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
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
11.3KNew |
$2.22M - $2.47M
|
11.3K
$2.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Distillate Capital Partners LLC
|
BUY
|
- |
78.6KNew |
$15.4M - $17.2M
|
78.6K
$17.8M
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
18New |
$3.54K - $3.93K
|
18
$4.07K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-1.7K- 43.59% |
$334K - $372K
|
2.2K
$497K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
33K+ 750.0% |
$6.49M - $7.21M
|
37.4K
$8.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-3- 0.05% |
$590 - $656
|
6.62K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
15+ 0.38% |
$2.95K - $3.28K
|
4.02K
$908K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.66KNew |
$720K - $801K
|
3.66K
$828K
|
|
|
Nov 12, 2024
Q3 2024
|
Kidder Stephen W
|
SELL
|
- |
-100- 3.28% |
$19.7K - $21.9K
|
2.95K
$667K
|
|
|
Nov 12, 2024
Q3 2024
|
Ensemble Capital
Ensemble Capital Management, LLC | San Francisco, Ca
|
SELL
|
- |
-63.8K- 14.35% |
$12.5M - $13.9M
|
381K
$86.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
22New |
$4.32K - $4.81K
|
22
$4.97K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.3KNew |
$3.2M - $3.56M
|
16.3K
$3.68M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
77.5K+ 59.34% |
$15.2M - $16.9M
|
208K
$47M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
235New |
$46.2K - $51.4K
|
235
$53.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
2K+ 40.0% |
$393K - $437K
|
7K
$1.58M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
13New |
$2.56K - $2.84K
|
13
$2.94K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
78New |
$15.3K - $17K
|
78
$17.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
600New |
$118K - $131K
|
600
$136K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
32New |
$6.29K - $6.99K
|
32
$7.23K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
2.93K+ 86.44% |
$575K - $639K
|
6.31K
$1.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.2K- 26.27% |
$236K - $263K
|
3.38K
$763K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
5New |
$983 - $1.09K
|
5
$1.13K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
1KNew |
$197K - $219K
|
1K
$226K
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.4KNew |
$276K - $307K
|
1.4K
$317K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
21New |
$4.13K - $4.59K
|
21
$4.75K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
175New |
$34.4K - $38.2K
|
175
$39.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-360- 2.01% |
$70.8K - $78.7K
|
17.6K
$3.97M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.01KNew |
$198K - $220K
|
1.01K
$228K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-1- 0.85% |
$197 - $219
|
117
$26.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
211New |
$41.5K - $46.1K
|
211
$47.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
864+ 21.98% |
$170K - $189K
|
4.8K
$1.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
973New |
$191K - $213K
|
973
$220K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
111New |
$21.8K - $24.3K
|
111
$25.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
17New |
$3.34K - $3.72K
|
17
$3.84K
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
1KNew |
$197K - $219K
|
1K
$226K
|
|
|
Oct 23, 2024
Q3 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-87K- 26.02% |
$17.1M - $19M
|
247K
$55.9M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
128KNew |
$25.1M - $27.9M
|
128K
$28.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-137- 1.48% |
$26.9K - $29.9K
|
9.12K
$2.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
968New |
$190K - $212K
|
968
$219K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
783+ 0.19% |
$154K - $171K
|
405K
$91.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.04K+ 10.8% |
$794K - $883K
|
41.4K
$9.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2New |
$393 - $437
|
2
$452
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
SELL
|
- |
-27- 35.06% |
$5.31K - $5.9K
|
50
$11.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-320- 24.67% |
$62.9K - $69.9K
|
977
$221K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
26New |
$5.11K - $5.68K
|
26
$5.88K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
6+ 8.11% |
$1.18K - $1.31K
|
80
$18.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
4New |
$786 - $874
|
4
$904
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
1.01KNew |
$199K - $221K
|
1.01K
$228K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
700New |
$138K - $153K
|
700
$158K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-5- 5.26% |
$983 - $1.09K
|
90
$20.3K
|
|