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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
9.28KNew |
$1.95M - $2.19M
|
9.28K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
15.2KNew |
$3.2M - $3.6M
|
15.2K
$4M
|
|
|
Feb 14, 2025
Q4 2024
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-9.26K- 52.15% |
$1.94M - $2.19M
|
8.5K
$2.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
1.1KNew |
$231K - $260K
|
1.1K
$289K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
1.49KNew |
$312K - $352K
|
1.49K
$391K
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
14+ 3.49% |
$2.93K - $3.31K
|
415
$109K
|
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
SELL
|
- |
-75- 4.57% |
$15.7K - $17.7K
|
1.57K
$411K
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-221- 4.46% |
$46.3K - $52.3K
|
4.73K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
89KNew |
$18.7M - $21.1M
|
89K
$23.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
20New |
$4.19K - $4.73K
|
20
$5.25K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.18KNew |
$247K - $279K
|
1.18K
$309K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2- 0.68% |
$419 - $473
|
294
$77.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-92- 86.79% |
$19.3K - $21.8K
|
14
$3.68K
|
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-13.7K- 41.34% |
$2.88M - $3.25M
|
19.5K
$5.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-335- 35.83% |
$70.2K - $79.2K
|
600
$158K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-2.26K- 64.33% |
$473K - $533K
|
1.25K
$328K
|
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
54+ 2.82% |
$11.3K - $12.8K
|
1.97K
$517K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
62+ 5.48% |
$13K - $14.7K
|
1.19K
$313K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-3- 0.25% |
$629 - $709
|
1.19K
$312K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3.98K+ 51.9% |
$834K - $941K
|
11.6K
$3.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
70New |
$14.7K - $16.6K
|
70
$18.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
7New |
$1.47K - $1.66K
|
7
$1.84K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1New |
$210 - $236
|
1
$263
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1.21KNew |
$253K - $285K
|
1.21K
$316K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
10+ 1.67% |
$2.1K - $2.36K
|
610
$160K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
100New |
$21K - $23.6K
|
100
$26.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
200+ 12.66% |
$41.9K - $47.3K
|
1.78K
$467K
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
1.13KNew |
$236K - $266K
|
1.13K
$296K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1- 0.32% |
$210 - $236
|
310
$81.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-11- 0.45% |
$2.31K - $2.6K
|
2.45K
$642K
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-347- 4.65% |
$72.7K - $82K
|
7.12K
$1.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
200+ 20.94% |
$41.9K - $47.3K
|
1.16K
$303K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
229New |
$48K - $54.1K
|
229
$60.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-175- 14.57% |
$36.7K - $41.4K
|
1.03K
$269K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
114KNew |
$23.9M - $27M
|
114K
$29.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
9+ 0.71% |
$1.89K - $2.13K
|
1.28K
$337K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-3- 21.43% |
$629 - $709
|
11
$2.89K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.03KNew |
$215K - $243K
|
1.03K
$269K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
75+ 4.66% |
$15.7K - $17.7K
|
1.69K
$443K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
4K+ 1.04% |
$839K - $946K
|
388K
$102M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-275- 20.34% |
$57.7K - $65K
|
1.08K
$283K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-24- 2.59% |
$5.03K - $5.67K
|
904
$237K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
479+ 2.65% |
$100K - $113K
|
18.6K
$4.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
900New |
$189K - $213K
|
900
$236K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-46- 3.96% |
$9.64K - $10.9K
|
1.12K
$293K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
645New |
$135K - $153K
|
645
$169K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
99New |
$20.8K - $23.4K
|
99
$26K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
36New |
$7.55K - $8.51K
|
36
$9.45K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
300New |
$62.9K - $70.9K
|
300
$78.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-100- 11.29% |
$21K - $23.6K
|
786
$206K
|