Purchases and Sales Made in Q3 2023 in Broadridge Financial Solutions, Inc. (BR)
This table provides information about the institutional ownership of Broadridge Financial Solutions, Inc. (BR) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.44K+ 8.23% |
$235K - $272K
|
18.9K
$4.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.43K+ 215.02% |
$234K - $271K
|
2.1K
$506K
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
BUY
|
- |
1.42KNew |
$232K - $268K
|
1.42K
$342K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.4K+ 5.55% |
$229K - $265K
|
26.6K
$6.43M
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.4K+ 23.79% |
$229K - $265K
|
7.28K
$1.76M
|
|
|
Nov 08, 2023
Q3 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.4K+ 3.22% |
$228K - $264K
|
44.8K
$10.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.39KNew |
$227K - $263K
|
1.39K
$335K
|
|
|
Nov 22, 2023
Q3 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
1.38K+ 12.25% |
$225K - $260K
|
12.6K
$3.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
1.36K+ 17.04% |
$221K - $256K
|
9.31K
$2.25M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.33KNew |
$217K - $252K
|
1.33K
$321K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.33KNew |
$217K - $251K
|
1.33K
$321K
|
|
|
Nov 14, 2023
Q3 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.33KNew |
$217K - $251K
|
1.33K
$320K
|
|
|
Nov 14, 2023
Q3 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
1.32K+ 18.77% |
$215K - $249K
|
8.33K
$2.01M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.31K+ 10875.0% |
$213K - $247K
|
1.32K
$318K
|
|
|
Nov 13, 2023
Q3 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
1.3K+ 5.27% |
$212K - $245K
|
25.9K
$6.25M
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
1.29KNew |
$211K - $244K
|
1.29K
$311K
|
|
|
Oct 10, 2023
Q3 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.29KNew |
$210K - $244K
|
1.29K
$311K
|
|
|
Nov 13, 2023
Q3 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
1.26KNew |
$205K - $238K
|
1.26K
$303K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.24KNew |
$203K - $235K
|
1.24K
$299K
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.23KNew |
$201K - $232K
|
1.23K
$297K
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.23K+ 312.47% |
$201K - $232K
|
1.62K
$391K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.22KNew |
$199K - $230K
|
1.22K
$294K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.21KNew |
$198K - $229K
|
1.21K
$293K
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.2KNew |
$196K - $227K
|
1.2K
$290K
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
1.19K+ 14.78% |
$194K - $225K
|
9.23K
$2.23M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.18KNew |
$193K - $224K
|
1.18K
$285K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.17KNew |
$192K - $222K
|
1.17K
$283K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
1.17KNew |
$192K - $222K
|
1.17K
$283K
|
|
|
Nov 13, 2023
Q3 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
1.17KNew |
$192K - $222K
|
1.17K
$283K
|
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.16K+ 70.38% |
$189K - $218K
|
2.8K
$674K
|
|
|
Nov 13, 2023
Q3 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
1.16KNew |
$189K - $218K
|
1.16K
$279K
|
|
|
Nov 13, 2023
Q3 2023
|
Claret Asset Management Corp
|
BUY
|
- |
1.16KNew |
$189K - $218K
|
1.16K
$279K
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
BUY
|
- |
1.13KNew |
$185K - $214K
|
1.13K
$273K
|
|
|
Oct 13, 2023
Q3 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
1.13KNew |
$185K - $214K
|
1.13K
$273K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.12KNew |
$183K - $212K
|
1.12K
$271K
|
|
|
Nov 06, 2023
Q3 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
1.12K+ 6.13% |
$183K - $212K
|
19.4K
$4.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
1.11KNew |
$181K - $210K
|
1.11K
$268K
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.11K+ 1.15% |
$180K - $209K
|
97K
$23.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.09K+ 18.98% |
$178K - $206K
|
6.84K
$1.65M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.09K+ 1.44% |
$178K - $206K
|
76.8K
$18.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
1.08K+ 10.56% |
$177K - $205K
|
11.3K
$2.74M
|
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.08K+ 151.82% |
$177K - $205K
|
1.8K
$434K
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
1.06K+ 17.91% |
$172K - $199K
|
6.95K
$1.68M
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.02K+ 3.48% |
$167K - $193K
|
30.3K
$7.32M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
933+ 6.06% |
$152K - $176K
|
16.3K
$3.94M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
868+ 42.16% |
$142K - $164K
|
2.93K
$706K
|
|
|
Nov 13, 2023
Q3 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
858+ 10.05% |
$140K - $162K
|
9.39K
$2.27M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
841+ 13.01% |
$137K - $159K
|
7.3K
$1.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
832New |
$136K - $157K
|
832
$201K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
826+ 187.3% |
$135K - $156K
|
1.27K
$306K
|