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 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-13- 0.9% |
$3.04K - $3.47K
|
1.43K
$323K
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-23.3K- 12.95% |
$5.44M - $6.21M
|
156K
$35.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
31+ 1.88% |
$7.25K - $8.27K
|
1.68K
$379K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-14.3K- 92.37% |
$3.35M - $3.83M
|
1.18K
$268K
|
|
|
Oct 07, 2025
Q3 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
224New |
$52.4K - $59.8K
|
224
$50.6K
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1.77KNew |
$413K - $472K
|
1.77K
$399K
|
|
|
Oct 07, 2025
Q3 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
5.09KNew |
$1.19M - $1.36M
|
5.09K
$1.15M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
28+ 2.35% |
$6.55K - $7.47K
|
1.22K
$275K
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
BUY
|
- |
18+ 11.18% |
$4.21K - $4.8K
|
179
$40.5K
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3- 0.31% |
$701 - $801
|
961
$217K
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
SELL
|
- |
-7.39K- 44.87% |
$1.73M - $1.97M
|
9.08K
$2.05M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.12KNew |
$729K - $832K
|
3.12K
$705K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
550+ 12.38% |
$129K - $147K
|
4.99K
$1.13M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2New |
$468 - $534
|
2
$452
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
702+ 1.22% |
$152K - $173K
|
58.1K
$13.1M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-45.7K- 14.25% |
$9.92M - $11.2M
|
275K
$62.1M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
346+ 20.14% |
$75.2K - $85.2K
|
2.06K
$467K
|
|
|
Oct 07, 2025
Q2 2025
|
Element Squared LLC
Minneapolis, MN |
BUY
|
- |
8.05KNew |
$1.75M - $1.98M
|
8.05K
$1.82M
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-4.63K- 35.87% |
$1M - $1.14M
|
8.27K
$1.87M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
93New |
$20.2K - $22.9K
|
93
$21K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
6New |
$1.3K - $1.48K
|
6
$1.36K
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
1.33K+ 5.58% |
$288K - $327K
|
25.1K
$5.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
25New |
$5.43K - $6.16K
|
25
$5.65K
|
|
|
Aug 14, 2025
Q2 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
300New |
$65.2K - $73.9K
|
300
$67.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
47.9K+ 53.13% |
$10.4M - $11.8M
|
138K
$31.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
350+ 6.11% |
$76K - $86.2K
|
6.08K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-20.5K- 94.77% |
$4.45M - $5.04M
|
1.13K
$255K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
16New |
$3.48K - $3.94K
|
16
$3.62K
|
|
|
Aug 14, 2025
Q2 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
9+ 0.09% |
$1.95K - $2.22K
|
10.1K
$2.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.18KNew |
$256K - $291K
|
1.18K
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
199New |
$43.2K - $49K
|
199
$45K
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-140- 0.72% |
$30.4K - $34.5K
|
19.3K
$4.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.6K+ 85.14% |
$347K - $394K
|
3.48K
$786K
|
|
|
Aug 14, 2025
Q2 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
85.1KNew |
$18.5M - $20.9M
|
85.1K
$19.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilton Capital Management, LLC
|
SELL
|
- |
-863- 11.57% |
$187K - $213K
|
6.59K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1- 0.1% |
$217 - $246
|
1.01K
$229K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
785+ 13.14% |
$171K - $193K
|
6.76K
$1.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
653+ 4.63% |
$142K - $161K
|
14.8K
$3.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
101+ 9.7% |
$21.9K - $24.9K
|
1.14K
$258K
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-6- 0.57% |
$1.3K - $1.48K
|
1.05K
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Dean Capital Management
Overland Park, KS |
BUY
|
- |
394+ 5.66% |
$85.6K - $97K
|
7.35K
$1.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-9- 0.52% |
$1.95K - $2.22K
|
1.71K
$387K
|
|
|
Aug 14, 2025
Q2 2025
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-2.62K- 43.42% |
$569K - $645K
|
3.42K
$772K
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-253- 18.06% |
$55K - $62.3K
|
1.15K
$260K
|
|
|
Aug 14, 2025
Q2 2025
|
Prana Capital Management, LP
Greenwich, CT |
SELL
|
- |
-40.2K- 90.61% |
$8.73M - $9.9M
|
4.17K
$942K
|
|
|
Aug 14, 2025
Q2 2025
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-93K- 95.76% |
$20.2M - $22.9M
|
4.12K
$931K
|
|
|
Aug 14, 2025
Q2 2025
|
Worldquant Millennium Advisors LLC
New York, NY |
SELL
|
- |
-73.5K- 56.95% |
$16M - $18.1M
|
55.5K
$12.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-129- 3.33% |
$28K - $31.8K
|
3.75K
$847K
|
|
|
Aug 14, 2025
Q2 2025
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
208+ 6.25% |
$45.2K - $51.2K
|
3.54K
$800K
|
|
|
Aug 14, 2025
Q2 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.99K+ 223.09% |
$432K - $490K
|
2.88K
$652K
|
|