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 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-305- 15.98% |
$66.3K - $75.1K
|
1.6K
$392K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-326- 1.41% |
$70.8K - $80.3K
|
22.9K
$5.58M
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-343- 10.75% |
$74.5K - $84.5K
|
2.85K
$695K
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-381- 0.74% |
$82.8K - $93.8K
|
51.4K
$12.5M
|
|
Jul 18, 2025
Q2 2025
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-390- 15.37% |
$84.7K - $96K
|
2.15K
$524K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-451- 1.56% |
$98K - $111K
|
28.5K
$6.95M
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-473- 1.71% |
$103K - $116K
|
27.2K
$6.65M
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-518- 26.7% |
$113K - $128K
|
1.42K
$347K
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-542- 0.48% |
$118K - $133K
|
112K
$27.4M
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-589- 21.81% |
$128K - $145K
|
2.11K
$515K
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-668- 3.68% |
$145K - $164K
|
17.5K
$4.27M
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-693- 5.2% |
$151K - $171K
|
12.6K
$3.09M
|
|
Jul 11, 2025
Q2 2025
|
Walter Public Investments Inc.
Westmount, Z4 |
SELL
|
- |
-893- 1.03% |
$194K - $220K
|
86.1K
$21M
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-970- 2.46% |
$211K - $239K
|
38.5K
$9.4M
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-1.1K- 1.32% |
$238K - $270K
|
81.9K
$20M
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-1.74K- 2.79% |
$378K - $428K
|
60.7K
$14.8M
|
|
Jul 11, 2025
Q2 2025
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-1.75K- 9.83% |
$379K - $430K
|
16K
$3.91M
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
SELL
|
- |
-2.08K- 10.75% |
$451K - $511K
|
17.2K
$4.21M
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-2.43K- 62.86% |
$528K - $599K
|
1.44K
$351K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.97K- 23.49% |
$646K - $732K
|
9.68K
$2.36M
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-3.24K- 4.84% |
$704K - $798K
|
63.8K
$15.6M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-5.43K- 5.9% |
$1.18M - $1.34M
|
86.7K
$21.2M
|
|
Jul 07, 2025
Q2 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-5.77K- 20.01% |
$1.25M - $1.42M
|
23K
$5.63M
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-6.34K- 10.6% |
$1.38M - $1.56M
|
53.4K
$13M
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-12.2K- 2.0% |
$2.65M - $3M
|
598K
$146M
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-14.9K- 5.46% |
$3.24M - $3.67M
|
258K
$63M
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-65K- 26.58% |
$14.1M - $16M
|
180K
$43.9M
|
|
Jul 21, 2025
Q2 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-87.4K- 92.32% |
$19M - $21.5M
|
7.28K
$1.78M
|