Purchases and Sales Made in Q2 2024 in Broadridge Financial Solutions, Inc. (BR)
This table provides information about the institutional ownership of Broadridge Financial Solutions, Inc. (BR) during Q2 2024. 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 07, 2024
Q2 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-31- 0.13% |
$5.9K - $6.42K
|
23.4K
$5.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-34- 0.68% |
$6.48K - $7.05K
|
4.99K
$1.22M
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-35- 2.14% |
$6.67K - $7.25K
|
1.6K
$393K
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-35- 1.3% |
$6.67K - $7.25K
|
2.66K
$651K
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-38- 0.42% |
$7.24K - $7.88K
|
8.91K
$2.18M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-38- 0.38% |
$7.24K - $7.88K
|
10K
$2.46M
|
|
|
Jul 26, 2024
Q2 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-38- 1.11% |
$7.24K - $7.88K
|
3.38K
$827K
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-39- 0.36% |
$7.43K - $8.08K
|
10.7K
$2.61M
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-39- 3.26% |
$7.43K - $8.08K
|
1.16K
$284K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-40- 42.55% |
$7.62K - $8.29K
|
54
$13.2K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-40- 0.67% |
$7.62K - $8.29K
|
5.91K
$1.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-41- 0.24% |
$7.81K - $8.5K
|
16.8K
$4.12M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-42- 0.31% |
$8K - $8.7K
|
13.5K
$3.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-48- 4.36% |
$9.14K - $9.95K
|
1.05K
$258K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-49- 3.88% |
$9.33K - $10.2K
|
1.22K
$297K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-50- 18.8% |
$9.52K - $10.4K
|
216
$52.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-50- 13.77% |
$9.52K - $10.4K
|
313
$76.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-50- 3.89% |
$9.52K - $10.4K
|
1.24K
$303K
|
|
|
Aug 09, 2024
Q2 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-53- 1.06% |
$10.1K - $11K
|
4.94K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-54- 2.35% |
$10.3K - $11.2K
|
2.25K
$550K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-55- 1.6% |
$10.5K - $11.4K
|
3.38K
$829K
|
|
|
Jul 24, 2024
Q2 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-55- 0.06% |
$10.5K - $11.4K
|
92.8K
$22.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-56- 1.25% |
$10.7K - $11.6K
|
4.41K
$1.08M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-57- 0.25% |
$10.9K - $11.8K
|
22.7K
$5.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-58- 0.15% |
$11K - $12K
|
37.7K
$9.23M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-58- 0.33% |
$11K - $12K
|
17.8K
$4.35M
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-59- 5.28% |
$11.2K - $12.2K
|
1.06K
$259K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-60- 4.93% |
$11.4K - $12.4K
|
1.16K
$283K
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-60- 4.29% |
$11.4K - $12.4K
|
1.34K
$327K
|
|
|
Aug 14, 2024
Q2 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-60- 1.04% |
$11.4K - $12.4K
|
5.73K
$1.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-60- 3.12% |
$11.4K - $12.4K
|
1.86K
$456K
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-63- 1.55% |
$12K - $13.1K
|
4.01K
$982K
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-68- 5.5% |
$13K - $14.1K
|
1.17K
$286K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-70- 79.55% |
$13.3K - $14.5K
|
18
$4.41K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-71- 18.16% |
$13.5K - $14.7K
|
320
$78.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-72- 18.85% |
$13.7K - $14.9K
|
310
$75.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-75- 1.93% |
$14.3K - $15.5K
|
3.81K
$933K
|
|
|
Aug 06, 2024
Q2 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-75- 0.57% |
$14.3K - $15.5K
|
13.1K
$3.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-80- 2.53% |
$15.2K - $16.6K
|
3.09K
$756K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-80- 63.49% |
$15.2K - $16.6K
|
46
$11.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-82- 5.29% |
$15.6K - $17K
|
1.47K
$359K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-84- 1.2% |
$16K - $17.4K
|
6.93K
$1.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-85- 0.7% |
$16.2K - $17.6K
|
12K
$2.94M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-91- 0.17% |
$17.3K - $18.9K
|
52.9K
$12.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-92- 16.06% |
$17.5K - $19.1K
|
481
$118K
|
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-93- 1.75% |
$17.7K - $19.3K
|
5.21K
$1.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-93- 0.81% |
$17.7K - $19.3K
|
11.4K
$2.79M
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 1.46% |
$19K - $20.7K
|
6.76K
$1.65M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-102- 34.81% |
$19.4K - $21.1K
|
191
$46.8K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-103- 2.27% |
$19.6K - $21.3K
|
4.44K
$1.09M
|