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 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
9+ 4.39% |
$1.47K - $1.7K
|
214
$48.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
8+ 0.21% |
$1.31K - $1.51K
|
3.73K
$840K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8+ 12.7% |
$1.31K - $1.51K
|
71
$16K
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
8+ 0.03% |
$1.31K - $1.51K
|
31.4K
$7.08M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 4.52% |
$1.14K - $1.32K
|
162
$36.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6New |
$980 - $1.13K
|
6
$1.35K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
6+ 0.13% |
$980 - $1.13K
|
4.73K
$1.07M
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
6+ 1.12% |
$980 - $1.13K
|
544
$123K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
6+ 1.12% |
$980 - $1.13K
|
544
$123K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
6+ 66.67% |
$980 - $1.13K
|
15
$3.38K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
6+ 0.21% |
$980 - $1.13K
|
2.92K
$657K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5+ 0.19% |
$817 - $945
|
2.66K
$600K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5+ 6.58% |
$817 - $945
|
81
$18.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
4New |
$653 - $756
|
4
$902
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3+ 0.12% |
$490 - $567
|
2.5K
$564K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 18.75% |
$490 - $567
|
19
$4.28K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.2% |
$327 - $378
|
1K
$226K
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.12% |
$327 - $378
|
1.73K
$390K
|
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
2+ 0.03% |
$327 - $378
|
7.18K
$1.62M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2+ 0.16% |
$327 - $378
|
1.25K
$283K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2+ 0.16% |
$327 - $378
|
1.22K
$275K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2+ 0.16% |
$327 - $378
|
1.22K
$275K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.08% |
$163 - $189
|
1.27K
$286K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.86% |
$163 - $189
|
117
$26.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 0.34% |
$163 - $189
|
296
$66.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1+ 0.02% |
$163 - $189
|
4.09K
$921K
|
|
|
Oct 23, 2023
Q3 2023
|
Palmer Knight CO
|
BUY
|
- |
1+ 0.0% |
$163 - $189
|
36.5K
$8.23M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
1+ 0.06% |
$163 - $189
|
1.73K
$390K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.4% |
$163 - $189
|
251
$56.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1+ 25.0% |
$163 - $189
|
5
$1.13K
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-1- 0.01% |
$163 - $189
|
7.46K
$1.68M
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1- 0.91% |
$163 - $189
|
109
$24.6K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-1- 0.03% |
$163 - $189
|
3.29K
$742K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2- 0.14% |
$327 - $378
|
1.46K
$328K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 7.69% |
$327 - $378
|
24
$5.41K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-3- 9.09% |
$490 - $567
|
30
$6.76K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-3- 1.95% |
$490 - $567
|
151
$34K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-3- 0.1% |
$490 - $567
|
3.05K
$688K
|
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
SELL
|
- |
-3- 0.22% |
$490 - $567
|
1.38K
$312K
|
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-5- 0.39% |
$817 - $945
|
1.29K
$290K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-7- 0.29% |
$1.14K - $1.32K
|
2.45K
$552K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-7- 1.63% |
$1.14K - $1.32K
|
422
$95.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-7- 11.86% |
$1.14K - $1.32K
|
52
$11.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-10- 0.67% |
$1.63K - $1.89K
|
1.49K
$336K
|
|
|
Nov 13, 2023
Q3 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-15- 1.07% |
$2.45K - $2.84K
|
1.39K
$314K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-16- 0.26% |
$2.61K - $3.02K
|
6.03K
$1.36M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-20- 0.94% |
$3.27K - $3.78K
|
2.1K
$473K
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-21- 0.35% |
$3.43K - $3.97K
|
6.06K
$1.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-21- 1.12% |
$3.43K - $3.97K
|
1.85K
$418K
|
|
|
Nov 07, 2023
Q3 2023
|
Keystone Financial Services
|
SELL
|
- |
-24- 1.41% |
$3.92K - $4.54K
|
1.68K
$379K
|