Institutional Ownership Broadridge Financial Solutions, Inc. (BR)
This table provides information about the institutional ownership of Broadridge Financial Solutions, Inc. (BR). We have compiled data on the 1,208 institutions that hold shares in the stock, with a total of 109 Million shares, which have been reported (via 13F filing form) to have a value of $27.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
5
shares
|
$1,250
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
5
shares
|
$1,250
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
4
shares
|
$1,000
0.0% of portfolio
|
Q2 2025
Reduced 63.64%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
4
shares
|
$1,000
0.0% of portfolio
|
Q2 2024
Added 300.0%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
4
shares
|
$1,000
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
4
shares
|
$1,000
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
3
shares
|
$750
0.0% of portfolio
|
Q1 2021
Reduced 99.9%
|
|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
3
shares
|
$750
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
3
shares
|
$750
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
3
shares
|
$750
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
3
shares
|
$750
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
2
shares
|
$500
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
2
shares
|
$500
0.0% of portfolio
|
Q2 2025
Reduced 98.71%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
1
shares
|
$250
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1
shares
|
$250
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
1
shares
|
$250
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
1
shares
|
$250
0.0% of portfolio
|
Q2 2025
Reduced 99.94%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
1
shares
|
$250
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
1
shares
|
$250
0.0% of portfolio
|
Q2 2025
Reduced 83.33%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|