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 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
552+ 28.81% |
$129K - $147K
|
2.47K
$558K
|
|
|
Oct 15, 2025
Q3 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-100- 1.63% |
$23.4K - $26.7K
|
6.04K
$1.37M
|
|
|
Oct 15, 2025
Q3 2025
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-2- 0.23% |
$468 - $534
|
866
$196K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
19+ 2.21% |
$4.44K - $5.07K
|
877
$198K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-5.61K- 37.11% |
$1.31M - $1.5M
|
9.5K
$2.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
125+ 8.89% |
$29.2K - $33.4K
|
1.53K
$346K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
949+ 95.86% |
$222K - $253K
|
1.94K
$438K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
580+ 7.41% |
$136K - $155K
|
8.41K
$1.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
58+ 2.49% |
$13.6K - $15.5K
|
2.38K
$539K
|
|
|
Oct 14, 2025
Q3 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-100- 5.88% |
$23.4K - $26.7K
|
1.6K
$362K
|
|
|
Oct 14, 2025
Q3 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
4+ 0.36% |
$935 - $1.07K
|
1.1K
$249K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.43K+ 235.86% |
$335K - $383K
|
2.04K
$462K
|
|
|
Oct 14, 2025
Q3 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
656+ 154.35% |
$153K - $175K
|
1.08K
$244K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
18New |
$4.21K - $4.8K
|
18
$4.07K
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-13.6K- 2.28% |
$3.19M - $3.64M
|
584K
$132M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-36- 0.65% |
$8.42K - $9.61K
|
5.49K
$1.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.68K- 9.09% |
$392K - $447K
|
16.8K
$3.79M
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
113+ 0.39% |
$26.4K - $30.2K
|
29.4K
$6.65M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-180- 12.37% |
$42.1K - $48K
|
1.28K
$288K
|
|
|
Oct 10, 2025
Q3 2025
|
Congress Asset Management CO
|
SELL
|
- |
-1.14K- 1.39% |
$266K - $304K
|
80.7K
$18.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
BUY
|
- |
8New |
$1.87K - $2.14K
|
8
$1.81K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-651- 4.84% |
$152K - $174K
|
12.8K
$2.89M
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
260+ 18.28% |
$60.8K - $69.4K
|
1.68K
$380K
|
|
|
Oct 10, 2025
Q3 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-1.24K- 2.04% |
$289K - $330K
|
59.5K
$13.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-183- 1.52% |
$42.8K - $48.8K
|
11.9K
$2.69M
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
BUY
|
- |
5+ 0.18% |
$1.17K - $1.33K
|
2.73K
$618K
|
|
|
Oct 10, 2025
Q3 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-47- 4.58% |
$11K - $12.5K
|
979
$221K
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-297- 7.8% |
$69.4K - $79.3K
|
3.51K
$794K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
355+ 31.22% |
$83K - $94.7K
|
1.49K
$337K
|
|
|
Oct 09, 2025
Q3 2025
|
Addenda Capital Inc.
|
BUY
|
- |
14.9K+ 28.62% |
$3.49M - $3.99M
|
67.2K
$15.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4- 0.28% |
$935 - $1.07K
|
1.43K
$323K
|
|
|
Oct 09, 2025
Q3 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-463- 0.41% |
$108K - $124K
|
112K
$25.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 33.33% |
$468 - $534
|
8
$1.81K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-248- 12.42% |
$58K - $66.2K
|
1.75K
$395K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-12.8K- 19.11% |
$3M - $3.43M
|
54.3K
$12.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-203- 1.15% |
$47.5K - $54.2K
|
17.5K
$3.96M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
193+ 10.58% |
$45.1K - $51.5K
|
2.02K
$456K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
62+ 5.77% |
$14.5K - $16.5K
|
1.14K
$257K
|
|
|
Oct 09, 2025
Q3 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
65+ 0.28% |
$15.2K - $17.3K
|
23.1K
$5.22M
|
|
|
Oct 09, 2025
Q3 2025
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-2.76K- 17.22% |
$645K - $736K
|
13.3K
$3M
|
|
|
Oct 09, 2025
Q3 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.44K- 5.3% |
$337K - $385K
|
25.8K
$5.83M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
251+ 45.47% |
$58.7K - $67K
|
803
$182K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
11.6K+ 49.72% |
$2.71M - $3.1M
|
34.9K
$7.9M
|
|
|
Oct 08, 2025
Q3 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.04K+ 3.61% |
$242K - $277K
|
29.7K
$6.73M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
270+ 10.2% |
$63.1K - $72.1K
|
2.92K
$660K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-13- 22.41% |
$3.04K - $3.47K
|
45
$10.2K
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-23- 2.37% |
$5.38K - $6.14K
|
949
$215K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-423- 17.78% |
$98.9K - $113K
|
1.96K
$442K
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
1+ 10.0% |
$234 - $267
|
11
$2.49K
|
|
|
Oct 07, 2025
Q3 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
134+ 9.32% |
$31.3K - $35.8K
|
1.57K
$355K
|
|