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 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
377+ 130.0% |
$74.1K - $82.4K
|
667
$158K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
371+ 13.64% |
$72.9K - $81.1K
|
3.09K
$731K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
366+ 1.48% |
$71.9K - $80K
|
25K
$5.92M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
352+ 1.16% |
$69.2K - $76.9K
|
30.6K
$7.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
346+ 18.55% |
$68K - $75.6K
|
2.21K
$523K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
329+ 49.18% |
$64.7K - $71.9K
|
998
$236K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
329+ 2.75% |
$64.7K - $71.9K
|
12.3K
$2.91M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
320+ 1.89% |
$62.9K - $69.9K
|
17.3K
$4.09M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
320+ 22.6% |
$62.9K - $69.9K
|
1.74K
$410K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
316+ 23.64% |
$62.1K - $69.1K
|
1.65K
$391K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
314+ 10.49% |
$61.7K - $68.6K
|
3.31K
$782K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
300+ 93.46% |
$59K - $65.6K
|
621
$147K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
300+ 1.32% |
$59K - $65.6K
|
23K
$5.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
295+ 1.09% |
$58K - $64.5K
|
27.3K
$6.46M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
293+ 13.84% |
$57.6K - $64K
|
2.41K
$570K
|
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
292+ 8.92% |
$57.4K - $63.8K
|
3.57K
$843K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
286+ 2.67% |
$56.2K - $62.5K
|
11K
$2.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
279+ 23.1% |
$54.8K - $61K
|
1.49K
$352K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
278+ 2.44% |
$54.6K - $60.8K
|
11.7K
$2.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
272+ 58.62% |
$53.5K - $59.4K
|
736
$174K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
260+ 20.42% |
$51.1K - $56.8K
|
1.53K
$362K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
257+ 103.21% |
$50.5K - $56.2K
|
506
$120K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
257+ 3.45% |
$50.5K - $56.2K
|
7.71K
$1.82M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
250+ 16.4% |
$49.1K - $54.6K
|
1.77K
$419K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
248+ 15.46% |
$48.7K - $54.2K
|
1.85K
$438K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
241+ 16.94% |
$47.4K - $52.7K
|
1.66K
$393K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
235New |
$46.2K - $51.4K
|
235
$55.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
231+ 3.28% |
$45.4K - $50.5K
|
7.27K
$1.72M
|
|
|
Nov 08, 2024
Q3 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
225+ 0.2% |
$44.2K - $49.2K
|
115K
$27.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
224+ 1.74% |
$44K - $49K
|
13.1K
$3.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
222+ 3.2% |
$43.6K - $48.5K
|
7.15K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
220+ 2.09% |
$43.2K - $48.1K
|
10.7K
$2.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
216+ 6.47% |
$42.5K - $47.2K
|
3.55K
$840K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
211New |
$41.5K - $46.1K
|
211
$49.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
211New |
$41.5K - $46.1K
|
211
$49.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
202+ 0.78% |
$39.7K - $44.1K
|
26.1K
$6.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
200+ 15.67% |
$39.3K - $43.7K
|
1.48K
$349K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
200+ 4.31% |
$39.3K - $43.7K
|
4.84K
$1.14M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
194+ 1.53% |
$38.1K - $42.4K
|
12.9K
$3.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
187+ 6.01% |
$36.8K - $40.9K
|
3.3K
$780K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
187+ 1.95% |
$36.8K - $40.9K
|
9.8K
$2.32M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
180+ 3.86% |
$35.4K - $39.3K
|
4.85K
$1.15M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
176+ 0.43% |
$34.6K - $38.5K
|
41.6K
$9.83M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
175New |
$34.4K - $38.2K
|
175
$41.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
174New |
$34.2K - $38K
|
174
$41.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
170+ 26.19% |
$33.4K - $37.2K
|
819
$194K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
163+ 0.51% |
$32K - $35.6K
|
32K
$7.55M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
160+ 16.93% |
$31.4K - $35K
|
1.11K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
157+ 1.71% |
$30.9K - $34.3K
|
9.33K
$2.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
143+ 3.34% |
$28.1K - $31.3K
|
4.42K
$1.04M
|