Broadridge Financial Solutions Ownership 2024 | Who Owns Broadridge Financial Solutions Now?
Institutional Ownership
89.03%
Insider Ownership
0.70%
Retail Ownership
10.26%
Institutional Holders
904.00
Broadridge Financial Solutions Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 12.13% | 0.05% | 14,285,086 | 293,880 | 2.10% | 2,814,161,942 | Jun 30, 2024 |
| BLACKROCK INC. | 8.60% | 0.05% | 10,126,533 | 403,415 | 4.15% | 1,994,926,958 | Jun 30, 2024 |
| MORGAN STANLEY | 4.85% | 0.09% | 5,716,474 | -300,603 | -5.00% | 1,126,145,989 | Jun 30, 2024 |
| STATE STREET CORP | 4.36% | 0.04% | 5,130,276 | 246,471 | 5.05% | 1,014,635,745,000 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 3.41% | 0.09% | 4,022,793 | -145,404 | -3.49% | 792,491,000 | Jun 30, 2024 |
| APG ASSET MANAGEMENT N.V. | 3.39% | 1.31% | 3,992,945 | -20,213 | -0.50% | 733,949,303 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 2.88% | 0.14% | 3,396,110 | 334,127 | 10.91% | 669,314,401 | Jun 30, 2024 |
| JANUS HENDERSON GROUP PLC | 2.79% | 0.35% | 3,288,196 | 12,805 | 0.39% | 647,775,543 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.53% | 0.05% | 2,984,666 | 120,081 | 4.19% | 586,515,852 | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 2.28% | 0.33% | 2,681,656 | 31,555 | 1.19% | 528,287,000 | Jun 30, 2024 |
| JENSEN INVESTMENT MANAGEMENT INC | 1.48% | 2.80% | 1,738,280 | -38,597 | -2.17% | 342,441,160 | Jun 30, 2024 |
| BARCLAYS PLC | 1.41% | 0.10% | 1,662,053 | 115,833 | 7.49% | 327,426,000 | Jun 30, 2024 |
| STIFEL FINANCIAL CORP | 1.35% | 0.35% | 1,588,602 | 6,133 | 0.39% | 312,965,410 | Jun 30, 2024 |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 1.33% | 0.38% | 1,562,565 | 65,887 | 4.40% | 307,825,305 | Jun 30, 2024 |
| INVESCO LTD. | 1.14% | 0.06% | 1,346,767 | 148,959 | 12.44% | 265,313,099 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.12% | 0.04% | 1,319,362 | 29,333 | 2.27% | 259,914,314,000 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 1.06% | 0.06% | 1,243,431 | -31,129 | -2.44% | 244,955,929 | Jun 30, 2024 |
| BAHL & GAYNOR INC | 0.94% | 1.22% | 1,108,867 | 6,634 | 0.60% | 218,446,844 | Jun 30, 2024 |
| VERITAS INVESTMENT PARTNERS (UK) LTD. | 0.94% | 4.10% | 1,108,722 | 70,159 | 6.76% | 218,454,220 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.87% | 0.05% | 1,022,456 | 23,569 | 2.36% | 201,423,941 | Jun 30, 2024 |
Broadridge Financial Solutions's largest institutional shareholder is VANGUARD GROUP INC, holding 12.13% of the company's total share outstanding, currently valued at $2.81B. The top 10 institutional shareholders own together 47.22% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| 1623 CAPITAL LLC | 0.05% | 7.01% | 61,600 | 200 | 0.33% | 12,135,200 | Jun 30, 2024 |
| ENSEMBLE CAPITAL MANAGEMENT, LLC | 0.38% | 6.82% | 444,744 | 59,528 | 15.45% | 87,614,568 | Jun 30, 2024 |
| SANTA MONICA PARTNERS LP | 0.03% | 5.40% | 40,793 | - | - | 8,036,000 | Jun 30, 2024 |
| VERITAS INVESTMENT PARTNERS (UK) LTD. | 0.94% | 4.10% | 1,108,722 | 70,159 | 6.76% | 218,454,220 | Jun 30, 2024 |
| CROWN OAK ADVISORS, LLC | 0.03% | 3.89% | 34,953 | 30 | 0.09% | 6,885,830 | Jun 30, 2024 |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | 0.06% | 3.41% | 75,994 | -313 | -0.41% | 14,970,818 | Jun 30, 2024 |
| PALMER KNIGHT CO | 0.03% | 2.91% | 30,900 | 179 | 0.58% | 6,087,300 | Jun 30, 2024 |
| MCRAE CAPITAL MANAGEMENT INC | 0.05% | 2.81% | 62,574 | 100 | 0.16% | 12,327,145 | Jun 30, 2024 |
| JENSEN INVESTMENT MANAGEMENT INC | 1.48% | 2.80% | 1,738,280 | -38,597 | -2.17% | 342,441,160 | Jun 30, 2024 |
| WALTER PUBLIC INVESTMENTS INC. | 0.07% | 2.74% | 77,842 | -112 | -0.14% | 15,334,874 | Jun 30, 2024 |
| BOSTON FINANCIAL MANGEMENT LLC | 0.33% | 2.46% | 393,249 | 1,937 | 0.49% | 77,470,051 | Jun 30, 2024 |
| SCHWARTZ INVESTMENT COUNSEL INC | 0.28% | 2.44% | 334,350 | -35,000 | -9.48% | 65,866,950 | Jun 30, 2024 |
| BATH SAVINGS TRUST CO | 0.10% | 2.39% | 114,277 | 693 | 0.61% | 22,512,569 | Jun 30, 2024 |
| MCCOLLUM CHRISTOFERSON GROUP LLC | 0.03% | 2.30% | 39,316 | -1,265 | -3.12% | 7,745,252 | Jun 30, 2024 |
| O'BRIEN GREENE & CO. INC | 0.03% | 2.20% | 35,202 | 1,635 | 4.87% | 6,934,750 | Jun 30, 2024 |
| WENDELL DAVID ASSOCIATES INC | 0.09% | 2.13% | 106,098 | 499 | 0.47% | 20,901,000 | Jun 30, 2024 |
| GARRISON ASSET MANAGEMENT, LLC | 0.02% | 1.86% | 17,943 | 50 | 0.28% | 3,534,771 | Jun 30, 2024 |
| BRADY FAMILY WEALTH, LLC | 0.02% | 1.85% | 29,056 | 152 | 0.53% | 5,724,099 | Jun 30, 2024 |
| CYRUS J. LAWRENCE, LLC | 0.04% | 1.81% | 45,433 | 83 | 0.18% | 8,950,000 | Jun 30, 2024 |
| RUNNING OAK CAPITAL LLC | 0.05% | 1.76% | 58,620 | 2,432 | 4.33% | 11,548,140 | Jun 30, 2024 |
The largest Broadridge Financial Solutions shareholder by % of total assets is 1623 CAPITAL LLC. The company owns 61.60K shares of Broadridge Financial Solutions (BR), representing 7.01% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.38% | 0.01% | 447,228 | 447,228 | 100.00% | 88,103,916 | Jun 30, 2024 |
| ABRDN PLC | 0.43% | 0.19% | 508,214 | 415,917 | 450.63% | 100,118,158 | Jun 30, 2024 |
| BLACKROCK INC. | 8.60% | 0.05% | 10,126,533 | 403,415 | 4.15% | 1,994,926,958 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 2.88% | 0.14% | 3,396,110 | 334,127 | 10.91% | 669,314,401 | Jun 30, 2024 |
| VANGUARD GROUP INC | 12.13% | 0.05% | 14,285,086 | 293,880 | 2.10% | 2,814,161,942 | Jun 30, 2024 |
| STATE STREET CORP | 4.36% | 0.04% | 5,130,276 | 246,471 | 5.05% | 1,014,635,745,000 | Jun 30, 2024 |
| INVESCO LTD. | 1.14% | 0.06% | 1,346,767 | 148,959 | 12.44% | 265,313,099 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.75% | 0.05% | 884,144 | 141,117 | 18.99% | 174,176,368 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.53% | 0.05% | 2,984,666 | 120,081 | 4.19% | 586,515,852 | Jun 30, 2024 |
| BARCLAYS PLC | 1.41% | 0.10% | 1,662,053 | 115,833 | 7.49% | 327,426,000 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.43% | 0.03% | 501,993 | 103,242 | 25.89% | 99,010,874 | Jun 30, 2024 |
| COLONY GROUP, LLC | 0.14% | 0.11% | 160,860 | 97,293 | 153.06% | 31,689,000 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.20% | 0.01% | 233,050 | 77,533 | 49.85% | 45,910,000 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.80% | 0.05% | 941,125 | 72,018 | 8.29% | 185,417,292 | Jun 30, 2024 |
| PINEBRIDGE INVESTMENTS, L.P. | 0.23% | 0.42% | 265,738 | 70,179 | 35.89% | 52,350,386 | Jun 30, 2024 |
| VERITAS INVESTMENT PARTNERS (UK) LTD. | 0.94% | 4.10% | 1,108,722 | 70,159 | 6.76% | 218,454,220 | Jun 30, 2024 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 0.06% | 0.12% | 66,184 | 66,184 | 100.00% | 13,038,248 | Jun 30, 2024 |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 1.33% | 0.38% | 1,562,565 | 65,887 | 4.40% | 307,825,305 | Jun 30, 2024 |
| ENSEMBLE CAPITAL MANAGEMENT, LLC | 0.38% | 6.82% | 444,744 | 59,528 | 15.45% | 87,614,568 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.59% | 0.02% | 694,139 | 51,742 | 8.05% | 136,745,467 | Jun 30, 2024 |
As of Jun 30 2024, Broadridge Financial Solutions's largest institutional buyer is NORGES BANK. The company purchased 447.23K stocks of BR, valued at $88.10M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | 0.12% | 0.01% | 137,489 | -385,428 | -73.71% | 27,085,333 | Jun 30, 2024 |
