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
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1- 0.64% |
$217 - $246
|
155
$37.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 0.24% |
$217 - $246
|
423
$103K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 1.23% |
$217 - $246
|
80
$19.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-2- 0.92% |
$434 - $493
|
216
$52.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-5- 83.33% |
$1.09K - $1.23K
|
1
$244
|
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
SELL
|
- |
-5- 0.41% |
$1.09K - $1.23K
|
1.22K
$298K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 42.86% |
$1.3K - $1.48K
|
8
$1.95K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-9- 0.32% |
$1.95K - $2.22K
|
2.8K
$684K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-9- 3.5% |
$1.95K - $2.22K
|
248
$60.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-10- 1.14% |
$2.17K - $2.46K
|
865
$211K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-11- 1.05% |
$2.39K - $2.71K
|
1.04K
$253K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
SELL
|
- |
-14- 1.48% |
$3.04K - $3.45K
|
930
$227K
|
|
|
Jul 18, 2025
Q2 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-15- 0.6% |
$3.26K - $3.69K
|
2.49K
$608K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-18- 0.25% |
$3.91K - $4.43K
|
7.11K
$1.73M
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-20- 8.51% |
$4.34K - $4.93K
|
215
$52.5K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-21- 2.11% |
$4.56K - $5.17K
|
972
$237K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-21- 1.79% |
$4.56K - $5.17K
|
1.15K
$282K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-23- 2.48% |
$5K - $5.66K
|
903
$220K
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-25- 1.68% |
$5.43K - $6.16K
|
1.47K
$358K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-26Closed |
$5.65K - $6.4K
|
0
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-36- 2.45% |
$7.82K - $8.87K
|
1.43K
$350K
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-37- 16.82% |
$8.04K - $9.11K
|
183
$44.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-37- 21.26% |
$8.04K - $9.11K
|
137
$33.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-45- 5.0% |
$9.77K - $11.1K
|
855
$209K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-47- 7.18% |
$10.2K - $11.6K
|
608
$148K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-50- 3.43% |
$10.9K - $12.3K
|
1.41K
$343K
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-55- 19.71% |
$11.9K - $13.5K
|
224
$54.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-59- 5.87% |
$12.8K - $14.5K
|
946
$231K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-78- 8.65% |
$16.9K - $19.2K
|
824
$201K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-87- 7.76% |
$18.9K - $21.4K
|
1.03K
$252K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-88- 7.13% |
$19.1K - $21.7K
|
1.15K
$280K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-89- 1.07% |
$19.3K - $21.9K
|
8.25K
$2.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-138- 1.43% |
$30K - $34K
|
9.52K
$2.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-138- 2.65% |
$30K - $34K
|
5.07K
$1.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-148- 9.91% |
$32.1K - $36.4K
|
1.35K
$329K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-149- 7.73% |
$32.4K - $36.7K
|
1.78K
$434K
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-150- 4.83% |
$32.6K - $36.9K
|
2.96K
$721K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-153- 98.71% |
$33.2K - $37.7K
|
2
$488
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-155- 36.21% |
$33.7K - $38.2K
|
273
$66.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-157- 27.5% |
$34.1K - $38.7K
|
414
$101K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-171- 1.71% |
$37.1K - $42.1K
|
9.83K
$2.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-186- 0.54% |
$40.4K - $45.8K
|
34K
$8.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-200- 1.62% |
$43.4K - $49.3K
|
12.1K
$2.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-203- 1.98% |
$44.1K - $50K
|
10K
$2.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-209- 39.58% |
$45.4K - $51.5K
|
319
$77.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-241- 17.49% |
$52.4K - $59.3K
|
1.14K
$278K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-280- 16.61% |
$60.8K - $69K
|
1.41K
$343K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-291- 3.3% |
$63.2K - $71.7K
|
8.54K
$2.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-303- 3.64% |
$65.8K - $74.6K
|
8.03K
$1.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-305- 10.47% |
$66.3K - $75.1K
|
2.61K
$637K
|