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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
4+ 0.36% |
$886 - $979
|
1.1K
$290K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
4+ 0.39% |
$886 - $979
|
1.04K
$272K
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
3New |
$664 - $734
|
3
$788
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
3+ 1.96% |
$664 - $734
|
156
$41K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3+ 0.19% |
$664 - $734
|
1.55K
$406K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
3+ 150.0% |
$664 - $734
|
5
$1.31K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 4.88% |
$443 - $490
|
43
$11.3K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
1New |
$221 - $245
|
1
$263
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1New |
$221 - $245
|
1
$263
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.84% |
$221 - $245
|
120
$31.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 2.38% |
$221 - $245
|
43
$11.3K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1New |
$221 - $245
|
1
$263
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1New |
$221 - $245
|
1
$263
|
|
| Q4 2024 | |||||||
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
114KNew |
$23.9M - $27M
|
114K
$29.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
89KNew |
$18.7M - $21.1M
|
89K
$23.4M
|
|
|
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
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
10.6KNew |
$2.22M - $2.5M
|
10.6K
$2.78M
|
|
|
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
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
5.39KNew |
$1.13M - $1.27M
|
5.39K
$1.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
4.58KNew |
$960K - $1.08M
|
4.58K
$1.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
4K+ 1.04% |
$839K - $946K
|
388K
$102M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3.98K+ 51.9% |
$834K - $941K
|
11.6K
$3.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.45KNew |
$724K - $816K
|
3.45K
$906K
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
PUT |
2.8KNew |
$587K - $662K
|
2.8K
$735K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.83K+ 234.53% |
$384K - $434K
|
2.62K
$687K
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
1.74KNew |
$365K - $411K
|
1.74K
$456K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.73K+ 1815.79% |
$362K - $408K
|
1.82K
$478K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
1.49KNew |
$312K - $352K
|
1.49K
$391K
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1.21KNew |
$253K - $285K
|
1.21K
$316K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.18KNew |
$247K - $279K
|
1.18K
$309K
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
1.13KNew |
$236K - $266K
|
1.13K
$296K
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
1.1KNew |
$231K - $260K
|
1.1K
$289K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.03KNew |
$215K - $243K
|
1.03K
$269K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
1.02KNew |
$214K - $242K
|
1.02K
$268K
|
|
|
Apr 11, 2025
Q4 2024
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
1KNew |
$210K - $236K
|
1K
$263K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
900New |
$189K - $213K
|
900
$236K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
645New |
$135K - $153K
|
645
$169K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
479+ 2.65% |
$100K - $113K
|
18.6K
$4.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
450+ 64.29% |
$94.3K - $106K
|
1.15K
$302K
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
350+ 6.86% |
$73.4K - $82.8K
|
5.45K
$1.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
300New |
$62.9K - $70.9K
|
300
$78.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
229New |
$48K - $54.1K
|
229
$60.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
200+ 12.66% |
$41.9K - $47.3K
|
1.78K
$467K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
200+ 20.94% |
$41.9K - $47.3K
|
1.16K
$303K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
160New |
$33.5K - $37.8K
|
160
$42K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
150+ 200.0% |
$31.4K - $35.5K
|
225
$59.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
100New |
$21K - $23.6K
|
100
$26.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
99New |
$20.8K - $23.4K
|
99
$26K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
75+ 4.66% |
$15.7K - $17.7K
|
1.69K
$443K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
75+ 357.14% |
$15.7K - $17.7K
|
96
$25.2K
|
|