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 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
233+ 1.2% |
$48.8K - $55.1K
|
19.6K
$4.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
229+ 14.62% |
$48K - $54.1K
|
1.8K
$432K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
228+ 3.6% |
$47.8K - $53.9K
|
6.57K
$1.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
226+ 1.8% |
$47.4K - $53.4K
|
12.8K
$3.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
210+ 17.62% |
$44K - $49.7K
|
1.4K
$337K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
204+ 11.75% |
$42.8K - $48.2K
|
1.94K
$467K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
192+ 37.94% |
$40.3K - $45.4K
|
698
$168K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
192+ 2.64% |
$40.3K - $45.4K
|
7.46K
$1.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
190+ 17.98% |
$39.8K - $44.9K
|
1.25K
$300K
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
186+ 1.59% |
$39K - $44K
|
11.9K
$2.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
181New |
$37.9K - $42.8K
|
181
$43.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
171+ 0.31% |
$35.8K - $40.4K
|
55.4K
$13.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
158+ 1.68% |
$33.1K - $37.4K
|
9.54K
$2.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Palmer Knight CO
|
BUY
|
- |
157+ 0.51% |
$32.9K - $37.1K
|
30.9K
$7.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
156+ 0.47% |
$32.7K - $36.9K
|
33.7K
$8.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
152+ 9.2% |
$31.9K - $35.9K
|
1.81K
$434K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
150+ 200.0% |
$31.4K - $35.5K
|
225
$54.1K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
147+ 4.6% |
$30.8K - $34.8K
|
3.35K
$805K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
144+ 14.46% |
$30.2K - $34K
|
1.14K
$274K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
120+ 6.67% |
$25.2K - $28.4K
|
1.92K
$461K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
115+ 3.15% |
$24.1K - $27.2K
|
3.77K
$907K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
113+ 6.05% |
$23.7K - $26.7K
|
1.98K
$476K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
111+ 246.67% |
$23.3K - $26.2K
|
156
$37.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
100New |
$21K - $23.6K
|
100
$24.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
99New |
$20.8K - $23.4K
|
99
$23.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
98+ 5.32% |
$20.5K - $23.2K
|
1.94K
$467K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
95+ 2.31% |
$19.9K - $22.5K
|
4.21K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
93+ 5.71% |
$19.5K - $22K
|
1.72K
$414K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
92+ 5.65% |
$19.3K - $21.8K
|
1.72K
$414K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
90+ 6.5% |
$18.9K - $21.3K
|
1.48K
$355K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
90New |
$18.9K - $21.3K
|
90
$21.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
88+ 1.3% |
$18.4K - $20.8K
|
6.84K
$1.65M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
87+ 7.87% |
$18.2K - $20.6K
|
1.19K
$287K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
85+ 6.94% |
$17.8K - $20.1K
|
1.31K
$315K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
78+ 2.78% |
$16.4K - $18.4K
|
2.88K
$693K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
75+ 4.66% |
$15.7K - $17.7K
|
1.69K
$406K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
75+ 357.14% |
$15.7K - $17.7K
|
96
$23.1K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
73+ 6.03% |
$15.3K - $17.3K
|
1.28K
$309K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
72+ 1.37% |
$15.1K - $17K
|
5.32K
$1.28M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
70+ 0.4% |
$14.7K - $16.6K
|
17.4K
$4.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
70+ 0.7% |
$14.7K - $16.6K
|
10K
$2.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
68+ 5.9% |
$14.3K - $16.1K
|
1.22K
$294K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
66+ 4.7% |
$13.8K - $15.6K
|
1.47K
$354K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
65+ 4.3% |
$13.6K - $15.4K
|
1.58K
$379K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
63+ 4.79% |
$13.2K - $14.9K
|
1.38K
$331K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
58New |
$12.2K - $13.7K
|
58
$14K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
58New |
$12.2K - $13.7K
|
58
$14K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
57+ 12.15% |
$11.9K - $13.5K
|
526
$127K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
57+ 5.48% |
$11.9K - $13.5K
|
1.1K
$264K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
52+ 3.52% |
$10.9K - $12.3K
|
1.53K
$368K
|