Purchases and Sales Made in Q4 2024 in Broadridge Financial Solutions, Inc. (BR)
This table provides information about the institutional ownership of Broadridge Financial Solutions, Inc. (BR) during Q4 2024. 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 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1- 0.1% |
$210 - $236
|
1.05K
$256K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-1- 0.1% |
$210 - $236
|
962
$236K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1- 0.1% |
$210 - $236
|
1.03K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1- 0.1% |
$210 - $236
|
1.02K
$250K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1- 0.32% |
$210 - $236
|
310
$75.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2- 0.68% |
$419 - $473
|
294
$72K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2- 2.06% |
$419 - $473
|
95
$23.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-2- 0.9% |
$419 - $473
|
219
$53.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-3- 0.25% |
$629 - $709
|
1.19K
$291K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-3- 0.13% |
$629 - $709
|
2.34K
$572K
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-3- 0.13% |
$629 - $709
|
2.36K
$578K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-3- 21.43% |
$629 - $709
|
11
$2.69K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3- 0.17% |
$629 - $709
|
1.74K
$425K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-3- 0.15% |
$629 - $709
|
2.05K
$502K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 17.65% |
$629 - $709
|
14
$3.43K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-3- 0.21% |
$629 - $709
|
1.44K
$352K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-4- 0.35% |
$839 - $946
|
1.15K
$281K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-4- 6.25% |
$839 - $946
|
60
$14.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5- 0.44% |
$1.05K - $1.18K
|
1.12K
$275K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-5- 0.34% |
$1.05K - $1.18K
|
1.49K
$364K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-5- 1.1% |
$1.05K - $1.18K
|
449
$110K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-6- 0.02% |
$1.26K - $1.42K
|
33.4K
$8.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-7- 0.07% |
$1.47K - $1.66K
|
10.7K
$2.61M
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-8- 0.44% |
$1.68K - $1.89K
|
1.8K
$439K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-8- 0.55% |
$1.68K - $1.89K
|
1.44K
$353K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-9- 0.72% |
$1.89K - $2.13K
|
1.25K
$305K
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-10- 0.34% |
$2.1K - $2.36K
|
2.94K
$719K
|
|
|
Feb 13, 2025
Q4 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-10- 0.62% |
$2.1K - $2.36K
|
1.61K
$394K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-11- 0.45% |
$2.31K - $2.6K
|
2.45K
$599K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-11- 0.35% |
$2.31K - $2.6K
|
3.15K
$771K
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-12- 0.01% |
$2.52K - $2.84K
|
114K
$27.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-12- 0.63% |
$2.52K - $2.84K
|
1.9K
$466K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-13- 0.27% |
$2.73K - $3.07K
|
4.8K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-14- 0.82% |
$2.93K - $3.31K
|
1.69K
$413K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
SELL
|
- |
-15- 0.98% |
$3.14K - $3.55K
|
1.52K
$371K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-15- 0.81% |
$3.14K - $3.55K
|
1.84K
$450K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-18- 0.88% |
$3.77K - $4.26K
|
2.03K
$497K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-19- 4.49% |
$3.98K - $4.49K
|
404
$98.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-19- 1.76% |
$3.98K - $4.49K
|
1.06K
$260K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-20- 0.55% |
$4.19K - $4.73K
|
3.64K
$890K
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-20- 2.09% |
$4.19K - $4.73K
|
935
$229K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-21- 0.62% |
$4.4K - $4.97K
|
3.36K
$823K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-21- 2.07% |
$4.4K - $4.97K
|
994
$243K
|
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-23- 0.84% |
$4.82K - $5.44K
|
2.72K
$665K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-24- 1.82% |
$5.03K - $5.67K
|
1.3K
$318K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-24- 0.06% |
$5.03K - $5.67K
|
43.1K
$10.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-24- 2.59% |
$5.03K - $5.67K
|
904
$221K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-26- 0.03% |
$5.45K - $6.15K
|
95.5K
$23.4M
|