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 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-214- 45.05% |
$44.9K - $50.6K
|
261
$63.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-221- 4.46% |
$46.3K - $52.3K
|
4.73K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-237- 0.71% |
$49.7K - $56K
|
33.2K
$8.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-241- 20.37% |
$50.5K - $57K
|
942
$230K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-249- 2.62% |
$52.2K - $58.9K
|
9.27K
$2.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-250- 10.31% |
$52.4K - $59.1K
|
2.18K
$531K
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-254- 1.83% |
$53.2K - $60.1K
|
13.6K
$3.33M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-254- 1.83% |
$53.2K - $60.1K
|
13.6K
$3.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Bell Asset Management LTD
Melbourne, C3 |
SELL
|
- |
-260- 0.89% |
$54.5K - $61.5K
|
29K
$7.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-261- 2.01% |
$54.7K - $61.7K
|
12.7K
$3.1M
|
|
|
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
$1.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-275- 20.34% |
$57.7K - $65K
|
1.08K
$263K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-282- 6.51% |
$59.1K - $66.7K
|
4.05K
$988K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-282- 7.38% |
$59.1K - $66.7K
|
3.54K
$863K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-297- 1.34% |
$62.3K - $70.2K
|
21.8K
$5.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-299- 4.03% |
$62.7K - $70.7K
|
7.12K
$1.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-300- 10.34% |
$62.9K - $70.9K
|
2.6K
$634K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 4.55% |
$62.9K - $70.9K
|
6.3K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-302- 2.93% |
$63.3K - $71.4K
|
10K
$2.44M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-302- 37.66% |
$63.3K - $71.4K
|
500
$122K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-318- 1.64% |
$66.7K - $75.2K
|
19.1K
$4.65M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-319- 3.15% |
$66.9K - $75.4K
|
9.82K
$2.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Fenimore Asset Management Inc
|
SELL
|
- |
-321- 0.1% |
$67.3K - $75.9K
|
313K
$76.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-325- 13.86% |
$68.1K - $76.8K
|
2.02K
$493K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
SELL
|
- |
-332- 5.7% |
$69.6K - $78.5K
|
5.49K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-335- 35.83% |
$70.2K - $79.2K
|
600
$146K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-344- 15.01% |
$72.1K - $81.3K
|
1.95K
$475K
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-347- 4.65% |
$72.7K - $82K
|
7.12K
$1.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-366- 2.59% |
$76.7K - $86.5K
|
13.8K
$3.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-366- 2.77% |
$76.7K - $86.5K
|
12.8K
$3.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-370- 2.57% |
$77.6K - $87.5K
|
14K
$3.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-385- 11.57% |
$80.7K - $91K
|
2.94K
$718K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-392- 0.75% |
$82.2K - $92.7K
|
52K
$12.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-395- 26.33% |
$82.8K - $93.4K
|
1.11K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-397- 1.23% |
$83.2K - $93.9K
|
31.9K
$7.79M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-400- 1.93% |
$83.9K - $94.6K
|
20.4K
$4.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-407- 22.36% |
$85.3K - $96.2K
|
1.41K
$345K
|
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-410- 19.88% |
$86K - $96.9K
|
1.65K
$403K
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-418- 6.27% |
$87.6K - $98.8K
|
6.25K
$1.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-432- 11.17% |
$90.6K - $102K
|
3.43K
$838K
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-456- 0.34% |
$95.6K - $108K
|
132K
$32.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-463- 7.37% |
$97.1K - $109K
|
5.82K
$1.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
SELL
|
- |
-473- 2.34% |
$99.2K - $112K
|
19.7K
$4.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-530- 27.11% |
$111K - $125K
|
1.43K
$348K
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-552- 2.17% |
$116K - $131K
|
24.9K
$6.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-571- 8.54% |
$120K - $135K
|
6.11K
$1.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-598- 4.99% |
$125K - $141K
|
11.4K
$2.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-610- 0.98% |
$128K - $144K
|
61.6K
$15M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-618- 10.46% |
$130K - $146K
|
5.29K
$1.29M
|