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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3.86K- 54.27% |
$809K - $912K
|
3.25K
$796K
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.38KNew |
$500K - $563K
|
2.38K
$583K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-64- 0.2% |
$13.4K - $15.1K
|
31.9K
$7.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-125- 1.46% |
$26.2K - $29.6K
|
8.44K
$2.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
63+ 4.79% |
$13.2K - $14.9K
|
1.38K
$337K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
228+ 3.6% |
$47.8K - $53.9K
|
6.57K
$1.61M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1- 0.1% |
$210 - $236
|
1.03K
$252K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.56KNew |
$327K - $369K
|
1.56K
$382K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
SELL
|
- |
-39- 3.18% |
$8.18K - $9.22K
|
1.19K
$291K
|
|
|
Jan 30, 2025
Q4 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-9.07K- 0.84% |
$1.9M - $2.15M
|
1.07M
$262M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
46New |
$9.64K - $10.9K
|
46
$11.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
36New |
$7.55K - $8.51K
|
36
$8.81K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-729- 17.4% |
$153K - $172K
|
3.46K
$847K
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-1.39K- 4.09% |
$292K - $329K
|
32.6K
$7.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-29- 2.37% |
$6.08K - $6.86K
|
1.2K
$293K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
226+ 1.8% |
$47.4K - $53.4K
|
12.8K
$3.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
35+ 6.77% |
$7.34K - $8.28K
|
552
$135K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 4.55% |
$62.9K - $70.9K
|
6.3K
$1.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-139- 1.89% |
$29.1K - $32.9K
|
7.2K
$1.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-249- 2.62% |
$52.2K - $58.9K
|
9.27K
$2.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
300New |
$62.9K - $70.9K
|
300
$73.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-463- 7.37% |
$97.1K - $109K
|
5.82K
$1.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.45K- 3.52% |
$304K - $343K
|
39.7K
$9.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 25.0% |
$629 - $709
|
15
$3.67K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
277+ 1.32% |
$58.1K - $65.5K
|
21.2K
$5.2M
|
|
|
Jan 29, 2025
Q4 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
396+ 32.25% |
$83K - $93.6K
|
1.62K
$398K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
26+ 31.71% |
$5.45K - $6.15K
|
108
$26.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
42+ 3.37% |
$8.8K - $9.93K
|
1.29K
$316K
|
|
|
Jan 29, 2025
Q4 2024
|
Castellan Group
Louisville, KY |
SELL
|
- |
-1.72K- 13.24% |
$360K - $406K
|
11.3K
$2.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
115+ 3.15% |
$24.1K - $27.2K
|
3.77K
$923K
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-610- 0.98% |
$128K - $144K
|
61.6K
$15.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-299- 4.03% |
$62.7K - $70.7K
|
7.12K
$1.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
46+ 4.77% |
$9.64K - $10.9K
|
1.01K
$248K
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-119- 1.38% |
$24.9K - $28.1K
|
8.49K
$2.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
299+ 2.22% |
$62.7K - $70.7K
|
13.8K
$3.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-3.28K- 1.24% |
$688K - $776K
|
262K
$64.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-100- 11.29% |
$21K - $23.6K
|
786
$192K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
BUY
|
- |
357+ 22.52% |
$74.8K - $84.4K
|
1.94K
$475K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
181New |
$37.9K - $42.8K
|
181
$44.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-366- 2.77% |
$76.7K - $86.5K
|
12.8K
$3.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.12KNew |
$234K - $264K
|
1.12K
$273K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
156+ 0.47% |
$32.7K - $36.9K
|
33.7K
$8.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-646- 25.19% |
$135K - $153K
|
1.92K
$470K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
602+ 8.15% |
$126K - $142K
|
7.99K
$1.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-635- 3.87% |
$133K - $150K
|
15.8K
$3.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-37- 0.94% |
$7.76K - $8.75K
|
3.92K
$959K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
329+ 13.33% |
$69K - $77.8K
|
2.8K
$685K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
4.58KNew |
$960K - $1.08M
|
4.58K
$1.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-94- 7.55% |
$19.7K - $22.2K
|
1.15K
$282K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-198- 11.45% |
$41.5K - $46.8K
|
1.53K
$375K
|