Latest Institutional Sells of Broadridge Financial Solutions, Inc. (BR)
This list provides information on the latest institutional transactions involving Broadridge Financial Solutions, Inc. (BR) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-35- 39.77% |
$6.77K - $7.31K
|
53
$12K
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-16- 0.71% |
$3.1K - $3.34K
|
2.25K
$509K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-12- 1.1% |
$2.32K - $2.51K
|
1.08K
$244K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-3- 2.61% |
$581 - $627
|
112
$25.3K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-2- 5.71% |
$387 - $418
|
33
$7.46K
|
|
| Q4 2023 | |||||||
|
Jan 26, 2024
Q4 2023
|
Baillie Gifford & CO
|
SELL
|
- |
-167K- 5.62% |
$27.9M - $34.3M
|
2.8M
$634M
|
|
|
Feb 14, 2024
Q4 2023
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-8.91K- 75.84% |
$1.49M - $1.83M
|
2.84K
$642K
|
|
|
Feb 13, 2024
Q4 2023
|
Seven Eight Capital, LP
|
SELL
|
- |
-1.93K- 41.56% |
$324K - $398K
|
2.72K
$615K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.86K- 98.41% |
$311K - $383K
|
30
$6.78K
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-987- 30.75% |
$165K - $203K
|
2.22K
$503K
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-948- 3.58% |
$159K - $195K
|
25.5K
$5.77M
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-770- 24.73% |
$129K - $158K
|
2.34K
$530K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-734- 34.4% |
$123K - $151K
|
1.4K
$316K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-253- 13.64% |
$42.3K - $52.1K
|
1.6K
$362K
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-172- 4.74% |
$28.8K - $35.4K
|
3.46K
$781K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-157- 12.67% |
$26.3K - $32.3K
|
1.08K
$245K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-107- 0.88% |
$17.9K - $22K
|
12K
$2.72M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-100- 33.33% |
$16.7K - $20.6K
|
200
$45.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-40- 2.35% |
$6.7K - $8.23K
|
1.66K
$376K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-29- 2.41% |
$4.85K - $5.97K
|
1.17K
$265K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.93% |
$1.84K - $2.26K
|
1.17K
$265K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-1- 25.0% |
$167 - $206
|
3
$678
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.51K- 5.68% |
$573K - $663K
|
58.2K
$13.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-176- 4.07% |
$28.7K - $33.3K
|
4.15K
$938K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-152- 5.75% |
$24.8K - $28.7K
|
2.49K
$563K
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-146- 10.15% |
$23.8K - $27.6K
|
1.29K
$292K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-124- 25.36% |
$20.2K - $23.4K
|
365
$82.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-122- 1.58% |
$19.9K - $23.1K
|
7.58K
$1.71M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-88- 0.65% |
$14.4K - $16.6K
|
13.5K
$3.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-84- 1.44% |
$13.7K - $15.9K
|
5.76K
$1.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-50- 6.1% |
$8.17K - $9.45K
|
770
$174K
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-41- 1.26% |
$6.7K - $7.75K
|
3.22K
$727K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.93K- 47.54% |
$551K - $652K
|
4.34K
$981K
|
|
|
Aug 14, 2023
Q2 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-3.39K- 56.58% |
$474K - $561K
|
2.6K
$588K
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-2.78K- 46.05% |
$389K - $460K
|
3.26K
$736K
|
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-600Closed |
$84K - $99.4K
|
0
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-278- 4.64% |
$38.9K - $46K
|
5.71K
$1.29M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-10- 2.92% |
$1.4K - $1.66K
|
332
$75.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-3- 2.03% |
$420 - $497
|
145
$32.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 6.25% |
$140 - $166
|
15
$3.39K
|
|
| Q1 2023 | |||||||
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-21K- 63.64% |
$2.79M - $3.23M
|
12K
$2.71M
|
|
|
May 05, 2023
Q1 2023
|
Amica Mutual Insurance CO
|
SELL
|
- |
-13.7K- 36.76% |
$1.82M - $2.11M
|
23.6K
$5.33M
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-5.63K- 97.24% |
$749K - $865K
|
160
$36.2K
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-4.27KClosed |
$568K - $656K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.98K- 20.54% |
$397K - $458K
|
11.5K
$2.61M
|
|
|
May 05, 2023
Q1 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-1.59K- 35.56% |
$212K - $244K
|
2.89K
$652K
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.3K- 1.91% |
$173K - $199K
|
66.6K
$15.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-480- 12.36% |
$63.9K - $73.7K
|
3.41K
$770K
|
|
|
Apr 14, 2023
Q1 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-202- 50.12% |
$26.9K - $31K
|
201
$45.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-192- 8.5% |
$25.5K - $29.5K
|
2.07K
$467K
|
|