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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
888New |
$197K - $217K
|
888
$233K
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-819- 33.46% |
$181K - $201K
|
1.63K
$428K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
892New |
$198K - $218K
|
892
$234K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
4+ 44.44% |
$886 - $979
|
13
$3.41K
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-528- 27.24% |
$117K - $129K
|
1.41K
$370K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
993New |
$220K - $243K
|
993
$261K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.84K+ 57.36% |
$406K - $449K
|
5.03K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.02K- 6.27% |
$225K - $249K
|
15.2K
$3.99M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-12- 1.15% |
$2.66K - $2.94K
|
1.03K
$271K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-555- 4.2% |
$123K - $136K
|
12.7K
$3.32M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-2.54K- 1.65% |
$563K - $623K
|
152K
$39.9M
|
|
|
May 15, 2025
Q1 2025
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-525- 13.08% |
$116K - $129K
|
3.49K
$916K
|
|
|
May 15, 2025
Q1 2025
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-2.59K- 68.89% |
$573K - $634K
|
1.17K
$307K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-66.5K- 1.29% |
$14.7M - $16.3M
|
5.09M
$1.34B
|
|
|
May 15, 2025
Q1 2025
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
934+ 5.11% |
$207K - $229K
|
19.2K
$5.04M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-761- 2.25% |
$169K - $186K
|
33.1K
$8.7M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
2.27K+ 53.9% |
$502K - $555K
|
6.48K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-12- 18.18% |
$2.66K - $2.94K
|
54
$14.2K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.87K- 1.03% |
$413K - $457K
|
179K
$47M
|
|
|
May 15, 2025
Q1 2025
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
73K+ 99.46% |
$16.2M - $17.9M
|
146K
$38.4M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.1K- 3.93% |
$2.9M - $3.21M
|
321K
$84.1M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
6+ 0.16% |
$1.33K - $1.47K
|
3.76K
$986K
|
|
|
May 15, 2025
Q1 2025
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-161- 4.18% |
$35.7K - $39.4K
|
3.69K
$968K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.21K+ 24.62% |
$1.6M - $1.76M
|
36.5K
$9.58M
|
|
|
May 15, 2025
Q1 2025
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
100K+ 60.89% |
$22.2M - $24.5M
|
264K
$69.4M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-77- 4.83% |
$17.1K - $18.9K
|
1.52K
$398K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
532New |
$118K - $130K
|
532
$140K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
46New |
$10.2K - $11.3K
|
46
$12.1K
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
464+ 3.51% |
$103K - $114K
|
13.7K
$3.59M
|
|
|
May 15, 2025
Q1 2025
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-104- 3.03% |
$23K - $25.5K
|
3.33K
$874K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-3.15K- 12.26% |
$697K - $770K
|
22.5K
$5.91M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
800New |
$177K - $196K
|
800
$210K
|
|
|
May 15, 2025
Q1 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-550- 24.44% |
$122K - $135K
|
1.7K
$446K
|
|
|
May 15, 2025
Q1 2025
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-43K- 93.85% |
$9.52M - $10.5M
|
2.82K
$740K
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-10- 0.98% |
$2.21K - $2.45K
|
1.01K
$266K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-10- 8.93% |
$2.21K - $2.45K
|
102
$26.8K
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-5.88K- 9.4% |
$1.3M - $1.44M
|
56.7K
$14.9M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8+ 0.13% |
$1.77K - $1.96K
|
5.97K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
203+ 1.53% |
$45K - $49.7K
|
13.5K
$3.54M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
855New |
$189K - $209K
|
855
$224K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
8+ 0.9% |
$1.77K - $1.96K
|
893
$234K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.42KNew |
$315K - $349K
|
1.42K
$374K
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
1.04KNew |
$231K - $255K
|
1.04K
$273K
|
|
|
May 15, 2025
Q1 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-500- 31.25% |
$111K - $122K
|
1.1K
$289K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-27- 2.49% |
$5.98K - $6.61K
|
1.06K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
2.1K+ 77.78% |
$465K - $514K
|
4.8K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1New |
$221 - $245
|
1
$263
|
|
|
May 15, 2025
Q1 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2.43KNew |
$537K - $594K
|
2.43K
$637K
|
|
|
May 15, 2025
Q1 2025
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-3- 0.05% |
$664 - $734
|
6.04K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
5.65K+ 36.4% |
$1.25M - $1.38M
|
21.2K
$5.55M
|