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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-75- 6.47% |
$12.6K - $15.4K
|
1.09K
$261K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-78- 0.75% |
$13.1K - $16.1K
|
10.4K
$2.49M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-80- 4.98% |
$13.4K - $16.5K
|
1.53K
$367K
|
|
|
Feb 14, 2024
Q4 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-80- 1.09% |
$13.4K - $16.5K
|
7.23K
$1.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-82- 14.99% |
$13.7K - $16.9K
|
465
$112K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-85- 1.91% |
$14.2K - $17.5K
|
4.36K
$1.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-89- 2.4% |
$14.9K - $18.3K
|
3.62K
$869K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-95- 5.32% |
$15.9K - $19.6K
|
1.69K
$406K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-98- 2.01% |
$16.4K - $20.2K
|
4.79K
$1.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-99- 0.33% |
$16.6K - $20.4K
|
30.2K
$7.27M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-100- 33.33% |
$16.7K - $20.6K
|
200
$48.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-103- 4.46% |
$17.2K - $21.2K
|
2.21K
$531K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-103- 7.21% |
$17.2K - $21.2K
|
1.33K
$319K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-105- 15.24% |
$17.6K - $21.6K
|
584
$140K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-107- 0.88% |
$17.9K - $22K
|
12K
$2.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-110- 10.31% |
$18.4K - $22.6K
|
957
$230K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-116- 0.48% |
$19.4K - $23.9K
|
24.3K
$5.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-123- 6.57% |
$20.6K - $25.3K
|
1.75K
$420K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-124- 3.21% |
$20.8K - $25.5K
|
3.74K
$899K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-124- 7.68% |
$20.8K - $25.5K
|
1.49K
$358K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-124- 8.08% |
$20.8K - $25.5K
|
1.41K
$339K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-126- 6.96% |
$21.1K - $25.9K
|
1.69K
$405K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-130- 0.49% |
$21.8K - $26.8K
|
26.5K
$6.38M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-131- 0.66% |
$21.9K - $27K
|
19.7K
$4.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-134- 2.61% |
$22.4K - $27.6K
|
5K
$1.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-135- 0.21% |
$22.6K - $27.8K
|
62.8K
$15.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-136- 3.64% |
$22.8K - $28K
|
3.6K
$864K
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-136- 1.69% |
$22.8K - $28K
|
7.92K
$1.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-137- 0.58% |
$22.9K - $28.2K
|
23.4K
$5.62M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-139- 1.36% |
$23.3K - $28.6K
|
10.1K
$2.42M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-139- 0.86% |
$23.3K - $28.6K
|
16K
$3.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-142- 4.56% |
$23.8K - $29.2K
|
2.97K
$714K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-143- 26.0% |
$23.9K - $29.4K
|
407
$97.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-144- 0.49% |
$24.1K - $29.6K
|
29.3K
$7.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-145- 1.29% |
$24.3K - $29.8K
|
11.1K
$2.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Bell Asset Management LTD
Melbourne, C3 |
SELL
|
- |
-145- 0.36% |
$24.3K - $29.8K
|
39.9K
$9.59M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-150- 11.64% |
$25.1K - $30.9K
|
1.14K
$274K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-152- 2.62% |
$25.4K - $31.3K
|
5.64K
$1.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-157- 12.67% |
$26.3K - $32.3K
|
1.08K
$260K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-159- 3.4% |
$26.6K - $32.7K
|
4.51K
$1.08M
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-160- 1.67% |
$26.8K - $32.9K
|
9.44K
$2.27M
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-163- 0.46% |
$27.3K - $33.6K
|
35.6K
$8.55M
|
|
|
Feb 01, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-169- 0.93% |
$28.3K - $34.8K
|
18K
$4.33M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-169- 4.11% |
$28.3K - $34.8K
|
3.95K
$949K
|
|
|
May 24, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-169- 0.93% |
$28.3K - $34.8K
|
18K
$4.33M
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-172- 4.74% |
$28.8K - $35.4K
|
3.46K
$831K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-173- 1.25% |
$29K - $35.6K
|
13.7K
$3.28M
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-189- 14.2% |
$31.6K - $38.9K
|
1.14K
$274K
|
|
|
Jan 11, 2024
Q4 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-190- 12.75% |
$31.8K - $39.1K
|
1.3K
$312K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-199- 1.57% |
$33.3K - $41K
|
12.4K
$2.99M
|