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 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
42+ 3.32% |
$7.03K - $8.64K
|
1.31K
$295K
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
42+ 1.39% |
$7.03K - $8.64K
|
3.07K
$692K
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
40+ 0.38% |
$6.7K - $8.23K
|
10.6K
$2.39M
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
39New |
$6.53K - $8.03K
|
39
$8.79K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
38New |
$6.36K - $7.82K
|
38
$8.56K
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
38+ 2.61% |
$6.36K - $7.82K
|
1.5K
$337K
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
38+ 2.87% |
$6.36K - $7.82K
|
1.36K
$307K
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
37+ 14.92% |
$6.19K - $7.62K
|
285
$64.2K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
36+ 6.96% |
$6.03K - $7.41K
|
553
$125K
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
35+ 2.95% |
$5.86K - $7.2K
|
1.22K
$275K
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
35New |
$5.86K - $7.2K
|
35
$7.89K
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
29+ 2.14% |
$4.85K - $5.97K
|
1.39K
$313K
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
29+ 0.13% |
$4.85K - $5.97K
|
22.6K
$5.1M
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
22+ 95.65% |
$3.68K - $4.53K
|
45
$10.1K
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
22New |
$3.68K - $4.53K
|
22
$4.96K
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
21+ 1.2% |
$3.51K - $4.32K
|
1.78K
$400K
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
20New |
$3.35K - $4.12K
|
20
$4.51K
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
18New |
$3.01K - $3.7K
|
18
$4.06K
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
16New |
$2.68K - $3.29K
|
16
$3.61K
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
16+ 0.71% |
$2.68K - $3.29K
|
2.27K
$511K
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
15+ 41.67% |
$2.51K - $3.09K
|
51
$11.5K
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
15+ 0.66% |
$2.51K - $3.09K
|
2.27K
$512K
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
14New |
$2.34K - $2.88K
|
14
$3.16K
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
14+ 1.06% |
$2.34K - $2.88K
|
1.34K
$302K
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
14+ 0.12% |
$2.34K - $2.88K
|
12.2K
$2.74M
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
13New |
$2.18K - $2.68K
|
13
$2.93K
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
BUY
|
- |
11+ 0.95% |
$1.84K - $2.26K
|
1.17K
$263K
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
11+ 0.38% |
$1.84K - $2.26K
|
2.93K
$660K
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
11+ 0.82% |
$1.84K - $2.26K
|
1.35K
$304K
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8+ 0.27% |
$1.34K - $1.65K
|
2.99K
$674K
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 6.45% |
$1.34K - $1.65K
|
132
$29.8K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
8New |
$1.34K - $1.65K
|
8
$1.8K
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
8+ 0.47% |
$1.34K - $1.65K
|
1.7K
$383K
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
7+ 0.4% |
$1.17K - $1.44K
|
1.74K
$391K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7New |
$1.17K - $1.44K
|
7
$1.58K
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
6+ 0.35% |
$1K - $1.23K
|
1.72K
$388K
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
6+ 0.03% |
$1K - $1.23K
|
19.6K
$4.42M
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6+ 0.36% |
$1K - $1.23K
|
1.68K
$378K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
5New |
$837 - $1.03K
|
5
$1.13K
|
|
Jan 25, 2024
Q4 2023
|
Moody Aldrich Partners LLC
|
BUY
|
- |
5+ 0.24% |
$837 - $1.03K
|
2.08K
$468K
|
|
Jan 23, 2024
Q4 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
5+ 0.44% |
$837 - $1.03K
|
1.14K
$256K
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
4+ 0.02% |
$670 - $823
|
24K
$5.41M
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
3+ 0.22% |
$502 - $617
|
1.39K
$312K
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$502 - $617
|
3.67K
$827K
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
3+ 0.67% |
$502 - $617
|
453
$102K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.2% |
$335 - $412
|
1K
$226K
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
2+ 0.13% |
$335 - $412
|
1.53K
$344K
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2New |
$335 - $412
|
2
$451
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2+ 0.03% |
$335 - $412
|
5.93K
$1.34M
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
2+ 0.09% |
$335 - $412
|
2.27K
$512K
|