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 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
58+ 0.22% |
$12.2K - $13.7K
|
26K
$6.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
58New |
$12.2K - $13.7K
|
58
$14.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
58New |
$12.2K - $13.7K
|
58
$14.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
57+ 5.48% |
$11.9K - $13.5K
|
1.1K
$266K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
57+ 12.15% |
$11.9K - $13.5K
|
526
$128K
|
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
54+ 2.82% |
$11.3K - $12.8K
|
1.97K
$479K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
52+ 0.88% |
$10.9K - $12.3K
|
5.98K
$1.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
52+ 3.52% |
$10.9K - $12.3K
|
1.53K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
51+ 1700.0% |
$10.7K - $12.1K
|
54
$13.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
51New |
$10.7K - $12.1K
|
51
$12.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
49+ 3.52% |
$10.3K - $11.6K
|
1.44K
$350K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
46+ 4.77% |
$9.64K - $10.9K
|
1.01K
$245K
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
46+ 4.77% |
$9.64K - $10.9K
|
1.01K
$246K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
46New |
$9.64K - $10.9K
|
46
$11.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
45+ 2.51% |
$9.43K - $10.6K
|
1.84K
$446K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
42+ 3.37% |
$8.8K - $9.93K
|
1.29K
$313K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
39+ 1.65% |
$8.18K - $9.22K
|
2.4K
$584K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
38+ 47.5% |
$7.97K - $8.98K
|
118
$28.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
37+ 1.48% |
$7.76K - $8.75K
|
2.53K
$615K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
36+ 0.29% |
$7.55K - $8.51K
|
12.3K
$2.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
36New |
$7.55K - $8.51K
|
36
$8.74K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
35+ 6.77% |
$7.34K - $8.28K
|
552
$134K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
33+ 1.53% |
$6.92K - $7.8K
|
2.18K
$530K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
33+ 6.27% |
$6.92K - $7.8K
|
559
$136K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
31+ 19.38% |
$6.5K - $7.33K
|
191
$46.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
31+ 3.79% |
$6.5K - $7.33K
|
850
$206K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
30+ 0.44% |
$6.29K - $7.09K
|
6.91K
$1.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
28+ 0.28% |
$5.87K - $6.62K
|
10.1K
$2.44M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
27+ 0.16% |
$5.66K - $6.38K
|
17.3K
$4.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
27+ 12.39% |
$5.66K - $6.38K
|
245
$59.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
26+ 371.43% |
$5.45K - $6.15K
|
33
$8.01K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
26New |
$5.45K - $6.15K
|
26
$6.31K
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
26+ 0.06% |
$5.45K - $6.15K
|
44.2K
$10.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
26+ 31.71% |
$5.45K - $6.15K
|
108
$26.2K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
26+ 2.73% |
$5.45K - $6.15K
|
978
$237K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
25+ 147.06% |
$5.24K - $5.91K
|
42
$10.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
25+ 2.56% |
$5.24K - $5.91K
|
1K
$244K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
24New |
$5.03K - $5.67K
|
24
$5.83K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
24+ 0.19% |
$5.03K - $5.67K
|
12.5K
$3.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
23+ 0.83% |
$4.82K - $5.44K
|
2.81K
$682K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
23+ 2.07% |
$4.82K - $5.44K
|
1.13K
$275K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
23+ 1.33% |
$4.82K - $5.44K
|
1.75K
$424K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
23+ 13.69% |
$4.82K - $5.44K
|
191
$46.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22+ 1.63% |
$4.61K - $5.2K
|
1.38K
$334K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
22+ 0.96% |
$4.61K - $5.2K
|
2.32K
$564K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
21+ 1.22% |
$4.4K - $4.97K
|
1.74K
$422K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
20New |
$4.19K - $4.73K
|
20
$4.86K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
20+ 1.31% |
$4.19K - $4.73K
|
1.55K
$376K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
20+ 1.85% |
$4.19K - $4.73K
|
1.1K
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
19+ 2.0% |
$3.98K - $4.49K
|
969
$235K
|