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 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
272+ 11.42% |
$57K - $64.3K
|
2.65K
$644K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
270+ 16.62% |
$56.6K - $63.8K
|
1.9K
$460K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
263New |
$55.1K - $62.2K
|
263
$63.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
257+ 7.79% |
$53.9K - $60.8K
|
3.56K
$863K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
252+ 6.78% |
$52.8K - $59.6K
|
3.97K
$964K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
238+ 1.36% |
$49.9K - $56.3K
|
17.7K
$4.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
233+ 1.2% |
$48.8K - $55.1K
|
19.6K
$4.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
232New |
$48.6K - $54.9K
|
232
$56.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
231+ 0.95% |
$48.4K - $54.6K
|
24.5K
$5.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
229New |
$48K - $54.1K
|
229
$55.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
229+ 14.62% |
$48K - $54.1K
|
1.8K
$436K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
228+ 3.6% |
$47.8K - $53.9K
|
6.57K
$1.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
226+ 1.8% |
$47.4K - $53.4K
|
12.8K
$3.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
210+ 17.62% |
$44K - $49.7K
|
1.4K
$340K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
204+ 11.75% |
$42.8K - $48.2K
|
1.94K
$471K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
200New |
$41.9K - $47.3K
|
200
$48.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
200+ 20.94% |
$41.9K - $47.3K
|
1.16K
$280K
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
200+ 12.66% |
$41.9K - $47.3K
|
1.78K
$432K
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
198+ 14.14% |
$41.5K - $46.8K
|
1.6K
$388K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
192+ 37.94% |
$40.3K - $45.4K
|
698
$169K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
192+ 2.64% |
$40.3K - $45.4K
|
7.46K
$1.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
190+ 19.98% |
$39.8K - $44.9K
|
1.14K
$277K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
190+ 17.98% |
$39.8K - $44.9K
|
1.25K
$303K
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
186+ 1.59% |
$39K - $44K
|
11.9K
$2.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
184+ 16.58% |
$38.6K - $43.5K
|
1.29K
$314K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
183+ 1.76% |
$38.4K - $43.3K
|
10.6K
$2.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
181New |
$37.9K - $42.8K
|
181
$44K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
180+ 4.07% |
$37.7K - $42.6K
|
4.6K
$1.12M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
172+ 4.39% |
$36.1K - $40.7K
|
4.09K
$992K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
172+ 2.41% |
$36.1K - $40.7K
|
7.32K
$1.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
171+ 0.31% |
$35.8K - $40.4K
|
55.4K
$13.5M
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
168New |
$35.2K - $39.7K
|
168
$40.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
164+ 2.39% |
$34.4K - $38.8K
|
7.03K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
160New |
$33.5K - $37.8K
|
160
$38.9K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
160New |
$33.5K - $37.8K
|
160
$38.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
158+ 1.68% |
$33.1K - $37.4K
|
9.54K
$2.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Palmer Knight CO
|
BUY
|
- |
157+ 0.51% |
$32.9K - $37.1K
|
30.9K
$7.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
156+ 0.47% |
$32.7K - $36.9K
|
33.7K
$8.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
156+ 1.16% |
$32.7K - $36.9K
|
13.6K
$3.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
152+ 9.2% |
$31.9K - $35.9K
|
1.81K
$438K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
150+ 122.95% |
$31.4K - $35.5K
|
272
$66K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
150New |
$31.4K - $35.5K
|
150
$36.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
150+ 200.0% |
$31.4K - $35.5K
|
225
$54.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
148+ 0.29% |
$31K - $35K
|
51.7K
$12.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
147+ 4.6% |
$30.8K - $34.8K
|
3.35K
$813K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
144+ 14.46% |
$30.2K - $34K
|
1.14K
$277K
|
|
|
Feb 11, 2025
Q4 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
130+ 0.38% |
$27.3K - $30.7K
|
34.1K
$8.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
125+ 5.37% |
$26.2K - $29.6K
|
2.45K
$596K
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
124+ 3.98% |
$26K - $29.3K
|
3.24K
$787K
|
|
|
Feb 14, 2025
Q4 2024
|
Dean Capital Management
Overland Park, KS |
BUY
|
- |
123+ 1.84% |
$25.8K - $29.1K
|
6.79K
$1.65M
|