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 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-101- 13.72% |
$21.2K - $23.9K
|
635
$155K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-104- 0.92% |
$21.8K - $24.6K
|
11.2K
$2.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-111- 1.37% |
$23.3K - $26.2K
|
8.02K
$1.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-119- 1.38% |
$24.9K - $28.1K
|
8.49K
$2.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-120- 0.62% |
$25.2K - $28.4K
|
19.2K
$4.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-121- 0.58% |
$25.4K - $28.6K
|
20.7K
$5.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-121- 0.49% |
$25.4K - $28.6K
|
24.7K
$6.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-125- 0.32% |
$26.2K - $29.6K
|
39K
$9.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-125- 1.46% |
$26.2K - $29.6K
|
8.44K
$2.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-126- 0.33% |
$26.4K - $29.8K
|
37.9K
$9.29M
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-130- 6.28% |
$27.3K - $30.7K
|
1.94K
$475K
|
|
|
Feb 14, 2025
Q4 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-131- 0.56% |
$27.5K - $31K
|
23.2K
$5.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-132- 16.46% |
$27.7K - $31.2K
|
670
$164K
|
|
|
Feb 12, 2025
Q4 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-133- 3.83% |
$27.9K - $31.4K
|
3.34K
$818K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-139- 1.89% |
$29.1K - $32.9K
|
7.2K
$1.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-140- 9.79% |
$29.3K - $33.1K
|
1.29K
$316K
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-143- 0.31% |
$30K - $33.8K
|
45.8K
$11.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-162- 14.69% |
$34K - $38.3K
|
941
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-165- 1.16% |
$34.6K - $39K
|
14.1K
$3.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-165- 4.91% |
$34.6K - $39K
|
3.2K
$783K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-166- 8.08% |
$34.8K - $39.2K
|
1.89K
$462K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-167- 0.97% |
$35K - $39.5K
|
17K
$4.17M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-168- 6.17% |
$35.2K - $39.7K
|
2.56K
$626K
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-175- 14.57% |
$36.7K - $41.4K
|
1.03K
$251K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-176- 11.92% |
$36.9K - $41.6K
|
1.3K
$319K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-180- 10.15% |
$37.7K - $42.6K
|
1.59K
$390K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-187- 4.23% |
$39.2K - $44.2K
|
4.24K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-198- 11.45% |
$41.5K - $46.8K
|
1.53K
$375K
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-198- 3.26% |
$41.5K - $46.8K
|
5.87K
$1.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-200- 3.15% |
$41.9K - $47.3K
|
6.16K
$1.51M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-200- 3.48% |
$41.9K - $47.3K
|
5.55K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-200- 2.33% |
$41.9K - $47.3K
|
8.38K
$2.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-209- 0.82% |
$43.8K - $49.4K
|
25.3K
$6.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-213- 5.13% |
$44.7K - $50.4K
|
3.94K
$965K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-214- 45.05% |
$44.9K - $50.6K
|
261
$63.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-221- 4.46% |
$46.3K - $52.3K
|
4.73K
$1.16M
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-237- 0.71% |
$49.7K - $56K
|
33.2K
$8.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-241- 20.37% |
$50.5K - $57K
|
942
$231K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-249- 2.62% |
$52.2K - $58.9K
|
9.27K
$2.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-250- 10.31% |
$52.4K - $59.1K
|
2.18K
$533K
|
|
|
Feb 13, 2025
Q4 2024
|
Bell Asset Management LTD
Melbourne, C3 |
SELL
|
- |
-260- 0.89% |
$54.5K - $61.5K
|
29K
$7.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-261- 2.01% |
$54.7K - $61.7K
|
12.7K
$3.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-264- 4.24% |
$55.3K - $62.4K
|
5.96K
$1.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-274- 5.11% |
$57.4K - $64.8K
|
5.09K
$1.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-275- 20.34% |
$57.7K - $65K
|
1.08K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-282- 7.38% |
$59.1K - $66.7K
|
3.54K
$866K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-282- 6.51% |
$59.1K - $66.7K
|
4.05K
$992K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-297- 1.34% |
$62.3K - $70.2K
|
21.8K
$5.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-299- 4.03% |
$62.7K - $70.7K
|
7.12K
$1.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 4.55% |
$62.9K - $70.9K
|
6.3K
$1.54M
|