| MORGAN STANLEY | 4.85% | 0.09% | 5,716,474 | -300,603 | -5.00% | 1,126,145,989 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.00% | 0.00% | 4,601 | -274,998 | -98.35% | 906,397 | Jun 30, 2024 |
| MAN GROUP PLC | 0.12% | 0.07% | 138,006 | -267,098 | -65.93% | 27,187,182 | Jun 30, 2024 |
| ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 0.07% | 0.03% | 80,336 | -216,631 | -72.95% | 15,826,192 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 3.41% | 0.09% | 4,022,793 | -145,404 | -3.49% | 792,491,000 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.20% | 0.05% | 240,916 | -134,101 | -35.76% | 47,460,453 | Jun 30, 2024 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 0.50% | 0.08% | 586,227 | -123,984 | -17.46% | 115,486,719 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.59% | 0.01% | 689,298 | -104,327 | -13.15% | 135,791,696 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.00% | 0.00% | 915 | -56,832 | -98.42% | 179,000 | Jun 30, 2024 |
| ING GROEP NV | 0.01% | 0.02% | 15,903 | -47,235 | -74.81% | 3,132,891 | Jun 30, 2024 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 0.03% | 0.01% | 33,400 | -47,100 | -58.51% | 6,579,800 | Jun 30, 2024 |
| FIL LTD | - | - | - | -45,461 | -100.00% | - | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.01% | 0.00% | 6,197 | -41,933 | -87.12% | 1,220,809 | Jun 30, 2024 |
| JENSEN INVESTMENT MANAGEMENT INC | 1.48% | 2.80% | 1,738,280 | -38,597 | -2.17% | 342,441,160 | Jun 30, 2024 |
| BAIRD FINANCIAL GROUP, INC. | 0.52% | 0.25% | 614,871 | -36,985 | -5.67% | 121,129,679 | Jun 30, 2024 |
| BARLOW WEALTH PARTNERS, INC. | - | - | - | -35,108 | -100.00% | - | Jun 30, 2024 |
| SCHWARTZ INVESTMENT COUNSEL INC | 0.28% | 2.44% | 334,350 | -35,000 | -9.48% | 65,866,950 | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | 0.02% | 0.02% | 19,994 | -34,436 | -63.27% | 3,939,000 | Jun 30, 2024 |
| PARNASSUS INVESTMENTS, LLC | 0.43% | 0.22% | 508,367 | -33,913 | -6.25% | 100,148,299 | Jun 30, 2024 |
As of Jun 30 2024, Broadridge Financial Solutions's biggest institutional seller is MILLENNIUM MANAGEMENT LLC. The company sold -0.39M shares of BR, valued at $27.09M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.38% | 0.01% | 447,228 | 447,228 | 100.00% | 88,103,916 | Jun 30, 2024 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 0.06% | 0.12% | 66,184 | 66,184 | 100.00% | 13,038,248 | Jun 30, 2024 |
| FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.03% | 0.08% | 33,842 | 33,842 | 100.00% | 6,667,000 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.03% | 0.03% | 32,057 | 32,057 | 100.00% | 6,315,229 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.02% | 0.01% | 22,786 | 22,786 | 100.00% | 4,488,842 | Jun 30, 2024 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 0.02% | 0.20% | 22,554 | 22,554 | 100.00% | 4,443,153 | Jun 30, 2024 |
| BDF-GESTION | 0.02% | 0.38% | 20,069 | 20,069 | 100.00% | 3,953,593 | Jun 30, 2024 |
| VAN ECK ASSOCIATES CORP | 0.02% | 0.01% | 18,888 | 18,888 | 100.00% | 3,721,000 | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | 0.01% | 0.36% | 10,383 | 10,383 | 100.00% | 2,045,451 | Jun 30, 2024 |
| MIZUHO SECURITIES USA LLC | 0.01% | 0.04% | 9,111 | 9,111 | 100.00% | 1,794,867 | Jun 30, 2024 |
| KNOLLWOOD INVESTMENT ADVISORY, LLC | 0.01% | 0.16% | 7,385 | 7,385 | 100.00% | 1,454,845 | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.01% | 0.40% | 6,548 | 6,548 | 100.00% | 1,289,956 | Jun 30, 2024 |
| CHOREO, LLC | 0.00% | 0.02% | 4,702 | 4,702 | 100.00% | 924,829 | Jun 30, 2024 |
| FORA CAPITAL, LLC | 0.00% | 0.11% | 4,569 | 4,569 | 100.00% | 900,093 | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | 0.00% | 0.01% | 4,084 | 4,084 | 100.00% | 804,548 | Jun 30, 2024 |
| PENSIONMARK FINANCIAL GROUP, LLC | 0.00% | 0.05% | 3,813 | 3,813 | 100.00% | 751,161 | Jun 30, 2024 |
| PLATFORM TECHNOLOGY PARTNERS | 0.00% | 0.21% | 3,154 | 3,154 | 100.00% | 621,338 | Jun 30, 2024 |
| NOMURA HOLDINGS INC | 0.00% | 0.00% | 3,000 | 3,000 | 100.00% | 591,000 | Jun 30, 2024 |
| CLARUS GROUP, INC. | 0.00% | 0.25% | 2,845 | 2,845 | 100.00% | 560,465 | Jun 30, 2024 |
| INCEPTIONR LLC | 0.00% | 0.15% | 2,662 | 2,662 | 100.00% | 524,414 | Jun 30, 2024 |
| GOLDEN STATE EQUITY PARTNERS | 0.00% | 0.10% | 2,334 | 2,334 | 100.00% | 459,798 | Jun 30, 2024 |
| UNITED ADVISOR GROUP, LLC | 0.00% | 0.13% | 2,117 | 2,117 | 100.00% | 417,049 | Jun 30, 2024 |
| BRIDGES INVESTMENT MANAGEMENT INC | 0.00% | 0.01% | 2,051 | 2,051 | 100.00% | 404,047 | Jun 30, 2024 |
| CONFLUENCE WEALTH SERVICES, INC. | 0.00% | 0.03% | 2,013 | 2,013 | 100.00% | 396,561 | Jun 30, 2024 |
| ICON WEALTH ADVISORS, LLC | 0.00% | 0.04% | 1,884 | 1,884 | 100.00% | 403,176 | Jun 30, 2024 |
| M HOLDINGS SECURITIES, INC. | 0.00% | 0.05% | 1,857 | 1,857 | 100.00% | 366,000 | Jun 30, 2024 |
| QUOTIENT WEALTH PARTNERS, LLC | 0.00% | 0.01% | 1,723 | 1,723 | 100.00% | 339,431 | Jun 30, 2024 |
| SCIENTECH RESEARCH LLC | 0.00% | 0.07% | 1,667 | 1,667 | 100.00% | 328,399 | Jun 30, 2024 |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 0.00% | 0.23% | 1,665 | 1,665 | 100.00% | 328,005 | Jun 30, 2024 |
| STEVENS CAPITAL MANAGEMENT LP | 0.00% | 0.09% | 1,382 | 1,382 | 100.00% | 272,000 | Jun 30, 2024 |
| MQS MANAGEMENT LLC | 0.00% | 0.16% | 1,364 | 1,364 | 100.00% | 268,708 | Jun 30, 2024 |
| ALERA INVESTMENT ADVISORS, LLC | 0.00% | 0.03% | 1,299 | 1,299 | 100.00% | 255,903 | Jun 30, 2024 |
| STRATEGIC BLUEPRINT, LLC | 0.00% | 0.02% | 1,226 | 1,226 | 100.00% | 241,522 | Jun 30, 2024 |
| BHK INVESTMENT ADVISORS, LLC | 0.00% | 0.09% | 1,225 | 1,225 | 100.00% | 241,325 | Jun 30, 2024 |
| RITHOLTZ WEALTH MANAGEMENT | 0.00% | 0.01% | 1,208 | 1,208 | 100.00% | 237,991 | Jun 30, 2024 |
| EQUITABLE TRUST CO | 0.00% | 0.02% | 1,189 | 1,189 | 100.00% | 234,233 | Jun 30, 2024 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 0.00% | 0.01% | 1,125 | 1,125 | 100.00% | 221,625 | Jun 30, 2024 |
| MIRACLE MILE ADVISORS, LLC | 0.00% | 0.01% | 1,115 | 1,115 | 100.00% | 219,731 | Jun 30, 2024 |
| FIFTH THIRD WEALTH ADVISORS LLC | 0.00% | 0.02% | 1,087 | 1,087 | 100.00% | 214,139 | Jun 30, 2024 |
| MARIPAU WEALTH MANAGEMENT LLC | 0.00% | 0.14% | 1,027 | 1,027 | 100.00% | 203,065 | Jun 30, 2024 |
| ESSEX FINANCIAL SERVICES, INC. | 0.00% | 0.02% | 965 | 965 | 100.00% | 208,502 | Jun 30, 2024 |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | 0.00% | 0.07% | 494 | 494 | 100.00% | 97,459 | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | 0.00% | 0.03% | 491 | 491 | 100.00% | 96,712 | Jun 30, 2024 |
| 0.00% | 0.04% | 343 | 343 | 100.00% | 67,845 | Jun 30, 2024 | |
| TRIAD WEALTH PARTNERS, LLC | 0.00% | 0.02% | 222 | 222 | 100.00% | 43,734 | Jun 30, 2024 |
| ANFIELD CAPITAL MANAGEMENT, LLC | 0.00% | 0.02% | 196 | 196 | 100.00% | 38,612 | Jun 30, 2024 |
| FAMILY FIRM, INC. | 0.00% | 0.01% | 185 | 185 | 100.00% | 36,515 | Jun 30, 2024 |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.02% | 131 | 131 | 100.00% | 25,807 | Jun 30, 2024 |
| WOLFF WIESE MAGANA LLC | 0.00% | 0.02% | 100 | 100 | 100.00% | 19,700 | Jun 30, 2024 |
| 0.00% | 0.00% | 80 | 80 | 100.00% | 15,760 | Jun 30, 2024 | |
