Broadridge Financial Solutions (BR) Institutional Ownership

$195.08
-0.83 (-0.42%)
(As of 04/24/2024 ET)

Institutional Ownership Changes (13F Filings) for Broadridge Financial Solutions (NYSE:BR)

Current
Institutional Ownership
Percentage
90.03%
Number of
Institutional Buyers
(last 12 months)
535
Total
Institutional Inflows
(last 12 months)
$1.98B
Number of
Institutional Sellers
(last 12 months)
382
Total
Institutional Outflows
(last 12 months)
$1.42B
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BR Institutional Buying and Selling by Quarter

Broadridge Financial Solutions Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024Summit Financial LLC3,790$779K0.0%-4.0%0.003%
4/25/2024Cambridge Investment Research Advisors Inc.13,653$2.80M0.0%+11.9%0.012%
4/24/2024Pegasus Partners Ltd.6,184$1.27M0.1%-4.4%0.005%
4/24/2024Simplicity Wealth LLC15,897$3.26M0.1%+577.0%0.013%
4/24/2024Assenagon Asset Management S.A.48,130$9.86M0.0%-48.4%0.041%
4/23/2024 BSW Wealth Partners1,479$303K0.1%N/A0.001%
4/23/2024 Global Retirement Partners LLC1,700$348K0.0%-9.1%0.001%
4/23/2024 Louisiana State Employees Retirement System6,900$1.41M0.0%-2.8%0.006%
4/23/2024 WASHINGTON TRUST Co63,926$13.10M0.5%-1.1%0.054%
4/23/2024 Venturi Wealth Management LLC1,247$255K0.0%+13.4%0.001%
4/23/2024 Amalgamated Bank25,391$5.20M0.0%-20.8%0.022%
4/23/2024 Gradient Investments LLC126$26K0.0%-71.7%0.000%
4/23/2024 New Mexico Educational Retirement Board5,950$1.22M0.0%-3.3%0.005%
4/23/2024 Sugarloaf Wealth Management LLC16,766$3.44M0.6%+7.3%0.014%
4/23/2024 TrueWealth Advisors LLC1,236$253K0.1%-32.9%0.001%
4/23/2024 Fifth Third Bancorp30,240$6.20M0.0%-1.0%0.026%
4/23/2024 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA275,102$53.43M0.5%-3.3%0.234%
4/23/2024 Raymond James Financial Services Advisors Inc.55,364$11.34M0.0%+1.7%0.047%
4/23/2024 Wendell David Associates Inc.105,599$21.63M2.2%+0.3%0.090%
4/22/2024 Forza Wealth Management LLC3,000$615K0.3%-4.8%0.003%
4/22/2024 Nilsine Partners LLC1,117$229K0.0%-29.8%0.001%
4/22/2024 PFG Investments LLC2,975$609K0.0%N/A0.003%
4/22/2024 Parsons Capital Management Inc. RI22,269$4.56M0.3%-1.7%0.019%
4/22/2024 Raymond James & Associates398,793$81.70M0.1%-0.1%0.339%
4/22/2024 EFG Asset Management Americas Corp.5,260$1.08M0.3%-21.9%0.004%
4/22/2024 IFM Investors Pty Ltd25,051$5.13M0.1%+12.4%0.021%
4/22/2024 Everpar Advisors LLC1,978$405K0.2%-39.5%0.002%
4/22/2024Ashton Thomas Private Wealth LLC3,301$676K0.0%+10.3%0.003%
4/20/2024 Kesler Norman & Wride LLC8,787$1.80M0.4%-17.1%0.007%
4/19/2024 Fruth Investment Management11,155$2.29M0.6%-5.1%0.009%
4/19/2024 AMI Asset Management Corp2,639$541K0.0%-3.6%0.002%
4/19/2024 First Trust Direct Indexing L.P.3,130$641K0.0%+6.7%0.003%
4/19/2024 Hudson Capital Management LLC1,200$246K0.1%-7.7%0.001%
4/19/2024 Norden Group LLC22,704$4.65M0.1%N/A0.019%
4/19/2024 State of Alaska Department of Revenue12,801$2.62M0.0%+0.6%0.011%
4/19/2024 Albion Financial Group UT2,960$606K0.0%+2.4%0.003%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.281,153$57.60M0.0%-1.2%0.239%
4/18/2024 State of Michigan Retirement System32,260$6.61M0.0%+0.3%0.027%
4/18/2024 Allspring Global Investments Holdings LLC7,418$1.52M0.0%+14.3%0.006%
4/18/2024 Tributary Capital Management LLC3,499$717K0.1%-20.0%0.003%
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4/18/2024 Congress Wealth Management LLC DE 74,414$15.25M0.3%-3.7%0.063%
4/18/2024 Oak Thistle LLC1,053$216K0.2%N/A0.001%
4/18/2024 Park Place Capital Corp1,405$288K0.1%+182.1%0.001%
4/18/2024 MorganRosel Wealth Management LLC4,138$848K0.3%N/A0.004%
