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 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9New |
$1.71K - $1.87K
|
9
$2.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
8New |
$1.52K - $1.66K
|
8
$1.96K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
8New |
$1.52K - $1.66K
|
8
$1.96K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 400.0% |
$1.52K - $1.66K
|
10
$2.45K
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
7+ 0.54% |
$1.33K - $1.45K
|
1.31K
$320K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
6+ 31.58% |
$1.14K - $1.24K
|
25
$6.12K
|
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
BUY
|
- |
6+ 0.39% |
$1.14K - $1.24K
|
1.56K
$382K
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
6+ 0.57% |
$1.14K - $1.24K
|
1.05K
$258K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
5+ 7.25% |
$952 - $1.04K
|
74
$18.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4+ 0.26% |
$762 - $829
|
1.54K
$378K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
4+ 0.29% |
$762 - $829
|
1.39K
$341K
|
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
4+ 0.35% |
$762 - $829
|
1.15K
$280K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3+ 3.75% |
$571 - $622
|
83
$20.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3+ 300.0% |
$571 - $622
|
4
$979
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
3New |
$571 - $622
|
3
$734
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 15.0% |
$571 - $622
|
23
$5.63K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
3+ 0.26% |
$571 - $622
|
1.16K
$284K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 1.02% |
$571 - $622
|
297
$72.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3+ 0.55% |
$571 - $622
|
551
$135K
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
3+ 0.22% |
$571 - $622
|
1.36K
$332K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3+ 16.67% |
$571 - $622
|
21
$5.14K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 22.22% |
$381 - $414
|
11
$2.69K
|
|
|
Jul 23, 2024
Q2 2024
|
Jacobsen Capital Management
|
BUY
|
- |
2+ 0.17% |
$381 - $414
|
1.17K
$287K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 40.0% |
$381 - $414
|
7
$1.71K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 2.06% |
$381 - $414
|
99
$24.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.1% |
$381 - $414
|
2.05K
$502K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
2+ 0.01% |
$381 - $414
|
14.4K
$3.52M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 0.43% |
$381 - $414
|
467
$114K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.07% |
$190 - $207
|
1.53K
$375K
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1+ 0.08% |
$190 - $207
|
1.33K
$325K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.4% |
$190 - $207
|
254
$62.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
1+ 0.01% |
$190 - $207
|
7.18K
$1.76M
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.03% |
$190 - $207
|
3.34K
$817K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1+ 7.14% |
$190 - $207
|
15
$3.67K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 6.25% |
$190 - $207
|
17
$4.16K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
1+ 0.01% |
$190 - $207
|
6.87K
$1.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.06% |
$190 - $207
|
1.56K
$381K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1+ 0.03% |
$190 - $207
|
2.93K
$717K
|
|
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1- 0.92% |
$190 - $207
|
108
$26.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1- 0.05% |
$190 - $207
|
1.91K
$468K
|
|
|
Jul 23, 2024
Q2 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-1- 0.05% |
$190 - $207
|
2.06K
$505K
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
SELL
|
- |
-1- 0.1% |
$190 - $207
|
1.05K
$257K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 25.0% |
$190 - $207
|
3
$734
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-1- 0.01% |
$190 - $207
|
6.77K
$1.66M
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2- 0.53% |
$381 - $414
|
373
$91.3K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-2- 0.19% |
$381 - $414
|
1.04K
$255K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2- 1.18% |
$381 - $414
|
168
$41.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2- 15.38% |
$381 - $414
|
11
$2.69K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 5.41% |
$381 - $414
|
35
$8.57K
|