| RUEDI WEALTH MANAGEMENT, INC. | - | 0.00% | 49 | 49 | 100.00% | 9,653 | Jun 30, 2024 |
| FAIRWAY WEALTH LLC | - | 0.01% | 47 | 47 | 100.00% | 9,259 | Jun 30, 2024 |
| GILLILAND JETER WEALTH MANAGEMENT LLC | - | 0.00% | 26 | 26 | 100.00% | 5,122 | Jun 30, 2024 |
| PINERIDGE ADVISORS LLC | - | 0.00% | 24 | 24 | 100.00% | 4,728 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | - | 0.00% | 22 | 22 | 100.00% | 4,389 | Jun 30, 2024 |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | - | 0.00% | 18 | 18 | 100.00% | 3,546 | Jun 30, 2024 |
| TUCKER ASSET MANAGEMENT LLC | - | 0.00% | 11 | 11 | 100.00% | 2,167 | Jun 30, 2024 |
| BALDWIN BROTHERS LLC/MA | - | 0.00% | 8 | 8 | 100.00% | 1,576 | Jun 30, 2024 |
| UNIQUE WEALTH STRATEGIES, LLC | - | 0.00% | 8 | 8 | 100.00% | 1,639 | Jun 30, 2024 |
Broadridge Financial Solutions's largest new institutional shareholder by number of shares is NORGES BANK, purchased 447.23K shares, valued at $88.10M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FIL LTD | - | - | - | -45,461 | -100.00% | - | Jun 30, 2024 |
| BARLOW WEALTH PARTNERS, INC. | - | - | - | -35,108 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -32,274 | -100.00% | - | Jun 30, 2024 |
| GRAHAM CAPITAL MANAGEMENT, L.P. | - | - | - | -30,021 | -100.00% | - | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | - | - | - | -23,900 | -100.00% | - | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | - | - | - | -11,562 | -100.00% | - | Jun 30, 2024 |
| FRUTH INVESTMENT MANAGEMENT | - | - | - | -11,155 | -100.00% | - | Jun 30, 2024 |
| QUEST PARTNERS LLC | - | - | - | -8,342 | -100.00% | - | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -8,034 | -100.00% | - | Jun 30, 2024 |
| OXBOW ADVISORS, LLC | - | - | - | -6,806 | -100.00% | - | Jun 30, 2024 |
| DEAN CAPITAL MANAGEMENT | - | - | - | -6,667 | -100.00% | - | Jun 30, 2024 |
| GYL FINANCIAL SYNERGIES, LLC | - | - | - | -6,393 | -100.00% | - | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | - | - | - | -6,045 | -100.00% | - | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | - | - | - | -5,300 | -100.00% | - | Jun 30, 2024 |
| MACHINA CAPITAL S.A.S. | - | - | - | -4,910 | -100.00% | - | Jun 30, 2024 |
| JACKSON CREEK INVESTMENT ADVISORS LLC | - | - | - | -4,769 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -4,749 | -100.00% | - | Jun 30, 2024 |
| SIGNAL ADVISORS WEALTH, LLC | - | - | - | -4,500 | -100.00% | - | Jun 30, 2024 |
| BANQUE CANTONALE VAUDOISE | - | - | - | -4,449 | -100.00% | - | Jun 30, 2024 |
| LINCOLN NATIONAL CORP | - | - | - | -4,385 | -100.00% | - | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | - | - | - | -4,159 | -100.00% | - | Jun 30, 2024 |
| TEAMWORK FINANCIAL ADVISORS, LLC | - | - | - | -4,132 | -100.00% | - | Jun 30, 2024 |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | - | - | - | -4,009 | -100.00% | - | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | - | - | - | -3,602 | -100.00% | - | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (USA) CORP | - | - | - | -3,415 | -100.00% | - | Jun 30, 2024 |
| ISAM FUNDS (UK) LTD | - | - | - | -2,872 | -100.00% | - | Jun 30, 2024 |
| OLD NATIONAL BANCORP /IN/ | - | - | - | -2,769 | -100.00% | - | Jun 30, 2024 |
| ALBERTA INVESTMENT MANAGEMENT CORP | - | - | - | -2,600 | -100.00% | - | Jun 30, 2024 |
| MARSHALL WACE, LLP | - | - | - | -2,400 | -100.00% | - | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | - | - | - | -2,210 | -100.00% | - | Jun 30, 2024 |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | - | - | - | -2,163 | -100.00% | - | Jun 30, 2024 |
| FOGUTH WEALTH MANAGEMENT, LLC. | - | - | - | -2,035 | -100.00% | - | Jun 30, 2024 |
| BENCHMARK INVESTMENT ADVISORS LLC | - | - | - | -2,000 | -100.00% | - | Jun 30, 2024 |
| ARROW INVESTMENT ADVISORS, LLC | - | - | - | -1,603 | -100.00% | - | Jun 30, 2024 |
| RMB CAPITAL MANAGEMENT, LLC | - | - | - | -1,528 | -100.00% | - | Jun 30, 2024 |
| SIGMA PLANNING CORP | - | - | - | -1,515 | -100.00% | - | Jun 30, 2024 |
| EVERCORE WEALTH MANAGEMENT, LLC | - | - | - | -1,432 | -100.00% | - | Jun 30, 2024 |
| HEADLANDS TECHNOLOGIES LLC | - | - | - | -1,269 | -100.00% | - | Jun 30, 2024 |
| XTX TOPCO LTD | - | - | - | -1,255 | -100.00% | - | Jun 30, 2024 |
| TRUEWEALTH ADVISORS, LLC | - | - | - | -1,236 | -100.00% | - | Jun 30, 2024 |
| BROOKSTONE CAPITAL MANAGEMENT | - | - | - | -1,234 | -100.00% | - | Jun 30, 2024 |
| RIVER WEALTH ADVISORS LLC | - | - | - | -1,215 | -100.00% | - | Jun 30, 2024 |
| TWINBEECH CAPITAL LP | - | - | - | -1,106 | -100.00% | - | Jun 30, 2024 |
| CLARET ASSET MANAGEMENT CORP | - | - | - | -1,100 | -100.00% | - | Jun 30, 2024 |
| INSCRIPTION CAPITAL, LLC | - | - | - | -1,100 | -100.00% | - | Jun 30, 2024 |
| CTC ALTERNATIVE STRATEGIES, LTD. | - | - | - | -1,098 | -100.00% | - | Jun 30, 2024 |
| CEDAR BROOK FINANCIAL PARTNERS, LLC | - | - | - | -1,081 | -100.00% | - | Jun 30, 2024 |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | - | - | - | -1,071 | -100.00% | - | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | - | - | - | -1,062 | -100.00% | - | Jun 30, 2024 |
| OAK THISTLE LLC | - | - | - | -1,053 | -100.00% | - | Jun 30, 2024 |
| MOSELEY INVESTMENT MANAGEMENT INC | - | - | - | -1,010 | -100.00% | - | Jun 30, 2024 |
| LEDYARD NATIONAL BANK | - | - | - | -1,008 | -100.00% | - | Jun 30, 2024 |
| TRADITION WEALTH MANAGEMENT, LLC | - | - | - | -1,006 | -100.00% | - | Jun 30, 2024 |
| CROSS STAFF INVESTMENTS INC | - | - | - | -1,000 | -100.00% | - | Jun 30, 2024 |
| JMAC ENTERPRISES LLC | - | - | - | -1,000 | -100.00% | - | Jun 30, 2024 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | - | - | - | -1,000 | -100.00% | - | Jun 30, 2024 |
| BALENTINE LLC | - | - | - | -993 | -100.00% | - | Jun 30, 2024 |
| SYMPHONY FINANCIAL, LTD. CO. | - | - | - | -983 | -100.00% | - | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | - | - | - | -982 | -100.00% | - | Jun 30, 2024 |
| HYMAN CHARLES D | - | - | - | -977 | -100.00% | - | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -800 | -100.00% | - | Jun 30, 2024 |
| FIDELIS CAPITAL PARTNERS, LLC | - | - | - | -453 | -100.00% | - | Jun 30, 2024 |
| CANOPY PARTNERS, LLC | - | - | - | -401 | -100.00% | - | Jun 30, 2024 |
| CONCORD WEALTH PARTNERS | - | - | - | -391 | -100.00% | - | Jun 30, 2024 |
| TRUVESTMENTS CAPITAL LLC | - | - | - | -210 | -100.00% | - | Jun 30, 2024 |
| NEW COVENANT TRUST COMPANY, N.A. | - | - | - | -165 | -100.00% | - | Jun 30, 2024 |
| LIFESTEPS FINANCIAL, INC. | - | - | - | -155 | -100.00% | - | Jun 30, 2024 |
| HOLLENCREST CAPITAL MANAGEMENT | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | - | - | - | -97 | -100.00% | - | Jun 30, 2024 |
| IMPACT PARTNERSHIP WEALTH, LLC | - | - | - | -31 | -100.00% | - | Jun 30, 2024 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | - | - | - | -18 | -100.00% | - | Jun 30, 2024 |
| TD CAPITAL MANAGEMENT LLC | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
| HEXAGON CAPITAL PARTNERS LLC | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
| HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
Broadridge Financial Solutions's largest sold out institutional shareholder by shares sold is FIL LTD, sold -45.46K shares, valued at -, as of undefined.
