Purchases and Sales Made in Q3 2024 in Broadridge Financial Solutions, Inc. (BR)
This table provides information about the institutional ownership of Broadridge Financial Solutions, Inc. (BR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-110- 5.52% |
$21.6K - $24K
|
1.88K
$461K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-112- 6.88% |
$22K - $24.5K
|
1.52K
$371K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-112- 1.1% |
$22K - $24.5K
|
10.1K
$2.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-113- 2.44% |
$22.2K - $24.7K
|
4.51K
$1.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-117- 33.82% |
$23K - $25.6K
|
229
$56.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-118- 4.25% |
$23.2K - $25.8K
|
2.66K
$650K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-122- 34.56% |
$24K - $26.7K
|
231
$56.6K
|
|
|
Nov 25, 2024
Q3 2024
|
Castellan Group
Louisville, KY |
SELL
|
- |
-125- 0.95% |
$24.6K - $27.3K
|
13K
$3.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-125- 1.84% |
$24.6K - $27.3K
|
6.69K
$1.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Palmer Knight CO
|
SELL
|
- |
-132- 0.43% |
$25.9K - $28.8K
|
30.8K
$7.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-135- 0.62% |
$26.5K - $29.5K
|
21.8K
$5.34M
|
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-135- 8.36% |
$26.5K - $29.5K
|
1.48K
$362K
|
|
|
Nov 12, 2024
Q3 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-136- 0.59% |
$26.7K - $29.7K
|
22.8K
$5.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-137- 3.19% |
$26.9K - $29.9K
|
4.16K
$1.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-137- 1.48% |
$26.9K - $29.9K
|
9.12K
$2.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-140- 23.49% |
$27.5K - $30.6K
|
456
$112K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-141- 6.44% |
$27.7K - $30.8K
|
2.05K
$502K
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-143- 0.32% |
$28.1K - $31.3K
|
44.2K
$10.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-148- 0.38% |
$29.1K - $32.3K
|
39.2K
$9.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-148- 39.68% |
$29.1K - $32.3K
|
225
$55.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-149- 12.69% |
$29.3K - $32.6K
|
1.03K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-150- 0.64% |
$29.5K - $32.8K
|
23.3K
$5.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-151- 2.52% |
$29.7K - $33K
|
5.84K
$1.43M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-153- 10.94% |
$30.1K - $33.4K
|
1.25K
$305K
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-155- 10.84% |
$30.5K - $33.9K
|
1.28K
$312K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-163- 6.13% |
$32K - $35.6K
|
2.49K
$611K
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-172- 0.5% |
$33.8K - $37.6K
|
34K
$8.32M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-179- 8.01% |
$35.2K - $39.1K
|
2.06K
$503K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-182- 45.16% |
$35.8K - $39.8K
|
221
$54.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-182- 1.75% |
$35.8K - $39.8K
|
10.2K
$2.51M
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-183- 0.16% |
$36K - $40K
|
114K
$27.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-184- 13.07% |
$36.2K - $40.2K
|
1.22K
$300K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-184- 38.25% |
$36.2K - $40.2K
|
297
$72.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-185- 9.82% |
$36.4K - $40.4K
|
1.7K
$416K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-189- 10.76% |
$37.1K - $41.3K
|
1.57K
$384K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-192- 3.84% |
$37.7K - $42K
|
4.8K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-192- 4.79% |
$37.7K - $42K
|
3.82K
$935K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-193- 1.87% |
$37.9K - $42.2K
|
10.1K
$2.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-195- 11.8% |
$38.3K - $42.6K
|
1.46K
$357K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-200- 1.97% |
$39.3K - $43.7K
|
9.96K
$2.44M
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-200- 3.36% |
$39.3K - $43.7K
|
5.75K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-209- 2.09% |
$41.1K - $45.7K
|
9.8K
$2.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-210- 7.19% |
$41.3K - $45.9K
|
2.71K
$663K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-248- 1.87% |
$48.7K - $54.2K
|
13K
$3.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-252- 3.32% |
$49.5K - $55.1K
|
7.34K
$1.8M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-264- 1.84% |
$51.9K - $57.7K
|
14.1K
$3.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-269- 3.77% |
$52.9K - $58.8K
|
6.87K
$1.68M
|
|
|
Nov 15, 2024
Q3 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-282- 2.33% |
$55.4K - $61.6K
|
11.8K
$2.89M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-284- 8.62% |
$55.8K - $62.1K
|
3.01K
$737K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-301- 15.4% |
$59.2K - $65.8K
|
1.65K
$405K
|