Purchases and Sales Made in Q4 2022 in Broadridge Financial Solutions, Inc. (BR)
This table provides information about the institutional ownership of Broadridge Financial Solutions, Inc. (BR) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.16K+ 97.78% |
$286K - $329K
|
4.37K
$994K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
2.08K+ 20.09% |
$276K - $318K
|
12.5K
$2.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
2.06KNew |
$272K - $313K
|
2.06K
$467K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2K+ 48.09% |
$265K - $304K
|
6.15K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.96KNew |
$260K - $299K
|
1.96K
$446K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
1.95K+ 25.52% |
$258K - $297K
|
9.58K
$2.18M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.95K+ 56.92% |
$258K - $297K
|
5.36K
$1.22M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.94KNew |
$257K - $296K
|
1.94K
$441K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.89K+ 2.65% |
$250K - $288K
|
73.3K
$16.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.86K+ 4.4% |
$246K - $283K
|
44K
$10M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.85KNew |
$246K - $282K
|
1.85K
$421K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.85K+ 7.01% |
$245K - $282K
|
28.3K
$6.42M
|
|
|
Jan 27, 2023
Q4 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
1.83KNew |
$243K - $279K
|
1.83K
$416K
|
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
1.83K+ 34.94% |
$243K - $279K
|
7.07K
$1.61M
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.81K+ 18.4% |
$240K - $276K
|
11.6K
$2.65M
|
|
|
Feb 09, 2023
Q4 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.78K+ 3.56% |
$236K - $271K
|
51.8K
$11.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.75K+ 4.4% |
$232K - $267K
|
41.5K
$9.44M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
1.74KNew |
$230K - $265K
|
1.74K
$394K
|
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
1.68KNew |
$223K - $257K
|
1.68K
$383K
|
|
|
Jan 27, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.68KNew |
$222K - $255K
|
1.68K
$381K
|
|
|
Feb 09, 2023
Q4 2022
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
1.67KNew |
$222K - $255K
|
1.67K
$380K
|
|
|
Feb 01, 2023
Q4 2022
|
Keystone Financial Services
|
BUY
|
- |
1.67KNew |
$221K - $254K
|
1.67K
$379K
|
|
|
Feb 13, 2023
Q4 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
1.65K+ 106.92% |
$219K - $252K
|
3.2K
$728K
|
|
|
Feb 13, 2023
Q4 2022
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
1.64KNew |
$218K - $250K
|
1.64K
$374K
|
|
|
Feb 14, 2023
Q4 2022
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
1.62KNew |
$215K - $248K
|
1.62K
$369K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.59KNew |
$211K - $243K
|
1.59K
$362K
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.58K+ 13.17% |
$209K - $240K
|
13.5K
$3.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
1.52K+ 0.1% |
$202K - $232K
|
1.55M
$352M
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
1.51KNew |
$200K - $230K
|
1.51K
$343K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.5K+ 33.79% |
$198K - $228K
|
5.92K
$1.35M
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
1.46K+ 19.09% |
$194K - $223K
|
9.13K
$2.08M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.42K+ 12.02% |
$189K - $217K
|
13.3K
$3.02M
|
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
1.41K+ 26.75% |
$187K - $215K
|
6.67K
$1.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.4KNew |
$186K - $213K
|
1.4K
$318K
|
|
|
Feb 08, 2023
Q4 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
1.37K+ 6.75% |
$182K - $209K
|
21.7K
$4.94M
|
|
|
Jan 31, 2023
Q4 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.35K+ 148.51% |
$179K - $206K
|
2.26K
$514K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.28K+ 8.17% |
$170K - $196K
|
17K
$3.86M
|
|
|
Jan 27, 2023
Q4 2022
|
Suncoast Equity Management
|
BUY
|
- |
1.26K+ 8.36% |
$167K - $192K
|
16.3K
$3.71M
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.24K+ 17757.14% |
$165K - $190K
|
1.25K
$284K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.24K+ 7.36% |
$165K - $189K
|
18.1K
$4.12M
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.15K+ 3.99% |
$153K - $175K
|
30K
$6.82M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.12K+ 22.42% |
$149K - $171K
|
6.12K
$1.39M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.09K+ 16.9% |
$145K - $167K
|
7.57K
$1.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
1.05K+ 2.47% |
$139K - $160K
|
43.5K
$9.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.04K+ 6.19% |
$138K - $158K
|
17.8K
$4.05M
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
1.02K+ 3.16% |
$135K - $155K
|
33.2K
$7.55M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
978New |
$130K - $149K
|
978
$222K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
972+ 6.22% |
$129K - $148K
|
16.6K
$3.77M
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
BUY
|
- |
970+ 4.41% |
$129K - $148K
|
23K
$5.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
969+ 32.1% |
$128K - $148K
|
3.99K
$907K
|