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 |
|---|---|---|---|---|---|---|---|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
1.74KNew |
$365K - $411K
|
1.74K
$409K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
632+ 3.22% |
$132K - $149K
|
20.3K
$4.77M
|
|
|
Mar 14, 2025
Q4 2024
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
41.5KNew |
$8.7M - $9.81M
|
41.5K
$9.77M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-808- 11.46% |
$169K - $191K
|
6.24K
$1.47M
|
|
|
Mar 04, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
8.87K+ 613.13% |
$1.86M - $2.1M
|
10.3K
$2.43M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
392+ 18.04% |
$82.2K - $92.7K
|
2.57K
$604K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
112KNew |
$23.4M - $26.4M
|
112K
$26.3M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
172+ 4.39% |
$36.1K - $40.7K
|
4.09K
$962K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-29- 0.82% |
$6.08K - $6.86K
|
3.52K
$829K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
61New |
$12.8K - $14.4K
|
61
$14.4K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
3New |
$629 - $709
|
3
$706
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
61+ 2.82% |
$12.8K - $14.4K
|
2.22K
$523K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
402+ 16.68% |
$84.3K - $95K
|
2.81K
$662K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
26+ 2.73% |
$5.45K - $6.15K
|
978
$230K
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-130- 6.28% |
$27.3K - $30.7K
|
1.94K
$456K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.05KNew |
$430K - $485K
|
2.05K
$483K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
183+ 1.76% |
$38.4K - $43.3K
|
10.6K
$2.49M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-618- 10.46% |
$130K - $146K
|
5.29K
$1.24M
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-834- 1.44% |
$175K - $197K
|
56.9K
$13.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
374+ 1.45% |
$78.4K - $88.4K
|
26.2K
$6.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
138K+ 15.27% |
$29M - $32.7M
|
1.04M
$246M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-38.8K- 6.89% |
$8.14M - $9.18M
|
525K
$124M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-31.8K- 3.21% |
$6.66M - $7.51M
|
959K
$226M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
9.77K+ 201.78% |
$2.05M - $2.31M
|
14.6K
$3.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-106K- 21.52% |
$22.3M - $25.2M
|
388K
$91.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-138K- 34.14% |
$29M - $32.7M
|
267K
$62.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
972+ 16.01% |
$204K - $230K
|
7.04K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-55- 0.41% |
$11.5K - $13K
|
13.3K
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.6K- 18.89% |
$335K - $378K
|
6.86K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
16.4K+ 19.97% |
$3.44M - $3.88M
|
98.5K
$23.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-2.18K- 11.64% |
$457K - $516K
|
16.6K
$3.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-39.1K- 10.47% |
$8.19M - $9.24M
|
334K
$78.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
21.5K+ 2.47% |
$4.52M - $5.09M
|
895K
$211M
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
1.13K+ 11.52% |
$236K - $266K
|
10.9K
$2.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Dean Capital Management
Overland Park, KS |
BUY
|
- |
123+ 1.84% |
$25.8K - $29.1K
|
6.79K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.1K+ 97.68% |
$4.84M - $5.46M
|
46.8K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-1.2K- 14.29% |
$252K - $284K
|
7.2K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-165- 1.16% |
$34.6K - $39K
|
14.1K
$3.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.58K- 66.83% |
$1.17M - $1.32M
|
2.77K
$652K
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
352K+ 6.79% |
$73.7M - $83.2M
|
5.53M
$1.3B
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1+ 0.1% |
$210 - $236
|
1.05K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.82K+ 16.51% |
$380K - $429K
|
12.8K
$3.02M
|
|
|
Feb 14, 2025
Q4 2024
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-2.83K- 1.12% |
$592K - $668K
|
249K
$58.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
3.83K+ 25.42% |
$802K - $905K
|
18.9K
$4.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-200- 2.33% |
$41.9K - $47.3K
|
8.38K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-59- 2.65% |
$12.4K - $13.9K
|
2.16K
$509K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
19+ 2.0% |
$3.98K - $4.49K
|
969
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
287+ 9.86% |
$60.2K - $67.9K
|
3.2K
$753K
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
4.75KNew |
$996K - $1.12M
|
4.75K
$1.12M
|