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 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-18- 0.18% |
$3.99K - $4.41K
|
10.2K
$2.59M
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-18- 3.26% |
$3.99K - $4.41K
|
534
$135K
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-19- 4.5% |
$4.21K - $4.65K
|
403
$102K
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-20- 47.62% |
$4.43K - $4.9K
|
22
$5.57K
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-20- 1.6% |
$4.43K - $4.9K
|
1.23K
$310K
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-20- 0.86% |
$4.43K - $4.9K
|
2.3K
$583K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-21- 10.99% |
$4.65K - $5.14K
|
170
$43K
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-21- 1.84% |
$4.65K - $5.14K
|
1.12K
$284K
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-21- 1.76% |
$4.65K - $5.14K
|
1.18K
$297K
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-21- 2.13% |
$4.65K - $5.14K
|
964
$244K
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-22- 1.48% |
$4.87K - $5.39K
|
1.47K
$372K
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-22- 0.95% |
$4.87K - $5.39K
|
2.3K
$582K
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-23- 1.13% |
$5.09K - $5.63K
|
2.01K
$508K
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-23- 14.37% |
$5.09K - $5.63K
|
137
$34.7K
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-25- 1.21% |
$5.54K - $6.12K
|
2.04K
$515K
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-26- 0.32% |
$5.76K - $6.37K
|
7.99K
$2.02M
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-26- 7.47% |
$5.76K - $6.37K
|
322
$81.5K
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-27- 2.49% |
$5.98K - $6.61K
|
1.06K
$267K
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-27- 0.12% |
$5.98K - $6.61K
|
22.4K
$5.66M
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-28- 14.66% |
$6.2K - $6.86K
|
163
$41.2K
|
|
Apr 23, 2025
Q1 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-29- 1.14% |
$6.42K - $7.1K
|
2.51K
$634K
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-29- 0.92% |
$6.42K - $7.1K
|
3.12K
$790K
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-29- 1.5% |
$6.42K - $7.1K
|
1.91K
$483K
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-31- 1.06% |
$6.87K - $7.59K
|
2.9K
$734K
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-31- 3.28% |
$6.87K - $7.59K
|
915
$231K
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-32- 1.68% |
$7.09K - $7.83K
|
1.87K
$473K
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-32- 38.55% |
$7.09K - $7.83K
|
51
$12.9K
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-33- 3.51% |
$7.31K - $8.08K
|
908
$230K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-34- 1.49% |
$7.53K - $8.32K
|
2.25K
$570K
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-34- 3.48% |
$7.53K - $8.32K
|
944
$239K
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-36- 0.51% |
$7.97K - $8.81K
|
7K
$1.77M
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-36- 1.22% |
$7.97K - $8.81K
|
2.92K
$739K
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-38- 2.63% |
$8.42K - $9.3K
|
1.41K
$356K
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-38- 3.35% |
$8.42K - $9.3K
|
1.1K
$277K
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-38- 42.7% |
$8.42K - $9.3K
|
51
$12.9K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-39- 4.08% |
$8.64K - $9.55K
|
918
$232K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-40- 0.13% |
$8.86K - $9.79K
|
29.8K
$7.54M
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-40- 4.28% |
$8.86K - $9.79K
|
895
$226K
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-40- 1.2% |
$8.86K - $9.79K
|
3.3K
$835K
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-42- 0.13% |
$9.3K - $10.3K
|
32.6K
$8.25M
|
|
May 01, 2025
Q1 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-44- 1.62% |
$9.74K - $10.8K
|
2.67K
$676K
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-44- 0.85% |
$9.74K - $10.8K
|
5.13K
$1.3M
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-45- 14.52% |
$9.97K - $11K
|
265
$67K
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
SELL
|
- |
-48- 3.77% |
$10.6K - $11.8K
|
1.22K
$310K
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-53- 2.43% |
$11.7K - $13K
|
2.13K
$539K
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
SELL
|
- |
-56- 1.07% |
$12.4K - $13.7K
|
5.2K
$1.32M
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-57- 0.57% |
$12.6K - $14K
|
10K
$2.53M
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-58- 1.65% |
$12.8K - $14.2K
|
3.47K
$877K
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-59- 0.19% |
$13.1K - $14.4K
|
31.8K
$8.05M
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-61- 3.98% |
$13.5K - $14.9K
|
1.47K
$372K
|