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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.41% |
$144 - $183
|
246
$52.6K
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
BUY
|
- |
1+ 0.01% |
$144 - $183
|
15.3K
$3.26M
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.06% |
$144 - $183
|
1.64K
$350K
|
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1+ 0.06% |
$144 - $183
|
1.82K
$389K
|
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1+ 12.5% |
$144 - $183
|
9
$1.92K
|
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$144 - $183
|
1
$214
|
|
|
Nov 14, 2022
Q3 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1- 12.5% |
$144 - $183
|
7
$1.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1- 0.06% |
$144 - $183
|
1.61K
$344K
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2- 0.44% |
$289 - $366
|
452
$96.6K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2- 5.26% |
$289 - $366
|
36
$7.69K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 10.0% |
$289 - $366
|
18
$3.85K
|
|
|
Oct 18, 2022
Q3 2022
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-4- 0.22% |
$577 - $733
|
1.82K
$389K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-5- 3.16% |
$722 - $916
|
153
$32.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-5- 0.34% |
$722 - $916
|
1.46K
$313K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-6- 0.3% |
$866 - $1.1K
|
2K
$426K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-9- 50.0% |
$1.3K - $1.65K
|
9
$1.92K
|
|
|
Nov 08, 2022
Q3 2022
|
Metis Global Partners, LLC
|
SELL
|
- |
-9- 0.52% |
$1.3K - $1.65K
|
1.73K
$369K
|
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-10- 0.52% |
$1.44K - $1.83K
|
1.9K
$405K
|
|
|
Oct 28, 2022
Q3 2022
|
Eukles Asset Management
|
SELL
|
- |
-10- 0.28% |
$1.44K - $1.83K
|
3.6K
$770K
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-12- 0.46% |
$1.73K - $2.2K
|
2.59K
$554K
|
|
|
Nov 14, 2022
Q3 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-12- 0.69% |
$1.73K - $2.2K
|
1.73K
$371K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-13- 0.15% |
$1.88K - $2.38K
|
8.59K
$1.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-14- 0.11% |
$2.02K - $2.57K
|
12.8K
$2.74M
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-15- 3.09% |
$2.16K - $2.75K
|
471
$101K
|
|
|
Oct 19, 2022
Q3 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-17- 1.05% |
$2.45K - $3.11K
|
1.6K
$342K
|
|
|
Nov 14, 2022
Q3 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-17- 7.49% |
$2.45K - $3.11K
|
210
$44.9K
|
|
|
Oct 21, 2022
Q3 2022
|
Garrison Asset Management, LLC
|
SELL
|
- |
-18- 0.1% |
$2.6K - $3.3K
|
18.6K
$3.96M
|
|
|
Nov 01, 2022
Q3 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-22- 0.24% |
$3.18K - $4.03K
|
8.99K
$1.92M
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-30- 0.19% |
$4.33K - $5.5K
|
15.8K
$3.38M
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-34- 4.21% |
$4.91K - $6.23K
|
773
$165K
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-36- 1.56% |
$5.2K - $6.6K
|
2.27K
$485K
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-37- 0.2% |
$5.34K - $6.78K
|
18.4K
$3.93M
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-38- 1.2% |
$5.48K - $6.96K
|
3.12K
$667K
|
|
|
Oct 18, 2022
Q3 2022
|
Ledyard National Bank
|
SELL
|
- |
-40- 2.59% |
$5.77K - $7.33K
|
1.5K
$321K
|
|
|
Oct 18, 2022
Q3 2022
|
Security National Bank
|
SELL
|
- |
-41- 0.18% |
$5.92K - $7.51K
|
23.2K
$4.96M
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-44- 0.83% |
$6.35K - $8.06K
|
5.27K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-45- 0.93% |
$6.49K - $8.24K
|
4.78K
$1.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-50- 50.0% |
$7.22K - $9.16K
|
50
$10.7K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-50- 1.97% |
$7.22K - $9.16K
|
2.49K
$532K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-51- 0.81% |
$7.36K - $9.34K
|
6.21K
$1.33M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-52- 0.36% |
$7.5K - $9.53K
|
14.3K
$3.05M
|
|
|
May 09, 2023
Q3 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-54Closed |
$7.79K - $9.89K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-55- 3.12% |
$7.94K - $10.1K
|
1.71K
$365K
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-56- 1.03% |
$8.08K - $10.3K
|
5.4K
$1.15M
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-58- 2.71% |
$8.37K - $10.6K
|
2.08K
$445K
|
|
|
Nov 02, 2022
Q3 2022
|
Hartford Investment Management CO
|
SELL
|
- |
-58- 0.51% |
$8.37K - $10.6K
|
11.2K
$2.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-60- 25.64% |
$8.66K - $11K
|
174
$37.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-60- 4.0% |
$8.66K - $11K
|
1.44K
$308K
|
|
|
Nov 14, 2022
Q3 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-68- 0.13% |
$9.81K - $12.5K
|
53.7K
$11.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-70- 1.18% |
$10.1K - $12.8K
|
5.85K
$1.25M
|