BR icon

Broadridge

1,000 hedge funds and large institutions have $22.2B invested in Broadridge in 2024 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 354 increasing their positions, 350 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,000
Holders Change
+83
Holders Change %
+9.05%
% of All Funds
14.46%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
138
Increased
354
Reduced
350
Closed
47
Calls
$37.1M
Puts
$6.51M
Net Calls
+$30.6M
Net Calls Change
+$28.8M
Name Holding Trade Value Shares
Change
Shares
Change %
PSB
876
Piscataqua Savings Bank
New Hampshire
$50.5K +$23.7K +110 +88%
LFA
877
LGT Financial Advisors
Texas
$49.6K -$26.2K -122 -35%
ADL
878
Asset Dedication LLC
California
$49.2K -$25.2K -117 -34%
BCM
879
Blume Capital Management
California
$49.2K
FRA
880
Front Row Advisors
California
$48.6K -$32K -148 -40%
CPBTD
881
Central Pacific Bank - Trust Division
Hawaii
$48.2K -$432K -2,007 -90%
BGAI
882
Bruce G. Allen Investments
Colorado
$47.5K -$39.1K -182 -45%
AWM
883
Avior Wealth Management
Nebraska
$46.9K +$1.29K +6 +3%
TC
884
Truvestments Capital
Florida
$45.4K +$45.4K +211 New
RWM
885
Reston Wealth Management
Virginia
$45.4K +$45.4K +211 New
ACM
886
Anfield Capital Management
California
$42.1K
FWM
887
FSA Wealth Management
Massachusetts
$39.5K +$39.5K +184 New
HBW
888
Hazlett, Burt & Watson
West Virginia
$38K +$38K +175 New
EPW
889
Evergreen Private Wealth
Colorado
$37.4K +$37.4K +174 New
RIL
890
Rothschild Investment LLC
Illinois
$36.3K +$1.51K +7 +4%
MCM
891
Manchester Capital Management
Vermont
$36.1K
ST
892
Smithfield Trust
Pennsylvania
$36K
SCA
893
Stuart Chaussee & Associates
California
$35.1K
CIA
894
Cape Investment Advisory
Georgia
$34.4K -$12K -56 -26%
JWA
895
JFS Wealth Advisors
Pennsylvania
$33.8K +$431 +2 +1%
SSB
896
Sandy Spring Bank
Maryland
$32.9K -$2.37K -11 -7%
TWD
897
True Wealth Design
Ohio
$32K +$30.5K +142 +2,029%
OAJ
898
Ogorek Anthony Joseph
New York
$32K +$209 +1 +0.7%
LFG
899
Larson Financial Group
Missouri
$26.2K +$3.43K +16 +15%
BWL
900
Bogart Wealth LLC
Virginia
$26K +$20.6K +96 +384%