Institutional shares held 105 Million
171K calls
32.2K puts
Total value of holdings $24.9B
$40.4M calls
$7.62M puts
Market Cap $36.6B
154,460,992 Shares Out.
Institutional ownership 68.16%
# of Institutions 1,086


Latest Institutional Activity in BR

Top Purchases

Q4 2024
Swedbank Ab Shares Held: 25.3K ($5.99M)
Q4 2024
Hantz Financial Services, Inc. Shares Held: 15.5K ($3.66M)
Q4 2024
Union Bancaire Privee, Ubp Sa Shares Held: 10.3K ($2.43M)
Q4 2024
Manning & Napier Advisors LLC Shares Held: 7.75K ($1.84M)
Q4 2024
Avanza Fonder Ab Shares Held: 7.41K ($1.75M)

Top Sells

Q4 2024
Assenagon Asset Management S.A. Shares Held: 40.3K ($9.55M)
Q4 2024
Abrdn PLC Shares Held: 503K ($119M)
Q4 2024
Robeco Institutional Asset Management B.V. Shares Held: 58.4K ($13.8M)
Q4 2024
Pacer Advisors, Inc. Shares Held: 17.5K ($4.15M)
Q4 2024
Nordea Investment Management Ab Shares Held: 73.4K ($17.4M)

About BR

Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry. The company's Investor Communication Solutions segment processes and distributes proxy materials to investors in equity securities and mutual funds, as well as facilitates related vote processing services; and distributes regulatory reports, class action, and corporate action/reorganization event information, as well as tax reporting solutions. It also offers ProxyEdge, an electronic proxy delivery and voting solution; data-driven solutions and an end-to-end platform for content management, composition, and omni-channel distribution of regulatory, marketing, and transactional information, as well as mutual fund trade processing services; data and analytics solutions; solutions for public corporations and mutual funds; SEC filing and capital markets transaction services; registrar, stock transfer, and record-keeping services; and omni-channel customer communications solutions, as well as operates Broadridge Communications Cloud platform that creates, delivers, and manages communications and customer engagement activities. The company's Global Technology and Operations segment provides solutions that automate the front-to-back transaction lifecycle of equity, mutual fund, fixed income, foreign exchange and exchange-traded derivatives, order capture and execution, trade confirmation, margin, cash management, clearance and settlement, reference data management, reconciliations, securities financing and collateral management, asset servicing, compliance and regulatory reporting, portfolio accounting, and custody-related services. This segment also offers business process outsourcing services; technology solutions, such portfolio management, compliance, fee billing, and operational support solutions; and capital market and wealth management solutions. The company was founded in 1962 and is headquartered in Lake Success, New York.


Insider Transactions at BR

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
293K Shares
From 27 Insiders
Grant, award, or other acquisition 56.7K shares
Exercise of conversion of derivative security 236K shares
Sell / Disposition
275K Shares
From 21 Insiders
Open market or private sale 250K shares
Payment of exercise price or tax liability 23K shares
Bona fide gift 1.2K shares
Sale (or disposition) back to the issuer 400 shares

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