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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
208New |
$34K - $39.3K
|
208
$50.8K
|
|
|
Nov 13, 2023
Q3 2023
|
1623 Capital LLC
Alexandria, VA |
BUY
|
- |
200+ 0.32% |
$32.7K - $37.8K
|
63.4K
$15.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
195+ 3.89% |
$31.8K - $36.9K
|
5.2K
$1.27M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
193+ 0.4% |
$31.5K - $36.5K
|
48K
$11.7M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
190New |
$31K - $35.9K
|
190
$46.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
185+ 1.05% |
$30.2K - $35K
|
17.8K
$4.34M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
180New |
$29.4K - $34K
|
180
$43.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
179+ 2.06% |
$29.2K - $33.8K
|
8.89K
$2.17M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
175+ 1.16% |
$28.6K - $33.1K
|
15.2K
$3.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
174+ 1.67% |
$28.4K - $32.9K
|
10.6K
$2.58M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
173+ 303.51% |
$28.3K - $32.7K
|
230
$56.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
170+ 2.28% |
$27.8K - $32.1K
|
7.62K
$1.86M
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
167+ 0.66% |
$27.3K - $31.6K
|
25.5K
$6.22M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
166+ 1.66% |
$27.1K - $31.4K
|
10.2K
$2.49M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
164+ 8.5% |
$26.8K - $31K
|
2.09K
$511K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
157+ 10.23% |
$25.6K - $29.7K
|
1.69K
$413K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
150+ 4.3% |
$24.5K - $28.4K
|
3.64K
$888K
|
|
|
Nov 02, 2023
Q3 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
147New |
$24K - $27.8K
|
147
$35.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
146New |
$23.8K - $27.6K
|
146
$35.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
BUY
|
- |
145+ 0.74% |
$23.7K - $27.4K
|
19.7K
$4.81M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
143+ 10.25% |
$23.4K - $27K
|
1.54K
$375K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
138+ 33.5% |
$22.5K - $26.1K
|
550
$134K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
138+ 10.81% |
$22.5K - $26.1K
|
1.42K
$345K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
130+ 1.78% |
$21.2K - $24.6K
|
7.44K
$1.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
128+ 1.69% |
$20.9K - $24.2K
|
7.71K
$1.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
124New |
$20.2K - $23.4K
|
124
$30.3K
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
113+ 4.01% |
$18.5K - $21.4K
|
2.93K
$716K
|
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
113+ 1.07% |
$18.5K - $21.4K
|
10.7K
$2.62M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
111+ 3.14% |
$18.1K - $21K
|
3.65K
$891K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
107+ 6.06% |
$17.5K - $20.2K
|
1.87K
$457K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
107New |
$17.5K - $20.2K
|
107
$26.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
106+ 0.97% |
$17.3K - $20K
|
11.1K
$2.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
104+ 23.74% |
$17K - $19.7K
|
542
$132K
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
102+ 0.04% |
$16.7K - $19.3K
|
246K
$60.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
BUY
|
- |
102+ 0.11% |
$16.7K - $19.3K
|
91.5K
$22.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
101+ 2525.0% |
$16.5K - $19.1K
|
105
$25.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
100+ 50.0% |
$16.3K - $18.9K
|
300
$73.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
100+ 3.62% |
$16.3K - $18.9K
|
2.87K
$699K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.5% |
$16.3K - $18.9K
|
20.2K
$4.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
100+ 6.64% |
$16.3K - $18.9K
|
1.61K
$392K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
99+ 11.06% |
$16.2K - $18.7K
|
994
$243K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
97+ 0.71% |
$15.8K - $18.3K
|
13.7K
$3.34M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
94+ 13.2% |
$15.4K - $17.8K
|
806
$197K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
94+ 13.2% |
$15.4K - $17.8K
|
806
$197K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
91+ 6.13% |
$14.9K - $17.2K
|
1.58K
$385K
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
90+ 2.29% |
$14.7K - $17K
|
4.03K
$983K
|
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
BUY
|
- |
86+ 0.27% |
$14K - $16.3K
|
31.8K
$7.76M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
82+ 4.33% |
$13.4K - $15.5K
|
1.97K
$482K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
75+ 0.19% |
$12.2K - $14.2K
|
38.6K
$9.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
73+ 2.01% |
$11.9K - $13.8K
|
3.71K
$905K
|