Broadridge Financial Solutions Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| VOYAGEUR MUTUAL FUNDS III | 1.84% | 18,097 | -700 | -3.72% | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.73% | 900,000 | - | - | Mar 31, 2024 |
| New Age Alpha Trust | 1.27% | 4,420 | 4,420 | - | May 31, 2022 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.92% | 1,075,000 | - | - | Mar 28, 2024 |
| Jensen Quality Growth Fund Inc | 0.78% | 1,422,000 | - | - | Feb 29, 2024 |
| Fiera Capital Series Trust | 0.71% | 14,211 | - | - | Jun 30, 2023 |
| SCHWARTZ INVESTMENT TRUST | 0.55% | 3,200,000 | 3,200,000 | - | Mar 31, 2024 |
| Procure ETF Trust I | 0.47% | 165 | -33 | -16.67% | Jan 31, 2022 |
| T. Rowe Price U.S. Large-Cap Core Fund, Inc. | 0.42% | 724,307 | 9,207 | 1.29% | Mar 31, 2024 |
| Kelly Strategic ETF Trust | 0.41% | 11,055 | 4,414 | 66.47% | Feb 29, 2024 |
| COPLEY FUND INC /NV/ | 0.41% | 5,520 | - | - | Nov 30, 2022 |
| PARNASSUS FUNDS | 0.36% | 542,280 | -253,373 | -31.84% | Mar 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.32% | 373,700 | - | - | Mar 28, 2024 |
| Siren ETF Trust | 0.30% | 11,294 | 1,207 | 11.97% | Mar 31, 2024 |
| TAX-MANAGED GROWTH PORTFOLIO | 0.29% | 108,827 | - | - | Mar 31, 2024 |
| PIONEER EQUITY INCOME FUND | 0.28% | 62,968 | - | - | Jan 31, 2024 |
| Copeland Trust | 0.23% | 12,733 | 2,947 | 30.11% | Feb 29, 2024 |
| PIONEER BOND FUND /DE/ | 0.21% | 12,412,000 | - | - | Mar 28, 2024 |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | 0.21% | 72,846 | 7,175 | 10.93% | Mar 31, 2024 |
| T. Rowe Price Growth & Income Fund, Inc. | 0.20% | 202,940 | 202,940 | - | Dec 31, 2020 |
| NICHOLAS II, INC | 0.19% | 89,700 | - | - | Dec 31, 2023 |
| Eaton Vance Tax-Managed Buy-Write Strategy Fund | 0.18% | 2,010 | - | - | Mar 31, 2023 |
| DELAWARE GROUP INCOME FUNDS | 0.18% | 5,611,000 | - | - | Jan 31, 2024 |
| Capital Group Core Equity ETF | 0.17% | 37,297 | - | - | Feb 29, 2024 |
| T. Rowe Price Dividend Growth Fund, Inc. | 0.16% | 1,347,466 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.16% | 82,030 | - | - | Mar 31, 2024 |
| BNY MELLON APPRECIATION FUND, INC. | 0.15% | 34,900 | - | - | Mar 31, 2024 |
| JANUS ASPEN SERIES | 0.15% | 6,627,000 | - | - | Dec 31, 2023 |
| PIONEER SERIES TRUST XII | 0.15% | 109,179 | - | - | Feb 29, 2024 |
| Voya Global Advantage & Premium Opportunity Fund | 0.13% | 8,333 | - | - | Feb 29, 2024 |
| VOLUMETRIC FUND INC | 0.13% | 3,900 | - | - | Mar 31, 2024 |
| FENIMORE ASSET MANAGEMENT TRUST | 0.13% | 159,400 | - | - | Dec 31, 2023 |
| Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND | 0.13% | 26,136 | - | - | Feb 29, 2024 |
| DELAWARE GROUP ADVISER FUNDS | 0.13% | 5,289,000 | - | - | Jan 31, 2024 |
| Mairs & Power Funds Trust | 0.13% | 500,000 | - | - | Mar 31, 2022 |
| AMERICAN MUTUAL FUND | 0.12% | 1,151,356 | - | - | Jan 31, 2024 |
| T. Rowe Price Tax-Efficient Funds, Inc. | 0.10% | 9,161 | 1,700 | 22.79% | Feb 29, 2024 |
| JANUS INVESTMENT FUND | 0.09% | 26,709,000 | - | - | Dec 31, 2023 |
| EATON VANCE GROWTH TRUST | 0.09% | 945,223 | -9,274 | -0.97% | Mar 31, 2024 |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | 0.08% | 1,294,600 | -2,300 | -0.18% | Mar 31, 2024 |
| Reality Shares ETF Trust | 0.08% | 15,167 | 6,899 | 83.44% | Oct 30, 2020 |
| BNY MELLON FUNDS TRUST | 0.06% | 4,850,000 | - | - | Aug 31, 2023 |
| SCHRODER GLOBAL SERIES TRUST | 0.06% | 130 | -2,564 | -95.17% | Jan 31, 2021 |
| SCHWARTZ INVESTMENT TRUST | 0.06% | 369,000 | -5,000 | -1.34% | Mar 31, 2024 |
| DELAWARE VIP TRUST | 0.06% | 221,000 | - | - | Mar 28, 2024 |
| BNY MELLON VARIABLE INVESTMENT FUND | 0.06% | 14,475 | - | - | Mar 31, 2024 |
| T. Rowe Price U.S. Equity Research Fund, Inc. | 0.06% | 69,329 | -4,687 | -6.33% | Mar 31, 2024 |
| Nuveen Core Equity Alpha Fund | 0.05% | 3,859 | - | - | Mar 31, 2024 |
| Natixis ETF Trust II | 0.05% | 808 | - | - | Mar 31, 2024 |
| OPTIMUM FUND TRUST | 0.04% | 1,866,000 | - | - | Mar 28, 2024 |
| VIRTUS EQUITY TRUST | 0.04% | 318,908 | 25,251 | 8.60% | Mar 28, 2024 |
| VALUE LINE CENTURION FUND INC | 0.04% | 11,600 | - | - | Mar 31, 2022 |
| SPDR S&P 500 ETF TRUST | 0.04% | 1,431,301 | -33,166 | -2.26% | Mar 31, 2024 |
| Index Funds | 0.04% | 305 | -7 | -2.24% | Mar 31, 2024 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.04% | 112,627 | 727 | 0.65% | Mar 31, 2024 |
| Gateway Trust | 0.03% | 69,633 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.03% | 25,950 | - | - | Mar 31, 2024 |
| MARSICO INVESTMENT FUND | 0.03% | 39,343 | - | - | Mar 31, 2024 |
| TOCQUEVILLE TRUST | 0.03% | 4,000 | - | - | Jan 31, 2024 |
| Guggenheim Enhanced Equity Income Fund | 0.03% | 4,975 | -145 | -2.83% | Sep 30, 2021 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.03% | 282,710 | -45,891 | -13.97% | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.03% | 846,199 | -11,551 | -1.35% | Mar 31, 2024 |
| Engine No. 1 ETF Trust | 0.03% | 1,633 | -114 | -6.53% | Jan 31, 2024 |
| VANGUARD INDEX FUNDS | 0.03% | 11,328,124 | 72,576 | 0.64% | Mar 31, 2024 |
| Global Beta ETF Trust | 0.03% | 71 | -5 | -6.58% | May 31, 2022 |
| EATON VANCE SPECIAL INVESTMENT TRUST | 0.03% | 45,300 | -13,600 | -23.09% | Mar 31, 2024 |
| WASHINGTON MUTUAL INVESTORS FUND | 0.02% | 486,993 | -135,784 | -21.80% | Jan 31, 2024 |
| Nuveen S&P 500 BuyWrite Income Fund | 0.02% | 15,971 | - | - | Mar 31, 2024 |
| Virtus Dividend, Interest & Premium Strategy Fund | 0.02% | 54,459 | - | - | Jan 31, 2024 |
| T. Rowe Price Equity Funds, Inc. | 0.02% | 249,474 | -7,698 | -2.99% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.02% | 80,978 | -35,994 | -30.77% | Jan 31, 2024 |
| OSI ETF Trust | 0.02% | 3,437 | 189 | 5.82% | Mar 31, 2022 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ | 0.02% | 459,000 | - | - | Mar 28, 2024 |
| Absolute Shares Trust | 0.02% | 7,422 | 6,422 | 642.20% | Mar 31, 2024 |
| ALPS Series Trust | 0.02% | 161,800 | - | - | Mar 31, 2024 |
| Nushares ETF Trust | 0.02% | 127,262 | -9,402 | -6.88% | Jan 31, 2024 |
| Calvert Responsible Index Series, Inc. | 0.02% | 28,294 | 33 | 0.12% | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 0.02% | 14,100 | - | - | Dec 31, 2023 |
| SYNTAX ETF TRUST | 0.02% | 517 | -25 | -4.61% | Mar 31, 2024 |
| SCHWAB ANNUITY PORTFOLIOS | 0.02% | 5,836 | 229 | 4.08% | Mar 31, 2024 |
| VIRTUS ASSET TRUST | 0.02% | 410,000 | - | - | Mar 28, 2024 |
| T. Rowe Price Equity Series, Inc. | 0.02% | 25,012 | 365 | 1.48% | Mar 31, 2024 |
| SELECT SECTOR SPDR TRUST | 0.02% | 553,033 | 40,526 | 7.91% | Mar 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.02% | 30,972,000 | -180,000 | -0.58% | Feb 29, 2024 |
| DEUTSCHE DWS INSTITUTIONAL FUNDS | 0.01% | 4,546 | - | - | Mar 31, 2024 |
| TrimTabs ETF Trust | 0.01% | 9,147 | 9,147 | - | Jan 31, 2024 |
| AQUILA FUNDS TRUST | 0.01% | 13,000 | - | - | Mar 28, 2024 |
| AB BOND FUND, INC. | 0.01% | 1,460,000 | - | - | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 2,935 | - | - | Mar 31, 2024 |
| MASTER LARGE CAP SERIES LLC | 0.01% | 11,194 | - | - | Mar 31, 2022 |
| VANGUARD SPECIALIZED FUNDS | 0.01% | 674,196 | -965 | -0.14% | Jan 31, 2024 |
| STEWARD FUNDS, INC. | 0.01% | 29,157 | -3,815 | -11.57% | Jan 31, 2024 |
| BNY MELLON STOCK INDEX FUND, INC. | 0.01% | 8,429 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO | 0.01% | 4,535 | -169 | -3.59% | Mar 31, 2024 |
| Columbia ETF Trust I | 0.01% | 170,000 | - | - | Jan 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 5 | 0.01% | 5,365 | - | - | Jan 31, 2024 |
| BNY Mellon Investment Funds IV, Inc. | 0.01% | 150,000 | - | - | Jan 31, 2024 |
| VANGUARD HORIZON FUNDS | 0.01% | 238,803 | - | - | Mar 31, 2024 |
| BAIRD FUNDS INC | 0.01% | 11,300,000 | - | - | Mar 31, 2024 |
| JNL VARIABLE FUND LLC | 0.01% | 54,945 | -2,416 | -4.21% | Mar 31, 2020 |
Broadridge Financial Solutions's largest mutual fund holder by % of total assets is "VOYAGEUR MUTUAL FUNDS III", owning 18.10K shares, compromising 1.84% of its total assets.
