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 02, 2024
Q2 2024
|
Appleton Partners Inc
|
BUY
|
- |
335+ 2.51% |
$63.8K - $69.4K
|
13.7K
$3.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
326+ 16.95% |
$62.1K - $67.6K
|
2.25K
$543K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
311+ 0.63% |
$59.2K - $64.5K
|
49.6K
$12M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
308+ 3.8% |
$58.7K - $63.8K
|
8.41K
$2.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
300+ 1.26% |
$57.1K - $62.2K
|
24.1K
$5.82M
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
294+ 12.68% |
$56K - $60.9K
|
2.61K
$630K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
279+ 3.88% |
$53.1K - $57.8K
|
7.47K
$1.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
273+ 2.1% |
$52K - $56.6K
|
13.2K
$3.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
271+ 16.09% |
$51.6K - $56.2K
|
1.96K
$472K
|
|
|
Aug 13, 2024
Q2 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
270+ 7.83% |
$51.4K - $56K
|
3.72K
$897K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
268+ 5.78% |
$51K - $55.5K
|
4.91K
$1.18M
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
256+ 12.94% |
$48.8K - $53.1K
|
2.23K
$539K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
255+ 229.73% |
$48.6K - $52.8K
|
366
$88.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
252+ 1.04% |
$48K - $52.2K
|
24.4K
$5.89M
|
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
250+ 3.17% |
$47.6K - $51.8K
|
8.14K
$1.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
247+ 4.02% |
$47K - $51.2K
|
6.39K
$1.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
246+ 0.48% |
$46.9K - $51K
|
51.4K
$12.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
BUY
|
- |
239+ 10.85% |
$45.5K - $49.5K
|
2.44K
$589K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
239+ 1.17% |
$45.5K - $49.5K
|
20.7K
$4.99M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
234+ 22.18% |
$44.6K - $48.5K
|
1.29K
$311K
|
|
|
Jul 12, 2024
Q2 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
232+ 1.68% |
$44.2K - $48.1K
|
14K
$3.38M
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
225+ 60.65% |
$42.9K - $46.6K
|
596
$144K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
224+ 3.1% |
$42.7K - $46.4K
|
7.46K
$1.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
222New |
$42.3K - $46K
|
222
$53.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
219+ 2.09% |
$41.7K - $45.4K
|
10.7K
$2.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
218+ 2.85% |
$41.5K - $45.2K
|
7.87K
$1.9M
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
202+ 1.2% |
$38.5K - $41.9K
|
17K
$4.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
200+ 5.79% |
$38.1K - $41.4K
|
3.66K
$882K
|
|
|
Aug 13, 2024
Q2 2024
|
1623 Capital LLC
Alexandria, VA |
BUY
|
- |
200+ 0.33% |
$38.1K - $41.4K
|
61.6K
$14.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
200+ 16.5% |
$38.1K - $41.4K
|
1.41K
$341K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
200+ 11.4% |
$38.1K - $41.4K
|
1.96K
$472K
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
197+ 17.88% |
$37.5K - $40.8K
|
1.3K
$313K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
196New |
$37.3K - $40.6K
|
196
$47.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
193+ 3.87% |
$36.8K - $40K
|
5.18K
$1.25M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
189+ 29.53% |
$36K - $39.2K
|
829
$200K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
186+ 273.53% |
$35.4K - $38.5K
|
254
$61.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
186+ 8.04% |
$35.4K - $38.5K
|
2.5K
$603K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
185New |
$35.2K - $38.3K
|
185
$44.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
180+ 4.16% |
$34.3K - $37.3K
|
4.5K
$1.09M
|
|
|
Aug 05, 2024
Q2 2024
|
Palmer Knight CO
|
BUY
|
- |
179+ 0.58% |
$34.1K - $37.1K
|
30.9K
$7.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
166+ 7.44% |
$31.6K - $34.4K
|
2.4K
$578K
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
166+ 8.37% |
$31.6K - $34.4K
|
2.15K
$519K
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
165+ 0.49% |
$31.4K - $34.2K
|
33.8K
$8.15M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
164+ 15.0% |
$31.2K - $34K
|
1.26K
$303K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
162New |
$30.9K - $33.6K
|
162
$39.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
161New |
$30.7K - $33.4K
|
161
$38.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
161+ 1.15% |
$30.7K - $33.4K
|
14.2K
$3.43M
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
BUY
|
- |
160+ 0.79% |
$30.5K - $33.2K
|
20.3K
$4.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
157+ 8.38% |
$29.9K - $32.5K
|
2.03K
$490K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
156+ 1.14% |
$29.7K - $32.3K
|
13.8K
$3.33M
|