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 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
99New |
$20.8K - $23.4K
|
99
$24.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
98+ 5.32% |
$20.5K - $23.2K
|
1.94K
$475K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
95+ 0.36% |
$19.9K - $22.5K
|
26.3K
$6.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
95+ 5.23% |
$19.9K - $22.5K
|
1.91K
$468K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
95+ 19.87% |
$19.9K - $22.5K
|
573
$140K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
95+ 2.31% |
$19.9K - $22.5K
|
4.21K
$1.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
93+ 5.71% |
$19.5K - $22K
|
1.72K
$422K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
92+ 14.81% |
$19.3K - $21.8K
|
713
$175K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
92+ 1.81% |
$19.3K - $21.8K
|
5.18K
$1.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
92+ 5.65% |
$19.3K - $21.8K
|
1.72K
$421K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
91+ 0.27% |
$19.1K - $21.5K
|
34K
$8.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
90+ 6.5% |
$18.9K - $21.3K
|
1.48K
$361K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
90New |
$18.9K - $21.3K
|
90
$22K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
88+ 1.3% |
$18.4K - $20.8K
|
6.84K
$1.68M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
87+ 7.87% |
$18.2K - $20.6K
|
1.19K
$292K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
87+ 0.67% |
$18.2K - $20.6K
|
13.1K
$3.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
85+ 6.94% |
$17.8K - $20.1K
|
1.31K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
83+ 4.85% |
$17.4K - $19.6K
|
1.8K
$440K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
79+ 5.21% |
$16.6K - $18.7K
|
1.6K
$391K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
78+ 2.78% |
$16.4K - $18.4K
|
2.88K
$706K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
75+ 4.66% |
$15.7K - $17.7K
|
1.69K
$413K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
75+ 357.14% |
$15.7K - $17.7K
|
96
$23.5K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
73New |
$15.3K - $17.3K
|
73
$17.9K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
73+ 6.03% |
$15.3K - $17.3K
|
1.28K
$314K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
72+ 1.37% |
$15.1K - $17K
|
5.32K
$1.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
70+ 0.7% |
$14.7K - $16.6K
|
10K
$2.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
70New |
$14.7K - $16.6K
|
70
$17.1K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
70+ 0.4% |
$14.7K - $16.6K
|
17.4K
$4.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
68+ 5.9% |
$14.3K - $16.1K
|
1.22K
$299K
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
67+ 0.41% |
$14K - $15.8K
|
16.5K
$4.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
66+ 4.7% |
$13.8K - $15.6K
|
1.47K
$360K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
65+ 4.3% |
$13.6K - $15.4K
|
1.58K
$386K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
64+ 9.73% |
$13.4K - $15.1K
|
722
$177K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
63+ 4.79% |
$13.2K - $14.9K
|
1.38K
$337K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
62+ 5.48% |
$13K - $14.7K
|
1.19K
$292K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
61+ 2.82% |
$12.8K - $14.4K
|
2.22K
$544K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
61New |
$12.8K - $14.4K
|
61
$14.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
59+ 2.62% |
$12.4K - $13.9K
|
2.31K
$565K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
58New |
$12.2K - $13.7K
|
58
$14.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
58+ 0.22% |
$12.2K - $13.7K
|
26K
$6.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
58New |
$12.2K - $13.7K
|
58
$14.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
57+ 5.48% |
$11.9K - $13.5K
|
1.1K
$269K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
57+ 12.15% |
$11.9K - $13.5K
|
526
$129K
|
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
54+ 2.82% |
$11.3K - $12.8K
|
1.97K
$483K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
52+ 0.88% |
$10.9K - $12.3K
|
5.98K
$1.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
52+ 3.52% |
$10.9K - $12.3K
|
1.53K
$374K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
51New |
$10.7K - $12.1K
|
51
$12.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
51+ 1700.0% |
$10.7K - $12.1K
|
54
$13.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
49+ 3.52% |
$10.3K - $11.6K
|
1.44K
$353K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
46+ 4.77% |
$9.64K - $10.9K
|
1.01K
$247K
|