Purchases and Sales Made in Q3 2021 in Broadridge Financial Solutions, Inc. (BR)
This table provides information about the institutional ownership of Broadridge Financial Solutions, Inc. (BR) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
419+ 3.0% |
$68.1K - $74.2K
|
14.4K
$3.3M
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
412+ 4.0% |
$67K - $72.9K
|
10.7K
$2.46M
|
|
Nov 09, 2021
Q3 2021
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
408+ 4.25% |
$66.3K - $72.2K
|
10K
$2.3M
|
|
Oct 25, 2021
Q3 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
398+ 21.63% |
$64.7K - $70.4K
|
2.24K
$514K
|
|
Feb 14, 2022
Q3 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
389New |
$63.2K - $68.8K
|
389
$89.3K
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
388+ 2.49% |
$63.1K - $68.7K
|
16K
$3.66M
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
365+ 16.11% |
$59.3K - $64.6K
|
2.63K
$604K
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
363+ 0.56% |
$59K - $64.2K
|
65.2K
$15M
|
|
Nov 15, 2021
Q3 2021
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
348+ 8.87% |
$56.6K - $61.6K
|
4.27K
$981K
|
|
Oct 22, 2021
Q3 2021
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
345+ 5.36% |
$56.1K - $61.1K
|
6.78K
$1.56M
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
340+ 17000.0% |
$55.3K - $60.2K
|
342
$78.6K
|
|
Nov 02, 2021
Q3 2021
|
Ing Groep Nv
|
BUY
|
- |
327+ 3.43% |
$53.1K - $57.9K
|
9.87K
$2.27M
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
326+ 5.81% |
$53K - $57.7K
|
5.94K
$1.36M
|
|
Nov 09, 2021
Q3 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
323+ 0.71% |
$52.5K - $57.2K
|
45.8K
$10.5M
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
305+ 17.9% |
$49.6K - $54K
|
2.01K
$461K
|
|
Oct 22, 2021
Q3 2021
|
Accurate Wealth Management, LLC
|
BUY
|
- |
301+ 17.99% |
$48.9K - $53.3K
|
1.97K
$453K
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
300+ 13.82% |
$48.8K - $53.1K
|
2.47K
$567K
|
|
Oct 29, 2021
Q3 2021
|
Jacobsen Capital Management
|
BUY
|
- |
298+ 3.56% |
$48.4K - $52.7K
|
8.68K
$1.99M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
285+ 2.97% |
$46.3K - $50.4K
|
9.87K
$2.27M
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
264+ 17.71% |
$42.9K - $46.7K
|
1.76K
$403K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
262+ 0.77% |
$42.6K - $46.4K
|
34.2K
$7.85M
|
|
Nov 12, 2021
Q3 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
260+ 3.47% |
$42.3K - $46K
|
7.76K
$1.78M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
249+ 6.51% |
$40.5K - $44.1K
|
4.07K
$936K
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
246New |
$40K - $43.5K
|
246
$56.5K
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
241+ 4.64% |
$39.2K - $42.7K
|
5.43K
$1.25M
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
237New |
$38.5K - $41.9K
|
237
$54.4K
|
|
Nov 12, 2021
Q3 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
229New |
$37.2K - $40.5K
|
229
$52.6K
|
|
Oct 20, 2021
Q3 2021
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
228+ 6.87% |
$37.1K - $40.4K
|
3.55K
$814K
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
226+ 13.62% |
$36.7K - $40K
|
1.89K
$433K
|
|
Oct 27, 2021
Q3 2021
|
Dearborn Partners LLC
|
BUY
|
- |
225+ 0.16% |
$36.6K - $39.8K
|
144K
$33.1M
|
|
Nov 12, 2021
Q3 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
220+ 2.52% |
$35.8K - $38.9K
|
8.94K
$2.05M
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
218+ 6.86% |
$35.4K - $38.6K
|
3.4K
$780K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
216+ 1.85% |
$35.1K - $38.2K
|
11.9K
$2.74M
|
|
Nov 12, 2021
Q3 2021
|
Ossiam
Paris, I0 |
BUY
|
- |
215+ 2.32% |
$34.9K - $38.1K
|
9.48K
$2.18M
|
|
Nov 12, 2021
Q3 2021
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
201+ 3.46% |
$32.7K - $35.6K
|
6.01K
$1.38M
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
199+ 14.9% |
$32.3K - $35.2K
|
1.54K
$353K
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
185+ 14.35% |
$30.1K - $32.7K
|
1.47K
$339K
|
|
Nov 12, 2021
Q3 2021
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
178+ 1.69% |
$28.9K - $31.5K
|
10.7K
$2.45M
|
|
Nov 09, 2021
Q3 2021
|
Progressive Investment Management Corp
|
BUY
|
- |
170+ 0.59% |
$27.6K - $30.1K
|
29.2K
$6.7M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
162+ 2.88% |
$26.3K - $28.7K
|
5.78K
$1.33M
|
|
Nov 05, 2021
Q3 2021
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
160+ 0.88% |
$26K - $28.3K
|
18.2K
$4.19M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
160+ 1.98% |
$26K - $28.3K
|
8.22K
$1.89M
|
|
Oct 14, 2021
Q3 2021
|
Newfound Research LLC
|
BUY
|
- |
157+ 28.86% |
$25.5K - $27.8K
|
701
$161K
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
145+ 5.72% |
$23.6K - $25.7K
|
2.68K
$615K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
145+ 2.84% |
$23.6K - $25.7K
|
5.25K
$1.21M
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
145New |
$23.6K - $25.7K
|
145
$33.3K
|
|
Nov 03, 2021
Q3 2021
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
133+ 3.41% |
$21.6K - $23.5K
|
4.03K
$927K
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
130+ 5.5% |
$21.1K - $23K
|
2.49K
$572K
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
121New |
$19.7K - $21.4K
|
121
$27.8K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
117+ 12.17% |
$19K - $20.7K
|
1.08K
$248K
|