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 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
180+ 2.0% |
$39.1K - $44.3K
|
9.17K
$2.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-31- 60.78% |
$6.73K - $7.63K
|
20
$4.52K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
13+ 28.26% |
$2.82K - $3.2K
|
59
$13.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
824New |
$179K - $203K
|
824
$186K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
16+ 0.93% |
$3.48K - $3.94K
|
1.74K
$394K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
44New |
$9.56K - $10.8K
|
44
$9.95K
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
SELL
|
- |
-38- 2.38% |
$8.25K - $9.36K
|
1.56K
$353K
|
|
|
Aug 06, 2025
Q2 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
682+ 13.12% |
$148K - $168K
|
5.88K
$1.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
SELL
|
- |
-1- 50.0% |
$217 - $246
|
1
$226
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-403- 7.85% |
$87.5K - $99.2K
|
4.73K
$1.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
BUY
|
- |
863New |
$187K - $213K
|
863
$195K
|
|
|
Aug 06, 2025
Q2 2025
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
15+ 0.56% |
$3.26K - $3.69K
|
2.69K
$607K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-19- 67.86% |
$4.13K - $4.68K
|
9
$2.03K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.94K- 84.31% |
$421K - $478K
|
361
$81.6K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
51+ 89.47% |
$11.1K - $12.6K
|
108
$24.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-29- 2.25% |
$6.3K - $7.14K
|
1.26K
$285K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-451- 35.4% |
$98K - $111K
|
823
$186K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$217 - $246
|
1.05K
$237K
|
|
|
Aug 04, 2025
Q2 2025
|
Buckhead Capital Management LLC
|
SELL
|
- |
-5.82K- 66.93% |
$1.26M - $1.43M
|
2.87K
$649K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-25- 2.62% |
$5.43K - $6.16K
|
928
$210K
|
|
|
Aug 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2KNew |
$434K - $493K
|
2K
$452K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-148- 10.13% |
$32.1K - $36.4K
|
1.31K
$297K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
199+ 19900.0% |
$43.2K - $49K
|
200
$45.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-131- 96.32% |
$28.5K - $32.3K
|
5
$1.13K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
476+ 0.86% |
$103K - $117K
|
56K
$12.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
277+ 3.88% |
$60.2K - $68.2K
|
7.41K
$1.68M
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-65- 7.03% |
$14.1K - $16K
|
859
$194K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.12% |
$217 - $246
|
833
$188K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
5+ 0.34% |
$1.09K - $1.23K
|
1.49K
$336K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-58- 4.57% |
$12.6K - $14.3K
|
1.21K
$274K
|
|
|
Jul 29, 2025
Q2 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
144+ 15.35% |
$31.3K - $35.5K
|
1.08K
$245K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 1.65% |
$434 - $493
|
123
$27.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-393- 1.18% |
$85.4K - $96.8K
|
32.8K
$7.42M
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
2.07KNew |
$449K - $509K
|
2.07K
$468K
|
|
|
Jul 28, 2025
Q2 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
13+ 1.32% |
$2.82K - $3.2K
|
999
$226K
|
|
|
Jul 25, 2025
Q2 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
2.6K+ 83.87% |
$565K - $640K
|
5.7K
$1.29M
|
|
|
Jul 25, 2025
Q2 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
968New |
$210K - $238K
|
968
$219K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5New |
$1.09K - $1.23K
|
5
$1.13K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-205- 17.87% |
$44.5K - $50.5K
|
942
$213K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
3New |
$652 - $739
|
3
$678
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
29+ 7.4% |
$6.3K - $7.14K
|
421
$95.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-24- 1.32% |
$5.21K - $5.91K
|
1.79K
$405K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
57+ 5.89% |
$12.4K - $14K
|
1.03K
$232K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
905New |
$197K - $223K
|
905
$205K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
450New |
$97.7K - $111K
|
450
$102K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
900+ 2.22% |
$195K - $222K
|
41.4K
$9.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
6+ 27.27% |
$1.3K - $1.48K
|
28
$6.33K
|
|
|
Jul 23, 2025
Q2 2025
|
Somerville Kurt F
|
SELL
|
- |
-250- 19.9% |
$54.3K - $61.6K
|
1.01K
$227K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
191+ 3.49% |
$41.5K - $47K
|
5.66K
$1.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
835New |
$181K - $206K
|
835
$189K
|
|