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 31, 2024
Q3 2024
|
Palmer Knight CO
|
SELL
|
- |
-132- 0.43% |
$25.9K - $28.8K
|
30.8K
$7.08M
|
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-135- 8.36% |
$26.5K - $29.5K
|
1.48K
$341K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-135- 0.62% |
$26.5K - $29.5K
|
21.8K
$5.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-136- 0.59% |
$26.7K - $29.7K
|
22.8K
$5.25M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-137- 1.48% |
$26.9K - $29.9K
|
9.12K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-137- 3.19% |
$26.9K - $29.9K
|
4.16K
$957K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-140- 23.49% |
$27.5K - $30.6K
|
456
$105K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-141- 6.44% |
$27.7K - $30.8K
|
2.05K
$472K
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-143- 0.32% |
$28.1K - $31.3K
|
44.2K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-148- 39.68% |
$29.1K - $32.3K
|
225
$51.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-148- 0.38% |
$29.1K - $32.3K
|
39.2K
$9.02M
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-149- 12.69% |
$29.3K - $32.6K
|
1.03K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-150- 0.64% |
$29.5K - $32.8K
|
23.3K
$5.36M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-151- 2.52% |
$29.7K - $33K
|
5.84K
$1.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-153- 10.94% |
$30.1K - $33.4K
|
1.25K
$287K
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-155- 10.84% |
$30.5K - $33.9K
|
1.28K
$294K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-163- 6.13% |
$32K - $35.6K
|
2.49K
$574K
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-172- 0.5% |
$33.8K - $37.6K
|
34K
$7.83M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-179- 8.01% |
$35.2K - $39.1K
|
2.06K
$473K
|
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-182- 1.75% |
$35.8K - $39.8K
|
10.2K
$2.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-182- 45.16% |
$35.8K - $39.8K
|
221
$50.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-183- 0.16% |
$36K - $40K
|
114K
$26.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-184- 38.25% |
$36.2K - $40.2K
|
297
$68.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-184- 13.07% |
$36.2K - $40.2K
|
1.22K
$282K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-185- 9.82% |
$36.4K - $40.4K
|
1.7K
$391K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-189- 10.76% |
$37.1K - $41.3K
|
1.57K
$361K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-192- 4.79% |
$37.7K - $42K
|
3.82K
$879K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-192- 3.84% |
$37.7K - $42K
|
4.8K
$1.11M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-193- 1.87% |
$37.9K - $42.2K
|
10.1K
$2.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-195- 11.8% |
$38.3K - $42.6K
|
1.46K
$335K
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-200- 3.36% |
$39.3K - $43.7K
|
5.75K
$1.32M
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-200- 1.97% |
$39.3K - $43.7K
|
9.96K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-209- 2.09% |
$41.1K - $45.7K
|
9.8K
$2.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-210- 7.19% |
$41.3K - $45.9K
|
2.71K
$624K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-248- 1.87% |
$48.7K - $54.2K
|
13K
$2.99M
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-252- 3.32% |
$49.5K - $55.1K
|
7.34K
$1.69M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-264- 1.84% |
$51.9K - $57.7K
|
14.1K
$3.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-269- 3.77% |
$52.9K - $58.8K
|
6.87K
$1.58M
|
|
|
Nov 15, 2024
Q3 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-282- 2.33% |
$55.4K - $61.6K
|
11.8K
$2.72M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-284- 8.62% |
$55.8K - $62.1K
|
3.01K
$693K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-301- 15.4% |
$59.2K - $65.8K
|
1.65K
$381K
|
|
|
Nov 13, 2024
Q3 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-306- 2.83% |
$60.1K - $66.9K
|
10.5K
$2.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-310- 0.48% |
$60.9K - $67.8K
|
63.7K
$14.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-315- 16.24% |
$61.9K - $68.8K
|
1.63K
$374K
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-320- 24.67% |
$62.9K - $69.9K
|
977
$225K
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
SELL
|
- |
-334- 21.41% |
$65.7K - $73K
|
1.23K
$282K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-334- 18.44% |
$65.7K - $73K
|
1.48K
$340K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-348- 13.93% |
$68.4K - $76.1K
|
2.15K
$495K
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-354- 11.39% |
$69.6K - $77.4K
|
2.75K
$634K
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-357- 9.37% |
$70.2K - $78K
|
3.46K
$795K
|