4/18/2024 Compass Ion Advisors LLC1,524$312K0.0%-48.3%0.001%
4/18/2024 LVW Advisors LLC2,207$452K0.1%+75.3%0.002%
4/17/2024 Foguth Wealth Management LLC.2,035$417K0.2%N/A0.002%
4/17/2024 Symphony Financial Ltd. Co.983$201K0.0%N/A0.001%
4/17/2024 Griffin Asset Management Inc.19,464$3.99M0.5%+1.5%0.017%
4/16/2024 Occidental Asset Management LLC16,329$3.35M0.6%+6.1%0.014%
4/16/2024 Webster Bank N. A.447$92K0.0%+120.2%0.000%
4/16/2024 New England Research & Management Inc.7,150$1.47M0.7%N/A0.006%
4/16/2024 Addenda Capital Inc.39,736$8.17M0.4%-5.0%0.034%
4/16/2024 Transform Wealth LLC39,098$8.04M0.8%+6.2%0.033%
4/16/2024 Wealth Enhancement Advisory Services LLC29,814$6.11M0.0%+86.8%0.025%
4/15/2024 Brookstone Capital Management1,234$253K0.0%N/A0.001%
4/12/2024 Peak Financial Advisors LLC13,786$2.82M1.7%N/A0.012%
4/12/2024 First PREMIER Bank330$68K0.0%+69.2%0.000%
4/12/2024 Northwest Investment Counselors LLC9,364$1.92M0.5%-0.8%0.008%
4/11/2024 Ballentine Partners LLC1,572$322K0.0%+5.2%0.001%
4/11/2024 Radnor Capital Management LLC1,652$338K0.1%-27.9%0.001%
4/11/2024 Unique Wealth LLC1,461$299K0.1%+16.3%0.001%
4/11/2024 Douglas Lane & Associates LLC99,432$20.37M0.3%-8.8%0.084%
4/11/2024 &PARTNERS2,043$425K0.1%N/A0.002%
4/11/2024 Running Oak Capital LLC56,188$11.51M1.8%+8.9%0.048%
4/11/2024 Congress Asset Management Co. MA85,663$17.55M0.1%-2.5%0.073%
4/11/2024 Meyer Handelman Co.7,610$1.56M0.1%-11.5%0.006%
4/11/2024 First Affirmative Financial Network1,728$354K0.3%+4.3%0.001%
4/10/2024 Inscription Capital LLC1,100$228K0.1%N/A0.001%
4/10/2024 American National Bank1,676$343K0.0%N/A0.001%
4/10/2024 Lantz Financial LLC10,165$2.08M0.7%-7.0%0.009%
4/10/2024 Wedmont Private Capital1,353$280K0.0%+5.3%0.001%
4/10/2024 Banque Cantonale Vaudoise4,449$911K0.0%N/A0.004%
4/10/2024 Czech National Bank20,719$4.24M0.1%+0.5%0.018%
4/10/2024 Signal Advisors Wealth LLC4,500$922K0.2%+102.1%0.004%
4/9/2024 Massmutual Trust Co. FSB ADV430$88K0.0%-39.5%0.000%
4/9/2024 Mather Group LLC.2,172$447K0.0%-21.6%0.002%
4/8/2024 Bath Savings Trust Co113,584$23.27M2.5%-0.2%0.096%
4/5/2024 First Hawaiian Bank19,348$3.96M0.1%-5.5%0.016%
4/5/2024 GAMMA Investing LLC859$176K0.0%+16.2%0.001%
4/5/2024 NBC Securities Inc.5,946$1.22M0.1%+19.0%0.005%
4/1/2024 Confluence Investment Management LLC703,082$144.03M1.9%N/A0.597%
4/1/2024 Appleton Partners Inc. MA13,330$2.73M0.2%-3.4%0.011%
3/27/2024Nomura Holdings Inc.2,380$490K0.0%N/A0.002%
3/26/2024HighPoint Advisor Group LLC4,463$903K0.1%N/A0.004%
3/22/2024PNC Financial Services Group Inc.51,938$10.69M0.0%-19.0%0.044%
3/21/2024Healthcare of Ontario Pension Plan Trust Fund21,542$4.43M0.0%N/A0.018%
3/15/2024B. Riley Wealth Advisors Inc.3,308$683K0.0%-30.8%0.003%
3/11/2024Vanguard Group Inc.13,951,669$2.87B0.1%+0.8%11.847%
3/4/2024 Congress Asset Management Co. MA87,849$18.08M0.1%-4.0%0.075%
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3/1/2024Royal London Asset Management Ltd.51,544$10.61M0.0%-0.6%0.044%
3/1/2024Goldman Sachs Group Inc.472,031$97.12M0.0%+22.5%0.401%
2/28/2024EP Wealth Advisors LLC9,046$1.86M0.0%+44.0%0.008%
2/26/2024Teachers Retirement System of The State of Kentucky10,124$2.08M0.0%-4.3%0.009%
2/21/2024V Square Quantitative Management LLC2,319$477K0.1%+29.0%0.002%
2/21/2024Novak & Powell Financial Services Inc.1,142$235K0.2%N/A0.001%
2/20/2024Covenant Partners LLC1,027$211K0.1%N/A0.001%
2/15/2024Guardian Wealth Advisors LLC NC10,513$2.16M0.3%+1.9%0.009%
2/15/2024Boyar Asset Management Inc.7,230$1.49M1.1%-1.1%0.006%
2/15/2024Brown Capital Management LLC25,396$5.23M0.1%-5.5%0.022%
(Data available from 1/1/2016 forward)

