Purchases and Sales Made in Q3 2023 in Broadridge Financial Solutions, Inc. (BR)
This table provides information about the institutional ownership of Broadridge Financial Solutions, Inc. (BR) during Q3 2023. 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 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-91- 3.86% |
$14.9K - $17.2K
|
2.27K
$522K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-92- 18.22% |
$15K - $17.4K
|
413
$95.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-96- 12.32% |
$15.7K - $18.1K
|
683
$157K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-97- 7.8% |
$15.8K - $18.3K
|
1.15K
$264K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-99- 4.86% |
$16.2K - $18.7K
|
1.94K
$446K
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.31% |
$16.3K - $18.9K
|
32.4K
$7.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-100- 0.09% |
$16.3K - $18.9K
|
117K
$27M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-100- 0.05% |
$16.3K - $18.9K
|
189K
$43.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-103- 5.98% |
$16.8K - $19.5K
|
1.62K
$373K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-106- 46.09% |
$17.3K - $20K
|
124
$28.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-106- 29.94% |
$17.3K - $20K
|
248
$57.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-107- 0.4% |
$17.5K - $20.2K
|
26.7K
$6.15M
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-108- 2.46% |
$17.6K - $20.4K
|
4.28K
$986K
|
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-117- 0.44% |
$19.1K - $22.1K
|
26.5K
$6.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-121- 2.07% |
$19.8K - $22.9K
|
5.72K
$1.32M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-122- 1.58% |
$19.9K - $23.1K
|
7.58K
$1.74M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-124- 25.36% |
$20.2K - $23.4K
|
365
$84K
|
|
|
Oct 11, 2023
Q3 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-125- 7.18% |
$20.4K - $23.6K
|
1.62K
$372K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-129- 7.35% |
$21.1K - $24.4K
|
1.63K
$374K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-129- 7.35% |
$21.1K - $24.4K
|
1.63K
$374K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-135- 3.99% |
$22K - $25.5K
|
3.25K
$748K
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-135- 0.69% |
$22K - $25.5K
|
19.6K
$4.51M
|
|
|
Oct 25, 2023
Q3 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-138- 10.26% |
$22.5K - $26.1K
|
1.21K
$278K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-141- 6.07% |
$23K - $26.6K
|
2.18K
$502K
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-146- 10.15% |
$23.8K - $27.6K
|
1.29K
$298K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-152- 5.75% |
$24.8K - $28.7K
|
2.49K
$574K
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-154- 9.97% |
$25.1K - $29.1K
|
1.39K
$320K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-158- 8.12% |
$25.8K - $29.9K
|
1.79K
$412K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-158- 0.57% |
$25.8K - $29.9K
|
27.4K
$6.31M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-160- 2.55% |
$26.1K - $30.2K
|
6.11K
$1.41M
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-162- 11.49% |
$26.5K - $30.6K
|
1.25K
$287K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-165- 1.23% |
$26.9K - $31.2K
|
13.2K
$3.05M
|
|
|
Oct 23, 2023
Q3 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-167- 0.91% |
$27.3K - $31.6K
|
18.2K
$4.19M
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-169- 8.97% |
$27.6K - $31.9K
|
1.72K
$395K
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-169- 10.68% |
$27.6K - $31.9K
|
1.41K
$325K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-172- 1.5% |
$28.1K - $32.5K
|
11.3K
$2.6M
|
|
|
Oct 20, 2023
Q3 2023
|
Ami Asset Management Corp
|
SELL
|
- |
-172- 6.11% |
$28.1K - $32.5K
|
2.64K
$609K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-176- 4.07% |
$28.7K - $33.3K
|
4.15K
$956K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-188- 9.62% |
$30.7K - $35.5K
|
1.77K
$407K
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-191- 1.24% |
$31.2K - $36.1K
|
15.2K
$3.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-194- 1.71% |
$31.7K - $36.7K
|
11.2K
$2.57M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-197- 1.0% |
$32.2K - $37.2K
|
19.4K
$4.48M
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
SELL
|
- |
-198- 0.55% |
$32.3K - $37.4K
|
35.7K
$8.23M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-198- 13.53% |
$32.3K - $37.4K
|
1.27K
$291K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-200- 0.64% |
$32.7K - $37.8K
|
31.1K
$7.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-202- 15.92% |
$33K - $38.2K
|
1.07K
$246K
|
|
|
May 24, 2024
Q3 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-203- 1.1% |
$33.1K - $38.4K
|
18.2K
$4.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-203- 3.24% |
$33.1K - $38.4K
|
6.07K
$1.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-204- 2.47% |
$33.3K - $38.6K
|
8.06K
$1.86M
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-223- 13.17% |
$36.4K - $42.1K
|
1.47K
$338K
|