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
|
Rmb Capital Management, LLC
|
SELL
|
- |
-25- 1.61% |
$4.08K - $4.73K
|
1.53K
$351K
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-26- 1.69% |
$4.25K - $4.91K
|
1.51K
$348K
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-29- 2.04% |
$4.74K - $5.48K
|
1.39K
$320K
|
|
|
Feb 13, 2024
Q3 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-30- 0.03% |
$4.9K - $5.67K
|
92.9K
$21.4M
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-30- 35.29% |
$4.9K - $5.67K
|
55
$12.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-30- 0.03% |
$4.9K - $5.67K
|
92.9K
$21.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-30- 0.31% |
$4.9K - $5.67K
|
9.6K
$2.21M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-30- 10.1% |
$4.9K - $5.67K
|
267
$61.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-32- 0.35% |
$5.23K - $6.05K
|
9.11K
$2.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-33- 0.78% |
$5.39K - $6.24K
|
4.2K
$967K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-35- 1.52% |
$5.72K - $6.62K
|
2.26K
$521K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-35- 0.84% |
$5.72K - $6.62K
|
4.11K
$946K
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-36- 1.75% |
$5.88K - $6.8K
|
2.03K
$467K
|
|
|
Nov 14, 2023
Q3 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-37- 0.52% |
$6.04K - $6.99K
|
7.09K
$1.63M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-39- 0.17% |
$6.37K - $7.37K
|
22.6K
$5.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-41- 1.26% |
$6.7K - $7.75K
|
3.22K
$740K
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-42- 3.0% |
$6.86K - $7.94K
|
1.36K
$313K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-43- 7.29% |
$7.02K - $8.13K
|
547
$126K
|
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-49- 0.3% |
$8K - $9.26K
|
16.5K
$3.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-50- 3.0% |
$8.17K - $9.45K
|
1.62K
$372K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-50- 6.1% |
$8.17K - $9.45K
|
770
$177K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-50- 0.49% |
$8.17K - $9.45K
|
10.2K
$2.34M
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-55- 2.51% |
$8.98K - $10.4K
|
2.14K
$493K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-57- 1.09% |
$9.31K - $10.8K
|
5.18K
$1.19M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-57- 4.4% |
$9.31K - $10.8K
|
1.24K
$285K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-59- 4.84% |
$9.63K - $11.2K
|
1.16K
$267K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-63- 8.75% |
$10.3K - $11.9K
|
657
$151K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-64- 10.37% |
$10.5K - $12.1K
|
553
$127K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-66- 36.07% |
$10.8K - $12.5K
|
117
$26.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-66- 0.57% |
$10.8K - $12.5K
|
11.6K
$2.66M
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-69- 1.85% |
$11.3K - $13K
|
3.67K
$845K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-69- 4.24% |
$11.3K - $13K
|
1.56K
$359K
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-72- 5.43% |
$11.8K - $13.6K
|
1.25K
$289K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-72- 2.84% |
$11.8K - $13.6K
|
2.46K
$566K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-72- 4.13% |
$11.8K - $13.6K
|
1.67K
$385K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-73- 1.69% |
$11.9K - $13.8K
|
4.24K
$975K
|
|
|
Nov 09, 2023
Q3 2023
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-73- 0.16% |
$11.9K - $13.8K
|
46.2K
$10.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-74- 0.78% |
$12.1K - $14K
|
9.41K
$2.17M
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-74- 5.17% |
$12.1K - $14K
|
1.36K
$313K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-76- 5.64% |
$12.4K - $14.4K
|
1.27K
$293K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-76- 76.77% |
$12.4K - $14.4K
|
23
$5.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-77- 1.84% |
$12.6K - $14.6K
|
4.12K
$948K
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-80- 0.46% |
$13.1K - $15.1K
|
17.2K
$3.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-84- 1.44% |
$13.7K - $15.9K
|
5.76K
$1.33M
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-87- 2.45% |
$14.2K - $16.4K
|
3.47K
$798K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-88- 6.24% |
$14.4K - $16.6K
|
1.32K
$305K
|
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-88- 6.57% |
$14.4K - $16.6K
|
1.25K
$288K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-88- 0.65% |
$14.4K - $16.6K
|
13.5K
$3.11M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-90- 0.49% |
$14.7K - $17K
|
18.4K
$4.23M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-91- 54.82% |
$14.9K - $17.2K
|
75
$17.3K
|