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 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
811+ 4.55% |
$132K - $153K
|
18.6K
$4.5M
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
798+ 5.72% |
$130K - $151K
|
14.8K
$3.56M
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
797+ 2.84% |
$130K - $151K
|
28.8K
$6.95M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
758+ 10.27% |
$124K - $143K
|
8.14K
$1.96M
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
734+ 52.43% |
$120K - $139K
|
2.13K
$515K
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
709+ 2836.0% |
$116K - $134K
|
734
$177K
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
657+ 2.77% |
$107K - $124K
|
24.4K
$5.89M
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
617+ 125.66% |
$101K - $117K
|
1.11K
$267K
|
|
Oct 12, 2023
Q3 2023
|
Bath Savings Trust CO
|
BUY
|
- |
585+ 0.52% |
$95.5K - $111K
|
113K
$27.1M
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
577+ 37.74% |
$94.2K - $109K
|
2.11K
$508K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
568New |
$92.8K - $107K
|
568
$137K
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
554+ 1.33% |
$90.5K - $105K
|
42.2K
$10.2M
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
546+ 12.25% |
$89.2K - $103K
|
5K
$1.21M
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
510+ 12.25% |
$83.3K - $96.4K
|
4.67K
$1.13M
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
506+ 11.85% |
$82.6K - $95.6K
|
4.78K
$1.15M
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
504+ 34.45% |
$82.3K - $95.3K
|
1.97K
$474K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
501New |
$81.8K - $94.7K
|
501
$121K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
479+ 269.1% |
$78.2K - $90.5K
|
657
$158K
|
|
Oct 10, 2023
Q3 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
473+ 5.58% |
$77.2K - $89.4K
|
8.95K
$2.16M
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
469+ 4.75% |
$76.6K - $88.6K
|
10.3K
$2.49M
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
466New |
$76.1K - $88.1K
|
466
$112K
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
465+ 3.8% |
$75.9K - $87.9K
|
12.7K
$3.06M
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
439+ 4.19% |
$71.7K - $83K
|
10.9K
$2.63M
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
421+ 15.64% |
$68.7K - $79.6K
|
3.11K
$751K
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
418+ 5.26% |
$68.3K - $79K
|
8.37K
$2.02M
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
407+ 29.11% |
$66.5K - $76.9K
|
1.81K
$435K
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
404+ 0.09% |
$66K - $76.4K
|
440K
$106M
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
400+ 6.96% |
$65.3K - $75.6K
|
6.15K
$1.48M
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
399+ 11.25% |
$65.2K - $75.4K
|
3.95K
$952K
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
BUY
|
- |
386+ 50.72% |
$63K - $73K
|
1.15K
$277K
|
|
Nov 09, 2023
Q3 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
381+ 1.61% |
$62.2K - $72K
|
24K
$5.79M
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
378+ 0.12% |
$61.7K - $71.4K
|
310K
$74.7M
|
|
Nov 07, 2023
Q3 2023
|
Moody Aldrich Partners LLC
|
BUY
|
- |
358+ 20.9% |
$58.5K - $67.7K
|
2.07K
$500K
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
342+ 24.89% |
$55.8K - $64.6K
|
1.72K
$414K
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
325+ 4.72% |
$53.1K - $61.4K
|
7.21K
$1.74M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
316+ 6.45% |
$51.6K - $59.7K
|
5.22K
$1.26M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
312+ 4.82% |
$50.9K - $59K
|
6.79K
$1.64M
|
|
Oct 11, 2023
Q3 2023
|
Tributary Capital Management, LLC
|
BUY
|
- |
305+ 7.63% |
$49.8K - $57.6K
|
4.3K
$1.04M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
289+ 50.26% |
$47.2K - $54.6K
|
864
$208K
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
BUY
|
- |
287+ 23.51% |
$46.9K - $54.2K
|
1.51K
$364K
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
277+ 10.14% |
$45.2K - $52.4K
|
3.01K
$726K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
257+ 83.44% |
$42K - $48.6K
|
565
$136K
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
250+ 20.21% |
$40.8K - $47.3K
|
1.49K
$359K
|
|
Nov 13, 2023
Q3 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
245+ 1.05% |
$40K - $46.3K
|
23.5K
$5.68M
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
238+ 2.36% |
$38.9K - $45K
|
10.3K
$2.49M
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
237+ 9.32% |
$38.7K - $44.8K
|
2.78K
$671K
|
|
Nov 14, 2023
Q3 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
229+ 26.32% |
$37.4K - $43.3K
|
1.1K
$265K
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
226+ 14.78% |
$36.9K - $42.7K
|
1.76K
$423K
|
|
Nov 14, 2023
Q3 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
219+ 2.16% |
$35.8K - $41.4K
|
10.4K
$2.5M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
218+ 1.6% |
$35.6K - $41.2K
|
13.8K
$3.34M
|