Purchases and Sales Made in Q2 2023 in Broadridge Financial Solutions, Inc. (BR)
This table provides information about the institutional ownership of Broadridge Financial Solutions, Inc. (BR) during Q2 2023. The information is specifically focused on institutions that hold shares of BROADRIDGE FINANCIAL SOLUTIONS, INC..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-97- 4.58% |
$13.6K - $16.1K
|
2.02K
$459K
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-97- 1.27% |
$13.6K - $16.1K
|
7.54K
$1.71M
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 1.02% |
$14K - $16.6K
|
9.67K
$2.2M
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-102- 0.87% |
$14.3K - $16.9K
|
11.6K
$2.65M
|
|
Jul 17, 2023
Q2 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-103- 4.59% |
$14.4K - $17.1K
|
2.14K
$487K
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-114- 0.58% |
$16K - $18.9K
|
19.6K
$4.45M
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-115- 0.08% |
$16.1K - $19K
|
140K
$31.8M
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-122- 2.32% |
$17.1K - $20.2K
|
5.14K
$1.17M
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-122- 6.5% |
$17.1K - $20.2K
|
1.76K
$399K
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-129- 6.22% |
$18.1K - $21.4K
|
1.95K
$442K
|
|
Jul 25, 2023
Q2 2023
|
Harvey Investment CO LLC
|
SELL
|
- |
-130- 9.5% |
$18.2K - $21.5K
|
1.24K
$281K
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-130- 4.49% |
$18.2K - $21.5K
|
2.77K
$629K
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
SELL
|
- |
-131- 2.2% |
$18.3K - $21.7K
|
5.83K
$1.32M
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-136- 1.56% |
$19K - $22.5K
|
8.56K
$1.94M
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-139- 1.03% |
$19.5K - $23K
|
13.4K
$3.05M
|
|
Aug 11, 2023
Q2 2023
|
Bell Asset Management LTD
Melbourne, C3 |
SELL
|
- |
-142- 0.18% |
$19.9K - $23.5K
|
78.1K
$17.8M
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-150- 3.3% |
$21K - $24.8K
|
4.39K
$998K
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-158- 9.75% |
$22.1K - $26.2K
|
1.46K
$333K
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-164- 0.91% |
$23K - $27.2K
|
17.8K
$4.05M
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-166- 9.74% |
$23.2K - $27.5K
|
1.54K
$350K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-166- 8.05% |
$23.2K - $27.5K
|
1.9K
$431K
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-188- 0.27% |
$26.3K - $31.1K
|
70.4K
$16M
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-212- 1.21% |
$29.7K - $35.1K
|
17.3K
$3.94M
|
|
Aug 14, 2023
Q2 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-215- 1.7% |
$30.1K - $35.6K
|
12.4K
$2.82M
|
|
Jul 18, 2023
Q2 2023
|
Security National Bank
|
SELL
|
- |
-219- 1.05% |
$30.6K - $36.3K
|
20.7K
$4.71M
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-221- 4.0% |
$30.9K - $36.6K
|
5.31K
$1.21M
|
|
Jul 17, 2023
Q2 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-228- 5.39% |
$31.9K - $37.8K
|
4K
$909K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-229- 0.43% |
$32K - $37.9K
|
52.8K
$12M
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-242- 1.06% |
$33.9K - $40.1K
|
22.7K
$5.15M
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-243- 4.06% |
$34K - $40.2K
|
5.75K
$1.31M
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-245- 16.18% |
$34.3K - $40.6K
|
1.27K
$288K
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
SELL
|
- |
-251- 17.05% |
$35.1K - $41.6K
|
1.22K
$278K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-253- 38.05% |
$35.4K - $41.9K
|
412
$93.7K
|
|
Jul 25, 2023
Q2 2023
|
Fruth Investment Management
|
SELL
|
- |
-270- 1.85% |
$37.8K - $44.7K
|
14.4K
$3.27M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-272- 3.59% |
$38.1K - $45.1K
|
7.31K
$1.66M
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-278- 4.64% |
$38.9K - $46K
|
5.71K
$1.3M
|
|
Aug 07, 2023
Q2 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-280- 2.66% |
$39.2K - $46.4K
|
10.3K
$2.33M
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-280- 2.24% |
$39.2K - $46.4K
|
12.2K
$2.78M
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-282- 18.19% |
$39.5K - $46.7K
|
1.27K
$288K
|
|
Aug 09, 2023
Q2 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-283- 0.03% |
$39.6K - $46.9K
|
840K
$191M
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-286- 10.8% |
$40K - $47.4K
|
2.36K
$537K
|
|
Aug 11, 2023
Q2 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-292- 0.62% |
$40.9K - $48.4K
|
46.9K
$10.7M
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-337- 3.61% |
$47.2K - $55.8K
|
9.01K
$2.05M
|
|
Aug 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-359- 1.82% |
$50.2K - $59.5K
|
19.4K
$4.4M
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-362- 1.6% |
$50.7K - $60K
|
22.2K
$5.05M
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-372- 8.2% |
$52.1K - $61.6K
|
4.16K
$946K
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-396- 6.35% |
$55.4K - $65.6K
|
5.84K
$1.33M
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-400- 21.83% |
$56K - $66.3K
|
1.43K
$326K
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-400- 18.94% |
$56K - $66.3K
|
1.71K
$389K
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 5.19% |
$56K - $66.3K
|
7.3K
$1.66M
|