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 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
14+ 1.36% |
$3.04K - $3.45K
|
1.05K
$264K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-78- 8.65% |
$16.9K - $19.2K
|
824
$208K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-65K- 26.58% |
$14.1M - $16M
|
180K
$45.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-37- 16.82% |
$8.04K - $9.11K
|
183
$46.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-138- 1.43% |
$30K - $34K
|
9.52K
$2.41M
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-305- 15.98% |
$66.3K - $75.1K
|
1.6K
$406K
|
|
|
Jul 11, 2025
Q2 2025
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-1.75K- 9.83% |
$379K - $430K
|
16K
$4.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-23- 2.48% |
$5K - $5.66K
|
903
$228K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
115+ 7.8% |
$25K - $28.3K
|
1.59K
$402K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-149- 7.73% |
$32.4K - $36.7K
|
1.78K
$450K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.99K+ 56.08% |
$432K - $489K
|
5.53K
$1.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Fcf Advisors LLC
|
BUY
|
- |
52.9KNew |
$11.5M - $13M
|
52.9K
$13.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
38+ 2.14% |
$8.25K - $9.36K
|
1.81K
$459K
|
|
|
Jul 11, 2025
Q2 2025
|
Walter Public Investments Inc.
Westmount, Z4 |
SELL
|
- |
-893- 1.03% |
$194K - $220K
|
86.1K
$21.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-153- 98.71% |
$33.2K - $37.7K
|
2
$506
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
132+ 6.06% |
$28.7K - $32.5K
|
2.31K
$585K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
305+ 2.16% |
$66.3K - $75.1K
|
14.4K
$3.65M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
39+ 1.49% |
$8.47K - $9.6K
|
2.65K
$670K
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
15.2K+ 56.32% |
$3.29M - $3.73M
|
42.1K
$10.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-451- 1.56% |
$98K - $111K
|
28.5K
$7.21M
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-542- 0.48% |
$118K - $133K
|
112K
$28.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
2.2K+ 5.17% |
$478K - $542K
|
44.7K
$11.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-343- 10.75% |
$74.5K - $84.5K
|
2.85K
$720K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-47- 7.18% |
$10.2K - $11.6K
|
608
$154K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
SELL
|
- |
-2.08K- 10.75% |
$451K - $511K
|
17.2K
$4.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-473- 1.71% |
$103K - $116K
|
27.2K
$6.89M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-26Closed |
$5.65K - $6.4K
|
0
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-518- 26.7% |
$113K - $128K
|
1.42K
$360K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-20- 8.51% |
$4.34K - $4.93K
|
215
$54.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
3.23KNew |
$701K - $794K
|
3.23K
$816K
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.48K+ 5.33% |
$322K - $365K
|
29.3K
$7.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
15New |
$3.26K - $3.69K
|
15
$3.79K
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.84K+ 6.83% |
$399K - $452K
|
28.7K
$7.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
29+ 3.1% |
$6.3K - $7.14K
|
964
$244K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
228+ 24.13% |
$49.5K - $56.1K
|
1.17K
$297K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-36- 2.45% |
$7.82K - $8.87K
|
1.43K
$363K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
15+ 1.74% |
$3.26K - $3.69K
|
875
$221K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-50- 3.43% |
$10.9K - $12.3K
|
1.41K
$356K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-2- 0.92% |
$434 - $493
|
216
$54.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-59- 5.87% |
$12.8K - $14.5K
|
946
$239K
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
24+ 2.23% |
$5.21K - $5.91K
|
1.1K
$278K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.8K+ 8.37% |
$392K - $444K
|
23.3K
$5.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
170+ 2.93% |
$36.9K - $41.9K
|
5.97K
$1.51M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
11+ 0.75% |
$2.39K - $2.71K
|
1.48K
$374K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-155- 36.21% |
$33.7K - $38.2K
|
273
$69.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-55- 19.71% |
$11.9K - $13.5K
|
224
$56.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
30New |
$6.52K - $7.39K
|
30
$7.59K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
11+ 0.63% |
$2.39K - $2.71K
|
1.76K
$445K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
587+ 112.24% |
$128K - $145K
|
1.11K
$281K
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-1.74K- 2.79% |
$378K - $428K
|
60.7K
$15.4M
|