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 |
---|---|---|---|---|---|---|---|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-14- 51.85% |
$3.1K - $3.43K
|
13
$3.17K
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-14- 2.85% |
$3.1K - $3.43K
|
478
$117K
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-12- 1.15% |
$2.66K - $2.94K
|
1.03K
$252K
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-12- 18.18% |
$2.66K - $2.94K
|
54
$13.2K
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-11- 1.14% |
$2.44K - $2.69K
|
958
$234K
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-10- 0.98% |
$2.21K - $2.45K
|
1.01K
$247K
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-10- 8.93% |
$2.21K - $2.45K
|
102
$24.9K
|
|
May 13, 2025
Q1 2025
|
Qsv Equity Investors LLC
Naperville, IL |
SELL
|
- |
-9- 0.65% |
$1.99K - $2.2K
|
1.37K
$334K
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-9- 0.05% |
$1.99K - $2.2K
|
20K
$4.88M
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-8- 0.37% |
$1.77K - $1.96K
|
2.13K
$520K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-7- 0.4% |
$1.55K - $1.71K
|
1.73K
$422K
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-6- 0.32% |
$1.33K - $1.47K
|
1.88K
$458K
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-6- 0.15% |
$1.33K - $1.47K
|
3.91K
$955K
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-6- 0.33% |
$1.33K - $1.47K
|
1.79K
$437K
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-6- 0.28% |
$1.33K - $1.47K
|
2.17K
$530K
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
SELL
|
- |
-6- 0.59% |
$1.33K - $1.47K
|
1.02K
$249K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-5- 0.7% |
$1.11K - $1.22K
|
708
$173K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-5- 0.05% |
$1.11K - $1.22K
|
9.85K
$2.41M
|
|
May 15, 2025
Q1 2025
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-3- 0.05% |
$664 - $734
|
6.04K
$1.47M
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-2- 0.1% |
$443 - $490
|
2.05K
$500K
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1- 0.08% |
$221 - $245
|
1.29K
$316K
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1- 0.1% |
$221 - $245
|
1.05K
$255K
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1- 3.45% |
$221 - $245
|
28
$6.83K
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1- 0.03% |
$221 - $245
|
3.63K
$887K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-106K- 21.52% |
$22.3M - $25.2M
|
388K
$94.8M
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-19.2K- 3.96% |
$4.03M - $4.54M
|
466K
$114M
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-17.1K- 6.52% |
$3.58M - $4.03M
|
245K
$59.8M
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-13.7K- 41.34% |
$2.88M - $3.25M
|
19.5K
$4.75M
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-9.74K- 84.22% |
$2.04M - $2.3M
|
1.82K
$445K
|
|
Feb 14, 2025
Q4 2024
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-9.26K- 52.15% |
$1.94M - $2.19M
|
8.5K
$2.07M
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-7.53K- 76.8% |
$1.58M - $1.78M
|
2.28K
$555K
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
PUT |
-5.9K- 66.29% |
$1.24M - $1.39M
|
3K
$732K
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-2.39K- 2.08% |
$502K - $566K
|
113K
$27.5M
|
|
Feb 11, 2025
Q4 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-2.26K- 64.33% |
$473K - $533K
|
1.25K
$305K
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-646- 25.19% |
$135K - $153K
|
1.92K
$468K
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-618- 10.46% |
$130K - $146K
|
5.29K
$1.29M
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-456- 0.34% |
$95.6K - $108K
|
132K
$32.3M
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-395- 26.33% |
$82.8K - $93.4K
|
1.11K
$270K
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-347- 4.65% |
$72.7K - $82K
|
7.12K
$1.74M
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-335- 35.83% |
$70.2K - $79.2K
|
600
$146K
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-302- 37.66% |
$63.3K - $71.4K
|
500
$122K
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-275- 20.34% |
$57.7K - $65K
|
1.08K
$263K
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-221- 4.46% |
$46.3K - $52.3K
|
4.73K
$1.15M
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-198- 3.26% |
$41.5K - $46.8K
|
5.87K
$1.43M
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-175- 14.57% |
$36.7K - $41.4K
|
1.03K
$250K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-140- 9.79% |
$29.3K - $33.1K
|
1.29K
$315K
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-130- 6.28% |
$27.3K - $30.7K
|
1.94K
$473K
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-100- 11.29% |
$21K - $23.6K
|
786
$192K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-94- 7.55% |
$19.7K - $22.2K
|
1.15K
$281K
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-92- 86.79% |
$19.3K - $21.8K
|
14
$3.42K
|