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 1,079 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 $23.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
18
shares
|
$3,986
0.0% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
17
shares
|
$3,764
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
17
shares
|
$3,764
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
17
shares
|
$3,764
0.0% of portfolio
|
Q3 2024
Reduced 51.43%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
17
shares
|
$3,764
0.0% of portfolio
|
Q2 2024
Added 6.25%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
16
shares
|
$3,543
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
14
shares
|
$3,100
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
14
shares
|
$3,100
0.0% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
13
shares
|
$2,878
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
13
shares
|
$2,878
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
12
shares
|
$2,657
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
12
shares
|
$2,657
0.0% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
12
shares
|
$2,657
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
12
shares
|
$2,657
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
11
shares
|
$2,436
0.0% of portfolio
|
Q2 2024
Reduced 15.38%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
11
shares
|
$2,436
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
11
shares
|
$2,436
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
8
shares
|
$1,771
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
7
shares
|
$1,550
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
7
shares
|
$1,550
0.0% of portfolio
|
Q3 2024
Reduced 98.77%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
6
shares
|
$1,328
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
5
shares
|
$1,107
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
5
shares
|
$1,107
0.0% of portfolio
|
Q1 2024
Added 25.0%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
4
shares
|
$885
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
4
shares
|
$885
0.0% of portfolio
|
Q2 2024
Added 300.0%
|