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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-100Closed |
$10.5K - $13.2K
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Essex Savings Bank
|
SELL
|
- |
-170Closed |
$17.8K - $22.5K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-22Closed |
$2.31K - $2.91K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-388Closed |
$40.7K - $51.3K
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-67.3KClosed |
$7.07M - $8.89M
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-21.8KClosed |
$2.28M - $2.87M
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Community Bank, N.A.
|
SELL
|
- |
-55Closed |
$5.77K - $7.27K
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-16.3KClosed |
$1.71M - $2.15M
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-1.8KClosed |
$189K - $238K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-348Closed |
$36.5K - $46K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.74KClosed |
$392K - $494K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Focused Wealth Management, Inc
|
SELL
|
- |
-31Closed |
$3.25K - $4.1K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 11, 2020
Q1 2019
|
Royal Fund Management, LLC
|
SELL
|
- |
-5Closed |
$468 - $522
|
0
$0
|
|
|
Jun 03, 2019
Q1 2019
|
Lake Point Wealth Management
|
SELL
|
- |
-25- 1.25% |
$2.34K - $2.61K
|
1.98K
$485K
|
|
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-400Closed |
$37.5K - $41.7K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-20Closed |
$1.87K - $2.09K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-2.68KClosed |
$251K - $279K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-2.21KClosed |
$207K - $231K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12+ 15.79% |
$1.12K - $1.25K
|
88
$21.5K
|
|
|
May 13, 2019
Q1 2019
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-14.1KClosed |
$1.32M - $1.47M
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-25.9KClosed |
$2.43M - $2.71M
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-20Closed |
$1.87K - $2.09K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-5.32KClosed |
$498K - $555K
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-79Closed |
$7.4K - $8.24K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-200Closed |
$18.7K - $20.9K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-314Closed |
$29.4K - $32.8K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
9258 Wealth Management, LLC
|
SELL
|
- |
-2.16KClosed |
$203K - $226K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-91.1KClosed |
$8.53M - $9.51M
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Chase Investment Counsel Corp
|
SELL
|
- |
-10.3KClosed |
$962K - $1.07M
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Twin Capital Management Inc
|
SELL
|
- |
-9.02KClosed |
$845K - $941K
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
Mckinley Capital Management LLC
|
SELL
|
- |
-830Closed |
$77.7K - $86.6K
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-133Closed |
$12.5K - $13.9K
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Hudock, Inc.
|
SELL
|
- |
-17Closed |
$1.59K - $1.77K
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-2.35KClosed |
$220K - $245K
|
0
$0
|
|
|
Apr 04, 2019
Q1 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-73Closed |
$6.84K - $7.62K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 19, 2019
Q4 2018
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-38Closed |
$3.49K - $4.94K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-116Closed |
$10.6K - $15.1K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-1.56KClosed |
$143K - $203K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-4.71KClosed |
$433K - $613K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-2.75KClosed |
$252K - $357K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-1.85KClosed |
$170K - $241K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Ibex Investors LLC
|
SELL
|
- |
-1.56KClosed |
$143K - $203K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-16.4KClosed |
$1.51M - $2.14M
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-47Closed |
$4.31K - $6.11K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Fiduciary Management Inc
Milwaukee, WI |
SELL
|
- |
-282KClosed |
$25.9M - $36.7M
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-2KClosed |
$184K - $260K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-2.76KClosed |
$253K - $359K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Jupiter Asset Management LTD
|
SELL
|
- |
-164KClosed |
$15.1M - $21.4M
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-2.1KClosed |
$192K - $273K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Bison Wealth, LLC
|
SELL
|
- |
-1.76KClosed |
$162K - $229K
|
0
$0
|
|