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
|
Xponance, Inc.
|
BUY
|
- |
384+ 1.46% |
$85K - $94K
|
26.6K
$6.74M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
380+ 2.85% |
$84.2K - $93K
|
13.7K
$3.47M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
347+ 10.93% |
$76.8K - $85K
|
3.52K
$891K
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
345+ 19.99% |
$76.4K - $84.5K
|
2.07K
$524K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
344+ 33.4% |
$76.2K - $84.2K
|
1.37K
$348K
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
343+ 33.93% |
$76K - $84K
|
1.35K
$343K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
336+ 1.75% |
$74.4K - $82.3K
|
19.5K
$4.93M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
324+ 2.35% |
$71.8K - $79.3K
|
14.1K
$3.57M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
321+ 28.16% |
$71.1K - $78.6K
|
1.46K
$370K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
318+ 20.56% |
$70.4K - $77.9K
|
1.87K
$472K
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
316New |
$70K - $77.4K
|
316
$79.9K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
289+ 2.26% |
$64K - $70.8K
|
13.1K
$3.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
281+ 1.08% |
$62.2K - $68.8K
|
26.3K
$6.65M
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
279New |
$61.8K - $68.3K
|
279
$70.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
279+ 1.08% |
$61.8K - $68.3K
|
26.1K
$6.59M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
277+ 1.34% |
$61.3K - $67.8K
|
20.9K
$5.3M
|
|
|
May 12, 2025
Q1 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
268+ 4.26% |
$59.4K - $65.6K
|
6.56K
$1.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
267+ 8.98% |
$59.1K - $65.4K
|
3.24K
$820K
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
264+ 3.02% |
$58.5K - $64.6K
|
8.99K
$2.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
260+ 5.11% |
$57.6K - $63.7K
|
5.35K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
259+ 2.72% |
$57.4K - $63.4K
|
9.78K
$2.47M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
253+ 17.61% |
$56K - $61.9K
|
1.69K
$428K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
251+ 12.82% |
$55.6K - $61.5K
|
2.21K
$559K
|
|
|
May 12, 2025
Q1 2025
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
250+ 1.46% |
$55.4K - $61.2K
|
17.4K
$4.39M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
245+ 1.8% |
$54.3K - $60K
|
13.9K
$3.52M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
240+ 226.42% |
$53.2K - $58.8K
|
346
$87.5K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
234+ 13.76% |
$51.8K - $57.3K
|
1.94K
$490K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
228+ 6.38% |
$50.5K - $55.8K
|
3.8K
$961K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
216+ 2.89% |
$47.8K - $52.9K
|
7.68K
$1.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
205+ 11.9% |
$45.4K - $50.2K
|
1.93K
$488K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
203+ 1.53% |
$45K - $49.7K
|
13.5K
$3.42M
|
|
|
May 02, 2025
Q1 2025
|
Tributary Capital Management, LLC
|
BUY
|
- |
202+ 4.04% |
$44.7K - $49.5K
|
5.21K
$1.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
200+ 20.0% |
$44.3K - $49K
|
1.2K
$304K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
198+ 19.02% |
$43.8K - $48.5K
|
1.24K
$313K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
196+ 9.91% |
$43.4K - $48K
|
2.17K
$550K
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
194+ 2.28% |
$43K - $47.5K
|
8.69K
$2.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
186+ 2.72% |
$41.2K - $45.5K
|
7.03K
$1.78M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
183+ 0.01% |
$40.5K - $44.8K
|
3.56M
$901M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
183+ 5.72% |
$40.5K - $44.8K
|
3.38K
$855K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
182+ 11.42% |
$40.3K - $44.6K
|
1.78K
$449K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
180+ 14.46% |
$39.9K - $44.1K
|
1.43K
$361K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
179+ 17.85% |
$39.6K - $43.8K
|
1.18K
$299K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
179+ 7.01% |
$39.6K - $43.8K
|
2.73K
$692K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
177New |
$39.2K - $43.3K
|
177
$44.8K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
173+ 1.23% |
$38.3K - $42.4K
|
14.3K
$3.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
171+ 2.57% |
$37.9K - $41.9K
|
6.83K
$1.73M
|
|
|
May 16, 2025
Q1 2025
|
Dean Capital Management
Overland Park, KS |
BUY
|
- |
169+ 2.49% |
$37.4K - $41.4K
|
6.96K
$1.76M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
165+ 14.47% |
$36.5K - $40.4K
|
1.31K
$330K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
162+ 6.47% |
$35.9K - $39.7K
|
2.67K
$674K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
162+ 6.96% |
$35.9K - $39.7K
|
2.49K
$630K
|