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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
21New |
$4.13K - $4.59K
|
21
$5.14K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
174New |
$34.2K - $38K
|
174
$42.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
175New |
$34.4K - $38.2K
|
175
$42.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
2.49KNew |
$489K - $544K
|
2.49K
$609K
|
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
BUY
|
- |
46+ 1.27% |
$9.04K - $10.1K
|
3.68K
$900K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.53K- 10.79% |
$301K - $335K
|
12.7K
$3.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-360- 2.01% |
$70.8K - $78.7K
|
17.6K
$4.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.01KNew |
$198K - $220K
|
1.01K
$247K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-1- 0.85% |
$197 - $219
|
117
$28.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
211New |
$41.5K - $46.1K
|
211
$51.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-11- 6.71% |
$2.16K - $2.4K
|
153
$37.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-149- 12.69% |
$29.3K - $32.6K
|
1.03K
$251K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
864+ 21.98% |
$170K - $189K
|
4.8K
$1.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 1.29% |
$393 - $437
|
157
$38.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
53+ 98.15% |
$10.4K - $11.6K
|
107
$26.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
70+ 0.81% |
$13.8K - $15.3K
|
8.69K
$2.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-377- 0.67% |
$74.1K - $82.4K
|
56K
$13.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
973New |
$191K - $213K
|
973
$238K
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
1KNew |
$197K - $219K
|
1K
$245K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4+ 19.05% |
$786 - $874
|
25
$6.12K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
111New |
$21.8K - $24.3K
|
111
$27.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
17New |
$3.34K - $3.72K
|
17
$4.16K
|
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-182- 1.75% |
$35.8K - $39.8K
|
10.2K
$2.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
1KNew |
$197K - $219K
|
1K
$245K
|
|
|
Oct 23, 2024
Q3 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-87K- 26.02% |
$17.1M - $19M
|
247K
$60.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
4.59KNew |
$903K - $1M
|
4.59K
$1.12M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
128KNew |
$25.1M - $27.9M
|
128K
$31.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
935+ 3.21% |
$184K - $204K
|
30.1K
$7.36M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
96+ 384.0% |
$18.9K - $21K
|
121
$29.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-137- 1.48% |
$26.9K - $29.9K
|
9.12K
$2.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
968New |
$190K - $212K
|
968
$237K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
783+ 0.19% |
$154K - $171K
|
405K
$99.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.04K+ 10.8% |
$794K - $883K
|
41.4K
$10.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2New |
$393 - $437
|
2
$490
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-78- 39.59% |
$15.3K - $17K
|
119
$29.1K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
SELL
|
- |
-27- 35.06% |
$5.31K - $5.9K
|
50
$12.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-320- 24.67% |
$62.9K - $69.9K
|
977
$239K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
26New |
$5.11K - $5.68K
|
26
$6.37K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
6+ 8.11% |
$1.18K - $1.31K
|
80
$19.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
4New |
$786 - $874
|
4
$979
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
1.01KNew |
$199K - $221K
|
1.01K
$247K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
16+ 1.91% |
$3.14K - $3.5K
|
855
$209K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
700New |
$138K - $153K
|
700
$171K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-5- 5.26% |
$983 - $1.09K
|
90
$22K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-11Closed |
$2.16K - $2.4K
|
0
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-19- 17.59% |
$3.73K - $4.15K
|
89
$21.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-8- 0.39% |
$1.57K - $1.75K
|
2.04K
$500K
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
110+ 88.0% |
$21.6K - $24K
|
235
$57.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-117- 33.82% |
$23K - $25.6K
|
229
$56.1K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
1+ 4.0% |
$197 - $219
|
26
$6.37K
|