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 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-9- 0.07% |
$1.19K - $1.37K
|
12.8K
$2.91M
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
SELL
|
- |
-10- 0.37% |
$1.33K - $1.52K
|
2.71K
$616K
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-11- 0.12% |
$1.46K - $1.68K
|
9.22K
$2.1M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-11- 0.23% |
$1.46K - $1.68K
|
4.84K
$1.1M
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-12- 32.43% |
$1.59K - $1.83K
|
25
$5.68K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-13- 0.52% |
$1.72K - $1.98K
|
2.48K
$564K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-14- 0.82% |
$1.86K - $2.13K
|
1.69K
$385K
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-14- 0.53% |
$1.86K - $2.13K
|
2.63K
$597K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-16- 0.12% |
$2.12K - $2.44K
|
13.1K
$2.97M
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-16- 1.02% |
$2.12K - $2.44K
|
1.56K
$354K
|
|
|
Jan 23, 2023
Q4 2022
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-19- 1.04% |
$2.52K - $2.9K
|
1.8K
$410K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-19- 16.38% |
$2.52K - $2.9K
|
97
$22.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-21- 12.07% |
$2.78K - $3.2K
|
153
$34.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-21- 0.39% |
$2.78K - $3.2K
|
5.34K
$1.21M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-21- 0.24% |
$2.78K - $3.2K
|
8.57K
$1.95M
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-22- 43.14% |
$2.92K - $3.35K
|
29
$6.59K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-24- 0.71% |
$3.18K - $3.66K
|
3.38K
$768K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-26- 0.77% |
$3.45K - $3.96K
|
3.33K
$758K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-40- 9.59% |
$5.3K - $6.1K
|
377
$85.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-40- 0.13% |
$5.3K - $6.1K
|
29.9K
$6.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-40- 0.58% |
$5.3K - $6.1K
|
6.84K
$1.56M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-42- 2.49% |
$5.57K - $6.4K
|
1.65K
$374K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-44- 1.85% |
$5.83K - $6.71K
|
2.33K
$530K
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-50- 2.17% |
$6.63K - $7.62K
|
2.25K
$512K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-50- 9.21% |
$6.63K - $7.62K
|
493
$112K
|
|
|
Jan 20, 2023
Q4 2022
|
Mcrae Capital Management Inc
|
SELL
|
- |
-50- 0.08% |
$6.63K - $7.62K
|
63.2K
$14.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-53- 7.92% |
$7.03K - $8.08K
|
616
$140K
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-54Closed |
$7.16K - $8.23K
|
0
$0
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-55- 36.18% |
$7.29K - $8.39K
|
97
$22.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-58- 3.17% |
$7.69K - $8.84K
|
1.77K
$402K
|
|
|
Feb 03, 2023
Q4 2022
|
Palmer Knight CO
|
SELL
|
- |
-61- 0.18% |
$8.09K - $9.3K
|
33.8K
$7.68M
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-62- 1.3% |
$8.22K - $9.45K
|
4.71K
$1.07M
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-63- 3.63% |
$8.35K - $9.6K
|
1.67K
$380K
|
|
|
Feb 07, 2023
Q4 2022
|
Garrison Asset Management, LLC
|
SELL
|
- |
-67- 0.36% |
$8.88K - $10.2K
|
18.5K
$4.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
SELL
|
- |
-79- 4.43% |
$10.5K - $12K
|
1.7K
$387K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-91- 57.23% |
$12.1K - $13.9K
|
68
$15.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-94- 0.93% |
$12.5K - $14.3K
|
10.1K
$2.29M
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-95- 2.24% |
$12.6K - $14.5K
|
4.15K
$943K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-100- 1.09% |
$13.3K - $15.2K
|
9.11K
$2.07M
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-100- 65.79% |
$13.3K - $15.2K
|
52
$11.8K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-108- 3.46% |
$14.3K - $16.5K
|
3.01K
$685K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-108- 1.67% |
$14.3K - $16.5K
|
6.38K
$1.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-122- 0.52% |
$16.2K - $18.6K
|
23.5K
$5.34M
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-123- 62.12% |
$16.3K - $18.8K
|
75
$17.1K
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-125Closed |
$16.6K - $19.1K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-132- 6.48% |
$17.5K - $20.1K
|
1.91K
$433K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-137- 5.51% |
$18.2K - $20.9K
|
2.35K
$534K
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-139- 3.37% |
$18.4K - $21.2K
|
3.99K
$907K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-142- 35.86% |
$18.8K - $21.6K
|
254
$57.7K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-160- 2.33% |
$21.2K - $24.4K
|
6.7K
$1.52M
|