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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-282- 2.33% |
$55.4K - $61.6K
|
11.8K
$2.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-284- 8.62% |
$55.8K - $62.1K
|
3.01K
$735K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-301- 15.4% |
$59.2K - $65.8K
|
1.65K
$404K
|
|
|
Nov 13, 2024
Q3 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-306- 2.83% |
$60.1K - $66.9K
|
10.5K
$2.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-310- 0.48% |
$60.9K - $67.8K
|
63.7K
$15.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-315- 16.24% |
$61.9K - $68.8K
|
1.63K
$397K
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-320- 24.67% |
$62.9K - $69.9K
|
977
$238K
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
SELL
|
- |
-334- 21.41% |
$65.7K - $73K
|
1.23K
$299K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-334- 18.44% |
$65.7K - $73K
|
1.48K
$361K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-348- 13.93% |
$68.4K - $76.1K
|
2.15K
$525K
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-354- 11.39% |
$69.6K - $77.4K
|
2.75K
$672K
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-357- 9.37% |
$70.2K - $78K
|
3.46K
$843K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-358- 3.07% |
$70.4K - $78.2K
|
11.3K
$2.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-360- 2.01% |
$70.8K - $78.7K
|
17.6K
$4.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-361- 4.66% |
$71K - $78.9K
|
7.39K
$1.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-367- 1.09% |
$72.1K - $80.2K
|
33.4K
$8.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-375- 0.6% |
$73.7K - $82K
|
62.2K
$15.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-377- 0.67% |
$74.1K - $82.4K
|
56K
$13.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
SELL
|
- |
-378- 1.46% |
$74.3K - $82.6K
|
25.5K
$6.22M
|
|
|
Oct 08, 2024
Q3 2024
|
Fcf Advisors LLC
|
SELL
|
- |
-378- 3.01% |
$74.3K - $82.6K
|
12.2K
$2.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-381- 3.94% |
$74.9K - $83.3K
|
9.3K
$2.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-381- 1.87% |
$74.9K - $83.3K
|
19.9K
$4.87M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-386- 13.27% |
$75.9K - $84.4K
|
2.52K
$616K
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-400- 5.92% |
$78.6K - $87.4K
|
6.36K
$1.55M
|
|
|
May 30, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-401- 2.89% |
$78.8K - $87.6K
|
13.5K
$3.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-401- 3.94% |
$78.8K - $87.6K
|
9.79K
$2.39M
|
|
|
May 29, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-401- 2.89% |
$78.8K - $87.6K
|
13.5K
$3.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-401- 4.93% |
$78.8K - $87.6K
|
7.74K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-405- 13.25% |
$79.6K - $88.5K
|
2.65K
$647K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-424- 7.92% |
$83.3K - $92.7K
|
4.93K
$1.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-441- 0.69% |
$86.7K - $96.4K
|
63.2K
$15.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-443- 1.43% |
$87.1K - $96.8K
|
30.6K
$7.46M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-452- 2.54% |
$88.8K - $98.8K
|
17.3K
$4.23M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-456- 17.42% |
$89.6K - $99.7K
|
2.16K
$528K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-459- 22.9% |
$90.2K - $100K
|
1.55K
$377K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-464- 3.4% |
$91.2K - $101K
|
13.2K
$3.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-465- 10.27% |
$91.4K - $102K
|
4.06K
$992K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-477- 52.13% |
$93.8K - $104K
|
438
$107K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-482- 1.66% |
$94.7K - $105K
|
28.6K
$6.97M
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-488- 6.28% |
$95.9K - $107K
|
7.28K
$1.78M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-489- 3.54% |
$96.1K - $107K
|
13.3K
$3.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-513- 18.79% |
$101K - $112K
|
2.22K
$541K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-516- 18.38% |
$101K - $113K
|
2.29K
$559K
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
SELL
|
- |
-517- 26.89% |
$102K - $113K
|
1.41K
$343K
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-525- 17.99% |
$103K - $115K
|
2.39K
$584K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-528- 25.84% |
$104K - $115K
|
1.52K
$370K
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-533- 3.58% |
$105K - $116K
|
14.4K
$3.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-534- 29.57% |
$105K - $117K
|
1.27K
$310K
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-536- 5.44% |
$105K - $117K
|
9.33K
$2.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-537- 1.21% |
$106K - $117K
|
43.8K
$10.7M
|