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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
64+ 9.73% |
$13.4K - $15.1K
|
722
$177K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-104- 0.92% |
$21.8K - $24.6K
|
11.2K
$2.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-742- 2.53% |
$156K - $175K
|
28.6K
$7.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.47% |
$210 - $236
|
212
$51.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-74- 2.09% |
$15.5K - $17.5K
|
3.47K
$848K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3New |
$629 - $709
|
3
$734
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
95+ 0.36% |
$19.9K - $22.5K
|
26.3K
$6.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
26New |
$5.45K - $6.15K
|
26
$6.37K
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
304+ 1.69% |
$63.7K - $71.9K
|
18.3K
$4.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-20- 0.55% |
$4.19K - $4.73K
|
3.64K
$890K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.31K+ 10.2% |
$275K - $310K
|
14.2K
$3.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-7- 0.07% |
$1.47K - $1.66K
|
10.7K
$2.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Alta Capital Management LLC
|
SELL
|
- |
-1.79K- 2.07% |
$375K - $423K
|
84.4K
$20.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
23.4K+ 3.53% |
$4.9M - $5.53M
|
685K
$168M
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
29.5K+ 2.68% |
$6.18M - $6.97M
|
1.13M
$277M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-20- 2.09% |
$4.19K - $4.73K
|
935
$229K
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-2.09K- 51.48% |
$439K - $495K
|
1.97K
$483K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-2.04K- 4.01% |
$427K - $481K
|
48.7K
$11.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
148+ 0.29% |
$31K - $35K
|
51.7K
$12.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
23+ 1.33% |
$4.82K - $5.44K
|
1.75K
$427K
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
2+ 0.15% |
$419 - $473
|
1.31K
$321K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1New |
$210 - $236
|
1
$245
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
10.8K+ 1615.14% |
$2.26M - $2.55M
|
11.4K
$2.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.16K+ 7.28% |
$452K - $510K
|
31.8K
$7.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
91+ 0.27% |
$19.1K - $21.5K
|
34K
$8.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-121- 0.49% |
$25.4K - $28.6K
|
24.7K
$6.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
462KNew |
$96.9M - $109M
|
462K
$113M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
229New |
$48K - $54.1K
|
229
$56.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-213- 5.13% |
$44.7K - $50.4K
|
3.94K
$965K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
9+ 2.16% |
$1.89K - $2.13K
|
426
$104K
|
|
|
Feb 06, 2025
Q4 2024
|
Geneva Capital Management LLC
|
SELL
|
- |
-12.2K- 11.24% |
$2.57M - $2.89M
|
96.6K
$23.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
184+ 16.58% |
$38.6K - $43.5K
|
1.29K
$317K
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
164+ 2.39% |
$34.4K - $38.8K
|
7.03K
$1.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
30+ 0.44% |
$6.29K - $7.09K
|
6.91K
$1.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
4.23K+ 29.89% |
$887K - $1M
|
18.4K
$4.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
BUY
|
- |
12+ 0.67% |
$2.52K - $2.84K
|
1.81K
$444K
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-175- 14.57% |
$36.7K - $41.4K
|
1.03K
$251K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
6.72KNew |
$1.41M - $1.59M
|
6.72K
$1.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
5.51KNew |
$1.15M - $1.3M
|
5.51K
$1.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
829+ 26.82% |
$174K - $196K
|
3.92K
$960K
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
700+ 1.55% |
$147K - $166K
|
45.8K
$11.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-96- 1.03% |
$20.1K - $22.7K
|
9.23K
$2.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
114KNew |
$23.9M - $27M
|
114K
$27.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
389+ 5.33% |
$81.5K - $92K
|
7.68K
$1.88M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
13+ 3.21% |
$2.73K - $3.07K
|
418
$102K
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-7.16K- 3.67% |
$1.5M - $1.69M
|
188K
$46M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-5.21K- 2.29% |
$1.09M - $1.23M
|
222K
$54.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
471+ 7.45% |
$98.7K - $111K
|
6.8K
$1.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-31- 1.98% |
$6.5K - $7.33K
|
1.54K
$376K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-370- 2.57% |
$77.6K - $87.5K
|
14K
$3.43M
|