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 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
121+ 0.36% |
$25.4K - $28.6K
|
34.1K
$8.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
120+ 6.67% |
$25.2K - $28.4K
|
1.92K
$466K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
116+ 4.19% |
$24.3K - $27.4K
|
2.88K
$700K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
115+ 3.15% |
$24.1K - $27.2K
|
3.77K
$915K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
113+ 5.11% |
$23.7K - $26.7K
|
2.32K
$564K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
113+ 6.05% |
$23.7K - $26.7K
|
1.98K
$481K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
113+ 38.05% |
$23.7K - $26.7K
|
410
$99.6K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
111+ 246.67% |
$23.3K - $26.2K
|
156
$37.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
102+ 0.37% |
$21.4K - $24.1K
|
27.4K
$6.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
100New |
$21K - $23.6K
|
100
$24.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
100New |
$21K - $23.6K
|
100
$24.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
99New |
$20.8K - $23.4K
|
99
$24K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
98+ 5.32% |
$20.5K - $23.2K
|
1.94K
$471K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
95+ 19.87% |
$19.9K - $22.5K
|
573
$139K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
95+ 2.31% |
$19.9K - $22.5K
|
4.21K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
95+ 0.36% |
$19.9K - $22.5K
|
26.3K
$6.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
95+ 5.23% |
$19.9K - $22.5K
|
1.91K
$464K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
93+ 5.71% |
$19.5K - $22K
|
1.72K
$418K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
92+ 5.65% |
$19.3K - $21.8K
|
1.72K
$418K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
92+ 14.81% |
$19.3K - $21.8K
|
713
$173K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
92+ 1.81% |
$19.3K - $21.8K
|
5.18K
$1.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
91+ 0.27% |
$19.1K - $21.5K
|
34K
$8.24M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
90New |
$18.9K - $21.3K
|
90
$21.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
90+ 6.5% |
$18.9K - $21.3K
|
1.48K
$358K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
88+ 1.3% |
$18.4K - $20.8K
|
6.84K
$1.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
87+ 0.67% |
$18.2K - $20.6K
|
13.1K
$3.18M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
87+ 7.87% |
$18.2K - $20.6K
|
1.19K
$289K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
85+ 6.94% |
$17.8K - $20.1K
|
1.31K
$318K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
83+ 4.85% |
$17.4K - $19.6K
|
1.8K
$436K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
79+ 5.21% |
$16.6K - $18.7K
|
1.6K
$387K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
78+ 2.78% |
$16.4K - $18.4K
|
2.88K
$700K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
75+ 4.66% |
$15.7K - $17.7K
|
1.69K
$409K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
75+ 357.14% |
$15.7K - $17.7K
|
96
$23.3K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
73+ 6.03% |
$15.3K - $17.3K
|
1.28K
$312K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
73New |
$15.3K - $17.3K
|
73
$17.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
72+ 1.37% |
$15.1K - $17K
|
5.32K
$1.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
70New |
$14.7K - $16.6K
|
70
$17K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
70+ 0.4% |
$14.7K - $16.6K
|
17.4K
$4.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
70+ 0.7% |
$14.7K - $16.6K
|
10K
$2.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
68+ 5.9% |
$14.3K - $16.1K
|
1.22K
$296K
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
67+ 0.41% |
$14K - $15.8K
|
16.5K
$4.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
66+ 4.7% |
$13.8K - $15.6K
|
1.47K
$357K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
65+ 4.3% |
$13.6K - $15.4K
|
1.58K
$383K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
64+ 9.73% |
$13.4K - $15.1K
|
722
$175K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
63+ 4.79% |
$13.2K - $14.9K
|
1.38K
$334K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
62+ 5.48% |
$13K - $14.7K
|
1.19K
$290K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
61New |
$12.8K - $14.4K
|
61
$14.8K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
61+ 2.82% |
$12.8K - $14.4K
|
2.22K
$540K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
59+ 2.62% |
$12.4K - $13.9K
|
2.31K
$560K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
59+ 2.87% |
$12.4K - $13.9K
|
2.12K
$514K
|