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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
771+ 4.21% |
$108K - $128K
|
19.1K
$4.34M
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
769+ 9.98% |
$108K - $127K
|
8.48K
$1.93M
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
758+ 0.12% |
$106K - $126K
|
617K
$140M
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
754+ 7.9% |
$106K - $125K
|
10.3K
$2.34M
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
739+ 121.55% |
$103K - $122K
|
1.35K
$306K
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
737+ 484.87% |
$103K - $122K
|
889
$202K
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
724+ 169.16% |
$101K - $120K
|
1.15K
$262K
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
715+ 5.12% |
$100K - $118K
|
14.7K
$3.34M
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
714New |
$99.9K - $118K
|
714
$162K
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
691+ 17.15% |
$96.7K - $114K
|
4.72K
$1.07M
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
688+ 8.76% |
$96.3K - $114K
|
8.54K
$1.94M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
662+ 9.85% |
$92.6K - $110K
|
7.38K
$1.68M
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
651+ 2.0% |
$91.1K - $108K
|
33.2K
$7.55M
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
642+ 4.45% |
$89.8K - $106K
|
15.1K
$3.42M
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
634+ 25.93% |
$88.7K - $105K
|
3.08K
$700K
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
631+ 6.68% |
$88.3K - $105K
|
10.1K
$2.29M
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
628+ 2.33% |
$87.9K - $104K
|
27.5K
$6.26M
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
624+ 3.13% |
$87.3K - $103K
|
20.6K
$4.68M
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
623+ 35.91% |
$87.2K - $103K
|
2.36K
$536K
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
620New |
$86.8K - $103K
|
620
$141K
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
586+ 28.25% |
$82K - $97.1K
|
2.66K
$605K
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
579+ 0.23% |
$81K - $95.9K
|
247K
$56.2M
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
569+ 20.88% |
$79.6K - $94.2K
|
3.29K
$749K
|
|
Jul 20, 2023
Q2 2023
|
Wendell David Associates Inc
|
BUY
|
- |
536+ 0.51% |
$75K - $88.8K
|
106K
$24.1M
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
523+ 3.08% |
$73.2K - $86.6K
|
17.5K
$3.98M
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
521+ 0.78% |
$72.9K - $86.3K
|
67.2K
$15.3M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
507+ 4.59% |
$70.9K - $84K
|
11.6K
$2.63M
|
|
Aug 11, 2023
Q2 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
495+ 0.4% |
$69.3K - $82K
|
124K
$28.1M
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
491New |
$68.7K - $81.3K
|
491
$112K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
485+ 6.72% |
$67.9K - $80.3K
|
7.7K
$1.75M
|
|
Aug 14, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
482+ 233.98% |
$67.5K - $79.8K
|
688
$156K
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
482+ 1.95% |
$67.5K - $79.8K
|
25.2K
$5.74M
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
473+ 1.07% |
$66.2K - $78.3K
|
44.6K
$10.1M
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
449+ 8.26% |
$62.8K - $74.4K
|
5.88K
$1.34M
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
442+ 4.02% |
$61.9K - $73.2K
|
11.4K
$2.6M
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
434+ 18.89% |
$60.7K - $71.9K
|
2.73K
$621K
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
423+ 13.54% |
$59.2K - $70.1K
|
3.55K
$807K
|
|
Jul 27, 2023
Q2 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
412+ 1.58% |
$57.7K - $68.2K
|
26.5K
$6.02M
|
|
Jul 28, 2023
Q2 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
410+ 0.97% |
$57.4K - $67.9K
|
42.8K
$9.74M
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
393New |
$55K - $65.1K
|
393
$89.3K
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
382+ 25.59% |
$53.5K - $63.3K
|
1.88K
$426K
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
379+ 3.42% |
$53K - $62.8K
|
11.5K
$2.6M
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
378+ 741.18% |
$52.9K - $62.6K
|
429
$97.5K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
375+ 5.2% |
$52.5K - $62.1K
|
7.59K
$1.72M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
372+ 3.61% |
$52.1K - $61.6K
|
10.7K
$2.43M
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
369+ 3.27% |
$51.6K - $61.1K
|
11.6K
$2.65M
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
354+ 0.09% |
$49.5K - $58.6K
|
392K
$89.1M
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
349+ 1.79% |
$48.8K - $57.8K
|
19.8K
$4.51M
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
348+ 3.75% |
$48.7K - $57.6K
|
9.63K
$2.19M
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
329+ 2.55% |
$46K - $54.5K
|
13.2K
$3.01M
|