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 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-11- 14.86% |
$1.54K - $1.82K
|
63
$14.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-14- 0.64% |
$1.96K - $2.32K
|
2.18K
$495K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-16- 3.07% |
$2.24K - $2.65K
|
505
$115K
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-16- 0.15% |
$2.24K - $2.65K
|
10.6K
$2.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-16- 2.37% |
$2.24K - $2.65K
|
659
$150K
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-16- 0.05% |
$2.24K - $2.65K
|
29.3K
$6.66M
|
|
|
Aug 07, 2023
Q2 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-18- 0.26% |
$2.52K - $2.98K
|
6.9K
$1.57M
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-18- 1.25% |
$2.52K - $2.98K
|
1.42K
$323K
|
|
|
Jul 24, 2023
Q2 2023
|
Ami Asset Management Corp
|
SELL
|
- |
-21- 0.74% |
$2.94K - $3.48K
|
2.82K
$640K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-21- 4.46% |
$2.94K - $3.48K
|
450
$102K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-25- 1.01% |
$3.5K - $4.14K
|
2.46K
$558K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-25- 4.17% |
$3.5K - $4.14K
|
575
$131K
|
|
|
Aug 08, 2023
Q2 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-30- 0.03% |
$4.2K - $4.97K
|
92.9K
$21.1M
|
|
|
Feb 13, 2024
Q2 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-30- 0.03% |
$4.2K - $4.97K
|
92.9K
$21.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-33- 15.0% |
$4.62K - $5.47K
|
187
$42.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-35- 0.49% |
$4.9K - $5.8K
|
7.18K
$1.63M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-36- 5.55% |
$5.04K - $5.96K
|
613
$139K
|
|
|
Jul 07, 2023
Q2 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-38- 1.8% |
$5.32K - $6.29K
|
2.08K
$472K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-38- 6.05% |
$5.32K - $6.29K
|
590
$134K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-40- 1.7% |
$5.6K - $6.63K
|
2.31K
$525K
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-40- 1.55% |
$5.6K - $6.63K
|
2.54K
$578K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-41- 12.13% |
$5.74K - $6.79K
|
297
$67.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-45- 0.93% |
$6.3K - $7.45K
|
4.78K
$1.09M
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-47- 58.75% |
$6.58K - $7.78K
|
33
$7.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-48- 2.05% |
$6.72K - $7.95K
|
2.3K
$522K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-50- 0.48% |
$7K - $8.28K
|
10.4K
$2.37M
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-51- 1.54% |
$7.14K - $8.45K
|
3.25K
$739K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-54- 0.29% |
$7.56K - $8.94K
|
18.5K
$4.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-55- 7.67% |
$7.7K - $9.11K
|
662
$150K
|
|
|
Aug 01, 2023
Q2 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-55- 0.11% |
$7.7K - $9.11K
|
50.4K
$11.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Fenimore Asset Management Inc
|
SELL
|
- |
-55- 0.02% |
$7.7K - $9.11K
|
299K
$67.9M
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-56- 1.95% |
$7.84K - $9.28K
|
2.82K
$641K
|
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-65- 0.03% |
$9.1K - $10.8K
|
195K
$44.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-66- 0.86% |
$9.24K - $10.9K
|
7.61K
$1.73M
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
SELL
|
- |
-69- 0.61% |
$9.66K - $11.4K
|
11.2K
$2.54M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-70- 0.55% |
$9.8K - $11.6K
|
12.6K
$2.87M
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-72- 5.43% |
$10.1K - $11.9K
|
1.25K
$285K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-77- 33.48% |
$10.8K - $12.8K
|
153
$34.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-79- 2.85% |
$11.1K - $13.1K
|
2.69K
$612K
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-79- 1.97% |
$11.1K - $13.1K
|
3.94K
$895K
|
|
|
Aug 11, 2023
Q2 2023
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-79- 3.52% |
$11.1K - $13.1K
|
2.17K
$492K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-81- 20.82% |
$11.3K - $13.4K
|
308
$70K
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-83- 5.56% |
$11.6K - $13.7K
|
1.41K
$321K
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-84- 0.42% |
$11.8K - $13.9K
|
19.8K
$4.49M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-85- 2.35% |
$11.9K - $14.1K
|
3.54K
$805K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-85- 19.63% |
$11.9K - $14.1K
|
348
$79.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-88- 4.89% |
$12.3K - $14.6K
|
1.71K
$389K
|
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-88- 1.64% |
$12.3K - $14.6K
|
5.29K
$1.2M
|
|
|
Aug 29, 2023
Q2 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-90- 1.18% |
$12.6K - $14.9K
|
7.51K
$1.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-97- 6.85% |
$13.6K - $16.1K
|
1.32K
$300K
|