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 13, 2024
Q2 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-313- 0.41% |
$59.6K - $64.9K
|
76K
$17.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-329- 1.48% |
$62.7K - $68.2K
|
21.9K
$4.99M
|
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-329- 8.86% |
$62.7K - $68.2K
|
3.38K
$770K
|
|
|
Aug 12, 2024
Q2 2024
|
Mirabaud Asset Management LTD
London, X0 |
SELL
|
- |
-344- 5.19% |
$65.5K - $71.3K
|
6.28K
$1.43M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-375- 3.79% |
$71.4K - $77.7K
|
9.52K
$2.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-377- 4.61% |
$71.8K - $78.1K
|
7.8K
$1.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-398- 0.67% |
$75.8K - $82.5K
|
59.2K
$13.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-404- 53.37% |
$76.9K - $83.7K
|
353
$80.3K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-411- 10.99% |
$78.3K - $85.2K
|
3.33K
$757K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-412- 3.95% |
$78.5K - $85.4K
|
10K
$2.28M
|
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
SELL
|
- |
-416- 20.14% |
$79.2K - $86.2K
|
1.65K
$375K
|
|
|
Jul 09, 2024
Q2 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-470- 6.57% |
$89.5K - $97.4K
|
6.68K
$1.52M
|
|
|
Aug 08, 2024
Q2 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-495- 0.58% |
$94.3K - $103K
|
84.5K
$19.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-497- 7.66% |
$94.7K - $103K
|
5.99K
$1.36M
|
|
|
Jul 26, 2024
Q2 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-498- 25.83% |
$94.8K - $103K
|
1.43K
$325K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-505- 70.43% |
$96.2K - $105K
|
212
$48.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Southernsun Asset Management, LLC
Memphis, TN |
SELL
|
- |
-516- 1.06% |
$98.3K - $107K
|
48.1K
$11M
|
|
|
Aug 07, 2024
Q2 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-522- 0.98% |
$99.4K - $108K
|
52.7K
$12M
|
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-539- 3.49% |
$103K - $112K
|
14.9K
$3.39M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-553- 32.84% |
$105K - $115K
|
1.13K
$257K
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-561- 19.99% |
$107K - $116K
|
2.25K
$511K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-581- 17.6% |
$111K - $120K
|
2.72K
$619K
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-583- 10.04% |
$111K - $121K
|
5.23K
$1.19M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-606- 2.55% |
$115K - $126K
|
23.2K
$5.27M
|
|
|
Aug 01, 2024
Q2 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-616- 5.58% |
$117K - $128K
|
10.4K
$2.37M
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-624- 34.21% |
$119K - $129K
|
1.2K
$273K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-632- 1.32% |
$120K - $131K
|
47.2K
$10.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-634- 1.41% |
$121K - $131K
|
44.3K
$10.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-681- 2.47% |
$130K - $141K
|
26.9K
$6.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
SELL
|
- |
-690- 3.44% |
$131K - $143K
|
19.4K
$4.41M
|
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-692- 1.06% |
$132K - $143K
|
64.5K
$14.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-798- 1.64% |
$152K - $165K
|
47.9K
$10.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-803- 2.96% |
$153K - $166K
|
26.3K
$5.99M
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-804- 0.29% |
$153K - $167K
|
274K
$62.4M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-811- 8.65% |
$154K - $168K
|
8.56K
$1.95M
|
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-861- 5.08% |
$164K - $178K
|
16.1K
$3.66M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-872- 21.89% |
$166K - $181K
|
3.11K
$708K
|
|
|
Aug 14, 2024
Q2 2024
|
Unigestion Holding Sa
|
SELL
|
- |
-880- 16.87% |
$168K - $182K
|
4.34K
$986K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-891- 6.48% |
$170K - $185K
|
12.9K
$2.92M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-915- 17.18% |
$174K - $190K
|
4.41K
$1M
|
|
|
Aug 02, 2024
Q2 2024
|
Congress Asset Management CO
|
SELL
|
- |
-917- 1.07% |
$175K - $190K
|
84.7K
$19.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-925- 75.08% |
$176K - $192K
|
307
$69.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-942- 5.26% |
$179K - $195K
|
17K
$3.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-953- 16.18% |
$182K - $197K
|
4.94K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-972- 37.33% |
$185K - $201K
|
1.63K
$371K
|
|
|
Aug 14, 2024
Q2 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1K- 4.93% |
$190K - $207K
|
19.3K
$4.39M
|
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-1.01K- 41.56% |
$193K - $210K
|
1.42K
$324K
|
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.02K- 11.55% |
$193K - $210K
|
7.77K
$1.77M
|
|
|
Jul 15, 2024
Q2 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-1.03K- 24.92% |
$196K - $214K
|
3.11K
$707K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.04K- 34.88% |
$198K - $215K
|
1.94K
$441K
|