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 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.17KNew |
$741K - $846K
|
3.17K
$716K
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-3- 0.17% |
$701 - $801
|
1.81K
$409K
|
|
|
Oct 28, 2025
Q3 2025
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-11.6K- 1.04% |
$2.72M - $3.1M
|
1.11M
$251M
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
3.7K+ 1.36% |
$865K - $987K
|
276K
$62.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-65- 0.67% |
$15.2K - $17.3K
|
9.62K
$2.17M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2+ 0.57% |
$468 - $534
|
352
$79.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
3.06K+ 18.89% |
$715K - $816K
|
19.2K
$4.35M
|
|
|
Oct 27, 2025
Q3 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
8.13K+ 3.69% |
$1.9M - $2.17M
|
228K
$51.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
549New |
$128K - $147K
|
549
$124K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
33+ 8.38% |
$7.71K - $8.81K
|
427
$96.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-242- 9.28% |
$56.6K - $64.6K
|
2.37K
$535K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-644- 5.41% |
$151K - $172K
|
11.3K
$2.54M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-3.86K- 69.07% |
$901K - $1.03M
|
1.73K
$390K
|
|
|
Oct 27, 2025
Q3 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
37+ 3.28% |
$8.65K - $9.87K
|
1.16K
$263K
|
|
|
Oct 27, 2025
Q3 2025
|
Jacobsen Capital Management
|
SELL
|
- |
-17- 1.67% |
$3.97K - $4.54K
|
998
$226K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
14+ 1.62% |
$3.27K - $3.74K
|
879
$199K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
7+ 0.59% |
$1.64K - $1.87K
|
1.19K
$268K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-159- 10.16% |
$37.2K - $42.4K
|
1.41K
$318K
|
|
|
Oct 27, 2025
Q3 2025
|
Walter Public Investments Inc.
Westmount, Z4 |
SELL
|
- |
-15.5K- 17.96% |
$3.62M - $4.13M
|
70.7K
$16M
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
5.35K+ 37.07% |
$1.25M - $1.43M
|
19.8K
$4.47M
|
|
|
Oct 24, 2025
Q3 2025
|
Parnassus Investments, LLC
|
SELL
|
- |
-12.4K- 3.16% |
$2.9M - $3.32M
|
380K
$86M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-4- 13.33% |
$935 - $1.07K
|
26
$5.88K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
66+ 57.39% |
$15.4K - $17.6K
|
181
$40.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
14+ 10.0% |
$3.27K - $3.74K
|
154
$34.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
69New |
$16.1K - $18.4K
|
69
$15.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1.65K+ 44.46% |
$385K - $440K
|
5.36K
$1.21M
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.22K+ 33.64% |
$285K - $325K
|
4.84K
$1.09M
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-40- 0.04% |
$9.35K - $10.7K
|
90.1K
$20.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-2.02K- 40.54% |
$471K - $538K
|
2.96K
$668K
|
|
|
Oct 24, 2025
Q3 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
4+ 2.92% |
$935 - $1.07K
|
141
$31.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
1.56KNew |
$365K - $417K
|
1.56K
$353K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
15New |
$3.51K - $4K
|
15
$3.39K
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-4.36K- 1.69% |
$1.02M - $1.16M
|
254K
$57.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
120+ 0.23% |
$28.1K - $32K
|
51.5K
$11.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
540+ 20.39% |
$126K - $144K
|
3.19K
$721K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
117K+ 4390.06% |
$27.2M - $31.1M
|
119K
$26.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-508- 24.12% |
$119K - $136K
|
1.6K
$361K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-3.15K- 96.74% |
$736K - $841K
|
106
$24K
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-515- 8.37% |
$120K - $137K
|
5.64K
$1.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.17K- 12.74% |
$273K - $311K
|
7.99K
$1.81M
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
969New |
$227K - $259K
|
969
$219K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
44+ 2.77% |
$10.3K - $11.7K
|
1.63K
$369K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
47+ 5.64% |
$11K - $12.5K
|
880
$199K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
299+ 5.9% |
$69.9K - $79.8K
|
5.37K
$1.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Tributary Capital Management, LLC
|
BUY
|
- |
2.64K+ 48.92% |
$616K - $704K
|
8.02K
$1.81M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-42- 2.02% |
$9.82K - $11.2K
|
2.04K
$461K
|
|
|
Oct 23, 2025
Q3 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
11.4KNew |
$2.65M - $3.03M
|
11.4K
$2.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
532+ 1.52% |
$124K - $142K
|
35.6K
$8.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
3.61K+ 105.8% |
$845K - $964K
|
7.03K
$1.59M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.83K+ 1.04% |
$428K - $489K
|
177K
$40.1M
|
|