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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
751+ 1.25% |
$166K - $184K
|
60.7K
$15.4M
|
|
|
May 09, 2025
Q1 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
750+ 833.33% |
$166K - $184K
|
840
$213K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
748+ 275.0% |
$166K - $183K
|
1.02K
$258K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
744+ 17.61% |
$165K - $182K
|
4.97K
$1.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
730+ 36.35% |
$162K - $179K
|
2.74K
$693K
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
720+ 1.36% |
$159K - $176K
|
53.6K
$13.6M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
694+ 7.46% |
$154K - $170K
|
10K
$2.53M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
676+ 16.47% |
$150K - $166K
|
4.78K
$1.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
651+ 8.47% |
$144K - $159K
|
8.33K
$2.11M
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
647+ 193.13% |
$143K - $158K
|
982
$248K
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
639+ 15.64% |
$142K - $156K
|
4.73K
$1.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
636+ 1.53% |
$141K - $156K
|
42.1K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
635+ 6.86% |
$141K - $155K
|
9.89K
$2.5M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
622+ 2.79% |
$138K - $152K
|
22.9K
$5.8M
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
620New |
$137K - $152K
|
620
$157K
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
BUY
|
- |
614+ 16.7% |
$136K - $150K
|
4.29K
$1.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
606+ 30.25% |
$134K - $148K
|
2.61K
$660K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
602+ 17.72% |
$133K - $147K
|
4K
$1.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
571+ 3.12% |
$126K - $140K
|
18.9K
$4.78M
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
BUY
|
- |
557+ 35.77% |
$123K - $136K
|
2.11K
$535K
|
|
|
May 14, 2025
Q1 2025
|
Uss Investment Management LTD
|
BUY
|
- |
555+ 2.85% |
$123K - $136K
|
20K
$5.07M
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
546+ 144.06% |
$121K - $134K
|
925
$234K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
532New |
$118K - $130K
|
532
$135K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
530+ 48.23% |
$117K - $130K
|
1.63K
$412K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
528New |
$117K - $129K
|
528
$134K
|
|
|
May 13, 2025
Q1 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
514+ 4.17% |
$114K - $126K
|
12.8K
$3.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
507+ 4.11% |
$112K - $124K
|
12.8K
$3.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
503+ 3.92% |
$111K - $123K
|
13.3K
$3.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
500+ 1.48% |
$111K - $122K
|
34.2K
$8.65M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
496+ 0.22% |
$110K - $121K
|
223K
$56.4M
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
494+ 14.34% |
$109K - $121K
|
3.94K
$997K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
477+ 9.05% |
$106K - $117K
|
5.75K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
475+ 25.65% |
$105K - $116K
|
2.33K
$589K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
475+ 24.48% |
$105K - $116K
|
2.42K
$611K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
467+ 4.2% |
$103K - $114K
|
11.6K
$2.93M
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
464+ 3.51% |
$103K - $114K
|
13.7K
$3.46M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
463+ 41.23% |
$103K - $113K
|
1.59K
$401K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
450+ 6.32% |
$99.7K - $110K
|
7.57K
$1.92M
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
438+ 2.4% |
$97K - $107K
|
18.7K
$4.73M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
420+ 2.37% |
$93K - $103K
|
18.1K
$4.59M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
416+ 3.71% |
$92.1K - $102K
|
11.6K
$2.94M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
410+ 3.68% |
$90.8K - $100K
|
11.5K
$2.92M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
409+ 30.36% |
$90.6K - $100K
|
1.76K
$444K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
401+ 1.89% |
$88.8K - $98.2K
|
21.6K
$5.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
401+ 10.1% |
$88.8K - $98.2K
|
4.37K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
400+ 3.35% |
$88.6K - $97.9K
|
12.3K
$3.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
400New |
$88.6K - $97.9K
|
400
$101K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
392+ 3.84% |
$86.8K - $96K
|
10.6K
$2.68M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
388+ 26.08% |
$85.9K - $95K
|
1.88K
$475K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
386+ 3.02% |
$85.5K - $94.5K
|
13.2K
$3.33M
|