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 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
|
|
|
Jul 18, 2025
Q2 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-15- 0.6% |
$3.26K - $3.69K
|
2.49K
$608K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-186- 0.54% |
$40.4K - $45.8K
|
34K
$8.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
28+ 2.13% |
$6.08K - $6.9K
|
1.34K
$328K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
341+ 24.89% |
$74.1K - $84K
|
1.71K
$418K
|
|
|
Jul 17, 2025
Q2 2025
|
Addenda Capital Inc.
|
BUY
|
- |
1K+ 1.96% |
$218K - $247K
|
52.2K
$12.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-9- 0.32% |
$1.95K - $2.22K
|
2.8K
$684K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2New |
$434 - $493
|
2
$488
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
233+ 8.52% |
$50.6K - $57.4K
|
2.97K
$724K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-138- 2.65% |
$30K - $34K
|
5.07K
$1.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.97K- 23.49% |
$646K - $732K
|
9.68K
$2.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-45- 5.0% |
$9.77K - $11.1K
|
855
$209K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-291- 3.3% |
$63.2K - $71.7K
|
8.54K
$2.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-171- 1.71% |
$37.1K - $42.1K
|
9.83K
$2.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-381- 0.74% |
$82.8K - $93.8K
|
51.4K
$12.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12+ 0.28% |
$2.61K - $2.96K
|
4.25K
$1.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
561+ 13.52% |
$122K - $138K
|
4.71K
$1.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
161New |
$35K - $39.6K
|
161
$39.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-18- 0.25% |
$3.91K - $4.43K
|
7.11K
$1.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-1.1K- 1.32% |
$238K - $270K
|
81.9K
$20M
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-150- 4.83% |
$32.6K - $36.9K
|
2.96K
$721K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
94+ 6.39% |
$20.4K - $23.1K
|
1.57K
$382K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
SELL
|
- |
-14- 1.48% |
$3.04K - $3.45K
|
930
$227K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1- 0.03% |
$217 - $246
|
2.94K
$717K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-37- 21.26% |
$8.04K - $9.11K
|
137
$33.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
986+ 2.62% |
$214K - $243K
|
38.6K
$9.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-25- 1.68% |
$5.43K - $6.16K
|
1.47K
$358K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
3.47K+ 25.23% |
$753K - $853K
|
17.2K
$4.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
925New |
$201K - $228K
|
925
$226K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
4+ 200.0% |
$869 - $985
|
6
$1.46K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
242+ 13.42% |
$52.6K - $59.6K
|
2.05K
$499K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
90+ 360.0% |
$19.5K - $22.2K
|
115
$28.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
25New |
$5.43K - $6.16K
|
25
$6.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-241- 17.49% |
$52.4K - $59.3K
|
1.14K
$278K
|