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 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
29+ 0.88% |
$4.71K - $5.35K
|
3.33K
$756K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
28+ 1.91% |
$4.55K - $5.17K
|
1.5K
$340K
|
|
|
Feb 10, 2022
Q4 2021
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
28+ 1.17% |
$4.55K - $5.17K
|
2.42K
$549K
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
27+ 0.51% |
$4.39K - $4.98K
|
5.34K
$1.21M
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
25New |
$4.06K - $4.61K
|
25
$5.68K
|
|
|
Feb 09, 2022
Q4 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
24+ 1.12% |
$3.9K - $4.43K
|
2.17K
$492K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
23+ 8.65% |
$3.74K - $4.24K
|
289
$65.7K
|
|
|
Feb 07, 2022
Q4 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
19+ 0.28% |
$3.09K - $3.51K
|
6.91K
$1.57M
|
|
|
Feb 07, 2022
Q4 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
19+ 0.36% |
$3.09K - $3.51K
|
5.36K
$1.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
18+ 0.55% |
$2.93K - $3.32K
|
3.28K
$746K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
18New |
$2.93K - $3.32K
|
18
$4.09K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
17+ 340.0% |
$2.76K - $3.14K
|
22
$5K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
15+ 4.3% |
$2.44K - $2.77K
|
364
$82.8K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
15New |
$2.44K - $2.77K
|
15
$3.41K
|
|
|
Feb 15, 2022
Q4 2021
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
14+ 0.24% |
$2.28K - $2.58K
|
5.86K
$1.33M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13+ 3.99% |
$2.11K - $2.4K
|
339
$77.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Optas, LLC
|
BUY
|
- |
13+ 0.9% |
$2.11K - $2.4K
|
1.45K
$330K
|
|
|
Jan 14, 2022
Q4 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
12+ 0.06% |
$1.95K - $2.21K
|
20.3K
$4.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Marco Investment Management LLC
|
BUY
|
- |
12+ 0.67% |
$1.95K - $2.21K
|
1.81K
$412K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
10New |
$1.63K - $1.84K
|
10
$2.27K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
10New |
$1.63K - $1.84K
|
10
$2.27K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
9New |
$1.46K - $1.66K
|
9
$2.05K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
9+ 0.36% |
$1.46K - $1.66K
|
2.48K
$564K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
8New |
$1.3K - $1.48K
|
8
$1.82K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6New |
$975 - $1.11K
|
6
$1.36K
|
|
|
Feb 10, 2022
Q4 2021
|
Eukles Asset Management
|
BUY
|
- |
6+ 0.16% |
$975 - $1.11K
|
3.72K
$845K
|
|
|
Feb 14, 2022
Q4 2021
|
Ossiam
Paris, I0 |
BUY
|
- |
5+ 0.05% |
$813 - $922
|
9.48K
$2.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
4New |
$650 - $738
|
4
$909
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4+ 0.43% |
$650 - $738
|
935
$213K
|
|
|
Jan 25, 2022
Q4 2021
|
Garrison Asset Management, LLC
|
BUY
|
- |
4+ 0.02% |
$650 - $738
|
18.7K
$4.25M
|
|
|
Jan 26, 2022
Q4 2021
|
Mcrae Capital Management Inc
|
BUY
|
- |
4+ 0.01% |
$650 - $738
|
64.9K
$14.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 3.33% |
$488 - $553
|
93
$21.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 10.71% |
$488 - $553
|
31
$7.05K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3+ 7.32% |
$488 - $553
|
44
$10K
|
|
|
Jan 24, 2022
Q4 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$488 - $553
|
3.72K
$846K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 2.47% |
$325 - $369
|
83
$18.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2+ 0.12% |
$325 - $369
|
1.64K
$372K
|
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
BUY
|
- |
2+ 0.03% |
$325 - $369
|
5.9K
$1.34M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.78% |
$163 - $184
|
130
$29.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1+ 0.07% |
$163 - $184
|
1.38K
$313K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 1.27% |
$163 - $184
|
80
$18.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.88% |
$163 - $184
|
114
$25.9K
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
BUY
|
- |
1+ 0.34% |
$163 - $184
|
299
$68K
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.41% |
$163 - $184
|
243
$55.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
1New |
$163 - $184
|
1
$227
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
1+ 0.07% |
$163 - $184
|
1.51K
$344K
|
|
|
Nov 22, 2024
Q4 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Regency Capital Management Inc.\De
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
SELL
|
- |
-2- 0.08% |
$325 - $369
|
2.4K
$545K
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-8- 0.37% |
$1.3K - $1.48K
|
2.18K
$495K
|