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 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.84% |
$221 - $245
|
120
$31.5K
|
|
|
May 09, 2025
Q1 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
1.6KNew |
$353K - $391K
|
1.6K
$419K
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-120- 7.87% |
$26.6K - $29.4K
|
1.4K
$369K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-209- 90.48% |
$46.3K - $51.2K
|
22
$5.78K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-6.84K- 48.71% |
$1.51M - $1.67M
|
7.2K
$1.89M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3+ 0.19% |
$664 - $734
|
1.55K
$406K
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-36- 0.51% |
$7.97K - $8.81K
|
7K
$1.84M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
183+ 5.72% |
$40.5K - $44.8K
|
3.38K
$888K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-8- 0.37% |
$1.77K - $1.96K
|
2.13K
$559K
|
|
|
May 08, 2025
Q1 2025
|
Castellan Group
Louisville, KY |
BUY
|
- |
12.9K+ 114.73% |
$2.86M - $3.16M
|
24.2K
$6.34M
|
|
|
May 08, 2025
Q1 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
SELL
|
- |
-200- 5.88% |
$44.3K - $49K
|
3.2K
$840K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
20.9KNew |
$4.62M - $5.11M
|
20.9K
$5.48M
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-974- 35.57% |
$216K - $238K
|
1.76K
$463K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
98+ 5.19% |
$21.7K - $24K
|
1.99K
$522K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-59- 0.19% |
$13.1K - $14.4K
|
31.8K
$8.36M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.21K- 99.59% |
$267K - $296K
|
5
$1.31K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
68+ 1.14% |
$15.1K - $16.6K
|
6.05K
$1.59M
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
647+ 193.13% |
$143K - $158K
|
982
$258K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-466- 38.2% |
$103K - $114K
|
754
$198K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
228+ 6.38% |
$50.5K - $55.8K
|
3.8K
$997K
|
|
|
May 06, 2025
Q1 2025
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-13.6K- 30.58% |
$3.01M - $3.33M
|
30.9K
$8.1M
|
|
|
May 05, 2025
Q1 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
3.35KNew |
$742K - $821K
|
3.35K
$880K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-2.97K- 56.97% |
$658K - $728K
|
2.25K
$589K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
8+ 1.88% |
$1.77K - $1.96K
|
434
$114K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-5- 0.7% |
$1.11K - $1.22K
|
708
$186K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
2.16K+ 15.37% |
$477K - $528K
|
16.2K
$4.25M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.78KNew |
$394K - $436K
|
1.78K
$467K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-810- 7.6% |
$179K - $198K
|
9.85K
$2.59M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-14- 51.85% |
$3.1K - $3.43K
|
13
$3.41K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.2K- 10.52% |
$265K - $293K
|
10.2K
$2.68M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-39- 4.08% |
$8.64K - $9.55K
|
918
$241K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.55K+ 52.9% |
$787K - $870K
|
10.3K
$2.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-33- 3.51% |
$7.31K - $8.08K
|
908
$238K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
817+ 7.85% |
$181K - $200K
|
11.2K
$2.95M
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-100- 1.8% |
$22.1K - $24.5K
|
5.45K
$1.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-6- 0.28% |
$1.33K - $1.47K
|
2.17K
$570K
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-100- 3.85% |
$22.1K - $24.5K
|
2.5K
$656K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
28New |
$6.2K - $6.86K
|
28
$7.35K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-402- 9.41% |
$89K - $98.4K
|
3.87K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
148New |
$32.8K - $36.2K
|
148
$38.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
177New |
$39.2K - $43.3K
|
177
$46.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 2.38% |
$221 - $245
|
43
$11.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
48+ 2.43% |
$10.6K - $11.8K
|
2.02K
$530K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1New |
$221 - $245
|
1
$263
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
124+ 7.28% |
$27.5K - $30.4K
|
1.83K
$480K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
825New |
$183K - $202K
|
825
$217K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1New |
$221 - $245
|
1
$263
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-404- 14.02% |
$89.5K - $98.9K
|
2.48K
$650K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-200- 13.46% |
$44.3K - $49K
|
1.29K
$338K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
10+ 0.28% |
$2.21K - $2.45K
|
3.57K
$938K
|