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 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-169- 11.74% |
$37.4K - $41.4K
|
1.27K
$310K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
123+ 4.64% |
$27.2K - $30.1K
|
2.78K
$678K
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-5.35K- 77.98% |
$1.19M - $1.31M
|
1.51K
$369K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
2.11K+ 480.82% |
$466K - $516K
|
2.54K
$621K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.44K- 43.82% |
$319K - $352K
|
1.85K
$450K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-979- 2.87% |
$217K - $240K
|
33.2K
$8.1M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
33.6K+ 3.22% |
$7.45M - $8.23M
|
1.08M
$263M
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
546+ 144.06% |
$121K - $134K
|
925
$226K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
884New |
$196K - $216K
|
884
$216K
|
|
|
May 16, 2025
Q1 2025
|
Dean Capital Management
Overland Park, KS |
BUY
|
- |
169+ 2.49% |
$37.4K - $41.4K
|
6.96K
$1.7M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
1.16K+ 41.47% |
$257K - $284K
|
3.96K
$966K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-550- 4.33% |
$122K - $135K
|
12.1K
$2.97M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-21- 10.99% |
$4.65K - $5.14K
|
170
$41.5K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-100- 7.02% |
$22.1K - $24.5K
|
1.33K
$323K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
620New |
$137K - $152K
|
620
$151K
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
BUY
|
- |
70+ 0.66% |
$15.5K - $17.1K
|
10.6K
$2.6M
|
|
|
May 16, 2025
Q1 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
1.54KNew |
$342K - $378K
|
1.54K
$377K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-50K- 9.53% |
$11.1M - $12.2M
|
475K
$116M
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
3.29K+ 27.71% |
$729K - $806K
|
15.2K
$3.7M
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-80- 0.78% |
$17.7K - $19.6K
|
10.2K
$2.5M
|
|
|
May 15, 2025
Q1 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
10.7KNew |
$2.37M - $2.62M
|
10.7K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-223- 3.17% |
$49.4K - $54.6K
|
6.82K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-215K- 22.43% |
$47.6M - $52.7M
|
744K
$182M
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
BUY
|
- |
19.2K+ 16.8% |
$4.24M - $4.69M
|
133K
$32.5M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.76K- 2.51% |
$389K - $430K
|
68.2K
$16.7M
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
20.7K+ 29.72% |
$4.58M - $5.06M
|
90.2K
$22M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-69- 41.07% |
$15.3K - $16.9K
|
99
$24.2K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-540- 9.57% |
$120K - $132K
|
5.1K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
888New |
$197K - $217K
|
888
$217K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
173+ 1.23% |
$38.3K - $42.4K
|
14.3K
$3.49M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
73.6K+ 1.33% |
$16.3M - $18M
|
5.61M
$1.37B
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
289+ 2.26% |
$64K - $70.8K
|
13.1K
$3.2M
|
|
|
May 15, 2025
Q1 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-57.8K- 23.16% |
$12.8M - $14.1M
|
192K
$46.8M
|
|
|
May 15, 2025
Q1 2025
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
20.9K+ 110.56% |
$4.62M - $5.11M
|
39.8K
$9.7M
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-819- 33.46% |
$181K - $201K
|
1.63K
$398K
|
|
|
May 15, 2025
Q1 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1.25K+ 22.25% |
$277K - $307K
|
6.89K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
892New |
$198K - $218K
|
892
$218K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
4+ 44.44% |
$886 - $979
|
13
$3.17K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
11New |
$2.44K - $2.69K
|
11
$2.69K
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-528- 27.24% |
$117K - $129K
|
1.41K
$344K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.03KNew |
$227K - $251K
|
1.03K
$251K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
29.9K+ 11.18% |
$6.61M - $7.31M
|
297K
$72.5M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-10.5K- 73.93% |
$2.32M - $2.56M
|
3.69K
$900K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
993New |
$220K - $243K
|
993
$242K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.84K+ 57.36% |
$406K - $449K
|
5.03K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
60+ 6.15% |
$13.3K - $14.7K
|
1.04K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
277+ 1.34% |
$61.3K - $67.8K
|
20.9K
$5.11M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
776New |
$172K - $190K
|
776
$189K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.02K- 6.27% |
$225K - $249K
|
15.2K
$3.71M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-12- 1.15% |
$2.66K - $2.94K
|
1.03K
$252K
|