Purchases and Sales Made in Q4 2021 in Broadridge Financial Solutions, Inc. (BR)
This table provides information about the institutional ownership of Broadridge Financial Solutions, Inc. (BR) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
1.56K+ 7.72% |
$253K - $288K
|
21.7K
$4.82M
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
1.56KNew |
$253K - $288K
|
1.56K
$345K
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.56K+ 23.6% |
$253K - $287K
|
8.14K
$1.8M
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.51K+ 40.21% |
$245K - $278K
|
5.26K
$1.16M
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.49KNew |
$242K - $274K
|
1.49K
$329K
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.49K+ 58.34% |
$242K - $274K
|
4.03K
$893K
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.43KNew |
$232K - $263K
|
1.43K
$316K
|
|
Jan 03, 2022
Q4 2021
|
Bath Savings Trust CO
|
BUY
|
- |
1.42K+ 1.35% |
$230K - $261K
|
106K
$23.5M
|
|
Feb 14, 2022
Q4 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.39KNew |
$226K - $257K
|
1.39K
$308K
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.38KNew |
$224K - $254K
|
1.38K
$305K
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
1.37KNew |
$223K - $253K
|
1.37K
$304K
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.36KNew |
$221K - $250K
|
1.36K
$301K
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.34K+ 5.84% |
$218K - $248K
|
24.3K
$5.39M
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.34K+ 17.27% |
$218K - $247K
|
9.1K
$2.02M
|
|
Feb 11, 2022
Q4 2021
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
1.32KNew |
$215K - $244K
|
1.32K
$293K
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.28K+ 4737.04% |
$208K - $236K
|
1.31K
$289K
|
|
Feb 16, 2022
Q4 2021
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.23KNew |
$200K - $227K
|
1.23K
$272K
|
|
Feb 07, 2022
Q4 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
1.2KNew |
$196K - $222K
|
1.2K
$267K
|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
1.2KNew |
$195K - $221K
|
1.2K
$266K
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.19K+ 42.48% |
$194K - $220K
|
4.01K
$887K
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
1.19K+ 60.28% |
$193K - $220K
|
3.16K
$701K
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.18KNew |
$192K - $218K
|
1.18K
$261K
|
|
Feb 07, 2022
Q4 2021
|
Claret Asset Management Corp
|
BUY
|
- |
1.16KNew |
$188K - $213K
|
1.16K
$256K
|
|
Feb 14, 2022
Q4 2021
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
1.12KNew |
$182K - $207K
|
1.12K
$248K
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.12K+ 65.67% |
$182K - $206K
|
2.82K
$625K
|
|
Jan 31, 2022
Q4 2021
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
1.12KNew |
$182K - $206K
|
1.12K
$248K
|
|
Feb 07, 2022
Q4 2021
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.08K+ 17.12% |
$175K - $199K
|
7.37K
$1.63M
|
|
Feb 14, 2022
Q4 2021
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
1.05K+ 78.04% |
$171K - $194K
|
2.4K
$532K
|
|
Feb 10, 2022
Q4 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
1.05K+ 2.2% |
$171K - $194K
|
48.8K
$10.8M
|
|
Jan 12, 2022
Q4 2021
|
Value Partners Investments Inc.
|
BUY
|
- |
1.03K+ 2.46% |
$168K - $190K
|
43K
$9.51M
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
1.03K+ 56.67% |
$167K - $190K
|
2.84K
$629K
|
|
Feb 02, 2022
Q4 2021
|
Hartford Investment Management CO
|
BUY
|
- |
1.01K+ 9.29% |
$163K - $185K
|
11.8K
$2.62M
|
|
Jan 31, 2022
Q4 2021
|
Northstar Group, Inc.
|
BUY
|
- |
983+ 3.38% |
$160K - $181K
|
30.1K
$6.66M
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
980+ 27.59% |
$159K - $181K
|
4.53K
$1M
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
960+ 3.29% |
$156K - $177K
|
30.1K
$6.67M
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
953+ 1.52% |
$155K - $176K
|
63.8K
$14.1M
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
932+ 216.74% |
$151K - $172K
|
1.36K
$302K
|
|
Jan 10, 2022
Q4 2021
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
916+ 8.23% |
$149K - $169K
|
12K
$2.67M
|
|
Jan 12, 2022
Q4 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
905+ 21.66% |
$147K - $167K
|
5.08K
$1.13M
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
899+ 8.64% |
$146K - $166K
|
11.3K
$2.5M
|
|
Feb 11, 2022
Q4 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
898+ 3.75% |
$146K - $166K
|
24.8K
$5.5M
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
881+ 12.05% |
$143K - $163K
|
8.2K
$1.81M
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
870+ 87.0% |
$141K - $160K
|
1.87K
$414K
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
867+ 2.12% |
$141K - $160K
|
41.7K
$9.24M
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
849New |
$138K - $157K
|
849
$188K
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
845+ 7.39% |
$137K - $156K
|
12.3K
$2.72M
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
825+ 3.97% |
$134K - $152K
|
21.6K
$4.79M
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
788+ 2.86% |
$128K - $145K
|
28.4K
$6.28M
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
740+ 6727.27% |
$120K - $137K
|
751
$166K
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
706+ 9.25% |
$115K - $130K
|
8.34K
$1.85M
|