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 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-204- 2.47% |
$33.3K - $38.6K
|
8.06K
$1.94M
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-223- 13.17% |
$36.4K - $42.1K
|
1.47K
$353K
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-223- 9.63% |
$36.4K - $42.1K
|
2.09K
$503K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-224- 0.74% |
$36.6K - $42.3K
|
29.9K
$7.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-229- 1.11% |
$37.4K - $43.3K
|
20.4K
$4.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-245- 12.62% |
$40K - $46.3K
|
1.7K
$408K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-245- 2.29% |
$40K - $46.3K
|
10.4K
$2.51M
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-246- 13.82% |
$40.2K - $46.5K
|
1.53K
$369K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-250- 0.76% |
$40.8K - $47.3K
|
32.5K
$7.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-253- 7.71% |
$41.3K - $47.8K
|
3.03K
$728K
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-255- 4.96% |
$41.6K - $48.2K
|
4.89K
$1.17M
|
|
|
Nov 09, 2023
Q3 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-255- 3.4% |
$41.6K - $48.2K
|
7.26K
$1.74M
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-260- 29.25% |
$42.5K - $49.1K
|
629
$151K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-283- 16.53% |
$46.2K - $53.5K
|
1.43K
$343K
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-292- 0.55% |
$47.7K - $55.2K
|
53.2K
$12.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-299- 3.93% |
$48.8K - $56.5K
|
7.31K
$1.76M
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
SELL
|
- |
-326- 2.91% |
$53.2K - $61.6K
|
10.9K
$2.61M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-335- 17.05% |
$54.7K - $63.3K
|
1.63K
$392K
|
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-363- 21.43% |
$59.3K - $68.6K
|
1.33K
$320K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-363- 5.65% |
$59.3K - $68.6K
|
6.07K
$1.46M
|
|
|
Oct 27, 2023
Q3 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-364- 0.78% |
$59.4K - $68.8K
|
46.5K
$11.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-365- 1.99% |
$59.6K - $69K
|
18K
$4.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-380- 7.16% |
$62.1K - $71.8K
|
4.93K
$1.18M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-390- 34.12% |
$63.7K - $73.7K
|
753
$181K
|
|
|
Nov 08, 2023
Q3 2023
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-427- 0.05% |
$69.7K - $80.7K
|
873K
$210M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-431- 6.81% |
$70.4K - $81.5K
|
5.89K
$1.42M
|
|
|
Oct 25, 2023
Q3 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-438- 20.46% |
$71.5K - $82.8K
|
1.7K
$409K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-440- 31.14% |
$71.9K - $83.2K
|
973
$234K
|
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-441- 2.6% |
$72K - $83.3K
|
16.5K
$3.97M
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-441- 6.5% |
$72K - $83.3K
|
6.35K
$1.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-442- 10.26% |
$72.2K - $83.5K
|
3.86K
$929K
|
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-444- 2.29% |
$72.5K - $83.9K
|
18.9K
$4.55M
|
|
|
Nov 21, 2023
Q3 2023
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-482- 70.06% |
$78.7K - $91.1K
|
206
$49.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-506- 16.58% |
$82.6K - $95.6K
|
2.55K
$612K
|
|
|
Oct 12, 2023
Q3 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-518- 1.21% |
$84.6K - $97.9K
|
42.2K
$10.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-524- 21.52% |
$85.6K - $99K
|
1.91K
$459K
|
|
|
Nov 14, 2023
Q3 2023
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-533- 1.94% |
$87K - $101K
|
26.9K
$6.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-535- 23.06% |
$87.4K - $101K
|
1.79K
$429K
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-546- 3.14% |
$89.2K - $103K
|
16.8K
$4.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-554- 1.7% |
$90.5K - $105K
|
32K
$7.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-565- 23.92% |
$92.3K - $107K
|
1.8K
$432K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-572- 0.86% |
$93.4K - $108K
|
66K
$15.8M
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-575- 3.93% |
$93.9K - $109K
|
14.1K
$3.38M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-588- 1.12% |
$96K - $111K
|
52K
$12.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-590- 1.72% |
$96.3K - $112K
|
33.7K
$8.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-596- 3.46% |
$97.3K - $113K
|
16.7K
$4M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-629- 83.42% |
$103K - $119K
|
125
$30K
|
|
|
Oct 17, 2023
Q3 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-630- 0.99% |
$103K - $119K
|
62.9K
$15.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-668- 0.17% |
$109K - $126K
|
391K
$94M
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-690- 2.08% |
$113K - $130K
|
32.5K
$7.82M
|