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 21, 2024
Q3 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-43- 2.33% |
$8.45K - $9.4K
|
1.8K
$415K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-44- 1.56% |
$8.65K - $9.62K
|
2.78K
$640K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
SELL
|
- |
-44- 2.8% |
$8.65K - $9.62K
|
1.53K
$352K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-47- 1.06% |
$9.24K - $10.3K
|
4.4K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-48- 0.28% |
$9.43K - $10.5K
|
17.2K
$3.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-51- 1.49% |
$10K - $11.1K
|
3.38K
$779K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-51- 5.02% |
$10K - $11.1K
|
964
$222K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-52- 2.18% |
$10.2K - $11.4K
|
2.33K
$536K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-54- 0.21% |
$10.6K - $11.8K
|
26.2K
$6.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-56- 25.93% |
$11K - $12.2K
|
160
$36.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-56- 4.83% |
$11K - $12.2K
|
1.1K
$254K
|
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-62- 6.26% |
$12.2K - $13.6K
|
928
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-62- 3.8% |
$12.2K - $13.6K
|
1.57K
$361K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-62- 13.28% |
$12.2K - $13.6K
|
405
$93.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-63- 1.68% |
$12.4K - $13.8K
|
3.7K
$851K
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
SELL
|
- |
-65- 3.94% |
$12.8K - $14.2K
|
1.59K
$365K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-66- 1.03% |
$13K - $14.4K
|
6.32K
$1.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-66- 1.32% |
$13K - $14.4K
|
4.93K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-67- 0.65% |
$13.2K - $14.6K
|
10.3K
$2.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-69- 4.57% |
$13.6K - $15.1K
|
1.44K
$332K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-73- 4.03% |
$14.3K - $16K
|
1.74K
$400K
|
|
|
Oct 07, 2024
Q3 2024
|
Security National Bank
|
SELL
|
- |
-74- 0.36% |
$14.5K - $16.2K
|
20.2K
$4.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-77- 0.1% |
$15.1K - $16.8K
|
74.1K
$17.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-78- 39.59% |
$15.3K - $17K
|
119
$27.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-80- 0.92% |
$15.7K - $17.5K
|
8.61K
$1.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-84- 5.41% |
$16.5K - $18.4K
|
1.47K
$338K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-90- 5.38% |
$17.7K - $19.7K
|
1.58K
$364K
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-91- 6.44% |
$17.9K - $19.9K
|
1.32K
$304K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-91- 5.94% |
$17.9K - $19.9K
|
1.44K
$332K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-93- 1.8% |
$18.3K - $20.3K
|
5.08K
$1.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-94- 3.35% |
$18.5K - $20.5K
|
2.72K
$625K
|
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
SELL
|
- |
-95- 5.48% |
$18.7K - $20.8K
|
1.64K
$378K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-96- 9.31% |
$18.9K - $21K
|
935
$215K
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-100- 3.33% |
$19.7K - $21.9K
|
2.9K
$668K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-100- 2.75% |
$19.7K - $21.9K
|
3.54K
$815K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 1.49% |
$19.7K - $21.9K
|
6.6K
$1.52M
|
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-100- 8.33% |
$19.7K - $21.9K
|
1.1K
$253K
|
|
|
Nov 12, 2024
Q3 2024
|
Kidder Stephen W
|
SELL
|
- |
-100- 3.28% |
$19.7K - $21.9K
|
2.95K
$679K
|
|
|
Nov 14, 2024
Q3 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-100- 3.28% |
$19.7K - $21.9K
|
2.95K
$679K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-105- 2.6% |
$20.6K - $22.9K
|
3.94K
$906K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-105- 8.64% |
$20.6K - $22.9K
|
1.11K
$256K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-106- 6.41% |
$20.8K - $23.2K
|
1.55K
$356K
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-110- 2.96% |
$21.6K - $24K
|
3.61K
$831K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-110- 5.52% |
$21.6K - $24K
|
1.88K
$434K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-112- 1.1% |
$22K - $24.5K
|
10.1K
$2.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-113- 2.44% |
$22.2K - $24.7K
|
4.51K
$1.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-117- 33.82% |
$23K - $25.6K
|
229
$52.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-118- 4.25% |
$23.2K - $25.8K
|
2.66K
$612K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-122- 34.56% |
$24K - $26.7K
|
231
$53.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-125- 1.84% |
$24.6K - $27.3K
|
6.69K
$1.54M
|