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 10, 2022
Q1 2022
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-2.91KClosed |
$410K - $527K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.87KClosed |
$263K - $338K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-51Closed |
$7.19K - $9.23K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Progressive Investment Management Corp
|
SELL
|
- |
-28.9KClosed |
$4.07M - $5.22M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-33.7KClosed |
$4.75M - $6.1M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Granite Shares Advisors LLC
|
SELL
|
- |
-556Closed |
$78.3K - $101K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-136- 83.44% |
$19.2K - $24.6K
|
27
$6.1K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
17+ 30.36% |
$2.4K - $3.08K
|
73
$16.5K
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1+ 100.0% |
$141 - $181
|
2
$452
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
15New |
$2.11K - $2.71K
|
15
$3.39K
|
|
|
May 05, 2022
Q1 2022
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-3.97KClosed |
$560K - $719K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.75KClosed |
$388K - $498K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.36KClosed |
$191K - $246K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Aquila Investment Management LLC
|
SELL
|
- |
-13KClosed |
$1.83M - $2.35M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-1.23KClosed |
$173K - $222K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1New |
$141 - $181
|
1
$226
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2KClosed |
$282K - $362K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
1.29KNew |
$182K - $233K
|
1.29K
$291K
|
|
|
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
$5.43M
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
190New |
$26.8K - $34.4K
|
190
$43K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
190New |
$26.8K - $34.4K
|
190
$43K
|
|
|
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 08, 2022
Q1 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
3K+ 52.63% |
$423K - $543K
|
8.7K
$1.97M
|
|
|
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
$12.2K
|
|
|
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
$5.65K
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-70Closed |
$11.4K - $12.9K
|
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
$116K
|
|
|
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
|
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
$513K
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-121Closed |
$19.7K - $22.3K
|
0
$0
|
|