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 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
20+ 1.14% |
$4.34K - $4.93K
|
1.78K
$466K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-21- 1.79% |
$4.56K - $5.17K
|
1.15K
$303K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-3.24K- 4.84% |
$704K - $798K
|
63.8K
$16.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
65+ 7.38% |
$14.1K - $16K
|
946
$248K
|
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
BUY
|
- |
44+ 1.51% |
$9.56K - $10.8K
|
2.95K
$775K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-589- 21.81% |
$128K - $145K
|
2.11K
$554K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-305- 10.47% |
$66.3K - $75.1K
|
2.61K
$685K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-148- 9.91% |
$32.1K - $36.4K
|
1.35K
$353K
|
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
268+ 3.09% |
$58.2K - $66K
|
8.94K
$2.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.15KNew |
$1.99M - $2.25M
|
9.15K
$2.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
344+ 9.93% |
$74.7K - $84.7K
|
3.81K
$1M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 1.23% |
$217 - $246
|
80
$21K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
68+ 3.87% |
$14.8K - $16.7K
|
1.82K
$479K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 0.24% |
$217 - $246
|
423
$111K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
10New |
$2.17K - $2.46K
|
10
$2.63K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
361+ 8.84% |
$78.4K - $88.9K
|
4.44K
$1.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-157- 27.5% |
$34.1K - $38.7K
|
414
$109K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
146+ 9.73% |
$31.7K - $36K
|
1.65K
$432K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
199+ 0.97% |
$43.2K - $49K
|
20.7K
$5.42M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-209- 39.58% |
$45.4K - $51.5K
|
319
$83.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1- 0.64% |
$217 - $246
|
155
$40.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
8+ 0.95% |
$1.74K - $1.97K
|
854
$224K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
14+ 1.36% |
$3.04K - $3.45K
|
1.05K
$274K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-78- 8.65% |
$16.9K - $19.2K
|
824
$216K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-65K- 26.58% |
$14.1M - $16M
|
180K
$47.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-37- 16.82% |
$8.04K - $9.11K
|
183
$48K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-138- 1.43% |
$30K - $34K
|
9.52K
$2.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-305- 15.98% |
$66.3K - $75.1K
|
1.6K
$421K
|
|
|
Jul 11, 2025
Q2 2025
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-1.75K- 9.83% |
$379K - $430K
|
16K
$4.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-23- 2.48% |
$5K - $5.66K
|
903
$237K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
115+ 7.8% |
$25K - $28.3K
|
1.59K
$417K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-149- 7.73% |
$32.4K - $36.7K
|
1.78K
$467K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.99K+ 56.08% |
$432K - $489K
|
5.53K
$1.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Fcf Advisors LLC
|
BUY
|
- |
52.9KNew |
$11.5M - $13M
|
52.9K
$13.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
38+ 2.14% |
$8.25K - $9.36K
|
1.81K
$476K
|
|
|
Jul 11, 2025
Q2 2025
|
Walter Public Investments Inc.
Westmount, Z4 |
SELL
|
- |
-893- 1.03% |
$194K - $220K
|
86.1K
$22.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-153- 98.71% |
$33.2K - $37.7K
|
2
$525
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
132+ 6.06% |
$28.7K - $32.5K
|
2.31K
$607K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
305+ 2.16% |
$66.3K - $75.1K
|
14.4K
$3.79M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
39+ 1.49% |
$8.47K - $9.6K
|
2.65K
$695K
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
15.2K+ 56.32% |
$3.29M - $3.73M
|
42.1K
$11M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-451- 1.56% |
$98K - $111K
|
28.5K
$7.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-542- 0.48% |
$118K - $133K
|
112K
$29.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
2.2K+ 5.17% |
$478K - $542K
|
44.7K
$11.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-343- 10.75% |
$74.5K - $84.5K
|
2.85K
$747K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-47- 7.18% |
$10.2K - $11.6K
|
608
$160K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
SELL
|
- |
-2.08K- 10.75% |
$451K - $511K
|
17.2K
$4.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-473- 1.71% |
$103K - $116K
|
27.2K
$7.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-26Closed |
$5.65K - $6.4K
|
0
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-518- 26.7% |
$113K - $128K
|
1.42K
$373K
|