Purchases and Sales Made in Q1 2025 in Broadridge Financial Solutions, Inc. (BR)
This table provides information about the institutional ownership of Broadridge Financial Solutions, Inc. (BR) during Q1 2025. The information is specifically focused on institutions that hold shares of BROADRIDGE FINANCIAL SOLUTIONS, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2New |
$443 - $490
|
2
$506
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2+ 0.05% |
$443 - $490
|
4.24K
$1.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2New |
$443 - $490
|
2
$506
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
2New |
$443 - $490
|
2
$506
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2New |
$443 - $490
|
2
$506
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
1+ 100.0% |
$221 - $245
|
2
$506
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 2.38% |
$221 - $245
|
43
$10.9K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.47% |
$221 - $245
|
213
$53.9K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.84% |
$221 - $245
|
120
$30.4K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.39% |
$221 - $245
|
257
$65K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1New |
$221 - $245
|
1
$253
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1New |
$221 - $245
|
1
$253
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1New |
$221 - $245
|
1
$253
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1- 0.08% |
$221 - $245
|
1.29K
$327K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-1- 0.1% |
$221 - $245
|
993
$251K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1- 0.03% |
$221 - $245
|
3.63K
$919K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1- 3.45% |
$221 - $245
|
28
$7.08K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1- 0.46% |
$221 - $245
|
218
$55.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.64% |
$221 - $245
|
156
$39.5K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1- 0.1% |
$221 - $245
|
1.05K
$265K
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-2- 0.1% |
$443 - $490
|
2.05K
$519K
|
|
|
May 15, 2025
Q1 2025
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-3- 0.05% |
$664 - $734
|
6.04K
$1.53M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3- 0.29% |
$664 - $734
|
1.03K
$261K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3- 0.57% |
$664 - $734
|
523
$132K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-3- 0.05% |
$664 - $734
|
5.5K
$1.39M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-5- 0.05% |
$1.11K - $1.22K
|
9.85K
$2.49M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-5- 0.7% |
$1.11K - $1.22K
|
708
$179K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-6- 0.15% |
$1.33K - $1.47K
|
3.91K
$990K
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-6- 0.28% |
$1.33K - $1.47K
|
2.17K
$549K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-6- 0.33% |
$1.33K - $1.47K
|
1.79K
$453K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-6- 0.32% |
$1.33K - $1.47K
|
1.88K
$475K
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
SELL
|
- |
-6- 0.59% |
$1.33K - $1.47K
|
1.02K
$258K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-7- 0.4% |
$1.55K - $1.71K
|
1.73K
$437K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-8- 0.25% |
$1.77K - $1.96K
|
3.24K
$820K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-8- 0.37% |
$1.77K - $1.96K
|
2.13K
$539K
|
|
|
May 13, 2025
Q1 2025
|
Qsv Equity Investors LLC
Naperville, IL |
SELL
|
- |
-9- 0.65% |
$1.99K - $2.2K
|
1.37K
$346K
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-9- 0.05% |
$1.99K - $2.2K
|
20K
$5.06M
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-10- 0.98% |
$2.21K - $2.45K
|
1.01K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-10- 8.93% |
$2.21K - $2.45K
|
102
$25.8K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-11- 1.14% |
$2.44K - $2.69K
|
958
$242K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-12- 18.18% |
$2.66K - $2.94K
|
54
$13.7K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-12- 1.15% |
$2.66K - $2.94K
|
1.03K
$262K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-14- 2.85% |
$3.1K - $3.43K
|
478
$121K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-14- 51.85% |
$3.1K - $3.43K
|
13
$3.29K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-15- 0.07% |
$3.32K - $3.67K
|
20.4K
$5.15M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-16- 1.58% |
$3.54K - $3.92K
|
994
$251K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-16- 29.09% |
$3.54K - $3.92K
|
39
$9.87K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-17- 1.87% |
$3.76K - $4.16K
|
893
$226K
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-17- 0.84% |
$3.76K - $4.16K
|
2.02K
$510K
|
|
|
Jul 24, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-18- 0.18% |
$3.99K - $4.41K
|
10.2K
$2.59M
|