Institutional Ownership Broadridge Financial Solutions, Inc. (BR)
This table provides information about the institutional ownership of Broadridge Financial Solutions, Inc. (BR). We have compiled data on the 1,088 institutions that hold shares in the stock, with a total of 105 Million shares, which have been reported (via 13F filing form) to have a value of $25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
422
shares
|
$100,161
0.0% of portfolio
|
Q2 2024
Added 7.38%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
417
shares
|
$98,974
0.01% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
405
shares
|
$96,126
0.01% of portfolio
|
Q3 2024
Reduced 13.28%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
404
shares
|
$95,889
0.01% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
401
shares
|
$95,177
0.14% of portfolio
|
Q3 2022
Reduced 44.46%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
401
shares
|
$95,177
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
392
shares
|
$93,041
0.01% of portfolio
|
Q2 2024
Reduced 1.51%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
390
shares
|
$92,566
0.0% of portfolio
|
Q2 2024
Reduced 4.18%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
366
shares
|
$86,870
0.02% of portfolio
|
Q2 2024
Added 229.73%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
365
shares
|
$86,632
0.0% of portfolio
|
Q3 2023
Reduced 25.36%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
354
shares
|
$84,021
0.03% of portfolio
|
Q3 2020
Reduced 25.16%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
350
shares
|
$83,072
0.01% of portfolio
|
Q1 2024
Added 16.67%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
343
shares
|
$81,411
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
335
shares
|
$79,512
0.0% of portfolio
|
Q3 2024
Added 9.12%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
330
shares
|
$78,325
0.02% of portfolio
|
Q1 2024
Added 69.23%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
320
shares
|
$75,952
0.0% of portfolio
|
Q2 2024
Reduced 18.16%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
311
shares
|
$73,815
0.0% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
310
shares
|
$73,578
0.0% of portfolio
|
Q2 2024
Reduced 18.85%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
300
shares
|
$71,205
0.03% of portfolio
|
Q2 2022
Added 0.33%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
300
shares
|
$71,205
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
297
shares
|
$70,492
0.0% of portfolio
|
Q3 2024
Reduced 38.25%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
296
shares
|
$70,255
0.01% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
295
shares
|
$70,018
0.01% of portfolio
|
Q2 2019
Added 0.34%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
255
shares
|
$60,524
0.03% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
255
shares
|
$60,524
0.03% of portfolio
|
Q2 2023
Added 3.66%
|