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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
164K+ 1534.98% |
$38.4M - $43.8M
|
175K
$39.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-4.14K- 2.41% |
$968K - $1.11M
|
168K
$37.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
9+ 7.14% |
$2.1K - $2.4K
|
135
$30.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.68K- 30.13% |
$626K - $715K
|
6.21K
$1.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-4- 1.85% |
$935 - $1.07K
|
212
$47.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-228- 6.0% |
$53.3K - $60.9K
|
3.57K
$807K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
117+ 29.32% |
$27.3K - $31.2K
|
516
$117K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-9K- 22.06% |
$2.1M - $2.4M
|
31.8K
$7.19M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13+ 0.42% |
$3.04K - $3.47K
|
3.08K
$696K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-70- 0.85% |
$16.4K - $18.7K
|
8.18K
$1.85M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
198+ 28.74% |
$46.3K - $52.8K
|
887
$201K
|
|
|
Oct 30, 2025
Q3 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
692+ 15.33% |
$162K - $185K
|
5.21K
$1.18M
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
4New |
$935 - $1.07K
|
4
$904
|
|
|
Oct 30, 2025
Q3 2025
|
Wendell David Associates Inc
|
BUY
|
- |
205+ 0.2% |
$47.9K - $54.7K
|
101K
$22.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
7.74K+ 28.37% |
$1.81M - $2.07M
|
35K
$7.92M
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-24.3K- 23.47% |
$5.67M - $6.48M
|
79.1K
$17.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
80New |
$18.7K - $21.4K
|
80
$18.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-556- 6.28% |
$130K - $148K
|
8.3K
$1.88M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
483+ 20.49% |
$113K - $129K
|
2.84K
$642K
|
|
|
Oct 29, 2025
Q3 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
301+ 10.63% |
$70.4K - $80.3K
|
3.13K
$708K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
228+ 0.86% |
$53.3K - $60.9K
|
26.8K
$6.06M
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1- 0.09% |
$234 - $267
|
1.09K
$246K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
66+ 5.79% |
$15.4K - $17.6K
|
1.21K
$272K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.3K+ 11.59% |
$771K - $881K
|
31.8K
$7.18M
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
4.32KNew |
$1.01M - $1.15M
|
4.32K
$977K
|
|
|
Oct 29, 2025
Q3 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
1.15K+ 7.07% |
$269K - $307K
|
17.4K
$3.94M
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-13- 13.98% |
$3.04K - $3.47K
|
80
$18.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.14K+ 66.14% |
$266K - $303K
|
2.86K
$646K
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
433+ 16.13% |
$101K - $116K
|
3.12K
$705K
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-435- 2.49% |
$102K - $116K
|
17.1K
$3.86M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
239New |
$55.9K - $63.8K
|
239
$54K
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
326+ 31.68% |
$76.2K - $87K
|
1.36K
$306K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-1.01K- 15.57% |
$235K - $269K
|
5.46K
$1.23M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
117+ 12.37% |
$27.3K - $31.2K
|
1.06K
$240K
|
|
|
Oct 29, 2025
Q3 2025
|
Middleton & CO Inc
|
SELL
|
- |
-575- 3.39% |
$134K - $153K
|
16.4K
$3.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Rede Wealth, LLC
|
BUY
|
- |
1.06KNew |
$248K - $284K
|
1.06K
$240K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.01K+ 68.13% |
$236K - $269K
|
2.49K
$563K
|
|
|
Oct 29, 2025
Q3 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
1.16KNew |
$270K - $308K
|
1.16K
$261K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1- 50.0% |
$234 - $267
|
1
$226
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
12.7K+ 33.3% |
$2.97M - $3.39M
|
50.8K
$11.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
15.2KNew |
$3.54M - $4.05M
|
15.2K
$3.43M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1New |
$234 - $267
|
1
$226
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
275+ 7.24% |
$64.3K - $73.4K
|
4.07K
$921K
|
|
|
Oct 28, 2025
Q3 2025
|
Eulav Asset Management
|
BUY
|
- |
30KNew |
$7.01M - $8.01M
|
30K
$6.78M
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
5.54K+ 4.19% |
$1.29M - $1.48M
|
138K
$31.1M
|
|
|
Oct 28, 2025
Q3 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-1.36K- 8.22% |
$318K - $364K
|
15.2K
$3.44M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
251+ 2.91% |
$58.7K - $67K
|
8.88K
$2.01M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-19- 1.73% |
$4.44K - $5.07K
|
1.08K
$245K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-2.54K- 31.66% |
$594K - $678K
|
5.49K
$1.24M
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
230+ 1.11% |
$53.8K - $61.4K
|
20.9K
$4.72M
|
|