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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.85KNew |
$388K - $438K
|
1.85K
$447K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.83K+ 234.53% |
$384K - $434K
|
2.62K
$631K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.82K+ 16.51% |
$380K - $429K
|
12.8K
$3.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
1.73K+ 11.76% |
$363K - $410K
|
16.5K
$3.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
1.73KNew |
$362K - $408K
|
1.73K
$416K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.73K+ 1815.79% |
$362K - $408K
|
1.82K
$439K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.67K+ 15.31% |
$351K - $395K
|
12.6K
$3.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.64K+ 14.02% |
$343K - $387K
|
13.3K
$3.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
1.6KNew |
$336K - $379K
|
1.6K
$387K
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
1.6KNew |
$335K - $378K
|
1.6K
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.59K+ 90.06% |
$332K - $375K
|
3.35K
$807K
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
1.58K+ 1.92% |
$331K - $373K
|
83.8K
$20.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.57K+ 6.6% |
$329K - $371K
|
25.3K
$6.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.56KNew |
$327K - $369K
|
1.56K
$377K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.54K+ 7.05% |
$324K - $365K
|
23.5K
$5.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
1.51K+ 43.35% |
$317K - $358K
|
5K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
1.49KNew |
$312K - $352K
|
1.49K
$359K
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.48K+ 6.49% |
$311K - $351K
|
24.3K
$5.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.46KNew |
$305K - $344K
|
1.46K
$351K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.46K+ 16.26% |
$305K - $344K
|
10.4K
$2.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.43K+ 13.61% |
$300K - $338K
|
11.9K
$2.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.39K+ 31.33% |
$292K - $329K
|
5.83K
$1.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.39K+ 13.19% |
$290K - $327K
|
11.9K
$2.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.38KNew |
$289K - $326K
|
1.38K
$333K
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.38K+ 3.61% |
$289K - $326K
|
39.6K
$9.55M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.35KNew |
$282K - $318K
|
1.35K
$325K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.31K+ 10.2% |
$275K - $310K
|
14.2K
$3.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
1.27KNew |
$267K - $301K
|
1.27K
$307K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.26K+ 2.52% |
$264K - $297K
|
51.2K
$12.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1.24K+ 28.29% |
$260K - $294K
|
5.63K
$1.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.22K+ 6.77% |
$256K - $289K
|
19.3K
$4.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1.21KNew |
$253K - $285K
|
1.21K
$291K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.2K+ 97.97% |
$252K - $285K
|
2.43K
$587K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.18KNew |
$247K - $279K
|
1.18K
$284K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.17K+ 39.69% |
$244K - $276K
|
4.1K
$990K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.15K+ 13.06% |
$242K - $273K
|
9.99K
$2.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.13KNew |
$238K - $268K
|
1.13K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
1.13K+ 11.52% |
$236K - $266K
|
10.9K
$2.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
1.13KNew |
$236K - $266K
|
1.13K
$272K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.13K+ 351.56% |
$236K - $266K
|
1.45K
$349K
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.12KNew |
$234K - $264K
|
1.12K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
1.1KNew |
$231K - $260K
|
1.1K
$265K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
1.1K+ 2.72% |
$230K - $260K
|
41.5K
$10M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.05KNew |
$221K - $249K
|
1.05K
$254K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.05KNew |
$219K - $247K
|
1.05K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.04KNew |
$218K - $246K
|
1.04K
$251K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.04K+ 1.88% |
$217K - $245K
|
56K
$13.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.03KNew |
$217K - $244K
|
1.03K
$249K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.03KNew |
$215K - $243K
|
1.03K
$247K
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
1.03K+ 28.42% |
$215K - $243K
|
4.64K
$1.12M
|