Purchases and Sales Made in Q4 2023 in Broadridge Financial Solutions, Inc. (BR)
This table provides information about the institutional ownership of Broadridge Financial Solutions, Inc. (BR) during Q4 2023. 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 13, 2024
Q4 2023
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
1.84KNew |
$307K - $378K
|
1.84K
$436K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.77KNew |
$296K - $364K
|
1.77K
$419K
|
|
|
Jan 31, 2024
Q4 2023
|
Geneva Partners, LLC
|
BUY
|
- |
1.75KNew |
$293K - $360K
|
1.75K
$415K
|
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
1.75K+ 20.68% |
$292K - $359K
|
10.2K
$2.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Unigestion Holding Sa
|
BUY
|
- |
1.74K+ 66.86% |
$291K - $358K
|
4.34K
$1.03M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
1.72K+ 5.13% |
$288K - $355K
|
35.3K
$8.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.71K+ 5.01% |
$287K - $353K
|
35.9K
$8.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.7KNew |
$285K - $350K
|
1.7K
$404K
|
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.69KNew |
$282K - $347K
|
1.69K
$400K
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1.67KNew |
$280K - $344K
|
1.67K
$396K
|
|
|
Feb 14, 2024
Q4 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
1.6K+ 5.89% |
$268K - $329K
|
28.7K
$6.82M
|
|
|
Feb 14, 2024
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
1.59KNew |
$266K - $327K
|
1.59K
$377K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.58K+ 20.67% |
$264K - $324K
|
9.2K
$2.18M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.56K+ 117.61% |
$262K - $322K
|
2.89K
$686K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.54KNew |
$258K - $317K
|
1.54K
$366K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
1.5KNew |
$252K - $310K
|
1.5K
$357K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.5KNew |
$251K - $308K
|
1.5K
$356K
|
|
|
Jan 22, 2024
Q4 2023
|
Wendell David Associates Inc
|
BUY
|
- |
1.45K+ 1.4% |
$243K - $298K
|
105K
$25M
|
|
|
Feb 14, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
1.43K+ 4.9% |
$239K - $294K
|
30.6K
$7.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
1.3KNew |
$218K - $268K
|
1.3K
$309K
|
|
|
Feb 15, 2024
Q4 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1.3KNew |
$217K - $267K
|
1.3K
$307K
|
|
|
Feb 08, 2024
Q4 2023
|
Ing Groep Nv
|
BUY
|
- |
1.28K+ 8.61% |
$214K - $263K
|
16.1K
$3.82M
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
BUY
|
- |
1.27K+ 1.13% |
$213K - $262K
|
114K
$27M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.26K+ 68.18% |
$212K - $260K
|
3.12K
$740K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
1.26KNew |
$211K - $259K
|
1.26K
$299K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.24KNew |
$208K - $255K
|
1.24K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.22K+ 5.84% |
$205K - $252K
|
22.2K
$5.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.22KNew |
$205K - $252K
|
1.22K
$290K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.21K+ 41.48% |
$203K - $250K
|
4.14K
$983K
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
1.2KNew |
$201K - $247K
|
1.2K
$285K
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
1.2K+ 114.29% |
$201K - $247K
|
2.25K
$534K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.19KNew |
$199K - $245K
|
1.19K
$283K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
BUY
|
- |
1.19KNew |
$199K - $245K
|
1.19K
$282K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.17K+ 105.51% |
$196K - $241K
|
2.28K
$540K
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
1.14KNew |
$191K - $235K
|
1.14K
$271K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.14KNew |
$191K - $235K
|
1.14K
$271K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.14K+ 77.58% |
$190K - $234K
|
2.6K
$617K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
1.12K+ 3.13% |
$187K - $230K
|
36.8K
$8.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.11K+ 2.14% |
$185K - $228K
|
52.7K
$12.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
BUY
|
- |
1.1KNew |
$185K - $227K
|
1.1K
$262K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.1KNew |
$184K - $227K
|
1.1K
$262K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.09KNew |
$183K - $225K
|
1.09K
$259K
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.09KNew |
$182K - $224K
|
1.09K
$259K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
1.08KNew |
$181K - $223K
|
1.08K
$257K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.08K+ 25.4% |
$180K - $221K
|
5.31K
$1.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.07KNew |
$179K - $221K
|
1.07K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.07K+ 6.01% |
$179K - $220K
|
18.9K
$4.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
1.07KNew |
$179K - $220K
|
1.07K
$254K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.06KNew |
$178K - $219K
|
1.06K
$252K
|
|
|
Jan 24, 2024
Q4 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
1.05KNew |
$176K - $217K
|
1.05K
$250K
|