Latest Institutional Transactions on Broadridge Financial Solutions, Inc. (BR)
This table provides information on the latest institutional transactions involving Broadridge Financial Solutions, Inc. (BR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3+ 150.0% |
$652 - $739
|
5
$1.22K
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-200- 1.62% |
$43.4K - $49.3K
|
12.1K
$2.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
214+ 7.82% |
$46.5K - $52.7K
|
2.95K
$721K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
11+ 0.48% |
$2.39K - $2.71K
|
2.33K
$568K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 100.0% |
$652 - $739
|
6
$1.46K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
1+ 0.03% |
$217 - $246
|
3.24K
$792K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
101+ 5.89% |
$21.9K - $24.9K
|
1.82K
$444K
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
8+ 0.31% |
$1.74K - $1.97K
|
2.58K
$629K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.49K+ 38.84% |
$540K - $612K
|
8.89K
$2.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
835New |
$181K - $206K
|
835
$204K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-693- 5.2% |
$151K - $171K
|
12.6K
$3.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
13+ 0.35% |
$2.82K - $3.2K
|
3.71K
$905K
|
|
|
Jul 22, 2025
Q2 2025
|
Fenimore Asset Management Inc
|
BUY
|
- |
2.07K+ 0.66% |
$449K - $509K
|
317K
$77.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
SELL
|
- |
-5- 0.41% |
$1.09K - $1.23K
|
1.22K
$298K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
88+ 6.9% |
$19.1K - $21.7K
|
1.36K
$333K
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-970- 2.46% |
$211K - $239K
|
38.5K
$9.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
3.63KNew |
$789K - $894K
|
3.63K
$886K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.8K+ 18.73% |
$392K - $444K
|
11.4K
$2.79M
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
1.66K+ 1.27% |
$361K - $409K
|
132K
$32.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
248+ 11.64% |
$53.9K - $61.1K
|
2.38K
$581K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
944+ 23.34% |
$205K - $232K
|
4.99K
$1.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.16K+ 7.83% |
$252K - $286K
|
16K
$3.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
244+ 20.49% |
$53K - $60.1K
|
1.44K
$350K
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
106+ 0.25% |
$23K - $26.1K
|
42.3K
$10.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
9+ 2.56% |
$1.95K - $2.22K
|
360
$87.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
148+ 1.24% |
$32.1K - $36.4K
|
12.1K
$2.95M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-303- 3.64% |
$65.8K - $74.6K
|
8.03K
$1.96M
|
|
|
Jul 21, 2025
Q2 2025
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
1+ 0.01% |
$217 - $246
|
7.18K
$1.75M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-88- 7.13% |
$19.1K - $21.7K
|
1.15K
$280K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
82New |
$17.8K - $20.2K
|
82
$20K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
20New |
$4.34K - $4.93K
|
20
$4.88K
|
|
|
Jul 21, 2025
Q2 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-87.4K- 92.32% |
$19M - $21.5M
|
7.28K
$1.78M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-9- 3.5% |
$1.95K - $2.22K
|
248
$60.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
469+ 4.83% |
$102K - $115K
|
10.2K
$2.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
220KNew |
$47.8M - $54.2M
|
220K
$53.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-87- 7.76% |
$18.9K - $21.4K
|
1.03K
$252K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
50+ 4.0% |
$10.9K - $12.3K
|
1.3K
$318K
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-2.43K- 62.86% |
$528K - $599K
|
1.44K
$351K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-5.43K- 5.9% |
$1.18M - $1.34M
|
86.7K
$21.2M
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
44.6KNew |
$9.69M - $11M
|
44.6K
$10.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-390- 15.37% |
$84.7K - $96K
|
2.15K
$524K
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-14.9K- 5.46% |
$3.24M - $3.67M
|
258K
$63M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.18% |
$217 - $246
|
552
$135K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-5- 83.33% |
$1.09K - $1.23K
|
1
$244
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
118+ 13.0% |
$25.6K - $29.1K
|
1.03K
$250K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-668- 3.68% |
$145K - $164K
|
17.5K
$4.27M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-89- 1.07% |
$19.3K - $21.9K
|
8.25K
$2.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
615+ 52.3% |
$134K - $151K
|
1.79K
$437K
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-6.34K- 10.6% |
$1.38M - $1.56M
|
53.4K
$13M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-280- 16.61% |
$60.8K - $69K
|
1.41K
$343K
|