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 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
79+ 146.3% |
$17.5K - $19.3K
|
133
$33.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
78+ 2.25% |
$17.3K - $19.1K
|
3.54K
$896K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
78New |
$17.3K - $19.1K
|
78
$19.7K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
72+ 2.3% |
$15.9K - $17.6K
|
3.2K
$809K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
72+ 4.68% |
$15.9K - $17.6K
|
1.61K
$407K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
72+ 12.35% |
$15.9K - $17.6K
|
655
$166K
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
72+ 0.14% |
$15.9K - $17.6K
|
51.7K
$13.1M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
71+ 0.27% |
$15.7K - $17.4K
|
26.3K
$6.64M
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
BUY
|
- |
70+ 0.66% |
$15.5K - $17.1K
|
10.6K
$2.69M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
68+ 1.14% |
$15.1K - $16.6K
|
6.05K
$1.53M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
65+ 4.6% |
$14.4K - $15.9K
|
1.48K
$374K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
62+ 0.34% |
$13.7K - $15.2K
|
18.5K
$4.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
61+ 0.26% |
$13.5K - $14.9K
|
23.5K
$5.95M
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
60+ 0.26% |
$13.3K - $14.7K
|
23.3K
$5.89M
|
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
60+ 6.15% |
$13.3K - $14.7K
|
1.04K
$262K
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
60+ 5.38% |
$13.3K - $14.7K
|
1.18K
$298K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
56+ 5600.0% |
$12.4K - $13.7K
|
57
$14.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
56+ 4.45% |
$12.4K - $13.7K
|
1.32K
$333K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
53+ 3.84% |
$11.7K - $13K
|
1.43K
$362K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
52+ 3.18% |
$11.5K - $12.7K
|
1.69K
$427K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
52+ 0.33% |
$11.5K - $12.7K
|
15.8K
$4.01M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
49+ 7.02% |
$10.9K - $12K
|
747
$189K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
49+ 1.77% |
$10.9K - $12K
|
2.82K
$713K
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
48+ 2.43% |
$10.6K - $11.8K
|
2.02K
$511K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
48+ 18.25% |
$10.6K - $11.8K
|
311
$78.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
48+ 126.32% |
$10.6K - $11.8K
|
86
$21.8K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
47+ 2.6% |
$10.4K - $11.5K
|
1.85K
$469K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
46+ 48.42% |
$10.2K - $11.3K
|
141
$35.7K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
46New |
$10.2K - $11.3K
|
46
$11.6K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
42+ 1.75% |
$9.3K - $10.3K
|
2.44K
$617K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
41+ 2.98% |
$9.08K - $10K
|
1.42K
$359K
|
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
39+ 21.55% |
$8.64K - $9.55K
|
220
$55.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
39+ 3.67% |
$8.64K - $9.55K
|
1.1K
$279K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
36+ 28.13% |
$7.97K - $8.81K
|
164
$41.5K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
35+ 2.03% |
$7.75K - $8.57K
|
1.76K
$444K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
34+ 1.66% |
$7.53K - $8.32K
|
2.08K
$526K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
34+ 4.71% |
$7.53K - $8.32K
|
756
$191K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
34+ 0.06% |
$7.53K - $8.32K
|
61.4K
$15.5M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
32+ 52.46% |
$7.09K - $7.83K
|
93
$23.5K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
30+ 1.78% |
$6.64K - $7.34K
|
1.72K
$434K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
29+ 19.33% |
$6.42K - $7.1K
|
179
$45.3K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
29New |
$6.42K - $7.1K
|
29
$7.34K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
28New |
$6.2K - $6.86K
|
28
$7.08K
|
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
28+ 3.03% |
$6.2K - $6.86K
|
952
$241K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
28New |
$6.2K - $6.86K
|
28
$7.08K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
27+ 22.88% |
$5.98K - $6.61K
|
145
$36.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
26+ 0.22% |
$5.76K - $6.37K
|
11.9K
$3.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
26New |
$5.76K - $6.37K
|
26
$6.58K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
25+ 1.73% |
$5.54K - $6.12K
|
1.47K
$371K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
22+ 66.67% |
$4.87K - $5.39K
|
55
$13.9K
|