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 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
47New |
$8.95K - $9.74K
|
47
$11.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
45+ 0.16% |
$8.57K - $9.33K
|
28.6K
$6.89M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
43+ 0.14% |
$8.19K - $8.91K
|
30.3K
$7.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
43+ 0.9% |
$8.19K - $8.91K
|
4.83K
$1.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
41+ 0.15% |
$7.81K - $8.5K
|
27K
$6.51M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
39+ 5.03% |
$7.43K - $8.08K
|
814
$196K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
38+ 3.12% |
$7.24K - $7.88K
|
1.26K
$303K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
38+ 15.08% |
$7.24K - $7.88K
|
290
$70K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
35+ 500.0% |
$6.67K - $7.25K
|
42
$10.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
35+ 1.11% |
$6.67K - $7.25K
|
3.2K
$772K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
35+ 0.33% |
$6.67K - $7.25K
|
10.5K
$2.54M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
33+ 9.04% |
$6.29K - $6.84K
|
398
$96K
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
33+ 1.0% |
$6.29K - $6.84K
|
3.33K
$803K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
32+ 123.08% |
$6.09K - $6.63K
|
58
$14K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
31+ 1.02% |
$5.9K - $6.42K
|
3.06K
$737K
|
|
|
Jul 15, 2024
Q2 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
30+ 0.09% |
$5.71K - $6.22K
|
35K
$8.43M
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
29+ 7.38% |
$5.52K - $6.01K
|
422
$102K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
26+ 2.09% |
$4.95K - $5.39K
|
1.27K
$307K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
26+ 1.54% |
$4.95K - $5.39K
|
1.72K
$414K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
26+ 6.05% |
$4.95K - $5.39K
|
456
$110K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
26New |
$4.95K - $5.39K
|
26
$6.27K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
25+ 1.52% |
$4.76K - $5.18K
|
1.67K
$404K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
24+ 0.64% |
$4.57K - $4.97K
|
3.76K
$907K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
24New |
$4.57K - $4.97K
|
24
$5.79K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
23+ 1.93% |
$4.38K - $4.77K
|
1.22K
$293K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
22New |
$4.19K - $4.56K
|
22
$5.31K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
20New |
$3.81K - $4.14K
|
20
$4.82K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
19+ 1.06% |
$3.62K - $3.94K
|
1.81K
$437K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
19+ 12.84% |
$3.62K - $3.94K
|
167
$40.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
18New |
$3.43K - $3.73K
|
18
$4.34K
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
BUY
|
- |
18+ 1.16% |
$3.43K - $3.73K
|
1.57K
$380K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
15+ 0.88% |
$2.86K - $3.11K
|
1.71K
$413K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
14New |
$2.67K - $2.9K
|
14
$3.38K
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
13+ 0.4% |
$2.48K - $2.69K
|
3.25K
$783K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
13+ 0.75% |
$2.48K - $2.69K
|
1.76K
$424K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
13+ 0.73% |
$2.48K - $2.69K
|
1.8K
$435K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
13+ 0.94% |
$2.48K - $2.69K
|
1.4K
$337K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
13+ 1.08% |
$2.48K - $2.69K
|
1.22K
$294K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
12+ 0.69% |
$2.29K - $2.49K
|
1.75K
$422K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
12+ 0.35% |
$2.29K - $2.49K
|
3.43K
$828K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
12+ 0.03% |
$2.29K - $2.49K
|
41.3K
$9.97M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
11+ 7.19% |
$2.1K - $2.28K
|
164
$39.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
11New |
$2.1K - $2.28K
|
11
$2.65K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
11+ 0.8% |
$2.1K - $2.28K
|
1.39K
$334K
|
|
|
Jul 18, 2024
Q2 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
11+ 0.6% |
$2.1K - $2.28K
|
1.85K
$445K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
10+ 1.52% |
$1.9K - $2.07K
|
669
$161K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10+ 0.34% |
$1.9K - $2.07K
|
2.99K
$720K
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
10+ 0.15% |
$1.9K - $2.07K
|
6.81K
$1.64M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 43.48% |
$1.9K - $2.07K
|
33
$7.96K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
10+ 1.02% |
$1.9K - $2.07K
|
990
$239K
|