Purchases and Sales Made in Q2 2025 in Broadridge Financial Solutions, Inc. (BR)
This table provides information about the institutional ownership of Broadridge Financial Solutions, Inc. (BR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
146+ 9.73% |
$31.7K - $36K
|
1.65K
$402K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
135+ 11.61% |
$29.3K - $33.2K
|
1.3K
$317K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
132+ 6.06% |
$28.7K - $32.5K
|
2.31K
$564K
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
118+ 13.0% |
$25.6K - $29.1K
|
1.03K
$250K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
115+ 7.8% |
$25K - $28.3K
|
1.59K
$388K
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
106+ 0.25% |
$23K - $26.1K
|
42.3K
$10.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
101+ 5.89% |
$21.9K - $24.9K
|
1.82K
$444K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
94+ 6.39% |
$20.4K - $23.1K
|
1.57K
$382K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
90+ 360.0% |
$19.5K - $22.2K
|
115
$28.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
88+ 6.9% |
$19.1K - $21.7K
|
1.36K
$333K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
82New |
$17.8K - $20.2K
|
82
$20K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
68+ 3.87% |
$14.8K - $16.7K
|
1.82K
$445K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
65+ 7.38% |
$14.1K - $16K
|
946
$231K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
64+ 3.46% |
$13.9K - $15.8K
|
1.92K
$468K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
51+ 31.1% |
$11.1K - $12.6K
|
215
$52.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
50+ 4.0% |
$10.9K - $12.3K
|
1.3K
$318K
|
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
BUY
|
- |
44+ 1.51% |
$9.56K - $10.8K
|
2.95K
$720K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
39+ 1.49% |
$8.47K - $9.6K
|
2.65K
$646K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
38+ 2.14% |
$8.25K - $9.36K
|
1.81K
$443K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
34+ 3.32% |
$7.39K - $8.37K
|
1.06K
$258K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
30New |
$6.52K - $7.39K
|
30
$7.32K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
29+ 3.1% |
$6.3K - $7.14K
|
964
$235K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
28+ 2.13% |
$6.08K - $6.9K
|
1.34K
$328K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
28+ 3.37% |
$6.08K - $6.9K
|
858
$209K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
25New |
$5.43K - $6.16K
|
25
$6.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
24+ 2.23% |
$5.21K - $5.91K
|
1.1K
$268K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
20New |
$4.34K - $4.93K
|
20
$4.88K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
20+ 1.14% |
$4.34K - $4.93K
|
1.78K
$433K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
15+ 1.74% |
$3.26K - $3.69K
|
875
$214K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
15New |
$3.26K - $3.69K
|
15
$3.66K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
14+ 1.36% |
$3.04K - $3.45K
|
1.05K
$255K
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
13+ 0.35% |
$2.82K - $3.2K
|
3.71K
$905K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12+ 0.28% |
$2.61K - $2.96K
|
4.25K
$1.04M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
11+ 0.75% |
$2.39K - $2.71K
|
1.48K
$361K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
11+ 0.63% |
$2.39K - $2.71K
|
1.76K
$429K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
11+ 0.48% |
$2.39K - $2.71K
|
2.33K
$568K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
10New |
$2.17K - $2.46K
|
10
$2.44K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
9+ 2.56% |
$1.95K - $2.22K
|
360
$87.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
8+ 0.95% |
$1.74K - $1.97K
|
854
$208K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
8New |
$1.74K - $1.97K
|
8
$1.95K
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
8+ 0.31% |
$1.74K - $1.97K
|
2.58K
$629K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
4+ 200.0% |
$869 - $985
|
6
$1.46K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3+ 150.0% |
$652 - $739
|
5
$1.22K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 100.0% |
$652 - $739
|
6
$1.46K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2New |
$434 - $493
|
2
$488
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.18% |
$217 - $246
|
552
$135K
|
|
|
Jul 21, 2025
Q2 2025
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
1+ 0.01% |
$217 - $246
|
7.18K
$1.75M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
1+ 0.03% |
$217 - $246
|
3.24K
$792K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-1- 0.01% |
$217 - $246
|
7.03K
$1.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1- 0.03% |
$217 - $246
|
2.94K
$717K
|