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 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
98+ 0.02% |
$13.7K - $16.2K
|
494K
$112M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
95+ 2.27% |
$13.3K - $15.7K
|
4.27K
$971K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
89+ 3.88% |
$12.5K - $14.7K
|
2.39K
$542K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
82New |
$11.5K - $13.6K
|
82
$18.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
78New |
$10.9K - $12.9K
|
78
$17.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
76+ 5.5% |
$10.6K - $12.6K
|
1.46K
$332K
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
73+ 0.92% |
$10.2K - $12.1K
|
8.04K
$1.83M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
72+ 9.45% |
$10.1K - $11.9K
|
834
$190K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
66+ 56.41% |
$9.24K - $10.9K
|
183
$41.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
63+ 0.69% |
$8.82K - $10.4K
|
9.14K
$2.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
60+ 2.08% |
$8.4K - $9.94K
|
2.95K
$670K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
58+ 3.0% |
$8.12K - $9.61K
|
1.99K
$453K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
58+ 3.0% |
$8.12K - $9.61K
|
1.99K
$453K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
57New |
$7.98K - $9.44K
|
57
$13K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
56+ 1.87% |
$7.84K - $9.28K
|
3.06K
$695K
|
|
|
Jul 25, 2023
Q2 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
55+ 1.5% |
$7.7K - $9.11K
|
3.73K
$848K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
53+ 0.38% |
$7.42K - $8.78K
|
14K
$3.17M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
52+ 6.17% |
$7.28K - $8.61K
|
895
$203K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
50+ 6.49% |
$7K - $8.28K
|
820
$186K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
50+ 1.01% |
$7K - $8.28K
|
5.01K
$1.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
50+ 2.42% |
$7K - $8.28K
|
2.12K
$482K
|
|
|
May 24, 2024
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
49+ 0.27% |
$6.86K - $8.12K
|
18.4K
$4.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
49+ 2.91% |
$6.86K - $8.12K
|
1.73K
$393K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
47+ 1.89% |
$6.58K - $7.78K
|
2.53K
$575K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
47+ 3.03% |
$6.58K - $7.78K
|
1.6K
$363K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
47+ 1.12% |
$6.58K - $7.78K
|
4.24K
$963K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
43+ 0.1% |
$6.02K - $7.12K
|
44.1K
$10M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
42+ 2.77% |
$5.88K - $6.96K
|
1.56K
$354K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
40+ 2.95% |
$5.6K - $6.63K
|
1.4K
$317K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
40+ 0.13% |
$5.6K - $6.63K
|
31.3K
$7.11M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
40+ 5.98% |
$5.6K - $6.63K
|
709
$161K
|
|
|
Aug 02, 2023
Q2 2023
|
Keystone Financial Services
|
BUY
|
- |
39+ 2.34% |
$5.46K - $6.46K
|
1.71K
$388K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
37+ 0.25% |
$5.18K - $6.13K
|
15.1K
$3.43M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
37+ 1.62% |
$5.18K - $6.13K
|
2.32K
$526K
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
35+ 1.73% |
$4.9K - $5.8K
|
2.06K
$469K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
34+ 13.49% |
$4.76K - $5.63K
|
286
$65K
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
33+ 1.78% |
$4.62K - $5.47K
|
1.88K
$428K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
33+ 0.42% |
$4.62K - $5.47K
|
7.95K
$1.81M
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
32+ 0.89% |
$4.48K - $5.3K
|
3.62K
$824K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
31+ 1.77% |
$4.34K - $5.13K
|
1.78K
$405K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
30+ 300.0% |
$4.2K - $4.97K
|
40
$9.09K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
29+ 96.67% |
$4.06K - $4.8K
|
59
$13.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
28+ 2.88% |
$3.92K - $4.64K
|
1K
$227K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
28+ 0.45% |
$3.92K - $4.64K
|
6.27K
$1.43M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
28+ 2.02% |
$3.92K - $4.64K
|
1.41K
$321K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
27+ 0.36% |
$3.78K - $4.47K
|
7.46K
$1.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
26+ 0.64% |
$3.64K - $4.31K
|
4.09K
$929K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
26+ 1.36% |
$3.64K - $4.31K
|
1.94K
$441K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
26+ 1.13% |
$3.64K - $4.31K
|
2.32K
$528K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
25New |
$3.5K - $4.14K
|
25
$5.68K
|