Broadridge Financial Solutions, Inc. BR
We take great care to ensure that the data presented and summarized in this overview for BROADRIDGE FINANCIAL SOLUTIONS, INC. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding BR
View all-
Vanguard Group Inc Valley Forge, PA14.2MShares$3.19 Billion0.06% of portfolio
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Black Rock Inc. New York, NY10.1MShares$2.27 Billion0.05% of portfolio
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Morgan Stanley New York, NY5.35MShares$1.2 Billion0.08% of portfolio
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State Street Corp Boston, MA5.18MShares$1.16 Billion0.05% of portfolio
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Janus Henderson Group PLC London, X03.24MShares$727 Million0.37% of portfolio
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Geode Capital Management, LLC Boston, MA3MShares$673 Million0.05% of portfolio
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Apg Asset Management N.V. Amsterdam, P72.76MShares$620 Million3.77% of portfolio
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Capital International Investors Los Angeles, CA2.75MShares$618 Million0.12% of portfolio
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T. Rowe Price Investment Management, Inc. Baltimore, MD2.66MShares$598 Million0.35% of portfolio
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Price T Rowe Associates Inc Baltimore, MD2.37MShares$533 Million0.06% of portfolio
Latest Institutional Activity in BR
Top Purchases
Top Sells
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
View allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
Dec 16
2024
|
Brett Keller Director |
BUY
Grant, award, or other acquisition
|
Direct |
136
+1.11%
|
-
|
Dec 16
2024
|
Maura A. Markus Director |
BUY
Grant, award, or other acquisition
|
Direct |
152
+0.53%
|
-
|
Dec 16
2024
|
Eileen K Murray Director |
BUY
Grant, award, or other acquisition
|
Direct |
188
+5.65%
|
-
|
Dec 16
2024
|
Annette L. Nazareth Director |
BUY
Grant, award, or other acquisition
|
Direct |
136
+1.66%
|
-
|
Dec 16
2024
|
Amit Zavery Director |
BUY
Grant, award, or other acquisition
|
Direct |
136
+1.81%
|
-
|
Dec 03
2024
|
Thomas P Carey Corporate VP |
SELL
Open market or private sale
|
Direct |
15,710
-30.54%
|
$3,613,300
$230.32 P/Share
|
Dec 03
2024
|
Thomas P Carey Corporate VP |
BUY
Exercise of conversion of derivative security
|
Direct |
15,167
+35.25%
|
$1,774,539
$117.34 P/Share
|
Nov 21
2024
|
Richard J Daly Executive Chairman |
SELL
Bona fide gift
|
Direct |
1,000
-0.95%
|
-
|
Nov 14
2024
|
Pamela L Carter Director |
BUY
Grant, award, or other acquisition
|
Direct |
458
+8.2%
|
-
|
Nov 14
2024
|
Robert N Duelks Director |
BUY
Grant, award, or other acquisition
|
Direct |
458
+2.22%
|
-
|
Nov 14
2024
|
Melvin L Flowers Director |
BUY
Grant, award, or other acquisition
|
Direct |
458
+17.51%
|
-
|
Nov 14
2024
|
Brett Keller Director |
BUY
Grant, award, or other acquisition
|
Direct |
458
+3.69%
|
-
|
Nov 14
2024
|
Maura A. Markus Director |
BUY
Grant, award, or other acquisition
|
Direct |
458
+1.6%
|
-
|
Nov 14
2024
|
Eileen K Murray Director |
BUY
Grant, award, or other acquisition
|
Direct |
613
+17.2%
|
-
|
Nov 14
2024
|
Annette L. Nazareth Director |
BUY
Grant, award, or other acquisition
|
Direct |
458
+5.45%
|
-
|
Nov 14
2024
|
Amit Zavery Director |
BUY
Grant, award, or other acquisition
|
Direct |
458
+5.94%
|
-
|
Nov 12
2024
|
Laura Matlin CVP, Deputy GC and CCO |
SELL
Open market or private sale
|
Direct |
6,810
-28.39%
|
$1,545,870
$227.65 P/Share
|
Nov 12
2024
|
Laura Matlin CVP, Deputy GC and CCO |
BUY
Exercise of conversion of derivative security
|
Direct |
7,808
+24.96%
|
$835,456
$107.82 P/Share
|
Nov 11
2024
|
Thomas P Carey Corporate VP |
SELL
Open market or private sale
|
Direct |
10,757
-18.15%
|
$2,431,082
$226.82 P/Share
|
Nov 11
2024
|
Thomas P Carey Corporate VP |
BUY
Exercise of conversion of derivative security
|
Direct |
8,969
+16.97%
|
$834,117
$93.88 P/Share
|
Last 12 Months Summary
Grant, award, or other acquisition | 56.8K shares |
---|---|
Exercise of conversion of derivative security | 249K shares |
Open market or private sale | 262K 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 |