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 |
---|---|---|---|---|---|---|---|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
1.29KNew |
$182K - $233K
|
1.29K
$316K
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-406Closed |
$57.2K - $73.5K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
SELL
|
- |
-1.17KClosed |
$165K - $212K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
SELL
|
- |
-2.42KClosed |
$342K - $439K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.5KClosed |
$211K - $271K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.26KClosed |
$178K - $228K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
12K+ 100.0% |
$1.69M - $2.17M
|
24K
$5.88M
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
190New |
$26.8K - $34.4K
|
190
$46.5K
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
190New |
$26.8K - $34.4K
|
190
$46.5K
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-187Closed |
$26.3K - $33.8K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-2KClosed |
$282K - $362K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-1.26KClosed |
$178K - $228K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
3K+ 52.63% |
$423K - $543K
|
8.7K
$2.13M
|
|
Apr 08, 2022
Q1 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-1.2KClosed |
$170K - $218K
|
0
$0
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
20+ 58.82% |
$2.82K - $3.62K
|
54
$13.2K
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-1.2KClosed |
$169K - $217K
|
0
$0
|
|
Q4 2021 | |||||||
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
25New |
$4.06K - $4.61K
|
25
$6.12K
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-70Closed |
$11.4K - $12.9K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-973Closed |
$158K - $179K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-13Closed |
$2.11K - $2.4K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-1.92KClosed |
$312K - $354K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-2.17KClosed |
$353K - $400K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-1.89KClosed |
$307K - $348K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-6.74KClosed |
$1.1M - $1.24M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
373+ 262.68% |
$60.6K - $68.8K
|
515
$126K
|
|
Feb 14, 2022
Q4 2021
|
Quilter PLC
|
SELL
|
- |
-4.77KClosed |
$775K - $880K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-34Closed |
$5.53K - $6.27K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-24Closed |
$3.9K - $4.43K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-251Closed |
$40.8K - $46.3K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-27.6KClosed |
$4.48M - $5.09M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-2.24KClosed |
$364K - $414K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-5.81KClosed |
$945K - $1.07M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-2.34KClosed |
$381K - $432K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.49KNew |
$242K - $274K
|
1.49K
$364K
|
|
Feb 11, 2022
Q4 2021
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-4.67KClosed |
$760K - $862K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
31+ 1.39% |
$5.04K - $5.72K
|
2.27K
$555K
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-121Closed |
$19.7K - $22.3K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
4New |
$650 - $738
|
4
$979
|
|
Feb 11, 2022
Q4 2021
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
SELL
|
- |
-218Closed |
$35.4K - $40.2K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.91KClosed |
$310K - $352K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-7.89KClosed |
$1.28M - $1.46M
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
10New |
$1.63K - $1.84K
|
10
$2.45K
|
|
Feb 10, 2022
Q4 2021
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-2.48KClosed |
$402K - $457K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-1.83KClosed |
$297K - $337K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-47.5KClosed |
$7.72M - $8.76M
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-1.3KClosed |
$211K - $239K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
55New |
$8.94K - $10.1K
|
55
$13.5K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-287Closed |
$46.7K - $52.9K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Regency Capital Management Inc.\De
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-145Closed |
$23.6K - $26.7K
|
0
$0
|