Purchases and Sales Made in Q3 2024 in Broadridge Financial Solutions, Inc. (BR)
This table provides information about the institutional ownership of Broadridge Financial Solutions, Inc. (BR) during Q3 2024. 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, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-3- 3.61% |
$590 - $656
|
80
$18.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.6% |
$786 - $874
|
658
$151K
|
|
|
Oct 25, 2024
Q3 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-5- 0.19% |
$983 - $1.09K
|
2.63K
$605K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-5- 5.26% |
$983 - $1.09K
|
90
$20.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-6- 66.67% |
$1.18K - $1.31K
|
3
$691
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-8- 17.39% |
$1.57K - $1.75K
|
38
$8.75K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-8- 0.76% |
$1.57K - $1.75K
|
1.05K
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8- 0.32% |
$1.57K - $1.75K
|
2.53K
$583K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-8- 0.74% |
$1.57K - $1.75K
|
1.08K
$248K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-8- 0.39% |
$1.57K - $1.75K
|
2.04K
$471K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-9- 0.09% |
$1.77K - $1.97K
|
10K
$2.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-10- 0.63% |
$1.97K - $2.19K
|
1.58K
$364K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-11- 6.71% |
$2.16K - $2.4K
|
153
$35.2K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-11Closed |
$2.16K - $2.4K
|
0
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-14- 0.21% |
$2.75K - $3.06K
|
6.76K
$1.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-14- 0.44% |
$2.75K - $3.06K
|
3.17K
$730K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-15- 3.11% |
$2.95K - $3.28K
|
468
$108K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-15- 0.12% |
$2.95K - $3.28K
|
12K
$2.76M
|
|
|
Oct 22, 2024
Q3 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-16- 1.53% |
$3.14K - $3.5K
|
1.03K
$237K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-16- 0.67% |
$3.14K - $3.5K
|
2.38K
$548K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-18- 1.04% |
$3.54K - $3.93K
|
1.72K
$395K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-18- 51.43% |
$3.54K - $3.93K
|
17
$3.91K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-18- 1.54% |
$3.54K - $3.93K
|
1.15K
$265K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-19- 1.31% |
$3.73K - $4.15K
|
1.43K
$329K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-19- 4.25% |
$3.73K - $4.15K
|
428
$98.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-19- 3.85% |
$3.73K - $4.15K
|
475
$109K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-19- 17.59% |
$3.73K - $4.15K
|
89
$20.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-20- 1.01% |
$3.93K - $4.37K
|
1.96K
$450K
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-21- 1.23% |
$4.13K - $4.59K
|
1.69K
$388K
|
|
|
Oct 15, 2024
Q3 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-22- 0.05% |
$4.32K - $4.81K
|
46.3K
$10.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-23- 1.84% |
$4.52K - $5.03K
|
1.23K
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-24- 1.07% |
$4.72K - $5.25K
|
2.22K
$512K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-24- 4.44% |
$4.72K - $5.25K
|
517
$119K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-25- 2.4% |
$4.91K - $5.46K
|
1.02K
$234K
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-25- 2.04% |
$4.91K - $5.46K
|
1.2K
$277K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-26- 1.69% |
$5.11K - $5.68K
|
1.52K
$349K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
SELL
|
- |
-27- 35.06% |
$5.31K - $5.9K
|
50
$11.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-28- 1.4% |
$5.5K - $6.12K
|
1.97K
$453K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-30- 5.4% |
$5.9K - $6.56K
|
526
$121K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-31- 53.45% |
$6.09K - $6.78K
|
27
$6.22K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-32- 66.67% |
$6.29K - $6.99K
|
16
$3.68K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-33- 1.65% |
$6.49K - $7.21K
|
1.97K
$454K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-34- 48.57% |
$6.68K - $7.43K
|
36
$8.29K
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-38- 1.23% |
$7.47K - $8.3K
|
3.05K
$702K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-38- 1.64% |
$7.47K - $8.3K
|
2.28K
$525K
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-38- 3.62% |
$7.47K - $8.3K
|
1.01K
$233K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-40- 2.6% |
$7.86K - $8.74K
|
1.5K
$345K
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-40- 0.2% |
$7.86K - $8.74K
|
20.1K
$4.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-40- 0.21% |
$7.86K - $8.74K
|
19.3K
$4.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-42- 0.41% |
$8.26K - $9.18K
|
10.1K
$2.33M
|