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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1+ 50.0% |
$217 - $246
|
3
$678
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
5.95KNew |
$1.29M - $1.46M
|
5.95K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Caxton Associates LLP
London, |
SELL
|
- |
-3.31K- 54.12% |
$719K - $815K
|
2.81K
$634K
|
|
|
Aug 13, 2025
Q2 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
2.84KNew |
$617K - $699K
|
2.84K
$642K
|
|
|
Aug 13, 2025
Q2 2025
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
2.5K+ 39.06% |
$543K - $616K
|
8.9K
$2.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-1.35K- 9.89% |
$292K - $331K
|
12.3K
$2.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-105- 2.36% |
$22.8K - $25.9K
|
4.35K
$983K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.47% |
$217 - $246
|
214
$48.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-1.89K- 21.64% |
$410K - $465K
|
6.84K
$1.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-19- 1.56% |
$4.13K - $4.68K
|
1.2K
$271K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1.03K+ 691.28% |
$224K - $254K
|
1.18K
$267K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-939- 1.14% |
$204K - $231K
|
81.5K
$18.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 33.33% |
$217 - $246
|
4
$904
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
16New |
$3.48K - $3.94K
|
16
$3.62K
|
|
|
Aug 13, 2025
Q2 2025
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
4.83KNew |
$1.05M - $1.19M
|
4.83K
$1.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
75New |
$16.3K - $18.5K
|
75
$17K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4+ 200.0% |
$869 - $985
|
6
$1.36K
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
BUY
|
- |
58+ 0.29% |
$12.6K - $14.3K
|
20.1K
$4.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
100+ 6.31% |
$21.7K - $24.6K
|
1.68K
$381K
|
|
|
Aug 13, 2025
Q2 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
870+ 65.41% |
$189K - $214K
|
2.2K
$497K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
3New |
$652 - $739
|
3
$678
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
334+ 8.48% |
$72.6K - $82.2K
|
4.27K
$966K
|
|
|
Aug 12, 2025
Q2 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-379- 22.43% |
$82.3K - $93.3K
|
1.31K
$296K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-3- 0.26% |
$652 - $739
|
1.16K
$262K
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
12KNew |
$2.6M - $2.95M
|
12K
$2.71M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
894New |
$194K - $220K
|
894
$202K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
113K+ 24203.21% |
$24.6M - $27.9M
|
114K
$25.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.31KNew |
$284K - $322K
|
1.31K
$296K
|
|
|
Aug 12, 2025
Q2 2025
|
Tairen Capital LTD
Grand Cayman, E9 |
BUY
|
- |
925New |
$201K - $228K
|
925
$209K
|
|
|
Aug 12, 2025
Q2 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-114- 11.01% |
$24.8K - $28.1K
|
921
$208K
|
|
|
Aug 12, 2025
Q2 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-25- 16.67% |
$5.43K - $6.16K
|
125
$28.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
170New |
$36.9K - $41.9K
|
170
$38.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-451- 10.9% |
$98K - $111K
|
3.69K
$833K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-80- 5.95% |
$17.4K - $19.7K
|
1.26K
$286K
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.74KNew |
$813K - $921K
|
3.74K
$846K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.52% |
$217 - $246
|
192
$43.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
6.05KNew |
$1.31M - $1.49M
|
6.05K
$1.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
753+ 25.77% |
$164K - $185K
|
3.68K
$831K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
1New |
$217 - $246
|
1
$226
|
|
|
Aug 11, 2025
Q2 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-20- 2.23% |
$4.34K - $4.93K
|
875
$198K
|
|
|
Aug 11, 2025
Q2 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-289- 0.22% |
$62.8K - $71.2K
|
132K
$29.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
66New |
$14.3K - $16.3K
|
66
$14.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-1.65K- 8.14% |
$358K - $406K
|
18.6K
$4.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-90- 2.2% |
$19.5K - $22.2K
|
4.01K
$905K
|
|
|
Aug 08, 2025
Q2 2025
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
1.95KNew |
$424K - $480K
|
1.95K
$441K
|
|
|
Aug 08, 2025
Q2 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
241+ 9.91% |
$52.4K - $59.3K
|
2.67K
$604K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.01K- 8.66% |
$219K - $248K
|
10.6K
$2.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
23K+ 40.67% |
$5M - $5.67M
|
79.7K
$18M
|
|
|
Aug 07, 2025
Q2 2025
|
Mirabaud Asset Management LTD
London, X0 |
SELL
|
- |
-344- 5.55% |
$74.7K - $84.7K
|
5.85K
$1.32M
|
|