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 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
834+ 332.27% |
$159K - $173K
|
1.09K
$262K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
801+ 25.59% |
$153K - $166K
|
3.93K
$948K
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
773+ 11.63% |
$147K - $160K
|
7.42K
$1.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
742+ 12.37% |
$141K - $154K
|
6.74K
$1.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
740+ 55.64% |
$141K - $153K
|
2.07K
$499K
|
|
|
Aug 14, 2024
Q2 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
737+ 2.06% |
$140K - $153K
|
36.4K
$8.79M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
699+ 81.37% |
$133K - $145K
|
1.56K
$376K
|
|
|
Jul 11, 2024
Q2 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
695+ 6.73% |
$132K - $144K
|
11K
$2.66M
|
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
BUY
|
- |
693+ 0.61% |
$132K - $144K
|
114K
$27.6M
|
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
665+ 5.9% |
$127K - $138K
|
11.9K
$2.88M
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
BUY
|
- |
655+ 2.03% |
$125K - $136K
|
32.9K
$7.94M
|
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
650+ 3.34% |
$124K - $135K
|
20.1K
$4.85M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
636+ 29.28% |
$121K - $132K
|
2.81K
$677K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
636+ 1.63% |
$121K - $132K
|
39.7K
$9.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Uss Investment Management LTD
|
BUY
|
- |
633+ 2.76% |
$121K - $131K
|
23.6K
$5.69M
|
|
|
Aug 29, 2024
Q2 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
630+ 5.58% |
$120K - $131K
|
11.9K
$2.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
624+ 71.56% |
$119K - $129K
|
1.5K
$361K
|
|
|
Aug 12, 2024
Q2 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
599+ 4.75% |
$114K - $124K
|
13.2K
$3.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
598+ 2.62% |
$114K - $124K
|
23.4K
$5.65M
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
582+ 0.62% |
$111K - $121K
|
93.9K
$22.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
576+ 4.68% |
$110K - $119K
|
12.9K
$3.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
569+ 1.05% |
$108K - $118K
|
55K
$13.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
558+ 14.05% |
$106K - $116K
|
4.53K
$1.09M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
556+ 1.21% |
$106K - $115K
|
46.4K
$11.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
535+ 8.8% |
$102K - $111K
|
6.62K
$1.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
530+ 3.36% |
$101K - $110K
|
16.3K
$3.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
524+ 0.74% |
$99.8K - $109K
|
71.6K
$17.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
522+ 8.01% |
$99.4K - $108K
|
7.04K
$1.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
521+ 22.77% |
$99.2K - $108K
|
2.81K
$678K
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
502+ 27.37% |
$95.6K - $104K
|
2.34K
$563K
|
|
|
Jul 22, 2024
Q2 2024
|
Wendell David Associates Inc
|
BUY
|
- |
499+ 0.47% |
$95K - $103K
|
106K
$25.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Castellan Group
Louisville, KY |
BUY
|
- |
495+ 3.93% |
$94.3K - $103K
|
13.1K
$3.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
494New |
$94.1K - $102K
|
494
$119K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
491New |
$93.5K - $102K
|
491
$118K
|
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
474+ 24.28% |
$90.3K - $98.2K
|
2.43K
$585K
|
|
|
Jul 26, 2024
Q2 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
426+ 13.68% |
$81.1K - $88.3K
|
3.54K
$854K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
408+ 4.18% |
$77.7K - $84.6K
|
10.2K
$2.45M
|
|
|
Aug 06, 2024
Q2 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
399+ 1.77% |
$76K - $82.7K
|
22.9K
$5.53M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
392+ 3.73% |
$74.7K - $81.2K
|
10.9K
$2.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
390+ 3.98% |
$74.3K - $80.8K
|
10.2K
$2.46M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
368+ 21.47% |
$70.1K - $76.3K
|
2.08K
$502K
|
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
366+ 1.61% |
$69.7K - $75.8K
|
23K
$5.56M
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
365+ 16.54% |
$69.5K - $75.6K
|
2.57K
$620K
|
|
|
Aug 14, 2024
Q2 2024
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
357+ 0.15% |
$68K - $74K
|
231K
$55.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
351+ 3.12% |
$66.9K - $72.7K
|
11.6K
$2.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
344+ 3.01% |
$65.5K - $71.3K
|
11.8K
$2.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
343New |
$65.3K - $71.1K
|
343
$82.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
342+ 0.07% |
$65.1K - $70.9K
|
473K
$114M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
340+ 274.19% |
$64.8K - $70.5K
|
464
$112K
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
339+ 2.52% |
$64.6K - $70.3K
|
13.8K
$3.33M
|