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 |
|---|---|---|---|---|---|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
153
shares
|
$36,314
0.01% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
153
shares
|
$36,314
0.0% of portfolio
|
Q3 2024
Reduced 6.71%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
149
shares
|
$35,365
0.01% of portfolio
|
Q3 2024
Added 2028.57%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
145
shares
|
$34,415
0.0% of portfolio
|
Q2 2023
Reduced 2.03%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
128
shares
|
$30,380
0.0% of portfolio
|
Q4 2024
Reduced 42.86%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
122
shares
|
$28,956
0.0% of portfolio
|
Q3 2024
Added 15.09%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
121
shares
|
$28,719
0.0% of portfolio
|
Q3 2024
Added 384.0%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
119
shares
|
$28,244
0.0% of portfolio
|
Q3 2024
Reduced 39.59%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
118
shares
|
$28,007
0.0% of portfolio
|
Q4 2024
Added 47.5%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
117
shares
|
$27,769
0.02% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
109
shares
|
$25,871
0.0% of portfolio
|
Q1 2024
Reduced 49.07%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
109
shares
|
$25,871
0.0% of portfolio
|
Q2 2024
Reduced 60.36%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
107
shares
|
$25,396
0.0% of portfolio
|
Q3 2024
Added 98.15%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
106
shares
|
$25,159
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
106
shares
|
$25,159
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
100
shares
|
$23,735
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
100
shares
|
$23,735
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
100
shares
|
$23,735
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
100
shares
|
$23,735
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
97
shares
|
$23,022
0.0% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
96
shares
|
$22,785
0.01% of portfolio
|
Q4 2024
Added 357.14%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
94
shares
|
$22,310
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
90
shares
|
$21,361
0.01% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
90
shares
|
$21,361
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
89
shares
|
$21,124
0.01% of portfolio
|
Q3 2024
Reduced 17.59%
|