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 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
645+ 23.43% |
$135K - $153K
|
3.4K
$825K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
632+ 3.22% |
$132K - $149K
|
20.3K
$4.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Mirabaud Asset Management LTD
London, X0 |
BUY
|
- |
629+ 7.88% |
$132K - $149K
|
8.61K
$2.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
602+ 8.15% |
$126K - $142K
|
7.99K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
598+ 12.08% |
$125K - $141K
|
5.55K
$1.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
559+ 56.01% |
$117K - $132K
|
1.56K
$378K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
554+ 4.37% |
$116K - $131K
|
13.2K
$3.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Southernsun Asset Management, LLC
Memphis, TN |
BUY
|
- |
552+ 1.15% |
$116K - $131K
|
48.7K
$11.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
543+ 10.86% |
$114K - $128K
|
5.54K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
535+ 4.53% |
$112K - $126K
|
12.3K
$3M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
508New |
$106K - $120K
|
508
$123K
|
|
|
Jan 14, 2025
Q4 2024
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
500New |
$105K - $118K
|
500
$121K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
479+ 2.65% |
$100K - $113K
|
18.6K
$4.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
471+ 7.45% |
$98.7K - $111K
|
6.8K
$1.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
460+ 46.09% |
$96.4K - $109K
|
1.46K
$354K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
450+ 64.29% |
$94.3K - $106K
|
1.15K
$279K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
441+ 25.24% |
$92.5K - $104K
|
2.19K
$531K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
434+ 1.23% |
$91K - $103K
|
35.7K
$8.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
432+ 1.9% |
$90.6K - $102K
|
23.2K
$5.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Walter Public Investments Inc.
Westmount, Z4 |
BUY
|
- |
427+ 0.58% |
$89.5K - $101K
|
74.5K
$18.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
413+ 2.31% |
$86.6K - $97.6K
|
18.3K
$4.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
411+ 5.33% |
$86.2K - $97.2K
|
8.12K
$1.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
410+ 26.49% |
$86K - $96.9K
|
1.96K
$475K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
408+ 4.16% |
$85.5K - $96.5K
|
10.2K
$2.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
404+ 25.19% |
$84.7K - $95.5K
|
2.01K
$488K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
402+ 16.68% |
$84.3K - $95K
|
2.81K
$683K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
401+ 3.73% |
$84.1K - $94.8K
|
11.1K
$2.7M
|
|
|
Jan 29, 2025
Q4 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
396+ 32.25% |
$83K - $93.6K
|
1.62K
$394K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
392+ 18.04% |
$82.2K - $92.7K
|
2.57K
$623K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
389+ 5.33% |
$81.5K - $92K
|
7.68K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
374+ 1.45% |
$78.4K - $88.4K
|
26.2K
$6.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
BUY
|
- |
357+ 22.52% |
$74.8K - $84.4K
|
1.94K
$472K
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
350+ 6.86% |
$73.4K - $82.8K
|
5.45K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
348+ 4.5% |
$73K - $82.3K
|
8.08K
$1.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
348New |
$73K - $82.3K
|
348
$84.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
339+ 20.37% |
$71.1K - $80.2K
|
2K
$486K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
338+ 20.44% |
$70.9K - $79.9K
|
1.99K
$484K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
331+ 14.93% |
$69.4K - $78.3K
|
2.55K
$619K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
329+ 13.33% |
$69K - $77.8K
|
2.8K
$679K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
314+ 6.94% |
$65.8K - $74.2K
|
4.84K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
313+ 0.22% |
$65.6K - $74K
|
142K
$34.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
304+ 1.69% |
$63.7K - $71.9K
|
18.3K
$4.44M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
302+ 60.4% |
$63.3K - $71.4K
|
802
$195K
|
|
|
Feb 10, 2025
Q4 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
300New |
$62.9K - $70.9K
|
300
$72.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
300New |
$62.9K - $70.9K
|
300
$72.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
299+ 2.22% |
$62.7K - $70.7K
|
13.8K
$3.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
294+ 1.47% |
$61.6K - $69.5K
|
20.2K
$4.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
287+ 9.86% |
$60.2K - $67.9K
|
3.2K
$777K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
283+ 50.81% |
$59.3K - $66.9K
|
840
$204K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
277+ 1.32% |
$58.1K - $65.5K
|
21.2K
$5.16M
|