Latest Institutional Sells of Broadridge Financial Solutions, Inc. (BR)
This list provides information on the latest institutional transactions involving Broadridge Financial Solutions, Inc. (BR) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 21, 2025
Q2 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-87.4K- 92.32% |
$19M - $21.5M
|
7.28K
$1.78M
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-65K- 26.58% |
$14.1M - $16M
|
180K
$43.9M
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-14.9K- 5.46% |
$3.24M - $3.67M
|
258K
$63M
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-12.2K- 2.0% |
$2.65M - $3M
|
598K
$146M
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-6.34K- 10.6% |
$1.38M - $1.56M
|
53.4K
$13M
|
|
Jul 07, 2025
Q2 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-5.77K- 20.01% |
$1.25M - $1.42M
|
23K
$5.63M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-5.43K- 5.9% |
$1.18M - $1.34M
|
86.7K
$21.2M
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-3.24K- 4.84% |
$704K - $798K
|
63.8K
$15.6M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.97K- 23.49% |
$646K - $732K
|
9.68K
$2.36M
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-2.43K- 62.86% |
$528K - $599K
|
1.44K
$351K
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
SELL
|
- |
-2.08K- 10.75% |
$451K - $511K
|
17.2K
$4.21M
|
|
Jul 11, 2025
Q2 2025
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-1.75K- 9.83% |
$379K - $430K
|
16K
$3.91M
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-1.74K- 2.79% |
$378K - $428K
|
60.7K
$14.8M
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-1.1K- 1.32% |
$238K - $270K
|
81.9K
$20M
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-970- 2.46% |
$211K - $239K
|
38.5K
$9.4M
|
|
Jul 11, 2025
Q2 2025
|
Walter Public Investments Inc.
Westmount, Z4 |
SELL
|
- |
-893- 1.03% |
$194K - $220K
|
86.1K
$21M
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-693- 5.2% |
$151K - $171K
|
12.6K
$3.09M
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-668- 3.68% |
$145K - $164K
|
17.5K
$4.27M
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-589- 21.81% |
$128K - $145K
|
2.11K
$515K
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-542- 0.48% |
$118K - $133K
|
112K
$27.4M
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-518- 26.7% |
$113K - $128K
|
1.42K
$347K
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-473- 1.71% |
$103K - $116K
|
27.2K
$6.65M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-451- 1.56% |
$98K - $111K
|
28.5K
$6.95M
|
|
Jul 18, 2025
Q2 2025
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-390- 15.37% |
$84.7K - $96K
|
2.15K
$524K
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-381- 0.74% |
$82.8K - $93.8K
|
51.4K
$12.5M
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-343- 10.75% |
$74.5K - $84.5K
|
2.85K
$695K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-326- 1.41% |
$70.8K - $80.3K
|
22.9K
$5.58M
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-305- 10.47% |
$66.3K - $75.1K
|
2.61K
$637K
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-305- 15.98% |
$66.3K - $75.1K
|
1.6K
$392K
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-303- 3.64% |
$65.8K - $74.6K
|
8.03K
$1.96M
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-291- 3.3% |
$63.2K - $71.7K
|
8.54K
$2.08M
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-280- 16.61% |
$60.8K - $69K
|
1.41K
$343K
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-241- 17.49% |
$52.4K - $59.3K
|
1.14K
$278K
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-209- 39.58% |
$45.4K - $51.5K
|
319
$77.9K
|
|
Jul 22, 2025
Q2 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-203- 1.98% |
$44.1K - $50K
|
10K
$2.45M
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-200- 1.62% |
$43.4K - $49.3K
|
12.1K
$2.96M
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-186- 0.54% |
$40.4K - $45.8K
|
34K
$8.3M
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-171- 1.71% |
$37.1K - $42.1K
|
9.83K
$2.4M
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-157- 27.5% |
$34.1K - $38.7K
|
414
$101K
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-155- 36.21% |
$33.7K - $38.2K
|
273
$66.6K
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-153- 98.71% |
$33.2K - $37.7K
|
2
$488
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-150- 4.83% |
$32.6K - $36.9K
|
2.96K
$721K
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-149- 7.73% |
$32.4K - $36.7K
|
1.78K
$434K
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-148- 9.91% |
$32.1K - $36.4K
|
1.35K
$329K
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-138- 2.65% |
$30K - $34K
|
5.07K
$1.24M
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-138- 1.43% |
$30K - $34K
|
9.52K
$2.32M
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-89- 1.07% |
$19.3K - $21.9K
|
8.25K
$2.01M
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-88- 7.13% |
$19.1K - $21.7K
|
1.15K
$280K
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-87- 7.76% |
$18.9K - $21.4K
|
1.03K
$252K
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-78- 8.65% |
$16.9K - $19.2K
|
824
$201K
|