Purchases and Sales Made in Q4 2022 in Broadridge Financial Solutions, Inc. (BR)
This table provides information about the institutional ownership of Broadridge Financial Solutions, Inc. (BR) during Q4 2022. 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, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
958+ 16.07% |
$127K - $146K
|
6.92K
$1.53M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
899+ 7.22% |
$119K - $137K
|
13.4K
$2.96M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
890New |
$118K - $136K
|
890
$197K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
888+ 3.06% |
$118K - $135K
|
29.9K
$6.63M
|
|
|
Jan 17, 2023
Q4 2022
|
Fenimore Asset Management Inc
|
BUY
|
- |
867+ 0.3% |
$115K - $132K
|
294K
$65.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
833New |
$110K - $127K
|
833
$184K
|
|
|
Feb 01, 2023
Q4 2022
|
Security National Bank
|
BUY
|
- |
817+ 3.52% |
$108K - $125K
|
24K
$5.32M
|
|
|
Jan 20, 2023
Q4 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
790+ 0.31% |
$105K - $120K
|
254K
$56.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
788+ 6.09% |
$104K - $120K
|
13.7K
$3.04M
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
761+ 6.03% |
$101K - $116K
|
13.4K
$2.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
757+ 1.05% |
$100K - $115K
|
72.6K
$16.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
751+ 8.94% |
$99.6K - $114K
|
9.15K
$2.03M
|
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
BUY
|
- |
736+ 0.48% |
$97.6K - $112K
|
154K
$34M
|
|
|
Feb 07, 2023
Q4 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
711+ 41.12% |
$94.3K - $108K
|
2.44K
$540K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
705New |
$93.5K - $107K
|
705
$156K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
701+ 3.81% |
$92.9K - $107K
|
19.1K
$4.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
700+ 6.98% |
$92.8K - $107K
|
10.7K
$2.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
699+ 8.71% |
$92.7K - $107K
|
8.72K
$1.93M
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
697+ 11.52% |
$92.4K - $106K
|
6.75K
$1.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
692New |
$91.7K - $106K
|
692
$153K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
659New |
$87.4K - $100K
|
659
$146K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
645+ 45.55% |
$85.5K - $98.3K
|
2.06K
$456K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
635+ 34.57% |
$84.2K - $96.8K
|
2.47K
$547K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
618New |
$81.9K - $94.2K
|
618
$137K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
600New |
$79.5K - $91.5K
|
600
$133K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
595New |
$78.9K - $90.7K
|
595
$132K
|
|
|
May 24, 2024
Q4 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
594+ 3.32% |
$78.7K - $90.6K
|
18.5K
$4.09M
|
|
|
Feb 15, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
581+ 0.98% |
$77K - $88.6K
|
59.8K
$13.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
576+ 3.55% |
$76.4K - $87.8K
|
16.8K
$3.72M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
571New |
$75.7K - $87.1K
|
571
$126K
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
558+ 5.72% |
$74K - $85.1K
|
10.3K
$2.28M
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
543+ 21.73% |
$72K - $82.8K
|
3.04K
$674K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
537+ 7.93% |
$71.2K - $81.9K
|
7.31K
$1.62M
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
536+ 3.26% |
$71.1K - $81.7K
|
17K
$3.76M
|
|
|
Jan 17, 2023
Q4 2022
|
Ami Asset Management Corp
|
BUY
|
- |
527+ 23.19% |
$69.9K - $80.3K
|
2.8K
$620K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
519New |
$68.8K - $79.1K
|
519
$115K
|
|
|
Feb 08, 2023
Q4 2022
|
Amica Retiree Medical Trust
|
BUY
|
- |
502+ 12.63% |
$66.6K - $76.5K
|
4.48K
$991K
|
|
|
Feb 14, 2023
Q4 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
484+ 1.97% |
$64.2K - $73.8K
|
25.1K
$5.55M
|
|
|
Feb 10, 2023
Q4 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
474+ 8.8% |
$62.8K - $72.3K
|
5.86K
$1.3M
|
|
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
453+ 1.65% |
$60.1K - $69.1K
|
27.9K
$6.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
453+ 1.65% |
$60.1K - $69.1K
|
27.9K
$6.18M
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
445+ 9.77% |
$59K - $67.8K
|
5K
$1.11M
|
|
|
Feb 09, 2023
Q4 2022
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
442+ 6.43% |
$58.6K - $67.4K
|
7.31K
$1.62M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
438New |
$58.1K - $66.8K
|
438
$97K
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
432+ 2.52% |
$57.3K - $65.9K
|
17.6K
$3.89M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
417+ 33.41% |
$55.3K - $63.6K
|
1.67K
$369K
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
411+ 0.95% |
$54.5K - $62.7K
|
43.6K
$9.64M
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
407New |
$54K - $62.1K
|
407
$90.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
402+ 19.08% |
$53.3K - $61.3K
|
2.51K
$556K
|
|
|
Jan 12, 2023
Q4 2022
|
Bath Savings Trust CO
|
BUY
|
- |
398+ 0.37% |
$52.8K - $60.7K
|
108K
$23.9M
|