Purchases and Sales Made in Q3 2022 in Broadridge Financial Solutions, Inc. (BR)
This table provides information about the institutional ownership of Broadridge Financial Solutions, Inc. (BR) during Q3 2022. 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 04, 2022
Q3 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
787+ 1.11% |
$114K - $144K
|
71.8K
$16.3M
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
758+ 10.09% |
$109K - $139K
|
8.27K
$1.88M
|
|
Nov 09, 2022
Q3 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
719+ 15.9% |
$104K - $132K
|
5.24K
$1.19M
|
|
Nov 14, 2022
Q3 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
684+ 7.31% |
$98.7K - $125K
|
10K
$2.28M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
667+ 6.45% |
$96.3K - $122K
|
11K
$2.5M
|
|
Nov 14, 2022
Q3 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
641+ 20.49% |
$92.5K - $117K
|
3.77K
$857K
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
628+ 17.73% |
$90.6K - $115K
|
4.17K
$948K
|
|
Nov 07, 2022
Q3 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
612+ 22.95% |
$88.3K - $112K
|
3.28K
$745K
|
|
Nov 15, 2022
Q3 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
587+ 1.0% |
$84.7K - $108K
|
59.2K
$13.5M
|
|
Oct 26, 2022
Q3 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
582+ 8.21% |
$84K - $107K
|
7.67K
$1.74M
|
|
Nov 14, 2022
Q3 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
560+ 6.04% |
$80.8K - $103K
|
9.84K
$2.24M
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
557+ 21.68% |
$80.4K - $102K
|
3.13K
$711K
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
BUY
|
- |
550+ 7.88% |
$79.4K - $101K
|
7.53K
$1.71M
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
522+ 1.49% |
$75.3K - $95.6K
|
35.7K
$8.11M
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
502+ 0.17% |
$72.4K - $92K
|
296K
$67.3M
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
500New |
$72.2K - $91.6K
|
500
$114K
|
|
Nov 16, 2022
Q3 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
476+ 5.47% |
$68.7K - $87.2K
|
9.18K
$2.09M
|
|
Nov 04, 2022
Q3 2022
|
Empirical Finance, LLC
|
BUY
|
- |
465+ 20.61% |
$67.1K - $85.2K
|
2.72K
$619K
|
|
Oct 04, 2022
Q3 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
452+ 22.08% |
$65.2K - $82.8K
|
2.5K
$568K
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
444+ 28.37% |
$64.1K - $81.3K
|
2.01K
$457K
|
|
Nov 10, 2022
Q3 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
432+ 1.01% |
$62.3K - $79.2K
|
43.1K
$9.81M
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
429+ 2.82% |
$61.9K - $78.6K
|
15.6K
$3.55M
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
423+ 11.86% |
$61K - $77.5K
|
3.99K
$907K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
417New |
$60.2K - $76.4K
|
417
$94.8K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
411+ 99.76% |
$59.3K - $75.3K
|
823
$187K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
409+ 14.69% |
$59K - $74.9K
|
3.19K
$726K
|
|
Oct 05, 2022
Q3 2022
|
Bath Savings Trust CO
|
BUY
|
- |
406+ 0.38% |
$58.6K - $74.4K
|
107K
$24.4M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
394+ 3.17% |
$56.9K - $72.2K
|
12.8K
$2.91M
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
392+ 3.13% |
$56.6K - $71.8K
|
12.9K
$2.94M
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
383+ 4.09% |
$55.3K - $70.2K
|
9.75K
$2.22M
|
|
Nov 14, 2022
Q3 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
375New |
$54.1K - $68.7K
|
375
$85.3K
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
374+ 13.49% |
$54K - $68.5K
|
3.15K
$715K
|
|
Nov 10, 2022
Q3 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
372+ 22.96% |
$53.7K - $68.2K
|
1.99K
$453K
|
|
Nov 14, 2022
Q3 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
369+ 2.91% |
$53.3K - $67.6K
|
13K
$2.96M
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
365+ 20.95% |
$52.7K - $66.9K
|
2.11K
$479K
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
353+ 39.71% |
$50.9K - $64.7K
|
1.24K
$282K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
352+ 13.2% |
$50.8K - $64.5K
|
3.02K
$686K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
350+ 12.86% |
$50.5K - $64.1K
|
3.07K
$698K
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
338+ 3.8% |
$48.8K - $61.9K
|
9.24K
$2.1M
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
334+ 14.53% |
$48.2K - $61.2K
|
2.63K
$598K
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
324+ 1.84% |
$46.8K - $59.4K
|
18K
$4.08M
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
320+ 6.89% |
$46.2K - $58.6K
|
4.97K
$1.13M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
318+ 1.48% |
$45.9K - $58.3K
|
21.8K
$4.95M
|
|
Nov 07, 2022
Q3 2022
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
301+ 3.88% |
$43.4K - $55.1K
|
8.06K
$1.83M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
300+ 4.67% |
$43.3K - $55K
|
6.73K
$1.53M
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
300New |
$43.3K - $55K
|
300
$68.2K
|
|
Oct 28, 2022
Q3 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
297+ 3.39% |
$42.9K - $54.4K
|
9.05K
$2.06M
|
|
Nov 04, 2022
Q3 2022
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
283+ 16.66% |
$40.8K - $51.9K
|
1.98K
$451K
|
|
Nov 07, 2022
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
270+ 16.39% |
$39K - $49.5K
|
1.92K
$436K
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
270+ 16.39% |
$39K - $49.5K
|
1.92K
$436K
|