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 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.39% |
$210 - $236
|
256
$61.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$210 - $236
|
1.52K
$365K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
1+ 0.07% |
$210 - $236
|
1.36K
$327K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1+ 0.05% |
$210 - $236
|
2.06K
$495K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1- 0.1% |
$210 - $236
|
1.05K
$251K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-1- 0.1% |
$210 - $236
|
962
$231K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1- 0.1% |
$210 - $236
|
1.03K
$248K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-2- 0.9% |
$419 - $473
|
219
$52.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-3- 21.43% |
$629 - $709
|
11
$2.65K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3- 0.17% |
$629 - $709
|
1.74K
$417K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 17.65% |
$629 - $709
|
14
$3.37K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-3- 0.15% |
$629 - $709
|
2.05K
$493K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-3- 0.21% |
$629 - $709
|
1.44K
$346K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-4- 0.35% |
$839 - $946
|
1.15K
$276K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-4- 6.25% |
$839 - $946
|
60
$14.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5- 0.44% |
$1.05K - $1.18K
|
1.12K
$270K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-5- 0.34% |
$1.05K - $1.18K
|
1.49K
$357K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-6- 0.02% |
$1.26K - $1.42K
|
33.4K
$8.04M
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-8- 0.44% |
$1.68K - $1.89K
|
1.8K
$432K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-8- 0.55% |
$1.68K - $1.89K
|
1.44K
$347K
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-10- 0.34% |
$2.1K - $2.36K
|
2.94K
$707K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-11- 0.35% |
$2.31K - $2.6K
|
3.15K
$758K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-12- 0.63% |
$2.52K - $2.84K
|
1.9K
$458K
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-12- 0.01% |
$2.52K - $2.84K
|
114K
$27.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-13- 0.27% |
$2.73K - $3.07K
|
4.8K
$1.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
SELL
|
- |
-15- 0.98% |
$3.14K - $3.55K
|
1.52K
$364K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-15- 0.81% |
$3.14K - $3.55K
|
1.84K
$442K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-19- 4.49% |
$3.98K - $4.49K
|
404
$97.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-19- 1.76% |
$3.98K - $4.49K
|
1.06K
$256K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-21- 2.07% |
$4.4K - $4.97K
|
994
$239K
|
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-23- 0.84% |
$4.82K - $5.44K
|
2.72K
$653K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-24- 2.59% |
$5.03K - $5.67K
|
904
$217K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-24- 0.06% |
$5.03K - $5.67K
|
43.1K
$10.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-27- 2.31% |
$5.66K - $6.38K
|
1.14K
$275K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-28- 1.85% |
$5.87K - $6.62K
|
1.49K
$358K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-29- 2.37% |
$6.08K - $6.86K
|
1.2K
$288K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-31- 1.98% |
$6.5K - $7.33K
|
1.54K
$370K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-33- 1.68% |
$6.92K - $7.8K
|
1.94K
$466K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-37- 0.94% |
$7.76K - $8.75K
|
3.92K
$943K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
SELL
|
- |
-39- 3.18% |
$8.18K - $9.22K
|
1.19K
$286K
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-40- 1.22% |
$8.39K - $9.46K
|
3.23K
$777K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-46- 3.96% |
$9.64K - $10.9K
|
1.12K
$269K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-47- 0.36% |
$9.85K - $11.1K
|
12.8K
$3.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-50- 0.86% |
$10.5K - $11.8K
|
5.79K
$1.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-52- 8.19% |
$10.9K - $12.3K
|
583
$140K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-56- 3.62% |
$11.7K - $13.2K
|
1.49K
$359K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-64- 0.2% |
$13.4K - $15.1K
|
31.9K
$7.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-72- 14.06% |
$15.1K - $17K
|
440
$106K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-80- 0.4% |
$16.8K - $18.9K
|
20K
$4.81M
|