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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.01K- 8.66% |
$219K - $248K
|
10.6K
$2.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-939- 1.14% |
$204K - $231K
|
81.5K
$18.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilton Capital Management, LLC
|
SELL
|
- |
-863- 11.57% |
$187K - $213K
|
6.59K
$1.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-451- 10.9% |
$98K - $111K
|
3.69K
$833K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-451- 35.4% |
$98K - $111K
|
823
$186K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-403- 7.85% |
$87.5K - $99.2K
|
4.73K
$1.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-393- 1.18% |
$85.4K - $96.8K
|
32.8K
$7.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-379- 22.43% |
$82.3K - $93.3K
|
1.31K
$296K
|
|
|
Aug 07, 2025
Q2 2025
|
Mirabaud Asset Management LTD
London, X0 |
SELL
|
- |
-344- 5.55% |
$74.7K - $84.7K
|
5.85K
$1.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-289- 0.22% |
$62.8K - $71.2K
|
132K
$29.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-253- 18.06% |
$55K - $62.3K
|
1.15K
$260K
|
|
|
Jul 23, 2025
Q2 2025
|
Somerville Kurt F
|
SELL
|
- |
-250- 19.9% |
$54.3K - $61.6K
|
1.01K
$227K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-209- 39.58% |
$45.4K - $51.5K
|
319
$72.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-205- 17.87% |
$44.5K - $50.5K
|
942
$213K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-157- 27.5% |
$34.1K - $38.7K
|
414
$93.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-155- 36.21% |
$33.7K - $38.2K
|
273
$61.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-153- 98.71% |
$33.2K - $37.7K
|
2
$452
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-148- 10.13% |
$32.1K - $36.4K
|
1.31K
$297K
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-140- 0.72% |
$30.4K - $34.5K
|
19.3K
$4.35M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-131- 96.32% |
$28.5K - $32.3K
|
5
$1.13K
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-129- 3.33% |
$28K - $31.8K
|
3.75K
$847K
|
|
|
Aug 12, 2025
Q2 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-114- 11.01% |
$24.8K - $28.1K
|
921
$208K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-105- 2.36% |
$22.8K - $25.9K
|
4.35K
$983K
|
|
|
Aug 08, 2025
Q2 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-90- 2.2% |
$19.5K - $22.2K
|
4.01K
$905K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-87- 7.76% |
$18.9K - $21.4K
|
1.03K
$234K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-80- 5.95% |
$17.4K - $19.7K
|
1.26K
$286K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-78- 8.65% |
$16.9K - $19.2K
|
824
$186K
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-65- 7.03% |
$14.1K - $16K
|
859
$194K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-59- 5.87% |
$12.8K - $14.5K
|
946
$214K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-58- 4.57% |
$12.6K - $14.3K
|
1.21K
$274K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-50- 3.43% |
$10.9K - $12.3K
|
1.41K
$318K
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
SELL
|
- |
-38- 2.38% |
$8.25K - $9.36K
|
1.56K
$353K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-31- 60.78% |
$6.73K - $7.63K
|
20
$4.52K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-29- 2.25% |
$6.3K - $7.14K
|
1.26K
$285K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-26Closed |
$5.65K - $6.4K
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-25- 16.67% |
$5.43K - $6.16K
|
125
$28.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-25- 2.62% |
$5.43K - $6.16K
|
928
$210K
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-25- 1.68% |
$5.43K - $6.16K
|
1.47K
$331K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-24- 1.32% |
$5.21K - $5.91K
|
1.79K
$405K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-21- 1.79% |
$4.56K - $5.17K
|
1.15K
$261K
|
|
|
Aug 11, 2025
Q2 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-20- 2.23% |
$4.34K - $4.93K
|
875
$198K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-20- 8.51% |
$4.34K - $4.93K
|
215
$48.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-19- 1.56% |
$4.13K - $4.68K
|
1.2K
$271K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-19- 67.86% |
$4.13K - $4.68K
|
9
$2.03K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
SELL
|
- |
-14- 1.48% |
$3.04K - $3.45K
|
930
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-9- 0.52% |
$1.95K - $2.22K
|
1.71K
$387K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-9- 3.5% |
$1.95K - $2.22K
|
248
$56.1K
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-6- 0.57% |
$1.3K - $1.48K
|
1.05K
$237K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 42.86% |
$1.3K - $1.48K
|
8
$1.81K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-5- 83.33% |
$1.09K - $1.23K
|
1
$226
|
|