
$16.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Tobam
|
SELL
|
- |
-521- 40.64% |
$72.9K - $86.3K
|
761
$186K
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-522- 0.76% |
$73K - $86.5K
|
67.9K
$16.6M
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-549- 0.64% |
$76.8K - $90.9K
|
84.8K
$20.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-563- 13.9% |
$78.8K - $93.2K
|
3.49K
$851K
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-568- 1.64% |
$79.5K - $94.1K
|
34K
$8.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
SELL
|
- |
-572- 2.21% |
$80K - $94.7K
|
25.3K
$6.18M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-598- 22.69% |
$83.7K - $99K
|
2.04K
$497K
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-599- 1.87% |
$83.8K - $99.2K
|
31.4K
$7.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-600- 2.9% |
$84K - $99.4K
|
20.1K
$4.9M
|
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-600Closed |
$84K - $99.4K
|
0
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-605- 57.84% |
$84.7K - $100K
|
441
$108K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-609- 5.49% |
$85.2K - $101K
|
10.5K
$2.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-613- 2.29% |
$85.8K - $102K
|
26.2K
$6.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-670- 1.08% |
$93.8K - $111K
|
61.2K
$14.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-673- 1.57% |
$94.2K - $111K
|
42.1K
$10.3M
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-700- 4.65% |
$98K - $116K
|
14.4K
$3.51M
|
|
|
Jun 14, 2024
Q2 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-715- 8.66% |
$100K - $118K
|
7.54K
$1.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-737- 13.69% |
$103K - $122K
|
4.65K
$1.13M
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-739- 29.63% |
$103K - $122K
|
1.76K
$428K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-739- 29.63% |
$103K - $122K
|
1.76K
$428K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-799- 6.89% |
$112K - $132K
|
10.8K
$2.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-805- 32.91% |
$113K - $133K
|
1.64K
$401K
|
|
|
Jul 27, 2023
Q2 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-847- 20.05% |
$119K - $140K
|
3.38K
$825K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-895- 14.59% |
$125K - $148K
|
5.24K
$1.28M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-952- 28.84% |
$133K - $158K
|
2.35K
$573K
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-1.05K- 8.71% |
$146K - $173K
|
11K
$2.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.09K- 14.4% |
$153K - $181K
|
6.48K
$1.58M
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.09K- 0.37% |
$153K - $181K
|
294K
$71.8M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.15K- 7.81% |
$161K - $191K
|
13.6K
$3.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.15K- 21.75% |
$161K - $191K
|
4.14K
$1.01M
|
|
|
Jul 20, 2023
Q2 2023
|
Alta Capital Management LLC
|
SELL
|
- |
-1.17K- 0.98% |
$164K - $194K
|
118K
$28.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.18K- 30.74% |
$165K - $195K
|
2.66K
$648K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.25K- 99.68% |
$175K - $207K
|
4
$976
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-1.28K- 2.4% |
$180K - $213K
|
52.3K
$12.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.3K- 17.5% |
$182K - $215K
|
6.13K
$1.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.31K- 12.21% |
$183K - $217K
|
9.43K
$2.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-1.5K- 2.61% |
$210K - $248K
|
56K
$13.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.56K- 2.02% |
$218K - $258K
|
75.8K
$18.5M
|