Latest Institutional Transactions on Broadridge Financial Solutions, Inc. (BR)
This table provides information on the latest institutional transactions involving Broadridge Financial Solutions, Inc. (BR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
18New |
$3.54K - $3.93K
|
18
$4.41K
|
|
Nov 13, 2024
Q3 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
66+ 1.44% |
$13K - $14.4K
|
4.64K
$1.13M
|
|
Nov 13, 2024
Q3 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
7.2KNew |
$1.42M - $1.57M
|
7.2K
$1.76M
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.52KNew |
$298K - $331K
|
1.52K
$371K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-1.7K- 43.59% |
$334K - $372K
|
2.2K
$539K
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
33K+ 750.0% |
$6.49M - $7.21M
|
37.4K
$9.16M
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
1.34KNew |
$264K - $294K
|
1.34K
$329K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-3- 0.05% |
$590 - $656
|
6.62K
$1.62M
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
15+ 0.38% |
$2.95K - $3.28K
|
4.02K
$983K
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.66KNew |
$720K - $801K
|
3.66K
$897K
|
|
Nov 12, 2024
Q3 2024
|
Kidder Stephen W
|
SELL
|
- |
-100- 3.28% |
$19.7K - $21.9K
|
2.95K
$722K
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.01KNew |
$198K - $220K
|
1.01K
$246K
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
27KNew |
$5.31M - $5.91M
|
27K
$6.62M
|
|
Nov 12, 2024
Q3 2024
|
Ensemble Capital
Ensemble Capital Management, LLC | San Francisco, Ca
|
SELL
|
- |
-63.8K- 14.35% |
$12.5M - $13.9M
|
381K
$93.3M
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
67.2KNew |
$13.2M - $14.7M
|
67.2K
$16.4M
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
22New |
$4.32K - $4.81K
|
22
$5.39K
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-209- 2.09% |
$41.1K - $45.7K
|
9.8K
$2.4M
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.3KNew |
$3.2M - $3.56M
|
16.3K
$3.99M
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-21- 1.23% |
$4.13K - $4.59K
|
1.69K
$413K
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-140- 23.49% |
$27.5K - $30.6K
|
456
$112K
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-477- 52.13% |
$93.8K - $104K
|
438
$107K
|
|
Nov 12, 2024
Q3 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
2.52KNew |
$495K - $551K
|
2.52K
$617K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
876+ 14.19% |
$172K - $191K
|
7.05K
$1.73M
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
28+ 9.12% |
$5.5K - $6.12K
|
335
$82K
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
77.5K+ 59.34% |
$15.2M - $16.9M
|
208K
$50.9M
|
|
Nov 08, 2024
Q3 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
4.22K+ 158.45% |
$829K - $922K
|
6.88K
$1.68M
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
235New |
$46.2K - $51.4K
|
235
$57.5K
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.66% |
$197 - $219
|
153
$37.5K
|
|
Nov 07, 2024
Q3 2024
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
2K+ 40.0% |
$393K - $437K
|
7K
$1.71M
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
13New |
$2.56K - $2.84K
|
13
$3.18K
|
|
Nov 07, 2024
Q3 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
3.87KNew |
$761K - $847K
|
3.87K
$948K
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
62+ 1.83% |
$12.2K - $13.6K
|
3.45K
$843K
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-357- 9.37% |
$70.2K - $78K
|
3.46K
$846K
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
1.43K+ 66.87% |
$281K - $313K
|
3.57K
$874K
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-15- 3.11% |
$2.95K - $3.28K
|
468
$115K
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-8- 17.39% |
$1.57K - $1.75K
|
38
$9.3K
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-600- 1.85% |
$118K - $131K
|
31.8K
$7.78M
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
78New |
$15.3K - $17K
|
78
$19.1K
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
600New |
$118K - $131K
|
600
$147K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
12New |
$2.36K - $2.62K
|
12
$2.94K
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-38- 3.62% |
$7.47K - $8.3K
|
1.01K
$248K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
32New |
$6.29K - $6.99K
|
32
$7.83K
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
5K+ 12.35% |
$983K - $1.09M
|
45.5K
$11.1M
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
2.93K+ 86.44% |
$575K - $639K
|
6.31K
$1.54M
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.2K- 26.27% |
$236K - $263K
|
3.38K
$827K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
5New |
$983 - $1.09K
|
5
$1.22K
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
1.01KNew |
$198K - $220K
|
1.01K
$246K
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-122- 34.56% |
$24K - $26.7K
|
231
$56.6K
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
1KNew |
$197K - $219K
|
1K
$245K
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.4KNew |
$276K - $307K
|
1.4K
$343K
|