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 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-13- 0.27% |
$2.73K - $3.07K
|
4.8K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-14- 0.82% |
$2.93K - $3.31K
|
1.69K
$411K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-15- 0.81% |
$3.14K - $3.55K
|
1.84K
$448K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
SELL
|
- |
-15- 0.98% |
$3.14K - $3.55K
|
1.52K
$370K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-18- 0.88% |
$3.77K - $4.26K
|
2.03K
$496K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-19- 4.49% |
$3.98K - $4.49K
|
404
$98.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-19- 1.76% |
$3.98K - $4.49K
|
1.06K
$259K
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-20- 2.09% |
$4.19K - $4.73K
|
935
$228K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-20- 0.55% |
$4.19K - $4.73K
|
3.64K
$887K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-21- 2.07% |
$4.4K - $4.97K
|
994
$243K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-21- 0.62% |
$4.4K - $4.97K
|
3.36K
$820K
|
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-23- 0.84% |
$4.82K - $5.44K
|
2.72K
$662K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-24- 0.06% |
$5.03K - $5.67K
|
43.1K
$10.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-24- 2.59% |
$5.03K - $5.67K
|
904
$221K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-24- 1.82% |
$5.03K - $5.67K
|
1.3K
$316K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-26- 0.03% |
$5.45K - $6.15K
|
95.5K
$23.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-27- 2.31% |
$5.66K - $6.38K
|
1.14K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-27- 2.1% |
$5.66K - $6.38K
|
1.26K
$307K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-28- 1.85% |
$5.87K - $6.62K
|
1.49K
$363K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-28- 1.11% |
$5.87K - $6.62K
|
2.5K
$611K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-29- 2.37% |
$6.08K - $6.86K
|
1.2K
$292K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-29- 0.82% |
$6.08K - $6.86K
|
3.52K
$860K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-31- 1.98% |
$6.5K - $7.33K
|
1.54K
$375K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-32- 0.07% |
$6.71K - $7.57K
|
45.8K
$11.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-33- 1.68% |
$6.92K - $7.8K
|
1.94K
$472K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-33- 0.01% |
$6.92K - $7.8K
|
439K
$107M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-34- 0.18% |
$7.13K - $8.04K
|
18.4K
$4.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-35- 2.22% |
$7.34K - $8.28K
|
1.54K
$377K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-36- 1.2% |
$7.55K - $8.51K
|
2.97K
$726K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-37- 0.94% |
$7.76K - $8.75K
|
3.92K
$956K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
SELL
|
- |
-39- 3.18% |
$8.18K - $9.22K
|
1.19K
$290K
|
|
|
Feb 14, 2025
Q4 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-40- 1.48% |
$8.39K - $9.46K
|
2.67K
$652K
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-40- 1.22% |
$8.39K - $9.46K
|
3.23K
$788K
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-43- 2.17% |
$9.01K - $10.2K
|
1.94K
$473K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-45- 1.51% |
$9.43K - $10.6K
|
2.93K
$716K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-45- 1.97% |
$9.43K - $10.6K
|
2.24K
$545K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-46- 3.96% |
$9.64K - $10.9K
|
1.12K
$273K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-47- 0.36% |
$9.85K - $11.1K
|
12.8K
$3.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-49- 2.19% |
$10.3K - $11.6K
|
2.18K
$533K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-50- 0.86% |
$10.5K - $11.8K
|
5.79K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-50- 0.07% |
$10.5K - $11.8K
|
74.7K
$18.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-52- 8.19% |
$10.9K - $12.3K
|
583
$142K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-53- 4.44% |
$11.1K - $12.5K
|
1.14K
$278K
|
|
|
Feb 10, 2025
Q4 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-55- 0.06% |
$11.5K - $13K
|
90.8K
$22.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-55- 0.41% |
$11.5K - $13K
|
13.3K
$3.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-56- 3.62% |
$11.7K - $13.2K
|
1.49K
$364K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-59- 2.65% |
$12.4K - $13.9K
|
2.16K
$528K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-61- 0.43% |
$12.8K - $14.4K
|
14K
$3.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-62- 5.98% |
$13K - $14.7K
|
975
$238K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-63- 1.28% |
$13.2K - $14.9K
|
4.87K
$1.19M
|