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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
1.03KNew |
$173K - $213K
|
1.03K
$229K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.03KNew |
$173K - $212K
|
1.03K
$228K
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
BUY
|
- |
1.03KNew |
$172K - $211K
|
1.03K
$227K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.02KNew |
$171K - $210K
|
1.02K
$226K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.02KNew |
$171K - $210K
|
1.02K
$226K
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
1.01KNew |
$169K - $208K
|
1.01K
$224K
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
1K+ 1.92% |
$168K - $207K
|
53.3K
$11.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1KNew |
$168K - $206K
|
1K
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1KNew |
$167K - $206K
|
1K
$221K
|
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
1KNew |
$167K - $206K
|
1K
$221K
|
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
1KNew |
$167K - $206K
|
1K
$221K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
1KNew |
$167K - $206K
|
1K
$221K
|
|
|
Feb 09, 2024
Q4 2023
|
Aviva PLC
|
BUY
|
- |
997+ 2.52% |
$167K - $205K
|
40.5K
$8.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
989+ 0.42% |
$166K - $204K
|
238K
$52.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
980+ 26.95% |
$164K - $202K
|
4.62K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
978New |
$164K - $201K
|
978
$217K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
977New |
$164K - $201K
|
977
$216K
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
975New |
$163K - $201K
|
975
$216K
|
|
|
Jan 09, 2024
Q4 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
974New |
$163K - $200K
|
974
$216K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
954+ 30.72% |
$160K - $196K
|
4.06K
$899K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
907+ 6.88% |
$152K - $187K
|
14.1K
$3.12M
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
903+ 11.85% |
$151K - $186K
|
8.52K
$1.89M
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
896+ 11.28% |
$150K - $184K
|
8.84K
$1.96M
|
|
|
Feb 05, 2024
Q4 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
875+ 11.17% |
$146K - $180K
|
8.71K
$1.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
859+ 12.65% |
$144K - $177K
|
7.65K
$1.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
855+ 6.05% |
$143K - $176K
|
15K
$3.32M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
840+ 59.45% |
$141K - $173K
|
2.25K
$499K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
809+ 11.08% |
$135K - $167K
|
8.11K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
795New |
$133K - $164K
|
795
$176K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
781+ 25.57% |
$131K - $161K
|
3.84K
$849K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
766+ 2.8% |
$128K - $158K
|
28.2K
$6.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
749+ 15.02% |
$125K - $154K
|
5.74K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
747+ 6.87% |
$125K - $154K
|
11.6K
$2.57M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
740+ 5.01% |
$124K - $152K
|
15.5K
$3.43M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
739New |
$124K - $152K
|
739
$164K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
712+ 50.32% |
$119K - $147K
|
2.13K
$471K
|
|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
BUY
|
- |
678+ 3.38% |
$113K - $140K
|
20.7K
$4.59M
|
|
|
Jan 12, 2024
Q4 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
672+ 7.51% |
$112K - $138K
|
9.62K
$2.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
654+ 2.08% |
$109K - $135K
|
32.1K
$7.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
630+ 6.09% |
$105K - $130K
|
11K
$2.43M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
628+ 51.73% |
$105K - $129K
|
1.84K
$408K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
628+ 2.1% |
$105K - $129K
|
30.5K
$6.76M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
624+ 13.2% |
$104K - $128K
|
5.35K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
589+ 4.64% |
$98.6K - $121K
|
13.3K
$2.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
580+ 5.01% |
$97.1K - $119K
|
12.2K
$2.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
572+ 4.92% |
$95.7K - $118K
|
12.2K
$2.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
569+ 3.87% |
$95.2K - $117K
|
15.3K
$3.38M
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
557+ 2.52% |
$93.2K - $115K
|
22.6K
$5.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
552+ 0.19% |
$92.4K - $114K
|
289K
$64M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
551+ 30.53% |
$92.2K - $113K
|
2.36K
$522K
|