Institutional shares held 106 Million
171K calls
29.4K puts
Total value of holdings $23.8B
$38.5M calls
$6.63M puts
Market Cap $34.8B
154,460,992 Shares Out.
Institutional ownership 68.46%
# of Institutions 1,078


Latest Institutional Activity in BR

Top Purchases

Q3 2024
Amundi Shares Held: 903K ($204M)
Q3 2024
Qube Research & Technologies LTD Shares Held: 405K ($91.4M)
Q3 2024
Renaissance Technologies LLC Shares Held: 241K ($54.3M)
Q3 2024
Junto Capital Management LP Shares Held: 210K ($47.4M)
Q3 2024
Assenagon Asset Management S.A. Shares Held: 204K ($46.1M)

Top Sells

Q3 2024
Price T Rowe Associates Inc Shares Held: 2.37M ($535M)
Q3 2024
Apg Asset Management N.V. Shares Held: 2.76M ($623M)
Q3 2024
Capital International Investors Shares Held: 2.75M ($620M)
Q3 2024
Morgan Stanley Shares Held: 5.35M ($1.21B)
Q3 2024
Jpmorgan Chase & CO Shares Held: 424K ($95.5M)

About BR

Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry. The company's Investor Communication Solutions segment processes and distributes proxy materials to investors in equity securities and mutual funds, as well as facilitates related vote processing services; and distributes regulatory reports, class action, and corporate action/reorganization event information, as well as tax reporting solutions. It also offers ProxyEdge, an electronic proxy delivery and voting solution; data-driven solutions and an end-to-end platform for content management, composition, and omni-channel distribution of regulatory, marketing, and transactional information, as well as mutual fund trade processing services; data and analytics solutions; solutions for public corporations and mutual funds; SEC filing and capital markets transaction services; registrar, stock transfer, and record-keeping services; and omni-channel customer communications solutions, as well as operates Broadridge Communications Cloud platform that creates, delivers, and manages communications and customer engagement activities. The company's Global Technology and Operations segment provides solutions that automate the front-to-back transaction lifecycle of equity, mutual fund, fixed income, foreign exchange and exchange-traded derivatives, order capture and execution, trade confirmation, margin, cash management, clearance and settlement, reference data management, reconciliations, securities financing and collateral management, asset servicing, compliance and regulatory reporting, portfolio accounting, and custody-related services. This segment also offers business process outsourcing services; technology solutions, such portfolio management, compliance, fee billing, and operational support solutions; and capital market and wealth management solutions. The company was founded in 1962 and is headquartered in Lake Success, New York.


Insider Transactions at BR

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
317K Shares
From 27 Insiders
Grant, award, or other acquisition 56.7K shares
Exercise of conversion of derivative security 261K shares
Sell / Disposition
295K Shares
From 20 Insiders
Open market or private sale 271K shares
Payment of exercise price or tax liability 23K shares
Bona fide gift 200 shares
Sale (or disposition) back to the issuer 400 shares

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