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 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
329+ 2.55% |
$46K - $54.5K
|
13.2K
$3.35M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
324+ 7.92% |
$45.3K - $53.7K
|
4.42K
$1.12M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
319+ 18.33% |
$44.6K - $52.8K
|
2.06K
$521K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
311+ 383.95% |
$43.5K - $51.5K
|
392
$99.2K
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
300+ 5.5% |
$42K - $49.7K
|
5.75K
$1.45M
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
297+ 10.82% |
$41.6K - $49.2K
|
3.04K
$770K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
296+ 11.66% |
$41.4K - $49K
|
2.84K
$717K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
293+ 9.68% |
$41K - $48.5K
|
3.32K
$840K
|
|
|
Jul 21, 2023
Q2 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
275+ 0.43% |
$38.5K - $45.5K
|
63.6K
$16.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
270+ 0.88% |
$37.8K - $44.7K
|
30.8K
$7.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
265+ 0.89% |
$37.1K - $43.9K
|
30.1K
$7.63M
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
261+ 1.53% |
$36.5K - $43.2K
|
17.4K
$4.39M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
261+ 57.87% |
$36.5K - $43.2K
|
712
$180K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
261+ 57.87% |
$36.5K - $43.2K
|
712
$180K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
256+ 186.86% |
$35.8K - $42.4K
|
393
$99.4K
|
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
230+ 2.67% |
$32.2K - $38.1K
|
8.83K
$2.23M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
228+ 1.73% |
$31.9K - $37.8K
|
13.4K
$3.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
217+ 21.27% |
$30.4K - $35.9K
|
1.24K
$313K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
212+ 41.73% |
$29.7K - $35.1K
|
720
$182K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
206+ 0.74% |
$28.8K - $34.1K
|
28K
$7.08M
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
201+ 1.93% |
$28.1K - $33.3K
|
10.6K
$2.68M
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
200+ 4.74% |
$28K - $33.1K
|
4.42K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
200+ 0.38% |
$28K - $33.1K
|
52.9K
$13.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
198+ 0.84% |
$27.7K - $32.8K
|
23.7K
$6.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
185+ 0.35% |
$25.9K - $30.6K
|
52.6K
$13.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Northstar Group, Inc.
|
BUY
|
- |
185+ 0.59% |
$25.9K - $30.6K
|
31.7K
$8.02M
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
184+ 2.79% |
$25.7K - $30.5K
|
6.79K
$1.72M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
180+ 1.93% |
$25.2K - $29.8K
|
9.49K
$2.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
174+ 10.13% |
$24.3K - $28.8K
|
1.89K
$479K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
154+ 2.62% |
$21.6K - $25.5K
|
6.04K
$1.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
154+ 0.33% |
$21.6K - $25.5K
|
46.3K
$11.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
150+ 10.47% |
$21K - $24.8K
|
1.58K
$400K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
146+ 1.08% |
$20.4K - $24.2K
|
13.6K
$3.45M
|
|
|
Aug 03, 2023
Q2 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
145+ 1.96% |
$20.3K - $24K
|
7.54K
$1.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
140+ 9.92% |
$19.6K - $23.2K
|
1.55K
$392K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
138+ 3.31% |
$19.3K - $22.9K
|
4.31K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
135+ 8.28% |
$18.9K - $22.4K
|
1.77K
$447K
|
|
|
Jul 11, 2023
Q2 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
134New |
$18.8K - $22.2K
|
134
$33.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
133+ 0.79% |
$18.6K - $22K
|
17K
$4.29M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
128New |
$17.9K - $21.2K
|
128
$32.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
126+ 8.39% |
$17.6K - $20.9K
|
1.63K
$412K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
125+ 54.59% |
$17.5K - $20.7K
|
354
$89.6K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
120+ 5.62% |
$16.8K - $19.9K
|
2.26K
$571K
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
116+ 1.23% |
$16.2K - $19.2K
|
9.58K
$2.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
107+ 3.93% |
$15K - $17.7K
|
2.83K
$716K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
107+ 5.01% |
$15K - $17.7K
|
2.24K
$567K
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
106+ 7.42% |
$14.8K - $17.6K
|
1.54K
$388K
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
101+ 0.73% |
$14.1K - $16.7K
|
14K
$3.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
100+ 1.76% |
$14K - $16.6K
|
5.78K
$1.46M
|
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.31% |
$14K - $16.6K
|
32.5K
$8.21M
|