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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-6.42K- 62.38% |
$1.42M - $1.57M
|
3.87K
$915K
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-80- 5.27% |
$17.7K - $19.6K
|
1.44K
$340K
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
BUY
|
- |
121+ 6.23% |
$26.8K - $29.6K
|
2.06K
$488K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.68K+ 42.82% |
$1.92M - $2.12M
|
28.9K
$6.84M
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
1.49KNew |
$330K - $365K
|
1.49K
$352K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
27+ 22.88% |
$5.98K - $6.61K
|
145
$34.3K
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
875New |
$194K - $214K
|
875
$207K
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-498- 36.51% |
$110K - $122K
|
866
$205K
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
938New |
$208K - $230K
|
938
$222K
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-9- 0.05% |
$1.99K - $2.2K
|
20K
$4.73M
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
6New |
$1.33K - $1.47K
|
6
$1.42K
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
528New |
$117K - $129K
|
528
$125K
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-308- 14.98% |
$68.2K - $75.4K
|
1.75K
$413K
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-387- 13.18% |
$85.7K - $94.7K
|
2.55K
$603K
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
19.9K+ 888.58% |
$4.41M - $4.88M
|
22.2K
$5.24M
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
186+ 2.72% |
$41.2K - $45.5K
|
7.03K
$1.66M
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.35K- 6.94% |
$300K - $331K
|
18.2K
$4.29M
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
1.26K+ 17.06% |
$280K - $309K
|
8.67K
$2.05M
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-955- 2.52% |
$211K - $234K
|
37K
$8.75M
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.06KNew |
$235K - $259K
|
1.06K
$250K
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
204K+ 506.57% |
$45.3M - $50M
|
245K
$57.9M
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
26New |
$5.76K - $6.37K
|
26
$6.15K
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
3+ 0.2% |
$664 - $734
|
1.47K
$349K
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
908New |
$201K - $222K
|
908
$215K
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
636+ 1.53% |
$141K - $156K
|
42.1K
$9.95M
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-545- 58.98% |
$121K - $133K
|
379
$89.6K
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
953New |
$211K - $233K
|
953
$225K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
158+ 0.69% |
$35K - $38.7K
|
23.2K
$5.48M
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.25KNew |
$277K - $306K
|
1.25K
$296K
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
606+ 30.25% |
$134K - $148K
|
2.61K
$617K
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-1- 0.1% |
$221 - $245
|
993
$235K
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-119- 4.89% |
$26.4K - $29.1K
|
2.31K
$547K
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-171- 15.59% |
$37.9K - $41.9K
|
926
$219K
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-53- 2.43% |
$11.7K - $13K
|
2.13K
$504K
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
982+ 60.47% |
$217K - $240K
|
2.61K
$616K
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-88- 19.47% |
$19.5K - $21.5K
|
364
$86.1K
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
26+ 0.22% |
$5.76K - $6.37K
|
11.9K
$2.82M
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
14+ 0.38% |
$3.1K - $3.43K
|
3.7K
$874K
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.13K- 11.51% |
$250K - $277K
|
8.69K
$2.06M
|
|
Apr 14, 2025
Q1 2025
|
Fenimore Asset Management Inc
|
BUY
|
- |
1.59K+ 0.51% |
$353K - $390K
|
314K
$74.4M
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
56+ 5600.0% |
$12.4K - $13.7K
|
57
$13.5K
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
196+ 9.91% |
$43.4K - $48K
|
2.17K
$514K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
78+ 2.25% |
$17.3K - $19.1K
|
3.54K
$838K
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-4.7K- 49.27% |
$1.04M - $1.15M
|
4.84K
$1.15M
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-567- 2.97% |
$126K - $139K
|
18.5K
$4.38M
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1- 0.46% |
$221 - $245
|
218
$51.6K
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.4KNew |
$1.42M - $1.57M
|
6.4K
$1.51M
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.02KNew |
$227K - $251K
|
1.02K
$242K
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-986K- 99.59% |
$218M - $241M
|
4.08K
$966K
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
1.19KNew |
$264K - $292K
|
1.19K
$282K
|