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 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
158+ 0.69% |
$35K - $38.7K
|
23.2K
$5.87M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
157+ 15.61% |
$34.8K - $38.4K
|
1.16K
$294K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
153+ 2.64% |
$33.9K - $37.5K
|
5.94K
$1.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
151+ 15.98% |
$33.4K - $37K
|
1.1K
$277K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
149New |
$33K - $36.5K
|
149
$37.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
148New |
$32.8K - $36.2K
|
148
$37.4K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
142+ 5.79% |
$31.4K - $34.8K
|
2.6K
$657K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
141+ 2.85% |
$31.2K - $34.5K
|
5.08K
$1.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
140+ 7.62% |
$31K - $34.3K
|
1.98K
$500K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
136+ 8.98% |
$30.1K - $33.3K
|
1.65K
$418K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
134+ 4.82% |
$29.7K - $32.8K
|
2.91K
$737K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
131+ 2620.0% |
$29K - $32.1K
|
136
$34.4K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
131+ 5.14% |
$29K - $32.1K
|
2.68K
$678K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
130+ 13.86% |
$28.8K - $31.8K
|
1.07K
$270K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
127+ 5.66% |
$28.1K - $31.1K
|
2.37K
$600K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
124+ 47.51% |
$27.5K - $30.4K
|
385
$97.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
124+ 7.28% |
$27.5K - $30.4K
|
1.83K
$462K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
123+ 4.64% |
$27.2K - $30.1K
|
2.78K
$702K
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
BUY
|
- |
121+ 6.23% |
$26.8K - $29.6K
|
2.06K
$522K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
120+ 3.06% |
$26.6K - $29.4K
|
4.04K
$1.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
119+ 8.65% |
$26.4K - $29.1K
|
1.49K
$378K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
118New |
$26.1K - $28.9K
|
118
$29.9K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
118+ 2.44% |
$26.1K - $28.9K
|
4.96K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
117+ 450.0% |
$25.9K - $28.6K
|
143
$36.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
117+ 8.82% |
$25.9K - $28.6K
|
1.44K
$365K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
117+ 5.69% |
$25.9K - $28.6K
|
2.17K
$550K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
115+ 12.82% |
$25.5K - $28.2K
|
1.01K
$256K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
109+ 2.81% |
$24.1K - $26.7K
|
3.99K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
109+ 16.39% |
$24.1K - $26.7K
|
774
$196K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
107+ 2.84% |
$23.7K - $26.2K
|
3.88K
$981K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
101+ 3.59% |
$22.4K - $24.7K
|
2.91K
$737K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
101+ 9.6% |
$22.4K - $24.7K
|
1.15K
$292K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
100+ 0.36% |
$22.1K - $24.5K
|
27.7K
$7.01M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
100+ 1.62% |
$22.1K - $24.5K
|
6.26K
$1.58M
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
100+ 0.25% |
$22.1K - $24.5K
|
40.5K
$10.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
100New |
$22.1K - $24.5K
|
100
$25.3K
|
|
|
May 15, 2025
Q1 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
100+ 0.61% |
$22.1K - $24.5K
|
16.6K
$4.19M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
99+ 0.19% |
$21.9K - $24.2K
|
51.3K
$13M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
99+ 7.06% |
$21.9K - $24.2K
|
1.5K
$380K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
98+ 5.19% |
$21.7K - $24K
|
1.99K
$503K
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
91+ 0.24% |
$20.2K - $22.3K
|
37.6K
$9.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
87+ 6.78% |
$19.3K - $21.3K
|
1.37K
$347K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
87+ 7.67% |
$19.3K - $21.3K
|
1.22K
$309K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
85+ 5.33% |
$18.8K - $20.8K
|
1.68K
$425K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
84+ 4.83% |
$18.6K - $20.6K
|
1.82K
$461K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
82+ 6.88% |
$18.2K - $20.1K
|
1.27K
$322K
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
82+ 5.1% |
$18.2K - $20.1K
|
1.69K
$428K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
81+ 4.36% |
$17.9K - $19.8K
|
1.94K
$491K
|
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
81+ 2.02% |
$17.9K - $19.8K
|
4.1K
$1.04M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
80+ 0.58% |
$17.7K - $19.6K
|
14K
$3.54M
|