Broadridge Financial Solutions Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 904 | -4.64% |
| 31 Mar, 24 | 948 | 3.04% |
| 31 Dec, 23 | 920 | 7.73% |
| 30 Sep, 23 | 854 | 4.27% |
| 30 Jun, 23 | 819 | 3.80% |
| 31 Mar, 23 | 789 | 0.77% |
| 31 Dec, 22 | 783 | -0.89% |
| 30 Sep, 22 | 790 | 3.67% |
| 30 Jun, 22 | 762 | -2.56% |
| 31 Mar, 22 | 782 | -5.67% |
| 31 Dec, 21 | 829 | 4.67% |
| 30 Sep, 21 | 792 | -0.50% |
| 30 Jun, 21 | 796 | 1.79% |
| 31 Mar, 21 | 782 | -2.01% |
| 31 Dec, 20 | 798 | 6.26% |
| 30 Sep, 20 | 751 | 2.74% |
| 30 Jun, 20 | 731 | 2.24% |
| 31 Mar, 20 | 715 | -6.17% |
| 31 Dec, 19 | 762 | 7.48% |
| 30 Sep, 19 | 709 | 0.14% |
| 30 Jun, 19 | 708 | -1.80% |
| 31 Mar, 19 | 721 | 0.28% |
| 31 Dec, 18 | 719 | -2.57% |
| 30 Sep, 18 | 738 | 6.49% |
| 30 Jun, 18 | 693 | 8.96% |
| 31 Mar, 18 | 636 | 4.78% |
| 31 Dec, 17 | 607 | 16.28% |
| 30 Sep, 17 | 522 | 0.97% |
| 30 Jun, 17 | 517 | 0.39% |
| 31 Mar, 17 | 515 | -1.72% |
| 31 Dec, 16 | 524 | -3.32% |
| 30 Sep, 16 | 542 | 4.84% |
| 30 Jun, 16 | 517 | 9.77% |
| 31 Mar, 16 | 471 | 0.43% |
| 31 Dec, 15 | 469 | 10.09% |
| 30 Sep, 15 | 426 | 2.16% |
| 30 Jun, 15 | 417 | -0.71% |
| 31 Mar, 15 | 420 | 5.79% |
| 31 Dec, 14 | 397 | 6.72% |
| 30 Sep, 14 | 372 | -0.80% |
| 30 Jun, 14 | 375 | 4.75% |
| 31 Mar, 14 | 358 | -0.28% |
| 31 Dec, 13 | 359 | 12.54% |
| 30 Sep, 13 | 319 | 12.72% |
| 30 Jun, 13 | 283 | 122.83% |
| 31 Mar, 13 | 127 | 1.60% |
| 31 Dec, 12 | 125 | 4.17% |
| 30 Sep, 12 | 120 | -4.76% |
| 30 Jun, 12 | 126 | -3.82% |
| 31 Mar, 12 | 131 | -0.76% |
| 31 Dec, 11 | 132 | 11.86% |
| 30 Sep, 11 | 118 | -7.81% |
| 30 Jun, 11 | 128 | 23.08% |
| 31 Mar, 11 | 104 | -3.70% |
| 31 Dec, 10 | 108 | 4.85% |
| 30 Sep, 10 | 103 | 6.19% |
| 30 Jun, 10 | 97 | -10.19% |
| 31 Mar, 10 | 108 | 4.85% |
| 31 Dec, 09 | 103 | -4.63% |
| 30 Sep, 09 | 108 | 0.93% |
| 30 Jun, 09 | 107 | 1.90% |
| 31 Mar, 09 | 105 | 3.96% |
| 31 Dec, 08 | 101 | 7.45% |
| 30 Sep, 08 | 94 | 4.44% |
| 30 Jun, 08 | 90 | -10.00% |
| 31 Mar, 08 | 100 | -2.91% |
| 31 Dec, 07 | 103 | 22.62% |
| 30 Sep, 07 | 84 | -15.15% |
| 30 Jun, 07 | 99 | 890.00% |
| 31 Mar, 07 | 10 | - |
As of 30 Jun 24, 904 institutions are holding Broadridge Financial Solutions's shares, representing a decrease of -4.64% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 104,879,327 | -0.12% |
| 31 Mar, 24 | 105,007,005 | -1.02% |
| 31 Dec, 23 | 106,087,339 | 1.34% |
| 30 Sep, 23 | 104,685,544 | -0.92% |
| 30 Jun, 23 | 105,653,871 | 0.36% |
| 31 Mar, 23 | 105,276,213 | 1.62% |
| 31 Dec, 22 | 103,593,444 | 0.70% |
| 30 Sep, 22 | 102,877,550 | 0.40% |
| 30 Jun, 22 | 102,465,625 | 0.54% |
| 31 Mar, 22 | 101,913,917 | 0.09% |
| 31 Dec, 21 | 101,817,697 | 0.49% |
| 30 Sep, 21 | 101,320,087 | -0.15% |
| 30 Jun, 21 | 101,476,198 | 0.89% |
| 31 Mar, 21 | 100,580,403 | 0.96% |
| 31 Dec, 20 | 99,624,269 | 0.35% |
| 30 Sep, 20 | 99,275,690 | -0.82% |
| 30 Jun, 20 | 100,095,986 | 1.15% |
| 31 Mar, 20 | 98,958,061 | 0.18% |
| 31 Dec, 19 | 98,782,180 | -1.32% |
| 30 Sep, 19 | 100,099,651 | -2.07% |
| 30 Jun, 19 | 102,216,100 | 3.56% |
| 31 Mar, 19 | 98,699,352 | 1.40% |
| 31 Dec, 18 | 97,335,504 | -1.34% |
| 30 Sep, 18 | 98,660,092 | -1.07% |
| 30 Jun, 18 | 99,729,517 | -1.59% |
| 31 Mar, 18 | 101,345,606 | 2.58% |
| 31 Dec, 17 | 98,796,105 | 0.25% |
| 30 Sep, 17 | 98,549,169 | -0.24% |
| 30 Jun, 17 | 98,785,630 | -1.69% |
| 31 Mar, 17 | 100,488,474 | -0.44% |
| 31 Dec, 16 | 100,928,615 | 0.40% |
| 30 Sep, 16 | 100,523,302 | -3.88% |
| 30 Jun, 16 | 104,579,998 | 1.02% |
| 31 Mar, 16 | 103,527,296 | 1.65% |
| 31 Dec, 15 | 101,850,027 | -8.41% |
| 30 Sep, 15 | 111,206,061 | 10.88% |
| 30 Jun, 15 | 100,293,485 | -1.65% |
| 31 Mar, 15 | 101,975,795 | -1.12% |
| 31 Dec, 14 | 103,132,258 | 1.01% |
| 30 Sep, 14 | 102,105,525 | -0.39% |
| 30 Jun, 14 | 102,501,990 | -1.91% |
| 31 Mar, 14 | 104,502,433 | -0.55% |
| 31 Dec, 13 | 105,078,587 | -2.76% |
| 30 Sep, 13 | 108,065,328 | 0.13% |
| 30 Jun, 13 | 107,921,017 | 81.17% |
| 31 Mar, 13 | 59,569,037 | -65.26% |
| 31 Dec, 12 | 171,492,548 | 264.04% |
| 30 Sep, 12 | 47,108,209 | -12.37% |
| 30 Jun, 12 | 53,759,363 | 24.97% |
| 31 Mar, 12 | 43,016,726 | -11.75% |
| 31 Dec, 11 | 48,741,700 | 6.66% |
| 30 Sep, 11 | 45,699,934 | -6.18% |
| 30 Jun, 11 | 48,711,953 | 8.44% |
| 31 Mar, 11 | 44,920,223 | 20.41% |
| 31 Dec, 10 | 37,304,557 | 7.76% |
| 30 Sep, 10 | 34,619,339 | -7.32% |
| 30 Jun, 10 | 37,352,795 | -4.74% |
| 31 Mar, 10 | 39,212,753 | 0.56% |
| 31 Dec, 09 | 38,994,512 | 15.97% |
| 30 Sep, 09 | 33,625,502 | 2.88% |
| 30 Jun, 09 | 32,685,324 | -9.46% |
| 31 Mar, 09 | 36,101,926 | -23.09% |
| 31 Dec, 08 | 46,942,744 | 16.57% |
| 30 Sep, 08 | 40,269,383 | 45.47% |
| 30 Jun, 08 | 27,682,312 | -15.10% |
| 31 Mar, 08 | 32,607,142 | -0.96% |
| 31 Dec, 07 | 32,924,063 | -2.77% |
| 30 Sep, 07 | 33,862,645 | -2.90% |
| 30 Jun, 07 | 34,872,557 | 3039.93% |
| 31 Mar, 07 | 1,110,614 | - |
Broadridge Financial Solutions (BR) has 104.88M shares outstanding as of 30 Jun 24, down -0.12% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 89.03% | 1.12% |
| 31 Mar, 24 | 89.22% | 1.10% |
| 31 Dec, 23 | 90.13% | 1.14% |
| 30 Sep, 23 | 88.94% | 1.10% |
| 30 Jun, 23 | 89.77% | 1.12% |
| 31 Mar, 23 | 89.44% | 1.15% |
| 31 Dec, 22 | 88.01% | 1.15% |
| 30 Sep, 22 | 87.56% | 1.15% |
| 30 Jun, 22 | 87.43% | 1.15% |
| 31 Mar, 22 | 87.26% | 1.14% |
| 31 Dec, 21 | 87.32% | 1.15% |
| 30 Sep, 21 | 87.19% | 1.13% |
| 30 Jun, 21 | 87.71% | 1.16% |
| 31 Mar, 21 | 86.86% | 1.17% |
| 31 Dec, 20 | 86.11% | 1.16% |
| 30 Sep, 20 | 86.10% | 1.14% |
| 30 Jun, 20 | 87.04% | 1.17% |
| 31 Mar, 20 | 86.35% | 1.16% |
| 31 Dec, 19 | 86.12% | 1.12% |
