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 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.03KNew |
$217K - $244K
|
1.03K
$249K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.03KNew |
$215K - $243K
|
1.03K
$247K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
1.02KNew |
$214K - $242K
|
1.02K
$246K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.01K+ 66.14% |
$213K - $240K
|
2.55K
$613K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1K+ 46.1% |
$210K - $237K
|
3.18K
$766K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
993New |
$208K - $235K
|
993
$239K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
957New |
$201K - $226K
|
957
$230K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
951New |
$199K - $225K
|
951
$229K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
946New |
$198K - $224K
|
946
$228K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
945+ 5250.0% |
$198K - $223K
|
963
$232K
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
924New |
$194K - $218K
|
924
$222K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
923New |
$193K - $218K
|
923
$222K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
922New |
$193K - $218K
|
922
$222K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
910New |
$191K - $215K
|
910
$219K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
900New |
$189K - $213K
|
900
$217K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
833+ 6.31% |
$175K - $197K
|
14K
$3.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
784+ 4.55% |
$164K - $185K
|
18K
$4.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Suncoast Equity Management
|
BUY
|
- |
781+ 3.11% |
$164K - $185K
|
25.9K
$6.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
771+ 35.27% |
$162K - $182K
|
2.96K
$711K
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
700+ 1.55% |
$147K - $166K
|
45.8K
$11M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
675+ 54.61% |
$142K - $160K
|
1.91K
$460K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
645New |
$135K - $153K
|
645
$155K
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
645+ 23.43% |
$135K - $153K
|
3.4K
$818K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
602+ 8.15% |
$126K - $142K
|
7.99K
$1.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
508New |
$106K - $120K
|
508
$122K
|
|
|
Jan 14, 2025
Q4 2024
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
500New |
$105K - $118K
|
500
$120K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
479+ 2.65% |
$100K - $113K
|
18.6K
$4.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
471+ 7.45% |
$98.7K - $111K
|
6.8K
$1.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
450+ 64.29% |
$94.3K - $106K
|
1.15K
$277K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
441+ 25.24% |
$92.5K - $104K
|
2.19K
$526K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
432+ 1.9% |
$90.6K - $102K
|
23.2K
$5.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Walter Public Investments Inc.
Westmount, Z4 |
BUY
|
- |
427+ 0.58% |
$89.5K - $101K
|
74.5K
$17.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
413+ 2.31% |
$86.6K - $97.6K
|
18.3K
$4.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
404+ 25.19% |
$84.7K - $95.5K
|
2.01K
$483K
|
|
|
Jan 29, 2025
Q4 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
396+ 32.25% |
$83K - $93.6K
|
1.62K
$391K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
389+ 5.33% |
$81.5K - $92K
|
7.68K
$1.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
BUY
|
- |
357+ 22.52% |
$74.8K - $84.4K
|
1.94K
$467K
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
350+ 6.86% |
$73.4K - $82.8K
|
5.45K
$1.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
339+ 20.37% |
$71.1K - $80.2K
|
2K
$482K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
338+ 20.44% |
$70.9K - $79.9K
|
1.99K
$479K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
331+ 14.93% |
$69.4K - $78.3K
|
2.55K
$613K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
329+ 13.33% |
$69K - $77.8K
|
2.8K
$673K
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
302+ 60.4% |
$63.3K - $71.4K
|
802
$193K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
300New |
$62.9K - $70.9K
|
300
$72.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
299+ 2.22% |
$62.7K - $70.7K
|
13.8K
$3.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
294+ 1.47% |
$61.6K - $69.5K
|
20.2K
$4.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
277+ 1.32% |
$58.1K - $65.5K
|
21.2K
$5.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
257+ 7.79% |
$53.9K - $60.8K
|
3.56K
$855K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
252+ 6.78% |
$52.8K - $59.6K
|
3.97K
$955K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
238+ 1.36% |
$49.9K - $56.3K
|
17.7K
$4.26M
|