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 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
521+ 28.98% |
$87.2K - $107K
|
2.32K
$550K
|
|
|
Jan 30, 2024
Q4 2023
|
Suncoast Equity Management
|
BUY
|
- |
505+ 2.38% |
$84.5K - $104K
|
21.7K
$5.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
501+ 3.58% |
$83.9K - $103K
|
14.5K
$3.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
491+ 38.63% |
$82.2K - $101K
|
1.76K
$418K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
490+ 2.5% |
$82K - $101K
|
20.1K
$4.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
482+ 5.13% |
$80.7K - $99.2K
|
9.87K
$2.34M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
454+ 9.98% |
$76K - $93.4K
|
5K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
432+ 5.6% |
$72.3K - $88.9K
|
8.15K
$1.93M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
431+ 8.26% |
$72.1K - $88.7K
|
5.65K
$1.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
429+ 0.82% |
$71.8K - $88.3K
|
52.8K
$12.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
428+ 2.82% |
$71.6K - $88.1K
|
15.6K
$3.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
412+ 0.54% |
$69K - $84.8K
|
77.3K
$18.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
410New |
$68.6K - $84.4K
|
410
$97.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
399+ 0.89% |
$66.8K - $82.1K
|
45.2K
$10.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
385+ 52.45% |
$64.4K - $79.2K
|
1.12K
$266K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
382+ 1.43% |
$63.9K - $78.6K
|
27K
$6.41M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
371+ 9.07% |
$62.1K - $76.4K
|
4.46K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
352+ 19.59% |
$58.9K - $72.5K
|
2.15K
$510K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
350New |
$58.6K - $72K
|
350
$83.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
347+ 38.56% |
$58.1K - $71.4K
|
1.25K
$296K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
346+ 5.08% |
$57.9K - $71.2K
|
7.16K
$1.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
341New |
$57.1K - $70.2K
|
341
$80.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
335+ 13.16% |
$56.1K - $69K
|
2.88K
$684K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
301+ 2.76% |
$50.4K - $62K
|
11.2K
$2.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
288+ 2.55% |
$48.2K - $59.3K
|
11.6K
$2.74M
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
283+ 0.58% |
$47.4K - $58.2K
|
49.4K
$11.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
276+ 0.86% |
$46.2K - $56.8K
|
32.5K
$7.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
273+ 0.51% |
$45.7K - $56.2K
|
53.4K
$12.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
268+ 8.91% |
$44.9K - $55.2K
|
3.28K
$778K
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
262+ 5.95% |
$43.9K - $53.9K
|
4.67K
$1.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
258+ 10.26% |
$43.2K - $53.1K
|
2.77K
$658K
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
258+ 1.36% |
$43.2K - $53.1K
|
19.2K
$4.55M
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
237+ 16.7% |
$39.7K - $48.8K
|
1.66K
$393K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
236+ 18.63% |
$39.5K - $48.6K
|
1.5K
$357K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
233+ 2.11% |
$39K - $48K
|
11.3K
$2.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
223+ 152.74% |
$37.3K - $45.9K
|
369
$87.6K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
221+ 7.53% |
$37K - $45.5K
|
3.15K
$749K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
217+ 5.28% |
$36.3K - $44.7K
|
4.33K
$1.03M
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
215+ 10.35% |
$36K - $44.3K
|
2.29K
$544K
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
205+ 205.0% |
$34.3K - $42.2K
|
305
$72.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
200+ 17.04% |
$33.5K - $41.2K
|
1.37K
$326K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
196+ 1.9% |
$32.8K - $40.3K
|
10.5K
$2.5M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
195New |
$32.6K - $40.1K
|
195
$46.3K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
190New |
$31.8K - $39.1K
|
190
$45.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
188+ 13.82% |
$31.5K - $38.7K
|
1.55K
$367K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
183New |
$30.6K - $37.7K
|
183
$43.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
182New |
$30.5K - $37.5K
|
182
$43.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
175+ 140.0% |
$29.3K - $36K
|
300
$71.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
173+ 0.45% |
$29K - $35.6K
|
38.8K
$9.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
163+ 7.79% |
$27.3K - $33.6K
|
2.26K
$535K
|