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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
118New |
$26.1K - $28.9K
|
118
$31K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-71- 23.67% |
$15.7K - $17.4K
|
229
$60.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-26- 0.32% |
$5.76K - $6.37K
|
7.99K
$2.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
3.41KNew |
$754K - $834K
|
3.41K
$894K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
400New |
$88.6K - $97.9K
|
400
$105K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
392+ 3.84% |
$86.8K - $96K
|
10.6K
$2.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
46+ 48.42% |
$10.2K - $11.3K
|
141
$37K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
117+ 5.69% |
$25.9K - $28.6K
|
2.17K
$570K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
127+ 5.66% |
$28.1K - $31.1K
|
2.37K
$622K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
3+ 150.0% |
$664 - $734
|
5
$1.31K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-14- 2.85% |
$3.1K - $3.43K
|
478
$125K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-16- 29.09% |
$3.54K - $3.92K
|
39
$10.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
117+ 8.82% |
$25.9K - $28.6K
|
1.44K
$379K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
20+ 1.09% |
$4.43K - $4.9K
|
1.86K
$487K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-80- 5.27% |
$17.7K - $19.6K
|
1.44K
$377K
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
BUY
|
- |
121+ 6.23% |
$26.8K - $29.6K
|
2.06K
$542K
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
875New |
$194K - $214K
|
875
$230K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
6New |
$1.33K - $1.47K
|
6
$1.58K
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-387- 13.18% |
$85.7K - $94.7K
|
2.55K
$669K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-955- 2.52% |
$211K - $234K
|
37K
$9.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
636+ 1.53% |
$141K - $156K
|
42.1K
$11M
|
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
982+ 60.47% |
$217K - $240K
|
2.61K
$684K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-88- 19.47% |
$19.5K - $21.5K
|
364
$95.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-4.7K- 49.27% |
$1.04M - $1.15M
|
4.84K
$1.27M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
4+ 0.36% |
$886 - $979
|
1.1K
$290K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-229- 17.6% |
$50.7K - $56.1K
|
1.07K
$281K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
4+ 0.39% |
$886 - $979
|
1.04K
$272K
|
|
|
Apr 10, 2025
Q1 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
1.84KNew |
$407K - $450K
|
1.84K
$482K
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
SELL
|
- |
-207- 0.91% |
$45.8K - $50.7K
|
22.6K
$5.94M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-19- 4.5% |
$4.21K - $4.65K
|
403
$106K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-101- 22.95% |
$22.4K - $24.7K
|
339
$89K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9+ 13.24% |
$1.99K - $2.2K
|
77
$20.2K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-18- 3.26% |
$3.99K - $4.41K
|
534
$140K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-15- 0.07% |
$3.32K - $3.67K
|
20.4K
$5.34M
|
|
| Q4 2024 | |||||||
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.79K- 63.0% |
$375K - $423K
|
1.05K
$276K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
160New |
$33.5K - $37.8K
|
160
$42K
|
|
|
Apr 11, 2025
Q4 2024
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
1KNew |
$210K - $236K
|
1K
$263K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2New |
$419 - $473
|
2
$525
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
1.74KNew |
$365K - $411K
|
1.74K
$456K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
3New |
$629 - $709
|
3
$788
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
61+ 2.82% |
$12.8K - $14.4K
|
2.22K
$583K
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-130- 6.28% |
$27.3K - $30.7K
|
1.94K
$509K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-618- 10.46% |
$130K - $146K
|
5.29K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-106K- 21.52% |
$22.3M - $25.2M
|
388K
$102M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
4+ 0.1% |
$839 - $946
|
3.94K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
73New |
$15.3K - $17.3K
|
73
$19.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
5.39KNew |
$1.13M - $1.27M
|
5.39K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
10.6KNew |
$2.22M - $2.5M
|
10.6K
$2.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.83K+ 234.53% |
$384K - $434K
|
2.62K
$687K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
PUT |
-5.9K- 66.29% |
$1.24M - $1.39M
|
3K
$788K
|
|