Latest Institutional Purchases of Broadridge Financial Solutions, Inc. (BR)
This list provides information on the latest institutional transactions involving Broadridge Financial Solutions, Inc. (BR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
462KNew |
$96.9M - $109M
|
462K
$111M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
158KNew |
$33.1M - $37.3M
|
158K
$37.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
114KNew |
$23.9M - $27M
|
114K
$27.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
77.4KNew |
$16.2M - $18.3M
|
77.4K
$18.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
29.5K+ 2.68% |
$6.18M - $6.97M
|
1.13M
$272M
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
25.3KNew |
$5.31M - $5.98M
|
25.3K
$6.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
23.4K+ 3.53% |
$4.9M - $5.53M
|
685K
$165M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
20.2K+ 962.52% |
$4.24M - $4.78M
|
22.3K
$5.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
18.2K+ 33.75% |
$3.82M - $4.31M
|
72.2K
$17.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
12.2KNew |
$2.55M - $2.88M
|
12.2K
$2.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
11.8K+ 57.69% |
$2.48M - $2.8M
|
32.3K
$7.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
11.1KNew |
$2.33M - $2.63M
|
11.1K
$2.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
10.8K+ 1615.14% |
$2.26M - $2.55M
|
11.4K
$2.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
10.7K+ 222.06% |
$2.24M - $2.52M
|
15.5K
$3.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
10.3K+ 52.61% |
$2.17M - $2.44M
|
30K
$7.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
10.3KNew |
$2.16M - $2.43M
|
10.3K
$2.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
7.75KNew |
$1.63M - $1.83M
|
7.75K
$1.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
7.41KNew |
$1.55M - $1.75M
|
7.41K
$1.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
6.72KNew |
$1.41M - $1.59M
|
6.72K
$1.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
6.04K+ 14.67% |
$1.27M - $1.43M
|
47.2K
$11.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
5.51KNew |
$1.15M - $1.3M
|
5.51K
$1.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
BUY
|
- |
5.21K+ 11.24% |
$1.09M - $1.23M
|
51.5K
$12.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
4.58KNew |
$960K - $1.08M
|
4.58K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
4.41KNew |
$925K - $1.04M
|
4.41K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
4.23K+ 29.89% |
$887K - $1M
|
18.4K
$4.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
4K+ 1.04% |
$839K - $946K
|
388K
$93.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.91K+ 48.39% |
$820K - $924K
|
12K
$2.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3.75K+ 53.5% |
$787K - $887K
|
10.8K
$2.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.7K+ 25.52% |
$775K - $875K
|
18.2K
$4.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
3.55K+ 10.82% |
$745K - $840K
|
36.4K
$8.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.45KNew |
$724K - $816K
|
3.45K
$830K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.13KNew |
$656K - $740K
|
3.13K
$753K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.12K+ 20.82% |
$654K - $738K
|
18.1K
$4.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
PUT |
2.8KNew |
$587K - $662K
|
2.8K
$673K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.76K+ 37.33% |
$578K - $651K
|
10.1K
$2.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.57KNew |
$538K - $606K
|
2.57K
$617K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.54K+ 9.29% |
$531K - $599K
|
29.8K
$7.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.38KNew |
$500K - $563K
|
2.38K
$573K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.16K+ 7.28% |
$452K - $510K
|
31.8K
$7.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
2.04K+ 47.81% |
$427K - $481K
|
6.29K
$1.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
2.03KNew |
$426K - $481K
|
2.03K
$489K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.96K+ 33.18% |
$411K - $463K
|
7.86K
$1.89M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.88K+ 1.57% |
$394K - $445K
|
122K
$29.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.86KNew |
$390K - $440K
|
1.86K
$447K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.85KNew |
$388K - $438K
|
1.85K
$445K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.73K+ 1815.79% |
$362K - $408K
|
1.82K
$438K
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
1.58K+ 1.92% |
$331K - $373K
|
83.8K
$20.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.57K+ 6.6% |
$329K - $371K
|
25.3K
$6.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.56KNew |
$327K - $369K
|
1.56K
$375K
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
1.51K+ 43.35% |
$317K - $358K
|
5K
$1.2M
|