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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.56K+ 22.03% |
$296K - $322K
|
8.62K
$2.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.53K+ 6.63% |
$292K - $318K
|
24.7K
$5.95M
|
|
|
Jul 24, 2024
Q2 2024
|
Suncoast Equity Management
|
BUY
|
- |
1.51K+ 6.56% |
$288K - $314K
|
24.6K
$5.93M
|
|
|
Aug 12, 2024
Q2 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
1.5K+ 0.84% |
$286K - $312K
|
180K
$43.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.46K+ 7.3% |
$278K - $302K
|
21.5K
$5.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
1.38KNew |
$263K - $286K
|
1.38K
$333K
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.38K+ 7.14% |
$263K - $286K
|
20.7K
$5M
|
|
|
Aug 14, 2024
Q2 2024
|
Fenimore Asset Management Inc
|
BUY
|
- |
1.38K+ 0.46% |
$263K - $286K
|
299K
$72.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Mqs Management LLC
|
BUY
|
- |
1.36KNew |
$260K - $283K
|
1.36K
$329K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.35K+ 16.24% |
$258K - $280K
|
9.68K
$2.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.32K+ 0.96% |
$252K - $274K
|
139K
$33.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
1.32K+ 13.69% |
$251K - $273K
|
10.9K
$2.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.3KNew |
$247K - $269K
|
1.3K
$313K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.28K+ 2.03% |
$243K - $264K
|
64.1K
$15.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.27K+ 2.33% |
$243K - $264K
|
55.9K
$13.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.27K+ 1378.26% |
$242K - $263K
|
1.36K
$328K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.23KNew |
$234K - $254K
|
1.23K
$296K
|
|
|
Aug 06, 2024
Q2 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
1.23KNew |
$233K - $254K
|
1.23K
$295K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.22K+ 18.72% |
$233K - $253K
|
7.75K
$1.87M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.21KNew |
$230K - $250K
|
1.21K
$291K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.21K+ 11.22% |
$230K - $250K
|
12K
$2.88M
|
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
BUY
|
- |
1.19KNew |
$226K - $246K
|
1.19K
$287K
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.18K+ 5.14% |
$226K - $245K
|
24.2K
$5.85M
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.17K+ 6.21% |
$222K - $242K
|
20K
$4.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.16K+ 12.44% |
$221K - $240K
|
10.5K
$2.53M
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
1.15KNew |
$219K - $238K
|
1.15K
$277K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.13KNew |
$214K - $233K
|
1.13K
$271K
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.12K+ 3.85% |
$214K - $232K
|
30.2K
$7.29M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.12KNew |
$212K - $231K
|
1.12K
$269K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.1K+ 206.59% |
$209K - $227K
|
1.63K
$393K
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.09KNew |
$207K - $225K
|
1.09K
$262K
|
|
|
Aug 14, 2024
Q2 2024
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
1.07KNew |
$203K - $221K
|
1.07K
$258K
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
BUY
|
- |
1.05K+ 4.25% |
$201K - $218K
|
25.9K
$6.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1.03K+ 133.94% |
$197K - $214K
|
1.81K
$436K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.03K+ 60.59% |
$196K - $213K
|
2.73K
$659K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.03KNew |
$196K - $213K
|
1.03K
$248K
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.01K+ 0.38% |
$193K - $210K
|
266K
$64.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
996+ 38.57% |
$190K - $206K
|
3.58K
$863K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
995+ 0.1% |
$190K - $206K
|
959K
$231M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
965New |
$184K - $200K
|
965
$233K
|
|
|
Jul 10, 2024
Q2 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
961+ 14.37% |
$183K - $199K
|
7.65K
$1.85M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
951+ 44.03% |
$181K - $197K
|
3.11K
$750K
|
|
|
Jul 26, 2024
Q2 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
937+ 0.49% |
$178K - $194K
|
193K
$46.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
903+ 12.15% |
$172K - $187K
|
8.33K
$2.01M
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
899+ 10.32% |
$171K - $186K
|
9.61K
$2.32M
|
|
|
Aug 13, 2024
Q2 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
888+ 6.38% |
$169K - $184K
|
14.8K
$3.57M
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
862+ 5.28% |
$164K - $179K
|
17.2K
$4.15M
|
|
|
Aug 08, 2024
Q2 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
853+ 1.54% |
$162K - $177K
|
56.3K
$13.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
849+ 13.3% |
$162K - $176K
|
7.23K
$1.74M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
834+ 22.01% |
$159K - $173K
|
4.62K
$1.12M
|