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 03, 2025
Q3 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-355- 29.1% |
$83K - $94.7K
|
865
$196K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-612- 0.71% |
$143K - $163K
|
86K
$19.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-22.3K- 30.46% |
$5.22M - $5.96M
|
51K
$11.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.43K+ 15.2% |
$568K - $649K
|
18.4K
$4.17M
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
12K+ 14.57% |
$2.81M - $3.21M
|
94.6K
$21.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
43+ 2.42% |
$10.1K - $11.5K
|
1.82K
$411K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1+ 2.13% |
$234 - $267
|
48
$10.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.16K- 79.62% |
$271K - $310K
|
297
$67.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
BUY
|
- |
256+ 7.05% |
$59.8K - $68.3K
|
3.89K
$878K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
25+ 0.63% |
$5.84K - $6.67K
|
4.01K
$907K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
2+ 50.0% |
$468 - $534
|
6
$1.36K
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-377- 12.54% |
$88.1K - $101K
|
2.63K
$595K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-7- 0.92% |
$1.64K - $1.87K
|
755
$171K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-41- 2.76% |
$9.58K - $10.9K
|
1.44K
$326K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
137+ 10.84% |
$32K - $36.6K
|
1.4K
$317K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
11New |
$2.57K - $2.94K
|
11
$2.49K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
22New |
$5.14K - $5.87K
|
22
$4.97K
|
|
|
Nov 03, 2025
Q3 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-402- 12.94% |
$94K - $107K
|
2.7K
$611K
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
14.2KNew |
$3.33M - $3.8M
|
14.2K
$3.22M
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
490+ 1.43% |
$115K - $131K
|
34.7K
$7.84M
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.86K- 16.08% |
$434K - $495K
|
9.69K
$2.19M
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
15.7K+ 606.56% |
$3.68M - $4.2M
|
18.3K
$4.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-2.93K- 42.44% |
$685K - $782K
|
3.98K
$899K
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.16K+ 5.06% |
$270K - $309K
|
24K
$5.43M
|
|
|
Nov 03, 2025
Q3 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
2.71K+ 1.58% |
$634K - $724K
|
174K
$39.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
4New |
$935 - $1.07K
|
4
$904
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-6.15K- 8.02% |
$1.44M - $1.64M
|
70.5K
$15.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.49K+ 12.27% |
$348K - $397K
|
13.6K
$3.08M
|
|
|
Oct 31, 2025
Q3 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-2.69K- 6.57% |
$628K - $717K
|
38.2K
$8.63M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
43.5K+ 637.46% |
$10.2M - $11.6M
|
50.3K
$11.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.98K+ 3.66% |
$463K - $529K
|
56.1K
$12.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-8- 0.19% |
$1.87K - $2.14K
|
4.24K
$959K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
474+ 37.56% |
$111K - $127K
|
1.74K
$392K
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.91K+ 2.96% |
$447K - $510K
|
66.5K
$15M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.4K- 28.67% |
$560K - $639K
|
5.96K
$1.35M
|
|
|
Oct 31, 2025
Q3 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-217- 0.86% |
$50.7K - $57.9K
|
25K
$5.65M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.98K- 12.64% |
$696K - $794K
|
20.6K
$4.65M
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
15+ 1.12% |
$3.51K - $4K
|
1.36K
$307K
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-774- 5.74% |
$181K - $207K
|
12.7K
$2.87M
|
|
|
Oct 31, 2025
Q3 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
362+ 0.81% |
$84.6K - $96.6K
|
45K
$10.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-240- 1.59% |
$56.1K - $64.1K
|
14.8K
$3.35M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-233- 13.31% |
$54.5K - $62.2K
|
1.52K
$343K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-39- 3.38% |
$9.12K - $10.4K
|
1.12K
$252K
|
|
|
Oct 31, 2025
Q3 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
219+ 18.5% |
$51.2K - $58.4K
|
1.4K
$317K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-79- 12.99% |
$18.5K - $21.1K
|
529
$120K
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
61+ 50.0% |
$14.3K - $16.3K
|
183
$41.4K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
35+ 8.97% |
$8.18K - $9.34K
|
425
$96.1K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-313- 17.23% |
$73.2K - $83.5K
|
1.5K
$340K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-3.45K- 3.26% |
$806K - $921K
|
102K
$23.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-255- 12.67% |
$59.6K - $68.1K
|
1.76K
$397K
|
|