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 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
786+ 22.17% |
$154K - $172K
|
4.33K
$997K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
783+ 0.19% |
$154K - $171K
|
405K
$93.2M
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
783+ 5.29% |
$154K - $171K
|
15.6K
$3.59M
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
779+ 6.62% |
$153K - $170K
|
12.5K
$2.89M
|
|
Nov 14, 2024
Q3 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
770+ 18.2% |
$151K - $168K
|
5K
$1.15M
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
760+ 9.74% |
$149K - $166K
|
8.56K
$1.97M
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
747+ 4.91% |
$147K - $163K
|
15.9K
$3.67M
|
|
Nov 12, 2024
Q3 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
740+ 35.75% |
$145K - $162K
|
2.81K
$647K
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
728+ 6.09% |
$143K - $159K
|
12.7K
$2.92M
|
|
Oct 15, 2024
Q3 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
715+ 2.93% |
$141K - $156K
|
25.1K
$5.79M
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
715+ 7.3% |
$141K - $156K
|
10.5K
$2.42M
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
707+ 6.48% |
$139K - $155K
|
11.6K
$2.67M
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
700New |
$138K - $153K
|
700
$161K
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
696+ 656.6% |
$137K - $152K
|
802
$185K
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
692+ 6.28% |
$136K - $151K
|
11.7K
$2.7M
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
678+ 33.38% |
$133K - $148K
|
2.71K
$624K
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
662New |
$130K - $145K
|
662
$152K
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
635New |
$125K - $139K
|
635
$146K
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
632+ 1.92% |
$124K - $138K
|
33.5K
$7.72M
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
626+ 57.06% |
$123K - $137K
|
1.72K
$397K
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
620+ 39.79% |
$122K - $136K
|
2.18K
$501K
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
618+ 1.56% |
$121K - $135K
|
40.4K
$9.29M
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
617+ 1.52% |
$121K - $135K
|
41.1K
$9.47M
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
606+ 32.55% |
$119K - $132K
|
2.47K
$568K
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
600New |
$118K - $131K
|
600
$138K
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
581+ 190.49% |
$114K - $127K
|
886
$204K
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
576+ 14.98% |
$113K - $126K
|
4.42K
$1.02M
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
576+ 1.25% |
$113K - $126K
|
46.5K
$10.7M
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
576+ 24.66% |
$113K - $126K
|
2.91K
$670K
|
|
Oct 21, 2024
Q3 2024
|
Suncoast Equity Management
|
BUY
|
- |
565+ 2.3% |
$111K - $123K
|
25.1K
$5.79M
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
548+ 29.18% |
$108K - $120K
|
2.43K
$559K
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
544+ 1.11% |
$107K - $119K
|
49.4K
$11.4M
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
506+ 1.11% |
$99.5K - $111K
|
45.9K
$10.6M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
504+ 1.02% |
$99.1K - $110K
|
49.9K
$11.5M
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
501+ 44.41% |
$98.5K - $109K
|
1.63K
$375K
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
498+ 7.33% |
$97.9K - $109K
|
7.29K
$1.68M
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
467+ 7.13% |
$91.8K - $102K
|
7.02K
$1.62M
|
|
Nov 14, 2024
Q3 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
464+ 1.61% |
$91.2K - $101K
|
29.2K
$6.73M
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
455+ 3.29% |
$89.4K - $99.4K
|
14.3K
$3.29M
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
455+ 14.22% |
$89.4K - $99.4K
|
3.66K
$842K
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
444+ 35.35% |
$87.3K - $97K
|
1.7K
$391K
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
440+ 11.98% |
$86.5K - $96.2K
|
4.11K
$947K
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
438+ 1.27% |
$86.1K - $95.7K
|
35K
$8.06M
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
425+ 5.05% |
$83.5K - $92.9K
|
8.84K
$2.03M
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
416+ 10.91% |
$81.8K - $90.9K
|
4.23K
$974K
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
401New |
$78.8K - $87.6K
|
401
$92.3K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
400+ 1739.13% |
$78.6K - $87.4K
|
423
$97.4K
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
399+ 1.49% |
$78.4K - $87.2K
|
27.3K
$6.28M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
377+ 130.0% |
$74.1K - $82.4K
|
667
$154K
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
371+ 13.64% |
$72.9K - $81.1K
|
3.09K
$712K
|