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 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
46+ 4.77% |
$9.64K - $10.9K
|
1.01K
$248K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
46New |
$9.64K - $10.9K
|
46
$11.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
45+ 2.51% |
$9.43K - $10.6K
|
1.84K
$450K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
42+ 3.37% |
$8.8K - $9.93K
|
1.29K
$316K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
39+ 1.65% |
$8.18K - $9.22K
|
2.4K
$588K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
38+ 47.5% |
$7.97K - $8.98K
|
118
$28.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
37+ 1.48% |
$7.76K - $8.75K
|
2.53K
$620K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
36New |
$7.55K - $8.51K
|
36
$8.81K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
36+ 0.29% |
$7.55K - $8.51K
|
12.3K
$3.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
35+ 6.77% |
$7.34K - $8.28K
|
552
$135K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
33+ 6.27% |
$6.92K - $7.8K
|
559
$137K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
33+ 1.53% |
$6.92K - $7.8K
|
2.18K
$535K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
31+ 19.38% |
$6.5K - $7.33K
|
191
$46.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
31+ 3.79% |
$6.5K - $7.33K
|
850
$208K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
30+ 0.44% |
$6.29K - $7.09K
|
6.91K
$1.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
28+ 0.28% |
$5.87K - $6.62K
|
10.1K
$2.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
27+ 12.39% |
$5.66K - $6.38K
|
245
$60K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
27+ 0.16% |
$5.66K - $6.38K
|
17.3K
$4.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
26+ 0.06% |
$5.45K - $6.15K
|
44.2K
$10.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
26+ 371.43% |
$5.45K - $6.15K
|
33
$8.08K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
26+ 31.71% |
$5.45K - $6.15K
|
108
$26.4K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
26+ 2.73% |
$5.45K - $6.15K
|
978
$239K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
26New |
$5.45K - $6.15K
|
26
$6.37K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
25+ 147.06% |
$5.24K - $5.91K
|
42
$10.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
25+ 2.56% |
$5.24K - $5.91K
|
1K
$246K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
24New |
$5.03K - $5.67K
|
24
$5.88K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
24+ 0.19% |
$5.03K - $5.67K
|
12.5K
$3.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
23+ 2.07% |
$4.82K - $5.44K
|
1.13K
$277K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
23+ 0.83% |
$4.82K - $5.44K
|
2.81K
$688K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
23+ 1.33% |
$4.82K - $5.44K
|
1.75K
$427K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
23+ 13.69% |
$4.82K - $5.44K
|
191
$46.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
22+ 0.96% |
$4.61K - $5.2K
|
2.32K
$569K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22+ 1.63% |
$4.61K - $5.2K
|
1.38K
$337K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
21+ 1.22% |
$4.4K - $4.97K
|
1.74K
$426K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
20New |
$4.19K - $4.73K
|
20
$4.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
20+ 1.31% |
$4.19K - $4.73K
|
1.55K
$379K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
20+ 1.85% |
$4.19K - $4.73K
|
1.1K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
19+ 2.0% |
$3.98K - $4.49K
|
969
$237K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
18+ 0.11% |
$3.77K - $4.26K
|
16.2K
$3.97M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
16+ 41.03% |
$3.35K - $3.78K
|
55
$13.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
15+ 0.41% |
$3.14K - $3.55K
|
3.68K
$901K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
14+ 0.38% |
$2.93K - $3.31K
|
3.71K
$909K
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
14+ 3.49% |
$2.93K - $3.31K
|
415
$102K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
13+ 3.21% |
$2.73K - $3.07K
|
418
$102K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
12+ 0.76% |
$2.52K - $2.84K
|
1.6K
$391K
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
BUY
|
- |
12+ 0.67% |
$2.52K - $2.84K
|
1.81K
$444K
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
12+ 0.34% |
$2.52K - $2.84K
|
3.56K
$873K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
11New |
$2.31K - $2.6K
|
11
$2.69K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
10+ 1.67% |
$2.1K - $2.36K
|
610
$149K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
9+ 0.22% |
$1.89K - $2.13K
|
4.01K
$983K
|