| 30 Sep, 19 | 87.50% | 1.12% |
| 30 Jun, 19 | 88.19% | 1.21% |
| 31 Mar, 19 | 85.31% | 1.22% |
| 31 Dec, 18 | 83.69% | 1.16% |
| 30 Sep, 18 | 84.76% | 1.17% |
| 30 Jun, 18 | 85.09% | 1.13% |
| 31 Mar, 18 | 86.69% | 1.21% |
| 31 Dec, 17 | 84.73% | 1.18% |
| 30 Sep, 17 | 84.59% | 1.21% |
| 30 Jun, 17 | 83.72% | 1.15% |
| 31 Mar, 17 | 85.30% | 1.18% |
| 31 Dec, 16 | 85.03% | 1.18% |
| 30 Sep, 16 | 84.83% | 1.09% |
| 30 Jun, 16 | 88.40% | 1.15% |
| 31 Mar, 16 | 87.59% | 1.19% |
| 31 Dec, 15 | 85.95% | 0.97% |
| 30 Sep, 15 | 94.00% | 1.31% |
| 30 Jun, 15 | 84.78% | 1.19% |
| 31 Mar, 15 | 84.56% | 1.15% |
| 31 Dec, 14 | 85.80% | 1.18% |
| 30 Sep, 14 | 85.23% | 1.16% |
| 30 Jun, 14 | 85.70% | 1.12% |
| 31 Mar, 14 | 87.30% | 1.12% |
| 31 Dec, 13 | 88.15% | 1.07% |
| 30 Sep, 13 | 90.73% | 1.13% |
| 30 Jun, 13 | 89.49% | 3.70% |
| 31 Mar, 13 | 49.15% | 0.25% |
| 31 Dec, 12 | 140.57% | 9.74% |
| 30 Sep, 12 | 37.99% | 2.02% |
| 30 Jun, 12 | 43.32% | 3.60% |
| 31 Mar, 12 | 34.69% | 2.23% |
| 31 Dec, 11 | 39.40% | 2.89% |
| 30 Sep, 11 | 36.94% | 2.37% |
| 30 Jun, 11 | 39.44% | 3.02% |
| 31 Mar, 11 | 36.17% | 4.06% |
| 31 Dec, 10 | 29.84% | 3.98% |
| 30 Sep, 10 | 27.37% | 3.14% |
| 30 Jun, 10 | 29.53% | 3.49% |
| 31 Mar, 10 | 29.09% | 3.52% |
| 31 Dec, 09 | 28.74% | 4.85% |
| 30 Sep, 09 | 24.35% | 4.35% |
| 30 Jun, 09 | 23.67% | 3.53% |
| 31 Mar, 09 | 25.88% | 2.31% |
| 31 Dec, 08 | 33.48% | 4.07% |
| 30 Sep, 08 | 28.68% | 7.38% |
| 30 Jun, 08 | 19.72% | 3.63% |
| 31 Mar, 08 | 23.31% | 4.17% |
| 31 Dec, 07 | 23.64% | 3.99% |
| 30 Sep, 07 | 24.34% | 3.86% |
| 30 Jun, 07 | 25.12% | 3923.93% |
| 31 Mar, 07 | 0.80% | - |
As of 30 Jun 24, Broadridge Financial Solutions is held by 89.03% institutional shareholders, representing a 1.12% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 429 | -6.74% |
| 31 Mar, 24 | 460 | 10.84% |
| 31 Dec, 23 | 415 | 11.26% |
| 30 Sep, 23 | 373 | -2.36% |
| 30 Jun, 23 | 382 | 0.79% |
| 31 Mar, 23 | 379 | 2.16% |
| 31 Dec, 22 | 371 | 7.54% |
| 30 Sep, 22 | 345 | 2.68% |
| 30 Jun, 22 | 336 | -3.72% |
| 31 Mar, 22 | 349 | -13.18% |
| 31 Dec, 21 | 402 | 22.19% |
| 30 Sep, 21 | 329 | -11.08% |
| 30 Jun, 21 | 370 | 1.65% |
| 31 Mar, 21 | 364 | -1.09% |
| 31 Dec, 20 | 368 | 14.29% |
| 30 Sep, 20 | 322 | -2.13% |
| 30 Jun, 20 | 329 | -0.30% |
| 31 Mar, 20 | 330 | -13.39% |
| 31 Dec, 19 | 381 | 39.05% |
| 30 Sep, 19 | 274 | -2.84% |
| 30 Jun, 19 | 282 | -17.30% |
| 31 Mar, 19 | 341 | 13.67% |
| 31 Dec, 18 | 300 | -1.64% |
| 30 Sep, 18 | 305 | 4.10% |
| 30 Jun, 18 | 293 | 11.41% |
| 31 Mar, 18 | 263 | -10.54% |
| 31 Dec, 17 | 294 | 34.86% |
| 30 Sep, 17 | 218 | -6.44% |
| 30 Jun, 17 | 233 | 1.75% |
| 31 Mar, 17 | 229 | -12.60% |
| 31 Dec, 16 | 262 | 15.42% |
| 30 Sep, 16 | 227 | -8.47% |
| 30 Jun, 16 | 248 | 11.21% |
| 31 Mar, 16 | 223 | -9.72% |
| 31 Dec, 15 | 247 | 32.09% |
| 30 Sep, 15 | 187 | -1.58% |
| 30 Jun, 15 | 190 | 1.60% |
| 31 Mar, 15 | 187 | 0.54% |
| 31 Dec, 14 | 186 | 19.23% |
| 30 Sep, 14 | 156 | -8.24% |
| 30 Jun, 14 | 170 | 5.59% |
| 31 Mar, 14 | 161 | -5.85% |
| 31 Dec, 13 | 171 | 14.77% |
| 30 Sep, 13 | 149 | -28.37% |
| 30 Jun, 13 | 208 | 225.00% |
| 31 Mar, 13 | 64 | - |
| 31 Dec, 12 | 64 | 14.29% |
| 30 Sep, 12 | 56 | -1.75% |
| 30 Jun, 12 | 57 | - |
| 31 Mar, 12 | 57 | -12.31% |
| 31 Dec, 11 | 65 | 20.37% |
| 30 Sep, 11 | 54 | -19.40% |
| 30 Jun, 11 | 67 | 42.55% |
| 31 Mar, 11 | 47 | -18.97% |
| 31 Dec, 10 | 58 | 38.10% |
| 30 Sep, 10 | 42 | - |
| 30 Jun, 10 | 42 | -32.26% |
| 31 Mar, 10 | 62 | 24.00% |
| 31 Dec, 09 | 50 | 4.17% |
| 30 Sep, 09 | 48 | -7.69% |
| 30 Jun, 09 | 52 | -8.77% |
| 31 Mar, 09 | 57 | - |
| 31 Dec, 08 | 57 | 21.28% |
| 30 Sep, 08 | 47 | -2.08% |
| 30 Jun, 08 | 48 | 2.13% |
| 31 Mar, 08 | 47 | -24.19% |
| 31 Dec, 07 | 62 | 40.91% |
| 30 Sep, 07 | 44 | -53.19% |
| 30 Jun, 07 | 94 | 840.00% |
| 31 Mar, 07 | 10 | - |
429 institutional shareholders have increased their position in BR stock as of 30 Jun 24 compared to 460 in the previous quarter (a -6.74% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 314 | -3.38% |
| 31 Mar, 24 | 325 | -7.67% |
| 31 Dec, 23 | 352 | 8.98% |
| 30 Sep, 23 | 323 | 22.35% |
| 30 Jun, 23 | 264 | 3.53% |
| 31 Mar, 23 | 255 | -5.90% |
| 31 Dec, 22 | 271 | -4.91% |
| 30 Sep, 22 | 285 | 7.55% |
| 30 Jun, 22 | 265 | -5.02% |
| 31 Mar, 22 | 279 | 8.98% |
| 31 Dec, 21 | 256 | -6.23% |
| 30 Sep, 21 | 273 | 10.98% |
| 30 Jun, 21 | 246 | -2.77% |
| 31 Mar, 21 | 253 | -8.00% |
| 31 Dec, 20 | 275 | -1.43% |
| 30 Sep, 20 | 279 | 5.68% |
| 30 Jun, 20 | 264 | 11.39% |
| 31 Mar, 20 | 237 | 10.75% |
| 31 Dec, 19 | 214 | -19.85% |
| 30 Sep, 19 | 267 | -4.30% |
| 30 Jun, 19 | 279 | 22.37% |
| 31 Mar, 19 | 228 | -17.99% |
| 31 Dec, 18 | 278 | -2.46% |
| 30 Sep, 18 | 285 | 10.04% |
| 30 Jun, 18 | 259 | 5.71% |
| 31 Mar, 18 | 245 | 26.94% |
| 31 Dec, 17 | 193 | -2.53% |
| 30 Sep, 17 | 198 | 14.45% |
| 30 Jun, 17 | 173 | -2.26% |
| 31 Mar, 17 | 177 | 15.69% |
| 31 Dec, 16 | 153 | -23.88% |
| 30 Sep, 16 | 201 | 13.56% |
| 30 Jun, 16 | 177 | 12.74% |
| 31 Mar, 16 | 157 | 12.14% |
| 31 Dec, 15 | 140 | -12.50% |
| 30 Sep, 15 | 160 | 11.11% |
| 30 Jun, 15 | 144 | -8.28% |
| 31 Mar, 15 | 157 | 18.94% |
| 31 Dec, 14 | 132 | 3.94% |
| 30 Sep, 14 | 127 | - |
| 30 Jun, 14 | 127 | 1.60% |
| 31 Mar, 14 | 125 | 6.84% |
| 31 Dec, 13 | 117 | 9.35% |
| 30 Sep, 13 | 107 | 132.61% |
| 30 Jun, 13 | 46 | 35.29% |
| 31 Mar, 13 | 34 | -2.86% |
| 31 Dec, 12 | 35 | -2.78% |
| 30 Sep, 12 | 36 | -14.29% |
| 30 Jun, 12 | 42 | 2.44% |
| 31 Mar, 12 | 41 | 7.89% |
| 31 Dec, 11 | 38 | -9.52% |
| 30 Sep, 11 | 42 | 10.53% |
| 30 Jun, 11 | 38 | 5.56% |
| 31 Mar, 11 | 36 | 16.13% |
| 31 Dec, 10 | 31 | -22.50% |
