Purchases and Sales Made in Q4 2024 in Broadridge Financial Solutions, Inc. (BR)
This table provides information about the institutional ownership of Broadridge Financial Solutions, Inc. (BR) during Q4 2024. 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 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
158KNew |
$33.1M - $37.3M
|
158K
$37.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
114KNew |
$23.9M - $27M
|
114K
$27.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
77.4KNew |
$16.2M - $18.3M
|
77.4K
$18.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
25.3KNew |
$5.31M - $5.98M
|
25.3K
$6.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
20.2K+ 962.52% |
$4.24M - $4.78M
|
22.3K
$5.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
18.2K+ 33.75% |
$3.82M - $4.31M
|
72.2K
$17.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
12.2KNew |
$2.55M - $2.88M
|
12.2K
$2.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
10.7K+ 222.06% |
$2.24M - $2.52M
|
15.5K
$3.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
10.3K+ 52.61% |
$2.17M - $2.44M
|
30K
$7.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
10.3KNew |
$2.16M - $2.43M
|
10.3K
$2.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
7.75KNew |
$1.63M - $1.83M
|
7.75K
$1.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
7.41KNew |
$1.55M - $1.75M
|
7.41K
$1.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
6.04K+ 14.67% |
$1.27M - $1.43M
|
47.2K
$11.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
BUY
|
- |
5.21K+ 11.24% |
$1.09M - $1.23M
|
51.5K
$12.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
4.58KNew |
$960K - $1.08M
|
4.58K
$1.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
4K+ 1.04% |
$839K - $946K
|
388K
$93.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.91K+ 48.39% |
$820K - $924K
|
12K
$2.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3.75K+ 53.5% |
$787K - $887K
|
10.8K
$2.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.7K+ 25.52% |
$775K - $875K
|
18.2K
$4.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
3.55K+ 10.82% |
$745K - $840K
|
36.4K
$8.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.45KNew |
$724K - $816K
|
3.45K
$831K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.13KNew |
$656K - $740K
|
3.13K
$753K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.12K+ 20.82% |
$654K - $738K
|
18.1K
$4.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.76K+ 37.33% |
$578K - $651K
|
10.1K
$2.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.57KNew |
$538K - $606K
|
2.57K
$617K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.54K+ 9.29% |
$531K - $599K
|
29.8K
$7.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.38KNew |
$500K - $563K
|
2.38K
$573K
|
|
|
Feb 03, 2025
Q4 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
2.04K+ 47.81% |
$427K - $481K
|
6.29K
$1.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
2.03KNew |
$426K - $481K
|
2.03K
$489K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.96K+ 33.18% |
$411K - $463K
|
7.86K
$1.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.86KNew |
$390K - $440K
|
1.86K
$447K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.85KNew |
$388K - $438K
|
1.85K
$446K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.73K+ 1815.79% |
$362K - $408K
|
1.82K
$438K
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
1.58K+ 1.92% |
$331K - $373K
|
83.8K
$20.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.57K+ 6.6% |
$329K - $371K
|
25.3K
$6.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.56KNew |
$327K - $369K
|
1.56K
$376K
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
1.51K+ 43.35% |
$317K - $358K
|
5K
$1.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.46KNew |
$305K - $344K
|
1.46K
$351K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.46K+ 16.26% |
$305K - $344K
|
10.4K
$2.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.39K+ 31.33% |
$292K - $329K
|
5.83K
$1.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.38KNew |
$289K - $326K
|
1.38K
$332K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.35KNew |
$282K - $318K
|
1.35K
$324K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.22K+ 6.77% |
$256K - $289K
|
19.3K
$4.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.2K+ 97.97% |
$252K - $285K
|
2.43K
$585K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.17K+ 39.69% |
$244K - $276K
|
4.1K
$987K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.15K+ 13.06% |
$242K - $273K
|
9.99K
$2.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.13KNew |
$238K - $268K
|
1.13K
$273K
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.12KNew |
$234K - $264K
|
1.12K
$268K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
1.1K+ 2.72% |
$230K - $260K
|
41.5K
$9.97M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.05KNew |
$219K - $247K
|
1.05K
$252K
|