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 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
5+ 0.43% |
$1.05K - $1.18K
|
1.16K
$283K
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.57K+ 6.6% |
$329K - $371K
|
25.3K
$6.2M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
75+ 357.14% |
$15.7K - $17.7K
|
96
$23.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
338+ 20.44% |
$70.9K - $79.9K
|
1.99K
$488K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
339+ 20.37% |
$71.1K - $80.2K
|
2K
$490K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
150+ 200.0% |
$31.4K - $35.5K
|
225
$55.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
922New |
$193K - $218K
|
922
$226K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
120+ 6.67% |
$25.2K - $28.4K
|
1.92K
$470K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
23+ 2.07% |
$4.82K - $5.44K
|
1.13K
$277K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-300- 10.34% |
$62.9K - $70.9K
|
2.6K
$637K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.2K+ 97.97% |
$252K - $285K
|
2.43K
$596K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
404+ 25.19% |
$84.7K - $95.5K
|
2.01K
$492K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-19- 4.49% |
$3.98K - $4.49K
|
404
$98.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
24New |
$5.03K - $5.67K
|
24
$5.88K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-302- 37.66% |
$63.3K - $71.4K
|
500
$122K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
SELL
|
- |
-332- 5.7% |
$69.6K - $78.5K
|
5.49K
$1.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.7K+ 25.52% |
$775K - $875K
|
18.2K
$4.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 6.25% |
$839 - $946
|
68
$16.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-5- 0.34% |
$1.05K - $1.18K
|
1.49K
$364K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
233+ 1.2% |
$48.8K - $55.1K
|
19.6K
$4.81M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
158+ 1.68% |
$33.1K - $37.4K
|
9.54K
$2.34M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
27+ 0.16% |
$5.66K - $6.38K
|
17.3K
$4.24M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
1+ 0.07% |
$210 - $236
|
1.36K
$332K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-2- 0.9% |
$419 - $473
|
219
$53.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
924New |
$194K - $218K
|
924
$226K
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
186+ 1.59% |
$39K - $44K
|
11.9K
$2.91M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.05KNew |
$219K - $247K
|
1.05K
$256K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
147+ 4.6% |
$30.8K - $34.8K
|
3.35K
$819K
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-2.33K- 3.42% |
$489K - $552K
|
65.8K
$16.1M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-400- 1.93% |
$83.9K - $94.6K
|
20.4K
$4.99M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
111+ 246.67% |
$23.3K - $26.2K
|
156
$38.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
38+ 47.5% |
$7.97K - $8.98K
|
118
$28.9K
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-12- 0.01% |
$2.52K - $2.84K
|
114K
$27.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 3.13% |
$419 - $473
|
66
$16.2K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-10.3K- 12.32% |
$2.16M - $2.44M
|
73.4K
$18M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
73+ 6.03% |
$15.3K - $17.3K
|
1.28K
$314K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-96- 42.86% |
$20.1K - $22.7K
|
128
$31.3K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-10.2K- 1.58% |
$2.13M - $2.41M
|
632K
$155M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1K+ 46.1% |
$210K - $237K
|
3.18K
$779K
|
|
| Q3 2024 | |||||||
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-76.3K- 8.04% |
$15M - $16.7M
|
873K
$214M
|
|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 20, 2025
Q3 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-1.07K- 2.64% |
$210K - $233K
|
39.4K
$9.66M
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
45New |
$8.85K - $9.83K
|
45
$11K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-33- 1.65% |
$6.49K - $7.21K
|
1.97K
$483K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-40- 2.6% |
$7.86K - $8.74K
|
1.5K
$367K
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-616- 6.59% |
$121K - $135K
|
8.73K
$2.14M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-44- 1.56% |
$8.65K - $9.62K
|
2.78K
$681K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-32- 66.67% |
$6.29K - $6.99K
|
16
$3.92K
|
|
|
Nov 15, 2024
Q3 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
6.74KNew |
$1.33M - $1.47M
|
6.74K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1.98KNew |
$388K - $432K
|
1.98K
$484K
|
|