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 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
160+ 1.05% |
$26.8K - $32.9K
|
15.4K
$3.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
154+ 11.08% |
$25.8K - $31.7K
|
1.54K
$348K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
130+ 55.56% |
$21.8K - $26.8K
|
364
$82K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
126+ 12.95% |
$21.1K - $25.9K
|
1.1K
$248K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
124+ 10.82% |
$20.8K - $25.5K
|
1.27K
$286K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
120+ 9.46% |
$20.1K - $24.7K
|
1.39K
$313K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
118+ 5.32% |
$19.8K - $24.3K
|
2.34K
$526K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
118New |
$19.8K - $24.3K
|
118
$26.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
115New |
$19.2K - $23.7K
|
115
$25.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
114+ 4.02% |
$19.1K - $23.5K
|
2.95K
$664K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
114+ 27.01% |
$19.1K - $23.5K
|
536
$121K
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
107+ 1.87% |
$17.9K - $22K
|
5.83K
$1.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
106+ 10.66% |
$17.7K - $21.8K
|
1.1K
$248K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
105+ 5.95% |
$17.6K - $21.6K
|
1.87K
$422K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
104New |
$17.4K - $21.4K
|
104
$23.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
103+ 18.43% |
$17.2K - $21.2K
|
662
$149K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
103+ 18.43% |
$17.2K - $21.2K
|
662
$149K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
102+ 2040.0% |
$17.1K - $21K
|
107
$24.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.5% |
$16.7K - $20.6K
|
20.3K
$4.57M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
96+ 1.58% |
$16.1K - $19.8K
|
6.16K
$1.39M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
96+ 31.17% |
$16.1K - $19.8K
|
404
$91.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Ami Asset Management Corp
|
BUY
|
- |
94+ 3.56% |
$15.7K - $19.3K
|
2.74K
$617K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
88New |
$14.7K - $18.1K
|
88
$19.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
86+ 13.67% |
$14.4K - $17.7K
|
715
$161K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
84+ 4.7% |
$14.1K - $17.3K
|
1.87K
$422K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
81+ 3.58% |
$13.6K - $16.7K
|
2.34K
$528K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
80New |
$13.4K - $16.5K
|
80
$18K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
79+ 4.0% |
$13.2K - $16.3K
|
2.05K
$463K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
75+ 0.29% |
$12.6K - $15.4K
|
25.9K
$5.84M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
74+ 25.69% |
$12.4K - $15.2K
|
362
$81.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
73+ 0.67% |
$12.2K - $15K
|
10.9K
$2.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
71+ 0.99% |
$11.9K - $14.6K
|
7.28K
$1.64M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
69+ 2.41% |
$11.5K - $14.2K
|
2.93K
$661K
|
|
|
Jan 16, 2024
Q4 2023
|
Tributary Capital Management, LLC
|
BUY
|
- |
68+ 1.58% |
$11.4K - $14K
|
4.37K
$985K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
64New |
$10.7K - $13.2K
|
64
$14.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
63+ 1.56% |
$10.5K - $13K
|
4.09K
$922K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
61+ 17.53% |
$10.2K - $12.6K
|
409
$92.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
60+ 57.14% |
$10K - $12.3K
|
165
$37.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
58+ 3.77% |
$9.71K - $11.9K
|
1.6K
$360K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
57New |
$9.54K - $11.7K
|
57
$12.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
57+ 3.78% |
$9.54K - $11.7K
|
1.57K
$353K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
54+ 1.1% |
$9.04K - $11.1K
|
4.98K
$1.12M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
52+ 2.29% |
$8.7K - $10.7K
|
2.32K
$523K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
52+ 0.28% |
$8.7K - $10.7K
|
18.4K
$4.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
49New |
$8.2K - $10.1K
|
49
$11K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
49+ 2.93% |
$8.2K - $10.1K
|
1.72K
$389K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
45New |
$7.53K - $9.26K
|
45
$10.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
44+ 1.86% |
$7.36K - $9.06K
|
2.41K
$542K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
43+ 2.68% |
$7.2K - $8.85K
|
1.65K
$372K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
42+ 2.86% |
$7.03K - $8.64K
|
1.51K
$341K
|