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 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-307- 2.33% |
$66.7K - $75.6K
|
12.8K
$3.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.08K- 3.08% |
$234K - $265K
|
33.8K
$8.25M
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
790+ 10.37% |
$172K - $195K
|
8.41K
$2.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.29K+ 23.41% |
$280K - $317K
|
6.79K
$1.66M
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
3New |
$652 - $739
|
3
$732
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
29+ 7.4% |
$6.3K - $7.14K
|
421
$103K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
260+ 13.86% |
$56.5K - $64K
|
2.14K
$521K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
140+ 12.77% |
$30.4K - $34.5K
|
1.24K
$302K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-24- 1.32% |
$5.21K - $5.91K
|
1.79K
$437K
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
28.2K+ 22.83% |
$6.13M - $6.95M
|
152K
$37.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
57+ 5.89% |
$12.4K - $14K
|
1.03K
$250K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-13- 8.33% |
$2.82K - $3.2K
|
143
$34.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
905New |
$197K - $223K
|
905
$221K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
450New |
$97.7K - $111K
|
450
$110K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
900+ 2.22% |
$195K - $222K
|
41.4K
$10.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
20KNew |
$4.34M - $4.92M
|
20K
$4.88M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
14.1K+ 87.91% |
$3.06M - $3.46M
|
30.1K
$7.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
119+ 1.03% |
$25.8K - $29.3K
|
11.7K
$2.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
6+ 27.27% |
$1.3K - $1.48K
|
28
$6.83K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 1.59% |
$21.7K - $24.6K
|
6.2K
$1.51M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-196- 7.32% |
$42.6K - $48.3K
|
2.48K
$606K
|
|
|
Jul 23, 2025
Q2 2025
|
Somerville Kurt F
|
SELL
|
- |
-250- 19.9% |
$54.3K - $61.6K
|
1.01K
$246K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
55+ 59.14% |
$11.9K - $13.5K
|
148
$36.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-73- 0.96% |
$15.9K - $18K
|
7.5K
$1.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
62+ 3.25% |
$13.5K - $15.3K
|
1.97K
$481K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
191+ 3.49% |
$41.5K - $47K
|
5.66K
$1.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
SELL
|
- |
-44- 2.67% |
$9.56K - $10.8K
|
1.61K
$392K
|
|
|
Jul 23, 2025
Q2 2025
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-2.88K- 0.26% |
$625K - $708K
|
1.12M
$274M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.92K- 3.67% |
$418K - $474K
|
50.6K
$12.3M
|
|
|
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 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
409+ 34.6% |
$88.8K - $101K
|
1.59K
$388K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-1- 0.01% |
$217 - $246
|
7.03K
$1.72M
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
1.66K+ 1.27% |
$361K - $409K
|
132K
$32.2M
|