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 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-10- 4.37% |
$2.34K - $2.67K
|
219
$49.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
7+ 0.13% |
$1.64K - $1.87K
|
5.23K
$1.18M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
SELL
|
- |
-1- 0.04% |
$234 - $267
|
2.48K
$560K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-111- 9.69% |
$25.9K - $29.6K
|
1.04K
$234K
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-112- 9.55% |
$26.2K - $29.9K
|
1.06K
$240K
|
|
|
Oct 20, 2025
Q3 2025
|
Fenimore Asset Management Inc
|
BUY
|
- |
2.26K+ 0.71% |
$528K - $603K
|
319K
$72.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
68+ 0.3% |
$15.9K - $18.1K
|
22.8K
$5.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
73+ 2.61% |
$17.1K - $19.5K
|
2.87K
$650K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
13+ 0.82% |
$3.04K - $3.47K
|
1.61K
$363K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-19.4K- 61.41% |
$4.52M - $5.17M
|
12.2K
$2.75M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-90- 78.26% |
$21K - $24K
|
25
$5.65K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
37+ 1.59% |
$8.65K - $9.87K
|
2.36K
$534K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-82- 1.5% |
$19.2K - $21.9K
|
5.39K
$1.22M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
SELL
|
- |
-376- 2.18% |
$87.9K - $100K
|
16.9K
$3.81M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
54+ 5.1% |
$12.6K - $14.4K
|
1.11K
$251K
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-5- 0.43% |
$1.17K - $1.33K
|
1.17K
$264K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
5New |
$1.17K - $1.33K
|
5
$1.13K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
33+ 30.84% |
$7.71K - $8.81K
|
140
$31.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
91+ 4.31% |
$21.3K - $24.3K
|
2.2K
$498K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-37- 2.5% |
$8.65K - $9.87K
|
1.44K
$326K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-204- 15.16% |
$47.7K - $54.4K
|
1.14K
$258K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
28+ 1.21% |
$6.55K - $7.47K
|
2.34K
$529K
|
|
|
Oct 17, 2025
Q3 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-541- 33.73% |
$126K - $144K
|
1.06K
$240K
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
220+ 12.85% |
$51.4K - $58.7K
|
1.93K
$437K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
8.72KNew |
$2.04M - $2.33M
|
8.72K
$1.97M
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-137- 7.79% |
$32K - $36.6K
|
1.62K
$367K
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.2KNew |
$281K - $320K
|
1.2K
$271K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-1.92K- 6.38% |
$449K - $512K
|
28.2K
$6.37M
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
1+ 0.07% |
$234 - $267
|
1.36K
$307K
|
|
|
Oct 17, 2025
Q3 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
3+ 0.25% |
$701 - $801
|
1.22K
$276K
|
|
|
Oct 17, 2025
Q3 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-536- 7.37% |
$125K - $143K
|
6.74K
$1.52M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
9+ 5.81% |
$2.1K - $2.4K
|
164
$37.1K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
50+ 4.05% |
$11.7K - $13.3K
|
1.29K
$291K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.07K- 7.51% |
$251K - $286K
|
13.2K
$2.98M
|
|
|
Oct 16, 2025
Q3 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-13- 0.52% |
$3.04K - $3.47K
|
2.48K
$560K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-565- 2.87% |
$132K - $151K
|
19.1K
$4.33M
|
|
|
Oct 16, 2025
Q3 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-169- 6.49% |
$39.5K - $45.1K
|
2.44K
$551K
|
|
|
Oct 16, 2025
Q3 2025
|
Meyer Handelman CO
|
SELL
|
- |
-1.01K- 34.18% |
$236K - $270K
|
1.95K
$440K
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
158+ 0.79% |
$36.9K - $42.2K
|
20.1K
$4.54M
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
956New |
$223K - $255K
|
956
$216K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
6+ 0.16% |
$1.4K - $1.6K
|
3.75K
$849K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.04K+ 2.56% |
$244K - $278K
|
41.7K
$9.42M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
397+ 29.13% |
$92.8K - $106K
|
1.76K
$398K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-898- 11.98% |
$210K - $240K
|
6.6K
$1.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
59+ 3.67% |
$13.8K - $15.7K
|
1.67K
$377K
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
2.83K+ 6.72% |
$661K - $755K
|
44.9K
$10.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
70+ 38.25% |
$16.4K - $18.7K
|
253
$57.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
270+ 8.37% |
$63.1K - $72.1K
|
3.5K
$790K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
21+ 1.35% |
$4.91K - $5.6K
|
1.58K
$356K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-212- 8.21% |
$49.6K - $56.6K
|
2.37K
$536K
|
|