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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
1.48KNew |
$196K - $227K
|
1.48K
$334K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
906+ 4.21% |
$121K - $139K
|
22.4K
$5.06M
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
495New |
$65.8K - $76K
|
495
$112K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
388New |
$51.6K - $59.6K
|
388
$87.7K
|
|
|
Apr 10, 2023
Q1 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
199New |
$26.5K - $30.6K
|
199
$45K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
152+ 7.4% |
$20.2K - $23.3K
|
2.21K
$499K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
120New |
$16K - $18.4K
|
120
$27.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
100New |
$13.3K - $15.4K
|
100
$22.6K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
15+ 27.78% |
$2K - $2.3K
|
69
$15.6K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
13New |
$1.73K - $2K
|
13
$2.94K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
13New |
$1.73K - $2K
|
13
$2.94K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
12+ 48.0% |
$1.6K - $1.84K
|
37
$8.36K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
6+ 20.69% |
$798 - $921
|
35
$7.91K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
8.35KNew |
$1.11M - $1.27M
|
8.35K
$1.89M
|
|
|
Feb 07, 2023
Q4 2022
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
5.86KNew |
$777K - $894K
|
5.86K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
4KNew |
$530K - $610K
|
4K
$904K
|
|
|
Feb 14, 2023
Q4 2022
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
2.77K+ 34.93% |
$367K - $422K
|
10.7K
$2.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.85KNew |
$246K - $282K
|
1.85K
$419K
|
|
|
Jan 27, 2023
Q4 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
1.83KNew |
$243K - $279K
|
1.83K
$414K
|
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
1.68KNew |
$223K - $257K
|
1.68K
$381K
|
|
|
Feb 13, 2023
Q4 2022
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
1.64KNew |
$218K - $250K
|
1.64K
$371K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.59KNew |
$211K - $243K
|
1.59K
$360K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
978New |
$130K - $149K
|
978
$221K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
705New |
$93.5K - $107K
|
705
$159K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
438New |
$58.1K - $66.8K
|
438
$99K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
417+ 33.41% |
$55.3K - $63.6K
|
1.67K
$376K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
407New |
$54K - $62.1K
|
407
$92K
|
|
|
Apr 25, 2024
Q4 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
PUT |
400New |
$53K - $61K
|
400
$90.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
348+ 19.29% |
$46.1K - $53.1K
|
2.15K
$486K
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
332New |
$44K - $50.6K
|
332
$75.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
285+ 4.34% |
$37.8K - $43.5K
|
6.86K
$1.55M
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
249New |
$33K - $38K
|
249
$56.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
203New |
$26.9K - $30.9K
|
203
$45.9K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
125New |
$16.6K - $19.1K
|
125
$28.3K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
64+ 4.22% |
$8.48K - $9.76K
|
1.58K
$357K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
51New |
$6.76K - $7.78K
|
51
$11.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
24New |
$3.18K - $3.66K
|
24
$5.43K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
16+ 14.55% |
$2.12K - $2.44K
|
126
$28.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
12New |
$1.59K - $1.83K
|
12
$2.71K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5New |
$663 - $762
|
5
$1.13K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
5New |
$663 - $762
|
5
$1.13K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
3New |
$398 - $457
|
3
$678
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1New |
$133 - $152
|
1
$226
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 1.35% |
$133 - $152
|
75
$17K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
BUY
|
- |
140K+ 13.14% |
$20.2M - $25.6M
|
1.21M
$272M
|
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
13.5KNew |
$1.94M - $2.47M
|
13.5K
$3.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
10.9K+ 120.56% |
$1.58M - $2M
|
20K
$4.52M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
3.07K+ 46.08% |
$442K - $562K
|
9.72K
$2.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
2.56KNew |
$369K - $469K
|
2.56K
$579K
|
|
|
Nov 04, 2022
Q3 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.86KNew |
$268K - $340K
|
1.86K
$420K
|
|