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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
576+ 24.66% |
$113K - $126K
|
2.91K
$691K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
576+ 14.98% |
$113K - $126K
|
4.42K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
576+ 1.25% |
$113K - $126K
|
46.5K
$11M
|
|
|
Oct 21, 2024
Q3 2024
|
Suncoast Equity Management
|
BUY
|
- |
565+ 2.3% |
$111K - $123K
|
25.1K
$5.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
544+ 1.11% |
$107K - $119K
|
49.4K
$11.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
506+ 1.11% |
$99.5K - $111K
|
45.9K
$10.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
504+ 1.02% |
$99.1K - $110K
|
49.9K
$11.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
501+ 44.41% |
$98.5K - $109K
|
1.63K
$387K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
PUT |
500+ 5.95% |
$98.3K - $109K
|
8.9K
$2.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
498+ 7.33% |
$97.9K - $109K
|
7.29K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
464+ 1.61% |
$91.2K - $101K
|
29.2K
$6.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
455+ 3.29% |
$89.4K - $99.4K
|
14.3K
$3.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
455+ 14.22% |
$89.4K - $99.4K
|
3.66K
$868K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
444+ 35.35% |
$87.3K - $97K
|
1.7K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
438+ 1.27% |
$86.1K - $95.7K
|
35K
$8.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
425+ 5.05% |
$83.5K - $92.9K
|
8.84K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
416+ 10.91% |
$81.8K - $90.9K
|
4.23K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
401New |
$78.8K - $87.6K
|
401
$95.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
400+ 33.33% |
$78.6K - $87.4K
|
1.6K
$380K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
399+ 1.49% |
$78.4K - $87.2K
|
27.3K
$6.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
377+ 130.0% |
$74.1K - $82.4K
|
667
$158K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
371+ 13.64% |
$72.9K - $81.1K
|
3.09K
$734K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
366+ 1.48% |
$71.9K - $80K
|
25K
$5.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
346+ 18.55% |
$68K - $75.6K
|
2.21K
$525K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
329+ 49.18% |
$64.7K - $71.9K
|
998
$237K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
329+ 2.75% |
$64.7K - $71.9K
|
12.3K
$2.92M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
316+ 23.64% |
$62.1K - $69.1K
|
1.65K
$392K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
314+ 10.49% |
$61.7K - $68.6K
|
3.31K
$785K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
300+ 93.46% |
$59K - $65.6K
|
621
$147K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
300+ 1.32% |
$59K - $65.6K
|
23K
$5.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
295+ 1.09% |
$58K - $64.5K
|
27.3K
$6.48M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
293+ 13.84% |
$57.6K - $64K
|
2.41K
$572K
|
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
292+ 8.92% |
$57.4K - $63.8K
|
3.57K
$846K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
286+ 2.67% |
$56.2K - $62.5K
|
11K
$2.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
278+ 2.44% |
$54.6K - $60.8K
|
11.7K
$2.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
272+ 58.62% |
$53.5K - $59.4K
|
736
$175K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
260+ 20.42% |
$51.1K - $56.8K
|
1.53K
$364K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
257+ 3.45% |
$50.5K - $56.2K
|
7.71K
$1.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
257+ 103.21% |
$50.5K - $56.2K
|
506
$120K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
250+ 16.4% |
$49.1K - $54.6K
|
1.77K
$421K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
235New |
$46.2K - $51.4K
|
235
$55.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
231+ 3.28% |
$45.4K - $50.5K
|
7.27K
$1.73M
|
|
|
Nov 08, 2024
Q3 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
225+ 0.2% |
$44.2K - $49.2K
|
115K
$27.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
224+ 1.74% |
$44K - $49K
|
13.1K
$3.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
222+ 3.2% |
$43.6K - $48.5K
|
7.15K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
220+ 2.09% |
$43.2K - $48.1K
|
10.7K
$2.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
216+ 6.47% |
$42.5K - $47.2K
|
3.55K
$843K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
211New |
$41.5K - $46.1K
|
211
$50.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
211New |
$41.5K - $46.1K
|
211
$50.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
202+ 0.78% |
$39.7K - $44.1K
|
26.1K
$6.19M
|