BR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BR shares?

During the previous two years, 856 institutional investors and hedge funds held shares of Broadridge Financial Solutions. The most heavily invested institutionals were Carl Stuart Investment Advisor Inc. ($14.76B), Vanguard Group Inc. ($2.87B), BlackRock Inc. ($1.59B), Morgan Stanley ($1.07B), State Street Corp ($775.19M), Capital International Investors ($628.37M), and Baillie Gifford & Co. ($576.81M).Learn more on BR's institutional investors.

What percentage of Broadridge Financial Solutions stock is owned by institutional investors?

90.03% of Broadridge Financial Solutions stock is owned by institutional investors. Learn more on BR's institutional investor holdings.

Which institutional investors have been buying Broadridge Financial Solutions stock?

Of the 738 institutional investors that purchased Broadridge Financial Solutions stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Stifel Financial Corp ($1.46M), Mitsubishi UFJ Kokusai Asset Management Co. Ltd. ($1.16M), Capital International Investors ($943.72K), Confluence Investment Management LLC ($721.13K), TD Asset Management Inc. ($647.36K), Parnassus Investments LLC ($521.24K), and Envestnet Asset Management Inc. ($469.90K).

How much institutional buying is happening at Broadridge Financial Solutions?

Institutional investors have bought a total of 19,034,470 shares in the last 24 months. This purchase volume represents approximately $3.13B in transactions.

Which Broadridge Financial Solutions major shareholders have been selling company stock?

Of the 527 institutional investors that sold Broadridge Financial Solutions stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Baillie Gifford & Co. ($1.34M), Morgan Stanley ($948.49K), Price T Rowe Associates Inc. MD ($935.38K), Capital International Investors ($845.50K), BlackRock Inc. ($795.17K), Caisse DE Depot ET Placement DU Quebec ($701.18K), and Parnassus Investments LLC ($664.77K).

How much institutional selling is happening at Broadridge Financial Solutions?

Institutional investors have sold a total of 15,744,091 shares in the last 24 months. This volume of shares sold represents approximately $2.54B in transactions.


This page (NYSE:BR) was last updated on 4/25/2024 by MarketBeat.com Staff

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