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Broadridge

917 hedge funds and large institutions have $20.8B invested in Broadridge in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 374 increasing their positions, 322 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
-15
Holders Change %
-1.61%
% of All Funds
13.34%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
73
Increased
374
Reduced
322
Closed
74
Calls
$12.7M
Puts
$10.8M
Net Calls
+$1.87M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Shares
Change %
WIA
826
Wetzel Investment Advisors
Indiana
$23K
OC
827
Oakworth Capital
Alabama
$21.5K
Lazard Asset Management
828
Lazard Asset Management
New York
$21K -$32K -166 -60%
CA
829
Centerpoint Advisors
Massachusetts
$21K -$194 -1 -0.9%
LFG
830
Larson Financial Group
Missouri
$20.9K
QL
831
Quarry LP
New York
$20.9K -$3.55K -18 -15%
CT
832
Clearstead Trust
Maine
$20.9K
WWM
833
Wolff Wiese Magana
California
$19.7K +$19.7K +100 New
CA
834
Continuum Advisory
Idaho
$19.5K +$394 +2 +2%
AWM
835
Atticus Wealth Management
Florida
$18.7K
IBOK
836
Independence Bank of Kentucky
Kentucky
$18.7K
CAL
837
Capital Analysts LLC
Pennsylvania
$17K
CFO
838
CVA Family Office
Colorado
$16.4K +$591 +3 +4%
SS
839
Sunbelt Securities
Texas
$16.1K -$1.57K -8 -9%
FMII
840
Farmers & Merchants Investments Inc
Nebraska
$16K
FFA
841
Fairfield Financial Advisors
Massachusetts
$15.8K +$15.8K +80 New
NBT
842
Northwest Bank & Trust
Iowa
$15.4K
WBC
843
West Branch Capital
Massachusetts
$15.2K
SIC
844
Salem Investment Counselors
North Carolina
$14.8K
WWP
845
WR Wealth Planners
Missouri
$14.6K +$985 +5 +7%
POIA
846
Pin Oak Investment Advisors
Texas
$14K
AGWCA
847
Annis Gardner Whiting Capital Advisors
Florida
$13.8K -$989 -5 -7%
PWMG
848
Private Wealth Management Group
New Jersey
$13.6K
FUBT
849
First United Bank & Trust
Maryland
$12.6K
RA
850
Rise Advisors
New York
$12.5K