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 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
54+ 2.97% |
$7.79K - $9.89K
|
1.87K
$425K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
52New |
$7.5K - $9.53K
|
52
$11.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
51+ 13.93% |
$7.36K - $9.34K
|
417
$94.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
51+ 76.12% |
$7.36K - $9.34K
|
118
$26.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
49+ 1.15% |
$7.07K - $8.98K
|
4.32K
$982K
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
45+ 7.67% |
$6.49K - $8.24K
|
632
$144K
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
43+ 0.5% |
$6.21K - $7.88K
|
8.69K
$1.98M
|
|
|
Nov 15, 2022
Q3 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
42New |
$6.06K - $7.7K
|
42
$9.55K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
42+ 1.8% |
$6.06K - $7.7K
|
2.38K
$540K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
37+ 370.0% |
$5.34K - $6.78K
|
47
$10.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
36+ 0.29% |
$5.2K - $6.6K
|
12.6K
$2.87M
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
36+ 44.44% |
$5.2K - $6.6K
|
117
$26.6K
|
|
|
Oct 18, 2022
Q3 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
35+ 0.5% |
$5.05K - $6.41K
|
7.04K
$1.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
34+ 44.74% |
$4.91K - $6.23K
|
110
$25K
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
33+ 0.98% |
$4.76K - $6.05K
|
3.4K
$774K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
32+ 0.79% |
$4.62K - $5.86K
|
4.07K
$925K
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
BUY
|
- |
31+ 1.87% |
$4.47K - $5.68K
|
1.69K
$384K
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
26+ 1.27% |
$3.75K - $4.76K
|
2.07K
$470K
|
|
|
Oct 24, 2022
Q3 2022
|
Platform Technology Partners
|
BUY
|
- |
26+ 0.73% |
$3.75K - $4.76K
|
3.57K
$811K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
25New |
$3.61K - $4.58K
|
25
$5.68K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
25+ 0.5% |
$3.61K - $4.58K
|
5K
$1.14M
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
24+ 0.97% |
$3.46K - $4.4K
|
2.49K
$567K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
23+ 11.79% |
$3.32K - $4.21K
|
218
$49.6K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
21+ 0.18% |
$3.03K - $3.85K
|
11.6K
$2.63M
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
21+ 6.71% |
$3.03K - $3.85K
|
334
$75.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
17+ 20.99% |
$2.45K - $3.11K
|
98
$22.3K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
15+ 24.59% |
$2.16K - $2.75K
|
76
$17.3K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
14+ 466.67% |
$2.02K - $2.57K
|
17
$3.86K
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
14+ 2.57% |
$2.02K - $2.57K
|
559
$127K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
14+ 0.8% |
$2.02K - $2.57K
|
1.77K
$403K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
13+ 1.73% |
$1.88K - $2.38K
|
765
$174K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
13+ 34.21% |
$1.88K - $2.38K
|
51
$11.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
13+ 0.05% |
$1.88K - $2.38K
|
28.9K
$6.56M
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
12+ 38.71% |
$1.73K - $2.2K
|
43
$9.78K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
10New |
$1.44K - $1.83K
|
10
$2.27K
|
|
|
Oct 31, 2022
Q3 2022
|
Optas, LLC
|
BUY
|
- |
10+ 0.69% |
$1.44K - $1.83K
|
1.46K
$333K
|
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
BUY
|
- |
9+ 0.33% |
$1.3K - $1.65K
|
2.72K
$619K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
6New |
$866 - $1.1K
|
6
$1.36K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6+ 0.02% |
$866 - $1.1K
|
26.4K
$6M
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
6+ 0.7% |
$866 - $1.1K
|
864
$196K
|
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
4+ 0.04% |
$577 - $733
|
9.19K
$2.09M
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4+ 9.52% |
$577 - $733
|
46
$10.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
3+ 0.11% |
$433 - $550
|
2.67K
$606K
|
|
|
Oct 11, 2022
Q3 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$433 - $550
|
3.73K
$848K
|
|
|
Nov 08, 2022
Q3 2022
|
Accredited Investors Inc.
|
BUY
|
- |
3+ 0.07% |
$433 - $550
|
4.3K
$977K
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
3+ 0.01% |
$433 - $550
|
44K
$10M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.09% |
$289 - $366
|
2.16K
$491K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2New |
$289 - $366
|
2
$455
|
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$144 - $183
|
1
$227
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 1.25% |
$144 - $183
|
81
$18.4K
|