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 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
116+ 2.86% |
$18.9K - $20.5K
|
4.17K
$957K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
111New |
$18K - $19.6K
|
111
$25.5K
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
110+ 7.14% |
$17.9K - $19.5K
|
1.65K
$379K
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
105+ 6.99% |
$17.1K - $18.6K
|
1.61K
$369K
|
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
101+ 4.73% |
$16.4K - $17.9K
|
2.24K
$514K
|
|
|
Nov 16, 2021
Q3 2021
|
Adirondack Trust CO
|
BUY
|
- |
100New |
$16.3K - $17.7K
|
100
$23K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
100+ 3.85% |
$16.3K - $17.7K
|
2.7K
$619K
|
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
100New |
$16.3K - $17.7K
|
100
$23K
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
100+ 4.43% |
$16.3K - $17.7K
|
2.36K
$541K
|
|
|
Nov 12, 2021
Q3 2021
|
Empirical Finance, LLC
|
BUY
|
- |
96+ 7.74% |
$15.6K - $17K
|
1.34K
$307K
|
|
|
Nov 15, 2021
Q3 2021
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
90+ 1.59% |
$14.6K - $15.9K
|
5.75K
$1.32M
|
|
|
Nov 10, 2021
Q3 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
90+ 0.59% |
$14.6K - $15.9K
|
15.2K
$3.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Tobam
|
BUY
|
- |
85+ 22.08% |
$13.8K - $15K
|
470
$108K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
81New |
$13.2K - $14.3K
|
81
$18.6K
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
80+ 4.61% |
$13K - $14.2K
|
1.81K
$417K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
80+ 6.21% |
$13K - $14.2K
|
1.37K
$314K
|
|
|
Nov 05, 2021
Q3 2021
|
Griffin Asset Management, Inc.
|
BUY
|
- |
75+ 0.34% |
$12.2K - $13.3K
|
22.4K
$5.15M
|
|
|
Oct 28, 2021
Q3 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
74+ 1.08% |
$12K - $13.1K
|
6.9K
$1.58M
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
71+ 2.12% |
$11.5K - $12.6K
|
3.43K
$787K
|
|
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
BUY
|
- |
70+ 0.92% |
$11.4K - $12.4K
|
7.7K
$1.77M
|
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
69+ 1.02% |
$11.2K - $12.2K
|
6.83K
$1.57M
|
|
|
Nov 12, 2021
Q3 2021
|
Burney CO
Reston, VA |
BUY
|
- |
64+ 0.31% |
$10.4K - $11.3K
|
20.7K
$4.76M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
63+ 2.1% |
$10.2K - $11.2K
|
3.07K
$704K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
62+ 14.42% |
$10.1K - $11K
|
492
$113K
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
62+ 14.42% |
$10.1K - $11K
|
492
$113K
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
59+ 95.16% |
$9.59K - $10.4K
|
121
$27.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
57+ 10.25% |
$9.26K - $10.1K
|
613
$141K
|
|
|
Oct 26, 2021
Q3 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
55+ 0.27% |
$8.94K - $9.73K
|
20.3K
$4.67M
|
|
|
Oct 14, 2021
Q3 2021
|
Lantz Financial LLC
|
BUY
|
- |
53+ 0.48% |
$8.61K - $9.38K
|
11.1K
$2.55M
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
50+ 0.11% |
$8.13K - $8.85K
|
44.2K
$10.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
50+ 1.56% |
$8.13K - $8.85K
|
3.26K
$750K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
48+ 10.48% |
$7.8K - $8.5K
|
506
$116K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
43+ 3.02% |
$6.99K - $7.61K
|
1.47K
$337K
|
|
|
Oct 20, 2021
Q3 2021
|
Garrison Asset Management, LLC
|
BUY
|
- |
42+ 0.23% |
$6.83K - $7.43K
|
18.7K
$4.29M
|
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
41+ 1.48% |
$6.66K - $7.26K
|
2.81K
$645K
|
|
|
Nov 05, 2021
Q3 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
40+ 0.97% |
$6.5K - $7.08K
|
4.16K
$956K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
37+ 0.06% |
$6.01K - $6.55K
|
59.9K
$13.7M
|
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
36+ 2.07% |
$5.85K - $6.37K
|
1.78K
$408K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
36+ 0.98% |
$5.85K - $6.37K
|
3.73K
$856K
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
34New |
$5.53K - $6.02K
|
34
$7.81K
|
|
|
Nov 12, 2021
Q3 2021
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
31+ 2.45% |
$5.04K - $5.49K
|
1.3K
$298K
|
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
31+ 1.03% |
$5.04K - $5.49K
|
3.05K
$701K
|
|
|
Nov 12, 2021
Q3 2021
|
Southernsun Asset Management, LLC
Memphis, TN |
BUY
|
- |
29+ 0.04% |
$4.71K - $5.13K
|
79.5K
$18.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
28New |
$4.55K - $4.96K
|
28
$6.43K
|
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
BUY
|
- |
28+ 1.2% |
$4.55K - $4.96K
|
2.36K
$543K
|
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
BUY
|
- |
27+ 0.7% |
$4.39K - $4.78K
|
3.87K
$888K
|
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
27+ 0.61% |
$4.39K - $4.78K
|
4.43K
$1.02M
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
26+ 50.0% |
$4.23K - $4.6K
|
78
$17.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
25+ 0.9% |
$4.06K - $4.42K
|
2.81K
$646K
|
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
23New |
$3.74K - $4.07K
|
23
$5.28K
|