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
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
20+ 0.02% |
$3.25K - $3.54K
|
96.9K
$22.3M
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
20+ 0.92% |
$3.25K - $3.54K
|
2.19K
$502K
|
|
Oct 08, 2021
Q3 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
18New |
$2.93K - $3.19K
|
18
$4.13K
|
|
May 09, 2023
Q3 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
16New |
$2.6K - $2.83K
|
16
$3.68K
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
16+ 0.81% |
$2.6K - $2.83K
|
2K
$459K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
13New |
$2.11K - $2.3K
|
13
$2.99K
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
13New |
$2.11K - $2.3K
|
13
$2.99K
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
12New |
$1.95K - $2.12K
|
12
$2.76K
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
12+ 1.12% |
$1.95K - $2.12K
|
1.08K
$249K
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
BUY
|
- |
11+ 8.59% |
$1.79K - $1.95K
|
139
$31.9K
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
11+ 0.1% |
$1.79K - $1.95K
|
11.4K
$2.61M
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10+ 1.42% |
$1.63K - $1.77K
|
715
$164K
|
|
Nov 01, 2021
Q3 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
9+ 0.58% |
$1.46K - $1.59K
|
1.57K
$361K
|
|
Nov 12, 2021
Q3 2021
|
Profund Advisors LLC
|
BUY
|
- |
9+ 0.55% |
$1.46K - $1.59K
|
1.66K
$381K
|
|
Nov 10, 2021
Q3 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
9+ 0.06% |
$1.46K - $1.59K
|
14.6K
$3.34M
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
5+ 0.09% |
$813 - $885
|
5.66K
$1.3M
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 16.67% |
$813 - $885
|
35
$8.04K
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
5+ 1.45% |
$813 - $885
|
349
$80.2K
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
5+ 2.56% |
$813 - $885
|
200
$45.9K
|
|
Nov 15, 2021
Q3 2021
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
4+ 0.23% |
$650 - $708
|
1.73K
$397K
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
3New |
$488 - $531
|
3
$689
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3New |
$488 - $531
|
3
$689
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
3New |
$488 - $531
|
3
$689
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
2+ 0.04% |
$325 - $354
|
5.28K
$1.21M
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
2+ 0.14% |
$325 - $354
|
1.43K
$329K
|
|
Nov 10, 2021
Q3 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2+ 0.09% |
$325 - $354
|
2.31K
$532K
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1+ 0.06% |
$163 - $177
|
1.78K
$409K
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1+ 0.1% |
$163 - $177
|
1.01K
$232K
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.41% |
$163 - $177
|
242
$55.6K
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Securities, LLC
|
BUY
|
- |
1+ 0.01% |
$163 - $177
|
15.6K
$3.59M
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1+ 1.72% |
$163 - $177
|
59
$13.6K
|
|
Nov 12, 2021
Q3 2021
|
Cordasco Financial Network
|
BUY
|
- |
1+ 0.34% |
$163 - $177
|
298
$68.4K
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Nov 22, 2024
Q3 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-1- 0.07% |
$163 - $177
|
1.41K
$324K
|
|
Oct 26, 2021
Q3 2021
|
West End Advisors, LLC
|
SELL
|
- |
-1Closed |
$163 - $177
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
SELL
|
- |
-1- 0.05% |
$163 - $177
|
2.06K
$474K
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-1- 0.08% |
$163 - $177
|
1.27K
$292K
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 3.7% |
$163 - $177
|
26
$5.97K
|
|
Nov 12, 2021
Q3 2021
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-3- -0.0% |
$488 - $531
|
73.1K
$16.8M
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3- 0.11% |
$488 - $531
|
2.64K
$606K
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3- 0.07% |
$488 - $531
|
4.05K
$930K
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-4Closed |
$650 - $708
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-4- 0.15% |
$650 - $708
|
2.61K
$599K
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6- 10.71% |
$975 - $1.06K
|
50
$11.5K
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7- 0.45% |
$1.14K - $1.24K
|
1.53K
$352K
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-8Closed |
$1.3K - $1.42K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-8- 4.82% |
$1.3K - $1.42K
|
158
$36.3K
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-9- 0.44% |
$1.46K - $1.59K
|
2.05K
$470K
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-10- 2.3% |
$1.63K - $1.77K
|
425
$97.6K
|