Purchases and Sales Made in Q2 2024 in Broadridge Financial Solutions, Inc. (BR)
This table provides information about the institutional ownership of Broadridge Financial Solutions, Inc. (BR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2- 1.18% |
$381 - $414
|
168
$40.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2- 0.18% |
$381 - $414
|
1.09K
$265K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2- 15.38% |
$381 - $414
|
11
$2.67K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 5.41% |
$381 - $414
|
35
$8.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2- 0.09% |
$381 - $414
|
2.17K
$527K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 10.0% |
$381 - $414
|
18
$4.37K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-2- 0.19% |
$381 - $414
|
1.04K
$253K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3- 0.09% |
$571 - $622
|
3.2K
$777K
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-3- 0.29% |
$571 - $622
|
1.03K
$249K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3- 0.16% |
$571 - $622
|
1.87K
$453K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3- 0.23% |
$571 - $622
|
1.28K
$310K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4- 0.39% |
$762 - $829
|
1.02K
$246K
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-5- 0.29% |
$952 - $1.04K
|
1.71K
$415K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-5- 6.67% |
$952 - $1.04K
|
70
$17K
|
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
SELL
|
- |
-6- 0.16% |
$1.14K - $1.24K
|
3.63K
$882K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-6- 1.51% |
$1.14K - $1.24K
|
392
$95.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-6- 0.57% |
$1.14K - $1.24K
|
1.05K
$254K
|
|
|
Jul 24, 2024
Q2 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-7- 0.27% |
$1.33K - $1.45K
|
2.63K
$639K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
SELL
|
- |
-7- 0.02% |
$1.33K - $1.45K
|
32.4K
$7.86M
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-7- 0.54% |
$1.33K - $1.45K
|
1.28K
$311K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-8- 1.21% |
$1.52K - $1.66K
|
654
$159K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-8- 14.81% |
$1.52K - $1.66K
|
46
$11.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-8- 8.89% |
$1.52K - $1.66K
|
82
$19.9K
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-8- 0.22% |
$1.52K - $1.66K
|
3.67K
$890K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-8- 0.51% |
$1.52K - $1.66K
|
1.56K
$380K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-9- 0.94% |
$1.71K - $1.87K
|
948
$230K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-9- 0.09% |
$1.71K - $1.87K
|
10.2K
$2.47M
|
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-9- 0.42% |
$1.71K - $1.87K
|
2.12K
$514K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-9- 0.62% |
$1.71K - $1.87K
|
1.45K
$352K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-9- 0.82% |
$1.71K - $1.87K
|
1.09K
$263K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-10- 2.18% |
$1.9K - $2.07K
|
449
$109K
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-10- 0.34% |
$1.9K - $2.07K
|
2.96K
$718K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-12- 0.86% |
$2.29K - $2.49K
|
1.39K
$336K
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
SELL
|
- |
-12- 0.38% |
$2.29K - $2.49K
|
3.15K
$766K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-13- 2.35% |
$2.48K - $2.69K
|
541
$131K
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-13- 0.29% |
$2.48K - $2.69K
|
4.47K
$1.08M
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-15- 3.59% |
$2.86K - $3.11K
|
403
$97.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-16- 1.0% |
$3.05K - $3.32K
|
1.58K
$385K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-17- 4.18% |
$3.24K - $3.52K
|
390
$94.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-18- 1.63% |
$3.43K - $3.73K
|
1.09K
$264K
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-18- 0.89% |
$3.43K - $3.73K
|
2K
$485K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-18- 14.52% |
$3.43K - $3.73K
|
106
$25.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-19- 0.44% |
$3.62K - $3.94K
|
4.29K
$1.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-20- 0.62% |
$3.81K - $4.14K
|
3.19K
$774K
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
SELL
|
- |
-20- 1.03% |
$3.81K - $4.14K
|
1.92K
$467K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-21- 1.25% |
$4K - $4.35K
|
1.65K
$401K
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-22- 0.94% |
$4.19K - $4.56K
|
2.32K
$563K
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-22- 0.93% |
$4.19K - $4.56K
|
2.33K
$567K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
SELL
|
- |
-25- 3.7% |
$4.76K - $5.18K
|
650
$158K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-25- 1.62% |
$4.76K - $5.18K
|
1.52K
$369K
|