Purchases and Sales Made in Q4 2023 in Broadridge Financial Solutions, Inc. (BR)
This table provides information about the institutional ownership of Broadridge Financial Solutions, Inc. (BR) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-18- 85.71% |
$3.01K - $3.7K
|
3
$732
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-18- 1.48% |
$3.01K - $3.7K
|
1.2K
$293K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-18- 1.48% |
$3.01K - $3.7K
|
1.2K
$293K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-20- 0.1% |
$3.35K - $4.12K
|
19.7K
$4.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-20- 7.97% |
$3.35K - $4.12K
|
231
$56.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
SELL
|
- |
-21- 0.57% |
$3.51K - $4.32K
|
3.64K
$888K
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-21- 0.07% |
$3.51K - $4.32K
|
31.8K
$7.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-23- 0.32% |
$3.85K - $4.73K
|
7.07K
$1.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-24- 1.93% |
$4.02K - $4.94K
|
1.22K
$297K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-24- 3.27% |
$4.02K - $4.94K
|
711
$174K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-24- 1.14% |
$4.02K - $4.94K
|
2.08K
$508K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-24- 0.56% |
$4.02K - $4.94K
|
4.26K
$1.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-26- 0.43% |
$4.35K - $5.35K
|
6.04K
$1.47M
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-26- 1.89% |
$4.35K - $5.35K
|
1.35K
$330K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-26- 0.16% |
$4.35K - $5.35K
|
16.3K
$3.98M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-27- 1.92% |
$4.52K - $5.56K
|
1.38K
$337K
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-28- 2.18% |
$4.69K - $5.76K
|
1.26K
$307K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-28- 1.21% |
$4.69K - $5.76K
|
2.28K
$557K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-29- 0.09% |
$4.85K - $5.97K
|
32.5K
$7.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-29- 2.41% |
$4.85K - $5.97K
|
1.17K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-31- 1.28% |
$5.19K - $6.38K
|
2.38K
$582K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-33- 1.94% |
$5.52K - $6.79K
|
1.67K
$408K
|
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-33- 2.56% |
$5.52K - $6.79K
|
1.26K
$307K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-33- 2.94% |
$5.52K - $6.79K
|
1.09K
$266K
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-35- 2.9% |
$5.86K - $7.2K
|
1.17K
$286K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-35- 0.67% |
$5.86K - $7.2K
|
5.17K
$1.26M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-36- 22.22% |
$6.03K - $7.41K
|
126
$30.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-37- 29.13% |
$6.19K - $7.62K
|
90
$22K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-38- 0.18% |
$6.36K - $7.82K
|
20.6K
$5.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-39- 0.19% |
$6.53K - $8.03K
|
20.4K
$4.97M
|
|
|
Jan 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-40- 2.35% |
$6.7K - $8.23K
|
1.66K
$406K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-41- 80.39% |
$6.86K - $8.44K
|
10
$2.44K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-41- 1.09% |
$6.86K - $8.44K
|
3.71K
$904K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-42- 1.71% |
$7.03K - $8.64K
|
2.42K
$590K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-46- 3.46% |
$7.7K - $9.47K
|
1.29K
$314K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-46Closed |
$7.7K - $9.47K
|
0
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-46- 2.11% |
$7.7K - $9.47K
|
2.14K
$521K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-51Closed |
$8.54K - $10.5K
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-51- 1.14% |
$8.54K - $10.5K
|
4.42K
$1.08M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-51- 5.91% |
$8.54K - $10.5K
|
812
$198K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-52- 6.45% |
$8.7K - $10.7K
|
754
$184K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-55- 9.95% |
$9.21K - $11.3K
|
498
$122K
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-57- 1.77% |
$9.54K - $11.7K
|
3.17K
$773K
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
SELL
|
- |
-61- 3.63% |
$10.2K - $12.6K
|
1.62K
$396K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-62- 4.45% |
$10.4K - $12.8K
|
1.33K
$325K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-66- 9.66% |
$11K - $13.6K
|
617
$151K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-67- 25.09% |
$11.2K - $13.8K
|
200
$48.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Dean Capital Management
Overland Park, KS |
SELL
|
- |
-68- 1.01% |
$11.4K - $14K
|
6.67K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-69- 2.58% |
$11.5K - $14.2K
|
2.61K
$637K
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-72- 5.43% |
$12.1K - $14.8K
|
1.25K
$306K
|