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
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.05KNew |
$219K - $247K
|
1.05K
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.04KNew |
$218K - $246K
|
1.04K
$253K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.04K+ 1.88% |
$217K - $245K
|
56K
$13.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.03KNew |
$217K - $244K
|
1.03K
$251K
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
1.03K+ 28.42% |
$215K - $243K
|
4.64K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.03KNew |
$215K - $243K
|
1.03K
$249K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
1.02KNew |
$214K - $242K
|
1.02K
$248K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.01K+ 66.14% |
$213K - $240K
|
2.55K
$618K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1K+ 46.1% |
$210K - $237K
|
3.18K
$773K
|
|
|
Apr 11, 2025
Q4 2024
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
1KNew |
$210K - $236K
|
1K
$243K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
993New |
$208K - $235K
|
993
$241K
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
985New |
$206K - $233K
|
985
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
972+ 16.01% |
$204K - $230K
|
7.04K
$1.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
966New |
$203K - $228K
|
966
$235K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
964+ 43.62% |
$202K - $228K
|
3.17K
$771K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
959+ 8.26% |
$201K - $227K
|
12.6K
$3.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
957New |
$201K - $226K
|
957
$232K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
956+ 5.33% |
$200K - $226K
|
18.9K
$4.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
951New |
$199K - $225K
|
951
$231K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
946New |
$198K - $224K
|
946
$230K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
945+ 5250.0% |
$198K - $223K
|
963
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
938New |
$197K - $222K
|
938
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
937New |
$196K - $222K
|
937
$228K
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
924New |
$194K - $218K
|
924
$224K
|
|
|
Feb 13, 2025
Q4 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
924New |
$194K - $218K
|
924
$224K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
923New |
$193K - $218K
|
923
$224K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
922New |
$193K - $218K
|
922
$224K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
910New |
$191K - $215K
|
910
$221K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
900New |
$189K - $213K
|
900
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
897New |
$188K - $212K
|
897
$218K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
885New |
$186K - $209K
|
885
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
840+ 20.57% |
$176K - $199K
|
4.92K
$1.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
839+ 33.37% |
$176K - $198K
|
3.35K
$814K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
833+ 6.31% |
$175K - $197K
|
14K
$3.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
829+ 26.82% |
$174K - $196K
|
3.92K
$952K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
817+ 55.54% |
$171K - $193K
|
2.29K
$556K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
798+ 3.49% |
$167K - $189K
|
23.6K
$5.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
784+ 4.55% |
$164K - $185K
|
18K
$4.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Suncoast Equity Management
|
BUY
|
- |
781+ 3.11% |
$164K - $185K
|
25.9K
$6.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
779+ 3.06% |
$163K - $184K
|
26.3K
$6.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
771+ 35.27% |
$162K - $182K
|
2.96K
$718K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
763+ 8.2% |
$160K - $180K
|
10.1K
$2.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
763+ 2.61% |
$160K - $180K
|
30K
$7.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
761+ 16.87% |
$160K - $180K
|
5.27K
$1.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
758+ 2.7% |
$159K - $179K
|
28.9K
$7.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
701+ 19.66% |
$147K - $166K
|
4.27K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
700+ 1.55% |
$147K - $166K
|
45.8K
$11.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
675+ 54.61% |
$142K - $160K
|
1.91K
$464K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
667+ 2.9% |
$140K - $158K
|
23.7K
$5.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
645New |
$135K - $153K
|
645
$157K
|