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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
69+ 0.6% |
$11.3K - $13K
|
11.6K
$2.81M
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
68+ 0.21% |
$11.1K - $12.9K
|
32.2K
$7.76M
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
65+ 2.01% |
$10.6K - $12.3K
|
3.3K
$795K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
58+ 156.76% |
$9.47K - $11K
|
95
$22.9K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
56+ 6.94% |
$9.14K - $10.6K
|
863
$208K
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
55+ 2.31% |
$8.98K - $10.4K
|
2.44K
$589K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
55+ 3.13% |
$8.98K - $10.4K
|
1.81K
$437K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
54New |
$8.82K - $10.2K
|
54
$13K
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
54+ 2.06% |
$8.82K - $10.2K
|
2.68K
$646K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
51New |
$8.33K - $9.64K
|
51
$12.3K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
51New |
$8.33K - $9.64K
|
51
$12.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
50+ 0.82% |
$8.17K - $9.45K
|
6.18K
$1.49M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
50+ 3.21% |
$8.17K - $9.45K
|
1.61K
$388K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
50New |
$8.17K - $9.45K
|
50
$12.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
47+ 25.13% |
$7.68K - $8.88K
|
234
$56.4K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
47New |
$7.68K - $8.88K
|
47
$11.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
46New |
$7.51K - $8.69K
|
46
$11.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
42+ 2.11% |
$6.86K - $7.94K
|
2.04K
$491K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
42+ 0.13% |
$6.86K - $7.94K
|
32.6K
$7.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
41+ 19.52% |
$6.7K - $7.75K
|
251
$60.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
40+ 0.47% |
$6.53K - $7.56K
|
8.58K
$2.07M
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
39+ 780.0% |
$6.37K - $7.37K
|
44
$10.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
38+ 7.93% |
$6.21K - $7.18K
|
517
$125K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
36New |
$5.88K - $6.8K
|
36
$8.68K
|
|
|
Oct 25, 2023
Q3 2023
|
Eukles Asset Management
|
BUY
|
- |
35+ 0.97% |
$5.72K - $6.62K
|
3.66K
$883K
|
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
33+ 2.03% |
$5.39K - $6.24K
|
1.66K
$400K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
32+ 0.45% |
$5.23K - $6.05K
|
7.2K
$1.74M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
32+ 2.17% |
$5.23K - $6.05K
|
1.51K
$363K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
31New |
$5.06K - $5.86K
|
31
$7.48K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
30+ 1.29% |
$4.9K - $5.67K
|
2.36K
$570K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
29+ 1.74% |
$4.74K - $5.48K
|
1.69K
$408K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
29+ 1.29% |
$4.74K - $5.48K
|
2.27K
$548K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
27+ 4.08% |
$4.41K - $5.1K
|
689
$166K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
26+ 3.67% |
$4.25K - $4.91K
|
735
$177K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
21+ 0.14% |
$3.43K - $3.97K
|
14.7K
$3.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
20+ 6.94% |
$3.27K - $3.78K
|
308
$74.3K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
19+ 17.59% |
$3.1K - $3.59K
|
127
$30.6K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
17+ 1.22% |
$2.78K - $3.21K
|
1.41K
$340K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17+ 0.05% |
$2.78K - $3.21K
|
36K
$8.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
16+ 5.88% |
$2.61K - $3.02K
|
288
$69.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
15+ 0.9% |
$2.45K - $2.84K
|
1.68K
$404K
|
|
|
Oct 20, 2023
Q3 2023
|
Security National Bank
|
BUY
|
- |
15+ 0.07% |
$2.45K - $2.84K
|
20.7K
$5.01M
|
|
|
Aug 29, 2024
Q3 2023
|
University Of Texas
|
BUY
|
- |
14New |
$2.29K - $2.65K
|
14
$3.38K
|
|
|
Nov 09, 2023
Q3 2023
|
University Of Texas
|
BUY
|
- |
14New |
$2.29K - $2.65K
|
14
$3.38K
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
14+ 0.05% |
$2.29K - $2.65K
|
30.8K
$7.44M
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
13+ 92.86% |
$2.12K - $2.46K
|
27
$6.51K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
13+ 0.1% |
$2.12K - $2.46K
|
12.6K
$3.05M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
11+ 30.56% |
$1.8K - $2.08K
|
47
$11.3K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
11New |
$1.8K - $2.08K
|
11
$2.65K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
10+ 0.35% |
$1.63K - $1.89K
|
2.89K
$697K
|