Latest Institutional Purchases of Broadridge Financial Solutions, Inc. (BR)
This list provides information on the latest institutional transactions involving Broadridge Financial Solutions, Inc. (BR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
458New |
$74.4K - $81.1K
|
458
$109K
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
246New |
$40K - $43.5K
|
246
$58.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
229New |
$37.2K - $40.5K
|
229
$54.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
3New |
$488 - $531
|
3
$712
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
9.82KNew |
$1.52M - $1.63M
|
9.82K
$2.33M
|
|
|
Aug 09, 2021
Q2 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
5.55KNew |
$857K - $920K
|
5.55K
$1.32M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
1.73KNew |
$268K - $287K
|
1.73K
$412K
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
1.61KNew |
$249K - $267K
|
1.61K
$382K
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
1.5KNew |
$232K - $249K
|
1.5K
$356K
|
|
|
Aug 04, 2021
Q2 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
50New |
$7.72K - $8.28K
|
50
$11.9K
|
|
|
Jul 29, 2021
Q2 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
17New |
$2.62K - $2.82K
|
17
$4.03K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2.21KNew |
$308K - $348K
|
2.21K
$525K
|
|
|
May 03, 2021
Q1 2021
|
Jnba Financial Advisors
|
BUY
|
- |
24New |
$3.34K - $3.78K
|
24
$5.7K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
10.6KNew |
$1.41M - $1.63M
|
10.6K
$2.52M
|
|
|
Feb 08, 2021
Q4 2020
|
Life Pro Asset Management
|
BUY
|
- |
2.04KNew |
$272K - $314K
|
2.04K
$484K
|
|
|
Feb 04, 2021
Q4 2020
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
1.5KNew |
$200K - $231K
|
1.5K
$356K
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
304New |
$40.6K - $46.8K
|
304
$72.2K
|
|
|
Jan 20, 2021
Q4 2020
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
25New |
$3.34K - $3.85K
|
25
$5.93K
|
|
| Q3 2020 | |||||||
|
Oct 21, 2020
Q3 2020
|
Wealth Trust Axiom LLC
|
BUY
|
- |
2.68KNew |
$335K - $384K
|
2.68K
$636K
|
|
|
Oct 20, 2020
Q3 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
2.6KNew |
$325K - $372K
|
2.6K
$616K
|
|
|
Nov 13, 2020
Q3 2020
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
443New |
$55.4K - $63.4K
|
443
$105K
|
|
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
207New |
$25.9K - $29.6K
|
207
$49.1K
|
|
|
Oct 16, 2020
Q3 2020
|
Santori & Peters, Inc.
|
BUY
|
- |
63New |
$7.88K - $9.02K
|
63
$15K
|
|
|
Nov 12, 2020
Q3 2020
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
20+ 500.0% |
$2.5K - $2.86K
|
24
$5.7K
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
5.1KNew |
$430K - $676K
|
5.1K
$1.21M
|
|
|
May 07, 2020
Q1 2020
|
Cutler Group LP
|
BUY
|
- |
1.6K+ 320.64% |
$135K - $212K
|
2.1K
$498K
|
|
|
May 13, 2020
Q1 2020
|
Barclays PLC
London, X0 |
BUY
|
PUT |
1.1K+ 52.38% |
$92.7K - $146K
|
3.2K
$760K
|
|
|
Apr 17, 2020
Q1 2020
|
Country Trust Bank
|
BUY
|
- |
300New |
$25.3K - $39.8K
|
300
$71.2K
|
|
| Q3 2019 | |||||||
|
Oct 22, 2019
Q3 2019
|
Marquette Asset Management, LLC
|
BUY
|
- |
300New |
$36.3K - $40.5K
|
300
$71.2K
|
|
| Q2 2019 | |||||||
|
Aug 27, 2019
Q2 2019
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
18New |
$1.89K - $2.38K
|
18
$4.27K
|
|
|
Aug 13, 2019
Q2 2019
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 0.34% |
$105 - $132
|
295
$70K
|
|
| Q1 2019 | |||||||
|
May 13, 2019
Q1 2019
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12+ 15.79% |
$1.12K - $1.25K
|
88
$20.9K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
20.1KNew |
$2.26M - $2.76M
|
20.1K
$4.76M
|
|
|
Nov 14, 2018
Q3 2018
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
4.9KNew |
$552K - $675K
|
4.9K
$1.16M
|
|
| Q1 2018 | |||||||
|
May 16, 2018
Q1 2018
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
500New |
$45.3K - $54.8K
|
500
$119K
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
49.5KNew |
$4.02M - $4.54M
|
49.5K
$11.8M
|
|
|
Feb 05, 2018
Q4 2017
|
Bank Ozk
|
BUY
|
- |
4KNew |
$324K - $366K
|
4K
$949K
|
|
| Q3 2017 | |||||||
|
Oct 05, 2017
Q3 2017
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
491New |
$35.5K - $40K
|
491
$117K
|
|
|
Oct 19, 2017
Q3 2017
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
100New |
$7.23K - $8.16K
|
100
$23.7K
|
|
| Q2 2017 | |||||||
|
Aug 10, 2017
Q2 2017
|
R.M.Sincerbeaux Capital Management LLC
|
BUY
|
- |
12.9KNew |
N/A
|
12.9K
$3.06M
|
|
|
Apr 03, 2024
Q2 2017
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
6.12KNew |
N/A
|
6.12K
$1.45M
|
|
| Q4 2015 | |||||||
|
Jan 29, 2018
Q4 2015
|
Bailard, Inc.
|
BUY
|
- |
22.9KNew |
N/A
|
22.9K
$5.44M
|
|