| 30 Sep, 10 | 40 | 5.26% |
| 30 Jun, 10 | 38 | 26.67% |
| 31 Mar, 10 | 30 | -21.05% |
| 31 Dec, 09 | 38 | -13.64% |
| 30 Sep, 09 | 44 | 25.71% |
| 30 Jun, 09 | 35 | -7.89% |
| 31 Mar, 09 | 38 | 22.58% |
| 31 Dec, 08 | 31 | -3.13% |
| 30 Sep, 08 | 32 | -3.03% |
| 30 Jun, 08 | 33 | -8.33% |
| 31 Mar, 08 | 36 | 24.14% |
| 31 Dec, 07 | 29 | -6.45% |
| 30 Sep, 07 | 31 | 933.33% |
| 30 Jun, 07 | 3 | - |
| 31 Mar, 07 | - | - |
314 institutional shareholders have reduced their position in BR stock as of 30 Jun 24 compared to 325 in the previous quarter (a -3.38% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 904 | -4.64% | 104,879,327 | -0.12% | 89.03% | 1.12% | 429 | -6.74% | 314 | -3.38% |
| 31 Mar, 24 | 948 | 3.04% | 105,007,005 | -1.02% | 89.22% | 1.10% | 460 | 10.84% | 325 | -7.67% |
| 31 Dec, 23 | 920 | 7.73% | 106,087,339 | 1.34% | 90.13% | 1.14% | 415 | 11.26% | 352 | 8.98% |
| 30 Sep, 23 | 854 | 4.27% | 104,685,544 | -0.92% | 88.94% | 1.10% | 373 | -2.36% | 323 | 22.35% |
| 30 Jun, 23 | 819 | 3.80% | 105,653,871 | 0.36% | 89.77% | 1.12% | 382 | 0.79% | 264 | 3.53% |
| 31 Mar, 23 | 789 | 0.77% | 105,276,213 | 1.62% | 89.44% | 1.15% | 379 | 2.16% | 255 | -5.90% |
| 31 Dec, 22 | 783 | -0.89% | 103,593,444 | 0.70% | 88.01% | 1.15% | 371 | 7.54% | 271 | -4.91% |
| 30 Sep, 22 | 790 | 3.67% | 102,877,550 | 0.40% | 87.56% | 1.15% | 345 | 2.68% | 285 | 7.55% |
| 30 Jun, 22 | 762 | -2.56% | 102,465,625 | 0.54% | 87.43% | 1.15% | 336 | -3.72% | 265 | -5.02% |
| 31 Mar, 22 | 782 | -5.67% | 101,913,917 | 0.09% | 87.26% | 1.14% | 349 | -13.18% | 279 | 8.98% |
| 31 Dec, 21 | 829 | 4.67% | 101,817,697 | 0.49% | 87.32% | 1.15% | 402 | 22.19% | 256 | -6.23% |
| 30 Sep, 21 | 792 | -0.50% | 101,320,087 | -0.15% | 87.19% | 1.13% | 329 | -11.08% | 273 | 10.98% |
| 30 Jun, 21 | 796 | 1.79% | 101,476,198 | 0.89% | 87.71% | 1.16% | 370 | 1.65% | 246 | -2.77% |
| 31 Mar, 21 | 782 | -2.01% | 100,580,403 | 0.96% | 86.86% | 1.17% | 364 | -1.09% | 253 | -8.00% |
| 31 Dec, 20 | 798 | 6.26% | 99,624,269 | 0.35% | 86.11% | 1.16% | 368 | 14.29% | 275 | -1.43% |
| 30 Sep, 20 | 751 | 2.74% | 99,275,690 | -0.82% | 86.10% | 1.14% | 322 | -2.13% | 279 | 5.68% |
| 30 Jun, 20 | 731 | 2.24% | 100,095,986 | 1.15% | 87.04% | 1.17% | 329 | -0.30% | 264 | 11.39% |
| 31 Mar, 20 | 715 | -6.17% | 98,958,061 | 0.18% | 86.35% | 1.16% | 330 | -13.39% | 237 | 10.75% |
| 31 Dec, 19 | 762 | 7.48% | 98,782,180 | -1.32% | 86.12% | 1.12% | 381 | 39.05% | 214 | -19.85% |
| 30 Sep, 19 | 709 | 0.14% | 100,099,651 | -2.07% | 87.50% | 1.12% | 274 | -2.84% | 267 | -4.30% |
| 30 Jun, 19 | 708 | -1.80% | 102,216,100 | 3.56% | 88.19% | 1.21% | 282 | -17.30% | 279 | 22.37% |
| 31 Mar, 19 | 721 | 0.28% | 98,699,352 | 1.40% | 85.31% | 1.22% | 341 | 13.67% | 228 | -17.99% |
| 31 Dec, 18 | 719 | -2.57% | 97,335,504 | -1.34% | 83.69% | 1.16% | 300 | -1.64% | 278 | -2.46% |
| 30 Sep, 18 | 738 | 6.49% | 98,660,092 | -1.07% | 84.76% | 1.17% | 305 | 4.10% | 285 | 10.04% |
| 30 Jun, 18 | 693 | 8.96% | 99,729,517 | -1.59% | 85.09% | 1.13% | 293 | 11.41% | 259 | 5.71% |
| 31 Mar, 18 | 636 | 4.78% | 101,345,606 | 2.58% | 86.69% | 1.21% | 263 | -10.54% | 245 | 26.94% |
| 31 Dec, 17 | 607 | 16.28% | 98,796,105 | 0.25% | 84.73% | 1.18% | 294 | 34.86% | 193 | -2.53% |
| 30 Sep, 17 | 522 | 0.97% | 98,549,169 | -0.24% | 84.59% | 1.21% | 218 | -6.44% | 198 | 14.45% |
| 30 Jun, 17 | 517 | 0.39% | 98,785,630 | -1.69% | 83.72% | 1.15% | 233 | 1.75% | 173 | -2.26% |
| 31 Mar, 17 | 515 | -1.72% | 100,488,474 | -0.44% | 85.30% | 1.18% | 229 | -12.60% | 177 | 15.69% |
| 31 Dec, 16 | 524 | -3.32% | 100,928,615 | 0.40% | 85.03% | 1.18% | 262 | 15.42% | 153 | -23.88% |
| 30 Sep, 16 | 542 | 4.84% | 100,523,302 | -3.88% | 84.83% | 1.09% | 227 | -8.47% | 201 | 13.56% |
| 30 Jun, 16 | 517 | 9.77% | 104,579,998 | 1.02% | 88.40% | 1.15% | 248 | 11.21% | 177 | 12.74% |
| 31 Mar, 16 | 471 | 0.43% | 103,527,296 | 1.65% | 87.59% | 1.19% | 223 | -9.72% | 157 | 12.14% |
| 31 Dec, 15 | 469 | 10.09% | 101,850,027 | -8.41% | 85.95% | 0.97% | 247 | 32.09% | 140 | -12.50% |
| 30 Sep, 15 | 426 | 2.16% | 111,206,061 | 10.88% | 94.00% | 1.31% | 187 | -1.58% | 160 | 11.11% |
| 30 Jun, 15 | 417 | -0.71% | 100,293,485 | -1.65% | 84.78% | 1.19% | 190 | 1.60% | 144 | -8.28% |
| 31 Mar, 15 | 420 | 5.79% | 101,975,795 | -1.12% | 84.56% | 1.15% | 187 | 0.54% | 157 | 18.94% |
| 31 Dec, 14 | 397 | 6.72% | 103,132,258 | 1.01% | 85.80% | 1.18% | 186 | 19.23% | 132 | 3.94% |
| 30 Sep, 14 | 372 | -0.80% | 102,105,525 | -0.39% | 85.23% | 1.16% | 156 | -8.24% | 127 | - |
| 30 Jun, 14 | 375 | 4.75% | 102,501,990 | -1.91% | 85.70% | 1.12% | 170 | 5.59% | 127 | 1.60% |
| 31 Mar, 14 | 358 | -0.28% | 104,502,433 | -0.55% | 87.30% | 1.12% | 161 | -5.85% | 125 | 6.84% |
| 31 Dec, 13 | 359 | 12.54% | 105,078,587 | -2.76% | 88.15% | 1.07% | 171 | 14.77% | 117 | 9.35% |
| 30 Sep, 13 | 319 | 12.72% | 108,065,328 | 0.13% | 90.73% | 1.13% | 149 | -28.37% | 107 | 132.61% |
| 30 Jun, 13 | 283 | 122.83% | 107,921,017 | 81.17% | 89.49% | 3.70% | 208 | 225.00% | 46 | 35.29% |
| 31 Mar, 13 | 127 | 1.60% | 59,569,037 | -65.26% | 49.15% | 0.25% | 64 | - | 34 | -2.86% |
| 31 Dec, 12 | 125 | 4.17% | 171,492,548 | 264.04% | 140.57% | 9.74% | 64 | 14.29% | 35 | -2.78% |
| 30 Sep, 12 | 120 | -4.76% | 47,108,209 | -12.37% | 37.99% | 2.02% | 56 | -1.75% | 36 | -14.29% |
| 30 Jun, 12 | 126 | -3.82% | 53,759,363 | 24.97% | 43.32% | 3.60% | 57 | - | 42 | 2.44% |
| 31 Mar, 12 | 131 | -0.76% | 43,016,726 | -11.75% | 34.69% | 2.23% | 57 | -12.31% | 41 | 7.89% |
| 31 Dec, 11 | 132 | 11.86% | 48,741,700 | 6.66% | 39.40% | 2.89% | 65 | 20.37% | 38 | -9.52% |
