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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
2+ 0.09% |
$419 - $473
|
2.14K
$519K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2+ 0.08% |
$419 - $473
|
2.65K
$644K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.39% |
$210 - $236
|
256
$62.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
1+ 0.07% |
$210 - $236
|
1.36K
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
1+ 0.01% |
$210 - $236
|
7.18K
$1.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.59% |
$210 - $236
|
170
$41.3K
|
|
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1+ 0.0% |
$210 - $236
|
462K
$112M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.47% |
$210 - $236
|
212
$51.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.07% |
$210 - $236
|
1.44K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 0.67% |
$210 - $236
|
150
$36.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1+ 0.1% |
$210 - $236
|
1.05K
$254K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1New |
$210 - $236
|
1
$243
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$210 - $236
|
1.52K
$368K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1+ 0.05% |
$210 - $236
|
2.06K
$499K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1New |
$210 - $236
|
1
$243
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-1- 0.1% |
$210 - $236
|
962
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1- 0.1% |
$210 - $236
|
1.02K
$248K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1- 0.1% |
$210 - $236
|
1.05K
$254K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1- 0.1% |
$210 - $236
|
1.03K
$250K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1- 0.32% |
$210 - $236
|
310
$75.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2- 2.06% |
$419 - $473
|
95
$23.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-2- 0.9% |
$419 - $473
|
219
$53.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2- 0.68% |
$419 - $473
|
294
$71.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-3- 0.13% |
$629 - $709
|
2.36K
$573K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-3- 0.21% |
$629 - $709
|
1.44K
$349K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 17.65% |
$629 - $709
|
14
$3.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-3- 21.43% |
$629 - $709
|
11
$2.67K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-3- 0.15% |
$629 - $709
|
2.05K
$498K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3- 0.17% |
$629 - $709
|
1.74K
$421K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-3- 0.25% |
$629 - $709
|
1.19K
$289K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-3- 0.13% |
$629 - $709
|
2.34K
$567K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-4- 0.35% |
$839 - $946
|
1.15K
$279K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-4- 6.25% |
$839 - $946
|
60
$14.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5- 0.44% |
$1.05K - $1.18K
|
1.12K
$273K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-5- 0.34% |
$1.05K - $1.18K
|
1.49K
$361K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-5- 1.1% |
$1.05K - $1.18K
|
449
$109K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-6- 0.02% |
$1.26K - $1.42K
|
33.4K
$8.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-7- 0.07% |
$1.47K - $1.66K
|
10.7K
$2.59M
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-8- 0.44% |
$1.68K - $1.89K
|
1.8K
$436K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-8- 0.55% |
$1.68K - $1.89K
|
1.44K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-9- 0.72% |
$1.89K - $2.13K
|
1.25K
$302K
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-10- 0.34% |
$2.1K - $2.36K
|
2.94K
$713K
|
|
|
Feb 13, 2025
Q4 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-10- 0.62% |
$2.1K - $2.36K
|
1.61K
$390K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-11- 0.45% |
$2.31K - $2.6K
|
2.45K
$594K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-11- 0.35% |
$2.31K - $2.6K
|
3.15K
$765K
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-12- 0.01% |
$2.52K - $2.84K
|
114K
$27.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-12- 0.63% |
$2.52K - $2.84K
|
1.9K
$462K
|