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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2021
Q1 2021
|
Private Ocean, LLC
|
SELL
|
- |
-80- 32.79% |
$11.1K - $12.6K
|
164
$40.2K
|
|
|
Apr 15, 2021
Q1 2021
|
City Holding CO
|
SELL
|
- |
-58Closed |
$8.07K - $9.12K
|
0
$0
|
|
|
Apr 01, 2021
Q1 2021
|
Pensionfund Sabic
|
SELL
|
- |
-14.7KClosed |
$2.05M - $2.31M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-182Closed |
$24.3K - $28K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-242Closed |
$32.3K - $37.2K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-37Closed |
$4.94K - $5.69K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-722Closed |
$96.3K - $111K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
10.6KNew |
$1.41M - $1.63M
|
10.6K
$2.6M
|
|
|
Feb 16, 2021
Q4 2020
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-4.15KClosed |
$554K - $639K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-19.4KClosed |
$2.59M - $2.99M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-10.9KClosed |
$1.45M - $1.67M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-81- 81.82% |
$10.8K - $12.5K
|
18
$4.41K
|
|
|
Feb 12, 2021
Q4 2020
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-3.56KClosed |
$475K - $548K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-3.54KClosed |
$472K - $545K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Life Pro Asset Management
|
BUY
|
- |
2.04KNew |
$272K - $314K
|
2.04K
$499K
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
304New |
$40.6K - $46.8K
|
304
$74.4K
|
|
|
Feb 05, 2021
Q4 2020
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-4.51KClosed |
$602K - $694K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Motco
|
SELL
|
- |
-48- 32.43% |
$6.4K - $7.39K
|
100
$24.5K
|
|
|
Feb 04, 2021
Q4 2020
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
1.5KNew |
$200K - $231K
|
1.5K
$367K
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-255Closed |
$34K - $39.2K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-14KClosed |
$1.86M - $2.15M
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-233Closed |
$31.1K - $35.9K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
25New |
$3.34K - $3.85K
|
25
$6.12K
|
|
|
Jan 14, 2021
Q4 2020
|
Ardevora Asset Management LLP
|
SELL
|
- |
-394KClosed |
$52.6M - $60.7M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 23, 2020
Q3 2020
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-10.3KClosed |
$1.29M - $1.47M
|
0
$0
|
|
|
Nov 19, 2020
Q3 2020
|
Tru Independence LLC
|
SELL
|
- |
-1.3KClosed |
$163K - $186K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Australian Super Pty LTD
|
SELL
|
- |
-242KClosed |
$30.3M - $34.6M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Kemnay Advisory Services Inc.
New York, NY |
SELL
|
- |
-4.48KClosed |
$561K - $641K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Sunriver Management LLC
Greenwich, CT |
SELL
|
- |
-245KClosed |
$30.6M - $35M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-55Closed |
$6.88K - $7.87K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
SELL
|
- |
-76.9KClosed |
$9.62M - $11M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-8.69KClosed |
$1.09M - $1.24M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
443New |
$55.4K - $63.4K
|
443
$108K
|
|
|
Nov 13, 2020
Q3 2020
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-2.24KClosed |
$280K - $320K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
University Of Notre Dame Du Lac
South Bend, IN |
SELL
|
- |
-78.9KClosed |
$9.87M - $11.3M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
207New |
$25.9K - $29.6K
|
207
$50.7K
|
|
|
Nov 13, 2020
Q3 2020
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-11.7KClosed |
$1.46M - $1.68M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
20+ 500.0% |
$2.5K - $2.86K
|
24
$5.88K
|
|
|
Nov 12, 2020
Q3 2020
|
Western Asset Management Company, LLC
Pasadena, CA |
SELL
|
- |
-11Closed |
$1.38K - $1.57K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-150Closed |
$18.8K - $21.5K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-494KClosed |
$61.8M - $70.7M
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.84KClosed |
$230K - $263K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-2.69KClosed |
$337K - $386K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Winton Group LTD
London, X0 |
SELL
|
- |
-21.6KClosed |
$2.7M - $3.09M
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-5Closed |
$626 - $716
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-43Closed |
$5.38K - $6.15K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.52KClosed |
$315K - $360K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Wealth Trust Axiom LLC
|
BUY
|
- |
2.68KNew |
$335K - $384K
|
2.68K
$656K
|
|
|
Oct 20, 2020
Q3 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
2.6KNew |
$325K - $372K
|
2.6K
$636K
|
|
|
Oct 16, 2020
Q3 2020
|
Santori & Peters, Inc.
|
BUY
|
- |
63New |
$7.88K - $9.02K
|
63
$15.4K
|
|