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 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.54K+ 9.29% |
$531K - $599K
|
29.8K
$7.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.13K- 0.79% |
$447K - $504K
|
267K
$65.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
257+ 7.79% |
$53.9K - $60.8K
|
3.56K
$870K
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
350+ 6.86% |
$73.4K - $82.8K
|
5.45K
$1.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-385- 11.57% |
$80.7K - $91K
|
2.94K
$721K
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-22.7K- 7.32% |
$4.76M - $5.36M
|
287K
$70.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
72+ 1.37% |
$15.1K - $17K
|
5.32K
$1.3M
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-8- 0.44% |
$1.68K - $1.89K
|
1.8K
$439K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
413+ 2.31% |
$86.6K - $97.6K
|
18.3K
$4.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-318- 1.64% |
$66.7K - $75.2K
|
19.1K
$4.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-209- 0.82% |
$43.8K - $49.4K
|
25.3K
$6.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.12K+ 20.82% |
$654K - $738K
|
18.1K
$4.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.45KNew |
$724K - $816K
|
3.45K
$845K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-13- 0.27% |
$2.73K - $3.07K
|
4.8K
$1.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
98+ 5.32% |
$20.5K - $23.2K
|
1.94K
$475K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-11.9K- 24.0% |
$2.49M - $2.8M
|
37.6K
$9.19M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.07K- 13.4% |
$433K - $488K
|
13.4K
$3.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
45+ 2.51% |
$9.43K - $10.6K
|
1.84K
$450K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-598- 4.99% |
$125K - $141K
|
11.4K
$2.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
6.04K+ 14.67% |
$1.27M - $1.43M
|
47.2K
$11.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
93+ 5.71% |
$19.5K - $22K
|
1.72K
$422K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.73K+ 1815.79% |
$362K - $408K
|
1.82K
$446K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
923New |
$193K - $218K
|
923
$226K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
90+ 6.5% |
$18.9K - $21.3K
|
1.48K
$361K
|
|
|
Jan 24, 2025
Q4 2024
|
Copeland Capital Management, LLC
|
SELL
|
- |
-2.8K- 1.72% |
$588K - $663K
|
161K
$39.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-395- 26.33% |
$82.8K - $93.4K
|
1.11K
$271K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.35KNew |
$282K - $318K
|
1.35K
$330K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
28+ 0.28% |
$5.87K - $6.62K
|
10.1K
$2.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3- 0.17% |
$629 - $709
|
1.74K
$425K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
951New |
$199K - $225K
|
951
$233K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-140- 9.79% |
$29.3K - $33.1K
|
1.29K
$316K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
7New |
$1.47K - $1.66K
|
7
$1.71K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
238+ 1.36% |
$49.9K - $56.3K
|
17.7K
$4.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
3+ 0.29% |
$629 - $709
|
1.03K
$253K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-6- 0.02% |
$1.26K - $1.42K
|
33.4K
$8.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
SELL
|
- |
-15- 0.98% |
$3.14K - $3.55K
|
1.52K
$371K
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-33.2K- 6.19% |
$6.96M - $7.84M
|
503K
$123M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.86KNew |
$390K - $440K
|
1.86K
$455K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-344- 15.01% |
$72.1K - $81.3K
|
1.95K
$477K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
1.02KNew |
$214K - $242K
|
1.02K
$250K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-2.9K- 4.89% |
$608K - $686K
|
56.4K
$13.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
10.7K+ 222.06% |
$2.24M - $2.52M
|
15.5K
$3.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
833+ 6.31% |
$175K - $197K
|
14K
$3.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
85+ 6.94% |
$17.8K - $20.1K
|
1.31K
$321K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
450+ 64.29% |
$94.3K - $106K
|
1.15K
$282K
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
25.3KNew |
$5.31M - $5.98M
|
25.3K
$6.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
7.75KNew |
$1.63M - $1.83M
|
7.75K
$1.9M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-176- 11.92% |
$36.9K - $41.6K
|
1.3K
$319K
|
|
|
Jan 23, 2025
Q4 2024
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-2.31K- 11.5% |
$484K - $546K
|
17.8K
$4.35M
|