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 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
21+ 0.24% |
$2.78K - $3.2K
|
8.71K
$2.13M
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
18+ 3.0% |
$2.39K - $2.74K
|
618
$151K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16+ 2.57% |
$2.12K - $2.44K
|
638
$156K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
16+ 14.55% |
$2.12K - $2.44K
|
126
$30.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Eukles Asset Management
|
BUY
|
- |
15+ 0.42% |
$1.99K - $2.29K
|
3.62K
$883K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13+ 1.5% |
$1.72K - $1.98K
|
878
$214K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
12New |
$1.59K - $1.83K
|
12
$2.93K
|
|
|
Feb 14, 2023
Q4 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
10+ 0.09% |
$1.33K - $1.52K
|
10.7K
$2.62M
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
9+ 100.0% |
$1.19K - $1.37K
|
18
$4.39K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
8+ 1.45% |
$1.06K - $1.22K
|
559
$136K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
8New |
$1.06K - $1.22K
|
8
$1.95K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
8+ 1.45% |
$1.06K - $1.22K
|
559
$136K
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
7+ 77.78% |
$928 - $1.07K
|
16
$3.91K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
6+ 7.23% |
$795 - $915
|
89
$21.7K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
6New |
$795 - $915
|
6
$1.46K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
5New |
$663 - $762
|
5
$1.22K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
5New |
$663 - $762
|
5
$1.22K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5New |
$663 - $762
|
5
$1.22K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5New |
$663 - $762
|
5
$1.22K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3New |
$398 - $457
|
3
$732
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 3.33% |
$398 - $457
|
93
$22.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3+ 0.18% |
$398 - $457
|
1.68K
$410K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3New |
$398 - $457
|
3
$732
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
3New |
$398 - $457
|
3
$732
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
3+ 0.06% |
$398 - $457
|
5.4K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2+ 28.57% |
$265 - $305
|
9
$2.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$265 - $305
|
3.73K
$911K
|
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
1+ 0.03% |
$133 - $152
|
3.3K
$806K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1New |
$133 - $152
|
1
$244
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 1.35% |
$133 - $152
|
75
$18.3K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.41% |
$133 - $152
|
247
$60.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$133 - $152
|
2.19K
$535K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.06% |
$133 - $152
|
1.72K
$420K
|
|
|
Feb 14, 2023
Q4 2022
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
1+ 0.0% |
$133 - $152
|
22K
$5.38M
|
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1- 0.05% |
$133 - $152
|
2.08K
$508K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1- 0.05% |
$133 - $152
|
1.91K
$467K
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-1- 0.01% |
$133 - $152
|
15.3K
$3.73M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2- 6.06% |
$265 - $305
|
31
$7.57K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-2- 0.09% |
$265 - $305
|
2.13K
$520K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-2- 7.69% |
$265 - $305
|
24
$5.86K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2- 1.31% |
$265 - $305
|
151
$36.9K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 11.76% |
$265 - $305
|
15
$3.66K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-2- 0.09% |
$265 - $305
|
2.16K
$527K
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-2- -0.0% |
$265 - $305
|
44K
$10.7M
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-4- 8.7% |
$530 - $610
|
42
$10.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 29.41% |
$663 - $762
|
12
$2.93K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-5- 13.89% |
$663 - $762
|
31
$7.57K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-6- 33.33% |
$795 - $915
|
12
$2.93K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-6- 0.33% |
$795 - $915
|
1.81K
$443K
|