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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-1.27K- 2.53% |
$213K - $262K
|
49.1K
$11.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-1.32K- 2.0% |
$221K - $271K
|
64.6K
$15.7M
|
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.35K- 9.56% |
$225K - $277K
|
12.7K
$3.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1.36K- 54.34% |
$227K - $280K
|
1.14K
$277K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.37K- 1.67% |
$229K - $281K
|
80.3K
$19.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-1.37K- 12.07% |
$229K - $282K
|
9.98K
$2.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.37K- 4.22% |
$229K - $282K
|
31.1K
$7.56M
|
|
|
Jan 23, 2024
Q4 2023
|
Fenimore Asset Management Inc
|
SELL
|
- |
-1.45K- 0.48% |
$242K - $298K
|
298K
$72.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-1.45K- 2.6% |
$243K - $299K
|
54.4K
$13.2M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.47K- 30.75% |
$246K - $302K
|
3.31K
$803K
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-1.49K- 5.53% |
$249K - $306K
|
25.4K
$6.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.52K- 19.56% |
$254K - $313K
|
6.25K
$1.52M
|
|
|
Feb 07, 2025
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.58K- 2.19% |
$264K - $325K
|
70.5K
$17.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.58K- 2.19% |
$264K - $325K
|
70.5K
$17.1M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1.61K- 7.3% |
$270K - $332K
|
20.5K
$4.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.67K- 0.67% |
$280K - $344K
|
247K
$60.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-1.68K- 3.37% |
$281K - $345K
|
48.1K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.71K- 3.77% |
$286K - $352K
|
43.6K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-1.72K- 15.72% |
$288K - $354K
|
9.22K
$2.24M
|
|
|
Jan 18, 2024
Q4 2023
|
Fruth Investment Management
|
SELL
|
- |
-1.78K- 13.12% |
$297K - $365K
|
11.8K
$2.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.82K- 72.89% |
$305K - $375K
|
678
$165K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.86K- 0.46% |
$311K - $382K
|
399K
$96.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.86K- 98.41% |
$311K - $383K
|
30
$7.28K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.88K- 54.1% |
$314K - $386K
|
1.59K
$386K
|
|
|
Feb 13, 2024
Q4 2023
|
Seven Eight Capital, LP
|
SELL
|
- |
-1.93K- 41.56% |
$324K - $398K
|
2.72K
$660K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.93K- 90.37% |
$324K - $398K
|
206
$50K
|
|
|
Feb 14, 2024
Q4 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-1.99K- 52.15% |
$334K - $410K
|
1.83K
$444K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-1.99K- 4.3% |
$334K - $410K
|
44.4K
$10.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.99K- 10.44% |
$334K - $410K
|
17.1K
$4.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.04K- 10.89% |
$342K - $421K
|
16.7K
$4.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Southernsun Asset Management, LLC
Memphis, TN |
SELL
|
- |
-2.14K- 3.88% |
$357K - $439K
|
52.9K
$12.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-2.18K- 0.57% |
$365K - $448K
|
381K
$92.5M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.28K- 2.06% |
$382K - $470K
|
108K
$26.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-2.32K- 8.97% |
$389K - $478K
|
23.6K
$5.73M
|
|
|
Feb 13, 2024
Q4 2023
|
1623 Capital LLC
Alexandria, VA |
SELL
|
- |
-2.4K- 3.79% |
$402K - $494K
|
61K
$14.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-2.45K- 12.62% |
$409K - $503K
|
16.9K
$4.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.55K- 4.99% |
$427K - $525K
|
48.5K
$11.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-2.63K- 45.49% |
$440K - $541K
|
3.15K
$765K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-2.63K- 39.5% |
$440K - $541K
|
4.03K
$978K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
SELL
|
- |
-2.67K- 1.11% |
$447K - $550K
|
238K
$57.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-2.79K- 45.15% |
$467K - $574K
|
3.39K
$823K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.83K- 12.3% |
$473K - $581K
|
20.1K
$4.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-3K- 8.29% |
$502K - $617K
|
33.2K
$8.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3.55K- 2.44% |
$595K - $731K
|
142K
$34.5M
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
SELL
|
- |
-3.63K- 3.97% |
$608K - $748K
|
87.8K
$21.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.65K- 5.07% |
$611K - $751K
|
68.4K
$16.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-3.71K- 5.33% |
$621K - $763K
|
65.9K
$16M
|
|
|
Jan 25, 2024
Q4 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-3.84K- 78.18% |
$643K - $790K
|
1.07K
$260K
|
|
|
Feb 06, 2024
Q4 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-3.9K- 6.85% |
$653K - $803K
|
53K
$12.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-3.9K- 12.56% |
$653K - $803K
|
27.2K
$6.6M
|