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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Wendell David Associates Inc
|
BUY
|
- |
59+ 0.06% |
$11.6K - $12.9K
|
106K
$25.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
53+ 98.15% |
$10.4K - $11.6K
|
107
$25.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
48+ 4.0% |
$9.43K - $10.5K
|
1.25K
$301K
|
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
BUY
|
- |
46+ 1.27% |
$9.04K - $10.1K
|
3.68K
$887K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
46+ 2.68% |
$9.04K - $10.1K
|
1.76K
$425K
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
45New |
$8.85K - $9.83K
|
45
$10.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
45+ 0.76% |
$8.85K - $9.83K
|
5.95K
$1.44M
|
|
|
Jan 28, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
45New |
$8.85K - $9.83K
|
45
$10.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
45+ 0.44% |
$8.85K - $9.83K
|
10.4K
$2.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
44+ 0.9% |
$8.65K - $9.62K
|
4.95K
$1.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
44+ 2.52% |
$8.65K - $9.62K
|
1.79K
$432K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
43New |
$8.45K - $9.4K
|
43
$10.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
42+ 3.87% |
$8.26K - $9.18K
|
1.13K
$272K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
41+ 0.4% |
$8.06K - $8.96K
|
10.2K
$2.46M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
40+ 0.19% |
$7.86K - $8.74K
|
20.8K
$5.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Southernsun Asset Management, LLC
Memphis, TN |
BUY
|
- |
35+ 0.07% |
$6.88K - $7.65K
|
48.2K
$11.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
32New |
$6.29K - $6.99K
|
32
$7.72K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
29+ 2.75% |
$5.7K - $6.34K
|
1.08K
$261K
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
28+ 9.12% |
$5.5K - $6.12K
|
335
$80.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
26New |
$5.11K - $5.68K
|
26
$6.27K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25+ 5.52% |
$4.91K - $5.46K
|
478
$115K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
25+ 1.94% |
$4.91K - $5.46K
|
1.31K
$317K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
22New |
$4.32K - $4.81K
|
22
$5.31K
|
|
|
Oct 24, 2024
Q3 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
22+ 0.63% |
$4.32K - $4.81K
|
3.49K
$842K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
21New |
$4.13K - $4.59K
|
21
$5.07K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
20+ 1.11% |
$3.93K - $4.37K
|
1.82K
$438K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
20+ 0.11% |
$3.93K - $4.37K
|
18K
$4.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
20+ 0.24% |
$3.93K - $4.37K
|
8.35K
$2.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
19+ 4.77% |
$3.73K - $4.15K
|
417
$101K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
18New |
$3.54K - $3.93K
|
18
$4.34K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
17New |
$3.34K - $3.72K
|
17
$4.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
17New |
$3.34K - $3.72K
|
17
$4.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
16+ 15.09% |
$3.14K - $3.5K
|
122
$29.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
16+ 1.91% |
$3.14K - $3.5K
|
855
$206K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
15+ 0.38% |
$2.95K - $3.28K
|
4.02K
$968K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
14New |
$2.75K - $3.06K
|
14
$3.38K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
13+ 118.18% |
$2.56K - $2.84K
|
24
$5.79K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
13+ 1.12% |
$2.56K - $2.84K
|
1.17K
$282K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
13New |
$2.56K - $2.84K
|
13
$3.14K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
13+ 0.93% |
$2.56K - $2.84K
|
1.41K
$339K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
13+ 1.0% |
$2.56K - $2.84K
|
1.31K
$316K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13+ 2.85% |
$2.56K - $2.84K
|
469
$113K
|
|
|
Oct 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
12+ 0.34% |
$2.36K - $2.62K
|
3.55K
$857K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
12New |
$2.36K - $2.62K
|
12
$2.89K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11+ 0.15% |
$2.16K - $2.4K
|
7.25K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
11New |
$2.16K - $2.4K
|
11
$2.65K
|
|
|
Nov 12, 2024
Q3 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
10+ 0.2% |
$1.97K - $2.19K
|
4.95K
$1.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
9+ 0.74% |
$1.77K - $1.97K
|
1.23K
$295K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8+ 0.53% |
$1.57K - $1.75K
|
1.53K
$368K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8+ 0.06% |
$1.57K - $1.75K
|
12.9K
$3.1M
|