Latest Institutional Transactions on Broadridge Financial Solutions, Inc. (BR)
This table provides information on the latest institutional transactions involving Broadridge Financial Solutions, Inc. (BR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
SELL
|
- |
-1.96K- 2.43% |
$426K - $464K
|
78.8K
$17.8M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
166K+ 467.16% |
$36.1M - $39.4M
|
202K
$45.6M
|
|
|
Jan 09, 2026
Q4 2025
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-985- 2.55% |
$214K - $233K
|
37.6K
$8.5M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
1.79KNew |
$390K - $425K
|
1.79K
$406K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-321- 3.81% |
$69.8K - $76K
|
8.11K
$1.83M
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-151K- 96.57% |
$32.9M - $35.8M
|
5.36K
$1.21M
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
5+ 0.37% |
$1.09K - $1.18K
|
1.36K
$308K
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
89+ 0.74% |
$19.4K - $21.1K
|
12.1K
$2.73M
|
|
|
Jan 09, 2026
Q4 2025
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-829- 6.25% |
$180K - $196K
|
12.4K
$2.81M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
158+ 6.29% |
$34.4K - $37.4K
|
2.67K
$603K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
62.3K+ 27.26% |
$13.5M - $14.8M
|
291K
$65.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-802- 35.3% |
$174K - $190K
|
1.47K
$332K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-332- 11.38% |
$72.2K - $78.7K
|
2.59K
$585K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.06K+ 15.91% |
$1.1M - $1.2M
|
36.8K
$8.33M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-643- 73.15% |
$140K - $152K
|
236
$53.4K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-175- 72.61% |
$38.1K - $41.5K
|
66
$14.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-120- 8.73% |
$26.1K - $28.4K
|
1.25K
$283K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-103- 7.21% |
$22.4K - $24.4K
|
1.33K
$300K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
62+ 344.44% |
$13.5K - $14.7K
|
80
$18.1K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-565- 32.55% |
$123K - $134K
|
1.17K
$265K
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
29+ 1.93% |
$6.31K - $6.87K
|
1.53K
$346K
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
9+ 0.94% |
$1.96K - $2.13K
|
970
$219K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
51New |
$11.1K - $12.1K
|
51
$11.5K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-126- 7.36% |
$27.4K - $29.8K
|
1.59K
$359K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3+ 0.85% |
$652 - $711
|
355
$80.3K
|
|
|
Jan 07, 2026
Q4 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-194- 0.75% |
$42.2K - $46K
|
25.6K
$5.79M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-206- 15.9% |
$44.8K - $48.8K
|
1.09K
$246K
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-278- 17.14% |
$60.5K - $65.9K
|
1.34K
$304K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
911+ 4.36% |
$198K - $216K
|
21.8K
$4.93M
|
|
|
Jan 06, 2026
Q4 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
100New |
$21.7K - $23.7K
|
100
$22.6K
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-326- 12.25% |
$70.9K - $77.2K
|
2.34K
$528K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
SELL
|
- |
-10- 1.05% |
$2.17K - $2.37K
|
939
$212K
|
|
|
Jan 06, 2026
Q4 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
31+ 2.21% |
$6.74K - $7.34K
|
1.43K
$324K
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
1.96K+ 124.82% |
$426K - $465K
|
3.53K
$798K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.63K- 20.37% |
$354K - $385K
|
6.36K
$1.44M
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-27.4K- 4.69% |
$5.96M - $6.49M
|
557K
$126M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
SELL
|
- |
-5- 0.44% |
$1.09K - $1.18K
|
1.13K
$255K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
202+ 4.04% |
$43.9K - $47.9K
|
5.2K
$1.17M
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.81K+ 12.94% |
$422K - $482K
|
15.8K
$3.56M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5+ 2.84% |
$1.17K - $1.33K
|
181
$40.9K
|
|
|
Dec 15, 2025
Q3 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-100- 1.83% |
$23.4K - $26.7K
|
5.35K
$1.21M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-175- 8.19% |
$40.9K - $46.7K
|
1.96K
$443K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
579+ 1.78% |
$135K - $155K
|
33.1K
$7.48M
|
|
|
Dec 01, 2025
Q3 2025
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
5.26K+ 278.89% |
$1.23M - $1.4M
|
7.14K
$1.61M
|
|
|
Nov 24, 2025
Q3 2025
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-12- 2.37% |
$2.81K - $3.2K
|
494
$112K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-434K- 96.41% |
$102M - $116M
|
16.2K
$3.66M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-7.65K- 1.72% |
$1.79M - $2.04M
|
437K
$98.7M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
24+ 10.48% |
$5.61K - $6.41K
|
253
$57.2K
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-883Closed |
$206K - $236K
|
0
$0
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-108- 0.69% |
$25.2K - $28.8K
|
15.6K
$3.53M
|
|