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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-89- 0.74% |
$20.8K - $23.8K
|
12K
$2.71M
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-492- 2.8% |
$115K - $131K
|
17.1K
$3.87M
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
26+ 17.57% |
$6.08K - $6.94K
|
174
$39.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-34- 2.0% |
$7.95K - $9.07K
|
1.66K
$376K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-845- 7.57% |
$198K - $226K
|
10.3K
$2.33M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
758+ 12.13% |
$177K - $202K
|
7.01K
$1.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
271+ 1.56% |
$63.3K - $72.3K
|
17.7K
$3.99M
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-64- 0.76% |
$15K - $17.1K
|
8.34K
$1.89M
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
126+ 13.61% |
$29.5K - $33.6K
|
1.05K
$238K
|
|
|
Nov 04, 2025
Q3 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
377+ 15.99% |
$88.1K - $101K
|
2.74K
$618K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
82+ 9.08% |
$19.2K - $21.9K
|
985
$223K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-156- 5.73% |
$36.5K - $41.6K
|
2.57K
$580K
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
BUY
|
- |
18+ 2.15% |
$4.21K - $4.8K
|
856
$194K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-10.6K- 2.66% |
$2.47M - $2.82M
|
387K
$87.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
BUY
|
- |
1+ 0.12% |
$234 - $267
|
855
$193K
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
45+ 2.5% |
$10.5K - $12K
|
1.84K
$417K
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-6- 0.37% |
$1.4K - $1.6K
|
1.62K
$367K
|
|
|
Nov 04, 2025
Q3 2025
|
Palmer Knight CO
|
SELL
|
- |
-878- 2.89% |
$205K - $234K
|
29.5K
$6.67M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.06K+ 20.54% |
$248K - $283K
|
6.22K
$1.41M
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.84K+ 183900.0% |
$430K - $491K
|
1.84K
$416K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
45+ 9.51% |
$10.5K - $12K
|
518
$117K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
298+ 7.97% |
$69.7K - $79.5K
|
4.04K
$913K
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-570- 4.39% |
$133K - $152K
|
12.4K
$2.81M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
7.02K+ 4231.33% |
$1.64M - $1.87M
|
7.19K
$1.63M
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.64% |
$234 - $267
|
157
$35.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
359+ 5.38% |
$83.9K - $95.8K
|
7.04K
$1.59M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
120New |
$28.1K - $32K
|
120
$27.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
89+ 1.78% |
$20.8K - $23.8K
|
5.1K
$1.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
SELL
|
- |
-35- 1.42% |
$8.18K - $9.34K
|
2.42K
$548K
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-28.5K- 47.66% |
$6.67M - $7.61M
|
31.3K
$7.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-81- 9.47% |
$18.9K - $21.6K
|
774
$175K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-147- 2.16% |
$34.4K - $39.2K
|
6.64K
$1.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
683+ 12.41% |
$160K - $182K
|
6.19K
$1.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
27+ 61.36% |
$6.31K - $7.21K
|
71
$16.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-217- 3.05% |
$50.7K - $57.9K
|
6.89K
$1.56M
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
67+ 0.52% |
$15.7K - $17.9K
|
12.9K
$2.92M
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
7+ 1.1% |
$1.64K - $1.87K
|
644
$146K
|
|
|
Nov 04, 2025
Q3 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-21- 1.15% |
$4.91K - $5.6K
|
1.81K
$410K
|
|
|
Nov 04, 2025
Q3 2025
|
Alta Capital Management LLC
|
SELL
|
- |
-48- 1.76% |
$11.2K - $12.8K
|
2.68K
$606K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.12K+ 34.99% |
$495K - $565K
|
8.16K
$1.85M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-179- 2.77% |
$41.8K - $47.8K
|
6.27K
$1.42M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-406- 3.92% |
$94.9K - $108K
|
9.96K
$2.25M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
74+ 2.85% |
$17.3K - $19.7K
|
2.67K
$604K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-29.6K- 4.99% |
$6.91M - $7.89M
|
563K
$127M
|
|
|
Nov 04, 2025
Q3 2025
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-2.05K- 23.55% |
$478K - $546K
|
6.64K
$1.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
10+ 3.12% |
$2.34K - $2.67K
|
331
$74.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
264+ 17.21% |
$61.7K - $70.5K
|
1.8K
$406K
|
|
|
Nov 03, 2025
Q3 2025
|
Clarus Group, Inc.
|
BUY
|
- |
9+ 0.3% |
$2.1K - $2.4K
|
2.96K
$669K
|
|
|
Nov 03, 2025
Q3 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-1.54K- 30.87% |
$360K - $411K
|
3.45K
$779K
|
|
|
Nov 03, 2025
Q3 2025
|
Core Alternative Capital
|
SELL
|
- |
-3.2K- 13.28% |
$747K - $853K
|
20.9K
$4.72M
|
|