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 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
185+ 7.45% |
$43.2K - $49.4K
|
2.67K
$603K
|
|
|
Oct 23, 2025
Q3 2025
|
Atwater Malick LLC
|
SELL
|
- |
-49- 3.41% |
$11.5K - $13.1K
|
1.39K
$313K
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-714- 1.85% |
$167K - $191K
|
37.9K
$8.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2+ 0.07% |
$468 - $534
|
2.94K
$664K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
661New |
$155K - $176K
|
661
$149K
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
880New |
$206K - $235K
|
880
$199K
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.13KNew |
$498K - $569K
|
2.13K
$482K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
809+ 1.87% |
$189K - $216K
|
44K
$9.95M
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-666- 3.87% |
$156K - $178K
|
16.5K
$3.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
3.25K+ 32.05% |
$759K - $867K
|
13.4K
$3.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-98- 1.45% |
$22.9K - $26.2K
|
6.65K
$1.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-96- 1.37% |
$22.4K - $25.6K
|
6.93K
$1.57M
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.24K+ 4.07% |
$524K - $598K
|
57.3K
$12.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-508- 1.88% |
$119K - $136K
|
26.5K
$5.98M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-35- 1.94% |
$8.18K - $9.34K
|
1.77K
$399K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.07KNew |
$249K - $285K
|
1.07K
$241K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-112- 1.31% |
$26.2K - $29.9K
|
8.43K
$1.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Harvey Investment CO LLC
|
SELL
|
- |
-50- 4.04% |
$11.7K - $13.3K
|
1.19K
$269K
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-5.6K- 51.61% |
$1.31M - $1.49M
|
5.25K
$1.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2+ 0.12% |
$468 - $534
|
1.71K
$387K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
232+ 22.05% |
$54.2K - $61.9K
|
1.28K
$290K
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Group, Inc.
|
BUY
|
- |
1.01K+ 2.96% |
$235K - $269K
|
35K
$7.92M
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-19.9K- 37.19% |
$4.64M - $5.3M
|
33.6K
$7.59M
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-750- 30.0% |
$175K - $200K
|
1.75K
$396K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
141+ 3.41% |
$33K - $37.6K
|
4.28K
$967K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-36- 0.37% |
$8.42K - $9.61K
|
9.8K
$2.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 1.61% |
$23.4K - $26.7K
|
6.1K
$1.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.37KNew |
$321K - $366K
|
1.37K
$310K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4- 2.99% |
$935 - $1.07K
|
130
$29.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
186+ 16.76% |
$43.5K - $49.6K
|
1.3K
$293K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.01K- 3.94% |
$235K - $268K
|
24.5K
$5.54M
|
|
|
Oct 21, 2025
Q3 2025
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-536- 24.95% |
$125K - $143K
|
1.61K
$364K
|
|
|
Oct 21, 2025
Q3 2025
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-255K- 98.96% |
$59.7M - $68.2M
|
2.68K
$606K
|
|
|
Oct 21, 2025
Q3 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
1.24K+ 10.22% |
$290K - $331K
|
13.4K
$3.02M
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-405- 0.96% |
$94.7K - $108K
|
41.9K
$9.46M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
59+ 32.42% |
$13.8K - $15.7K
|
241
$54.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
79+ 4.44% |
$18.5K - $21.1K
|
1.86K
$420K
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
40+ 2.03% |
$9.35K - $10.7K
|
2.01K
$455K
|
|
|
Oct 21, 2025
Q3 2025
|
Suncoast Equity Management
|
BUY
|
- |
65+ 0.23% |
$15.2K - $17.3K
|
28.2K
$6.37M
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-290- 9.82% |
$67.8K - $77.4K
|
2.66K
$602K
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
15+ 0.58% |
$3.51K - $4K
|
2.59K
$585K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
45+ 2.2% |
$10.5K - $12K
|
2.09K
$472K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
25New |
$5.84K - $6.67K
|
25
$5.65K
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.47K- 51.74% |
$344K - $393K
|
1.37K
$311K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1New |
$234 - $267
|
1
$226
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-602- 31.55% |
$141K - $161K
|
1.31K
$295K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
17New |
$3.97K - $4.54K
|
17
$3.84K
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.21KNew |
$282K - $322K
|
1.21K
$273K
|
|
|
Oct 21, 2025
Q3 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
5+ 0.28% |
$1.17K - $1.33K
|
1.8K
$406K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-18- 1.14% |
$4.21K - $4.8K
|
1.56K
$352K
|
|