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 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-345- 3.97% |
$76.4K - $84.5K
|
8.34K
$2.11M
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-355- 7.3% |
$78.6K - $86.9K
|
4.51K
$1.14M
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-387- 13.18% |
$85.7K - $94.7K
|
2.55K
$645K
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-387- 9.07% |
$85.7K - $94.7K
|
3.88K
$981K
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-395- 2.82% |
$87.5K - $96.7K
|
13.6K
$3.44M
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-400- 32.21% |
$88.6K - $97.9K
|
842
$213K
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-400- 0.12% |
$88.6K - $97.9K
|
330K
$83.4M
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-402- 2.92% |
$89K - $98.4K
|
13.4K
$3.38M
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-402- 9.41% |
$89K - $98.4K
|
3.87K
$979K
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-404- 14.02% |
$89.5K - $98.9K
|
2.48K
$627K
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
SELL
|
- |
-405- 7.38% |
$89.7K - $99.2K
|
5.08K
$1.29M
|
|
Apr 30, 2025
Q1 2025
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-405- 13.76% |
$89.7K - $99.2K
|
2.54K
$642K
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-410- 4.42% |
$90.8K - $100K
|
8.86K
$2.24M
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-411- 4.27% |
$91K - $101K
|
9.22K
$2.33M
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-414- 9.0% |
$91.7K - $101K
|
4.19K
$1.06M
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-435- 6.45% |
$96.3K - $107K
|
6.31K
$1.6M
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
SELL
|
- |
-437- 2.21% |
$96.8K - $107K
|
19.3K
$4.88M
|
|
Apr 28, 2025
Q1 2025
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-456- 27.6% |
$101K - $112K
|
1.2K
$303K
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-460- 4.55% |
$102K - $113K
|
9.66K
$2.44M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-464- 19.31% |
$103K - $114K
|
1.94K
$491K
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-466- 38.2% |
$103K - $114K
|
754
$191K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-472- 50.37% |
$105K - $116K
|
465
$118K
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-475- 36.2% |
$105K - $116K
|
837
$212K
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-476- 0.85% |
$105K - $117K
|
55.5K
$14M
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-498- 36.51% |
$110K - $122K
|
866
$219K
|
|
May 15, 2025
Q1 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-500- 31.25% |
$111K - $122K
|
1.1K
$278K
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-503- 10.48% |
$111K - $123K
|
4.3K
$1.09M
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-505- 26.65% |
$112K - $124K
|
1.39K
$352K
|
|
May 06, 2025
Q1 2025
|
Palmer Knight CO
|
SELL
|
- |
-510- 1.65% |
$113K - $125K
|
30.4K
$7.69M
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-511- 33.71% |
$113K - $125K
|
1.01K
$254K
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-517- 3.03% |
$114K - $127K
|
16.5K
$4.18M
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-519- 2.1% |
$115K - $127K
|
24.1K
$6.11M
|
|
May 15, 2025
Q1 2025
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-525- 13.08% |
$116K - $129K
|
3.49K
$882K
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-528- 27.24% |
$117K - $129K
|
1.41K
$357K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-540- 9.57% |
$120K - $132K
|
5.1K
$1.29M
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-545- 58.98% |
$121K - $133K
|
379
$95.9K
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-550- 4.33% |
$122K - $135K
|
12.1K
$3.07M
|
|
May 15, 2025
Q1 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-550- 24.44% |
$122K - $135K
|
1.7K
$430K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-550- 4.28% |
$122K - $135K
|
12.3K
$3.11M
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
SELL
|
- |
-552- 17.03% |
$122K - $135K
|
2.69K
$681K
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-553- 15.98% |
$122K - $135K
|
2.91K
$735K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-555- 4.2% |
$123K - $136K
|
12.7K
$3.2M
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-557- 3.36% |
$123K - $136K
|
16K
$4.05M
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-567- 2.97% |
$126K - $139K
|
18.5K
$4.68M
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-600- 70.18% |
$133K - $147K
|
255
$64.5K
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-604- 1.69% |
$134K - $148K
|
35K
$8.87M
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
SELL
|
- |
-627- 7.76% |
$139K - $154K
|
7.46K
$1.89M
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-651- 10.43% |
$144K - $159K
|
5.59K
$1.41M
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-675- 23.42% |
$149K - $165K
|
2.21K
$558K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-684- 2.15% |
$151K - $167K
|
31.1K
$7.87M
|