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 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.95KNew |
$432K - $477K
|
1.95K
$476K
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.91K+ 7.67% |
$422K - $467K
|
26.8K
$6.53M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.85KNew |
$409K - $452K
|
1.85K
$451K
|
|
|
Apr 10, 2025
Q1 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
1.84KNew |
$407K - $450K
|
1.84K
$449K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.84K+ 57.36% |
$406K - $449K
|
5.03K
$1.23M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.78KNew |
$394K - $436K
|
1.78K
$434K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.77K+ 22.47% |
$391K - $433K
|
9.63K
$2.35M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.71K+ 108.38% |
$378K - $418K
|
3.28K
$802K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.68K+ 16.79% |
$372K - $411K
|
11.7K
$2.85M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.67KNew |
$371K - $410K
|
1.67K
$408K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.63K+ 7766.67% |
$361K - $399K
|
1.65K
$403K
|
|
|
Jun 23, 2025
Q1 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
1.6K+ 6.34% |
$355K - $393K
|
26.9K
$6.57M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
1.6KNew |
$354K - $392K
|
1.6K
$391K
|
|
|
May 09, 2025
Q1 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
1.6KNew |
$353K - $391K
|
1.6K
$389K
|
|
|
Apr 14, 2025
Q1 2025
|
Fenimore Asset Management Inc
|
BUY
|
- |
1.59K+ 0.51% |
$353K - $390K
|
314K
$76.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.56K+ 3.0% |
$345K - $382K
|
53.5K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.55K+ 6.54% |
$343K - $379K
|
25.3K
$6.16M
|
|
|
May 16, 2025
Q1 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
1.54KNew |
$342K - $378K
|
1.54K
$377K
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.53K+ 6.05% |
$339K - $375K
|
26.9K
$6.56M
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.52KNew |
$336K - $371K
|
1.52K
$370K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.49K+ 2.66% |
$330K - $365K
|
57.5K
$14M
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
1.49KNew |
$330K - $365K
|
1.49K
$364K
|
|
|
May 15, 2025
Q1 2025
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
1.49KNew |
$329K - $364K
|
1.49K
$363K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
1.48KNew |
$328K - $363K
|
1.48K
$362K
|
|
|
Apr 18, 2025
Q1 2025
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
1.47K+ 4.05% |
$326K - $360K
|
37.8K
$9.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.47KNew |
$326K - $360K
|
1.47K
$359K
|
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
1.47KNew |
$326K - $360K
|
1.47K
$359K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.45K+ 11.5% |
$321K - $355K
|
14K
$3.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Suncoast Equity Management
|
BUY
|
- |
1.45K+ 5.57% |
$320K - $354K
|
27.4K
$6.68M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.42KNew |
$315K - $349K
|
1.42K
$348K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
1.42K+ 1.27% |
$314K - $347K
|
113K
$27.6M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.41KNew |
$313K - $346K
|
1.41K
$345K
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
1.4KNew |
$310K - $343K
|
1.4K
$342K
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
1.4K+ 2.39% |
$309K - $342K
|
59.8K
$14.6M
|
|
|
May 14, 2025
Q1 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
1.4KNew |
$309K - $342K
|
1.4K
$341K
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
1.38K+ 38.47% |
$306K - $338K
|
4.97K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.38KNew |
$305K - $337K
|
1.38K
$336K
|
|
|
May 13, 2025
Q1 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
1.37KNew |
$303K - $335K
|
1.37K
$334K
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
1.37K+ 9.35% |
$303K - $334K
|
16K
$3.9M
|
|
|
May 14, 2025
Q1 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
1.34KNew |
$296K - $327K
|
1.34K
$326K
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
1.33KNew |
$295K - $326K
|
1.33K
$325K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
1.31KNew |
$290K - $321K
|
1.31K
$320K
|
|
|
May 13, 2025
Q1 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
1.3K+ 4.7% |
$288K - $318K
|
28.9K
$7.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
1.26K+ 17.06% |
$280K - $309K
|
8.67K
$2.12M
|
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
BUY
|
- |
1.26KNew |
$278K - $308K
|
1.26K
$307K
|
|
|
May 15, 2025
Q1 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1.25K+ 22.25% |
$277K - $307K
|
6.89K
$1.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.25KNew |
$277K - $306K
|
1.25K
$305K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.23KNew |
$273K - $302K
|
1.23K
$301K
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
1.22KNew |
$270K - $298K
|
1.22K
$297K
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.21KNew |
$268K - $297K
|
1.21K
$296K
|