| 30 Sep, 11 | 118 | -7.81% | 45,699,934 | -6.18% | 36.94% | 2.37% | 54 | -19.40% | 42 | 10.53% |
| 30 Jun, 11 | 128 | 23.08% | 48,711,953 | 8.44% | 39.44% | 3.02% | 67 | 42.55% | 38 | 5.56% |
| 31 Mar, 11 | 104 | -3.70% | 44,920,223 | 20.41% | 36.17% | 4.06% | 47 | -18.97% | 36 | 16.13% |
| 31 Dec, 10 | 108 | 4.85% | 37,304,557 | 7.76% | 29.84% | 3.98% | 58 | 38.10% | 31 | -22.50% |
| 30 Sep, 10 | 103 | 6.19% | 34,619,339 | -7.32% | 27.37% | 3.14% | 42 | - | 40 | 5.26% |
| 30 Jun, 10 | 97 | -10.19% | 37,352,795 | -4.74% | 29.53% | 3.49% | 42 | -32.26% | 38 | 26.67% |
| 31 Mar, 10 | 108 | 4.85% | 39,212,753 | 0.56% | 29.09% | 3.52% | 62 | 24.00% | 30 | -21.05% |
| 31 Dec, 09 | 103 | -4.63% | 38,994,512 | 15.97% | 28.74% | 4.85% | 50 | 4.17% | 38 | -13.64% |
| 30 Sep, 09 | 108 | 0.93% | 33,625,502 | 2.88% | 24.35% | 4.35% | 48 | -7.69% | 44 | 25.71% |
| 30 Jun, 09 | 107 | 1.90% | 32,685,324 | -9.46% | 23.67% | 3.53% | 52 | -8.77% | 35 | -7.89% |
| 31 Mar, 09 | 105 | 3.96% | 36,101,926 | -23.09% | 25.88% | 2.31% | 57 | - | 38 | 22.58% |
| 31 Dec, 08 | 101 | 7.45% | 46,942,744 | 16.57% | 33.48% | 4.07% | 57 | 21.28% | 31 | -3.13% |
| 30 Sep, 08 | 94 | 4.44% | 40,269,383 | 45.47% | 28.68% | 7.38% | 47 | -2.08% | 32 | -3.03% |
| 30 Jun, 08 | 90 | -10.00% | 27,682,312 | -15.10% | 19.72% | 3.63% | 48 | 2.13% | 33 | -8.33% |
| 31 Mar, 08 | 100 | -2.91% | 32,607,142 | -0.96% | 23.31% | 4.17% | 47 | -24.19% | 36 | 24.14% |
| 31 Dec, 07 | 103 | 22.62% | 32,924,063 | -2.77% | 23.64% | 3.99% | 62 | 40.91% | 29 | -6.45% |
| 30 Sep, 07 | 84 | -15.15% | 33,862,645 | -2.90% | 24.34% | 3.86% | 44 | -53.19% | 31 | 933.33% |
| 30 Jun, 07 | 99 | 890.00% | 34,872,557 | 3039.93% | 25.12% | 3923.93% | 94 | 840.00% | 3 | - |
| 31 Mar, 07 | 10 | - | 1,110,614 | - | 0.80% | - | 10 | - | - | - |
Broadridge Financial Solutions Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Broadridge Financial Solutions's stock was made by Gokey Timothy C on Aug 16 2024, selling 25,000 shares at $209.11 per share (valued at $5.23M).
Broadridge Financial Solutions Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2025 | - | 3 | - |
| Q3 2024 | 28 | 18 | 155.56% |
| Q2 2024 | 24 | 14 | 171.43% |
| Q1 2024 | 30 | 7 | 428.57% |
| Q4 2023 | 44 | 17 | 258.82% |
| Q3 2023 | 43 | 33 | 130.30% |
| Q2 2023 | 30 | 30 | 100.00% |
| Q1 2023 | 28 | 3 | 933.33% |
| Q4 2022 | 44 | 6 | 733.33% |
| Q3 2022 | 35 | 32 | 109.38% |
| Q2 2022 | 16 | 12 | 133.33% |
| Q1 2022 | 37 | 15 | 246.67% |
| Q4 2021 | 61 | 48 | 127.08% |
| Q3 2021 | 54 | 32 | 168.75% |
| Q2 2021 | 18 | 18 | 100.00% |
| Q1 2021 | 39 | 24 | 162.50% |
| Q4 2020 | 47 | 21 | 223.81% |
| Q3 2020 | 50 | 43 | 116.28% |
| Q2 2020 | 30 | 47 | 63.83% |
| Q1 2020 | 34 | 9 | 377.78% |
0 total buy trades, and 3 total sell trades (buy/sell ratio of 0.00%) were made by Broadridge Financial Solutions's insiders, as of Q1 2025.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2025 | - | - | - |
| Q3 2024 | - | 7 | - |
| Q2 2024 | - | 2 | - |
| Q1 2024 | - | 4 | - |
| Q4 2023 | - | 9 | - |
| Q3 2023 | - | 18 | - |
| Q2 2023 | - | 9 | - |
| Q1 2023 | - | 1 | - |
| Q4 2022 | - | 5 | - |
| Q3 2022 | - | 15 | - |
| Q2 2022 | - | - | - |
| Q1 2022 | - | 1 | - |
| Q4 2021 | - | 22 | - |
| Q3 2021 | - | 18 | - |
| Q2 2021 | - | 1 | - |
| Q1 2021 | - | 7 | - |
| Q4 2020 | - | 11 | - |
| Q3 2020 | - | 23 | - |
| Q2 2020 | - | 20 | - |
| Q1 2020 | 1 | 4 | 25.00% |
As of Q1 2025, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Broadridge Financial Solutions's stocks.
Broadridge Financial Solutions Peer Ownership
| Ticker | Company |
|---|---|
| PRFT | Perficient, Inc. |
| G | Genpact Limited |
| FISV | Fiserv, Inc. |
| IT | Gartner, Inc. |
| LDOS | Leidos Holdings, Inc. |
| CACI | CACI International Inc |
| ASGN | ASGN Incorporated |
| JKHY | Jack Henry & Associates, Inc. |
| EXLS | ExlService Holdings, Inc. |
| WNS | WNS (Holdings) Limited |
| CDW | CDW Corporation |
| FIS | Fidelity National Information Services, Inc. |
| CLVT | Clarivate Plc |
| INFY | Infosys Limited |
| SAIC | Science Applications International Corporation |
| PSN | Parsons Corporation |
BR Ownership FAQ
Who Owns Broadridge Financial Solutions?
Broadridge Financial Solutions is owned by institutional shareholders (89.03%), insiders (0.70%), and public (10.26%). The largest institutional shareholder of Broadridge Financial Solutions is VANGUARD GROUP INC (12.13% of total shares) and the top mutual fund owner is VOYAGEUR MUTUAL FUNDS III (1.84% of total shares).
Who are the major institutional shareholders of Broadridge Financial Solutions?
Broadridge Financial Solutions's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., MORGAN STANLEY, STATE STREET CORP, and PRICE T ROWE ASSOCIATES INC /MD/. The top five shareholders own together 33.35% of the company's share outstanding.
How many Broadridge Financial Solutions shareholders are there?
As of Jun 2024, there are 904 institutional shareholders of Broadridge Financial Solutions.
What percentage of Broadridge Financial Solutions is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 14.29M shares of Broadridge Financial Solutions, representing 12.13% of the company's total shares outstanding, valued at $2.81B (as of Jun 2024).
What percentage of Broadridge Financial Solutions is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 10.13M shares of Broadridge Financial Solutions (BR), compromising 8.60% of the company, valued at $1.99B.
What percentage of Broadridge Financial Solutions is owned by MORGAN STANLEY?
MORGAN STANLEY is the third largest holder of Broadridge Financial Solutions. The company owns 5.72M of the company's shares outstanding (worth $1.13B).