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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
888New |
$197K - $217K
|
888
$201K
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-819- 33.46% |
$181K - $201K
|
1.63K
$368K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
4+ 44.44% |
$886 - $979
|
13
$2.94K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.02K- 6.27% |
$225K - $249K
|
15.2K
$3.44M
|
|
|
May 15, 2025
Q1 2025
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-525- 13.08% |
$116K - $129K
|
3.49K
$788K
|
|
|
May 15, 2025
Q1 2025
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-2.59K- 68.89% |
$573K - $634K
|
1.17K
$264K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-12- 18.18% |
$2.66K - $2.94K
|
54
$12.2K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
6+ 0.16% |
$1.33K - $1.47K
|
3.76K
$849K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
46New |
$10.2K - $11.3K
|
46
$10.4K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
800New |
$177K - $196K
|
800
$181K
|
|
|
May 15, 2025
Q1 2025
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-43K- 93.85% |
$9.52M - $10.5M
|
2.82K
$637K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-10- 8.93% |
$2.21K - $2.45K
|
102
$23.1K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
855New |
$189K - $209K
|
855
$193K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
8+ 0.9% |
$1.77K - $1.96K
|
893
$202K
|
|
|
May 15, 2025
Q1 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-500- 31.25% |
$111K - $122K
|
1.1K
$249K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1New |
$221 - $245
|
1
$226
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
33.2KNew |
$7.34M - $8.12M
|
33.2K
$7.5M
|
|
|
May 15, 2025
Q1 2025
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
1.49KNew |
$329K - $364K
|
1.49K
$336K
|
|
|
May 15, 2025
Q1 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
8K+ 83.86% |
$1.77M - $1.96M
|
17.5K
$3.97M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
48+ 18.25% |
$10.6K - $11.8K
|
311
$70.3K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 4.88% |
$443 - $490
|
43
$9.72K
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
2.41KNew |
$533K - $589K
|
2.41K
$544K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-114- 9.96% |
$25.2K - $27.9K
|
1.03K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-210- 7.87% |
$46.5K - $51.4K
|
2.46K
$556K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
1.5K+ 78.95% |
$332K - $367K
|
3.4K
$769K
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-699- 14.2% |
$155K - $171K
|
4.23K
$955K
|
|
|
May 14, 2025
Q1 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
1.34KNew |
$296K - $327K
|
1.34K
$302K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.76KNew |
$833K - $921K
|
3.76K
$850K
|
|
|
May 13, 2025
Q1 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
1.37KNew |
$303K - $335K
|
1.37K
$309K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
78New |
$17.3K - $19.1K
|
78
$17.6K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-2.73K- 24.6% |
$604K - $667K
|
8.35K
$1.89M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-11- 1.14% |
$2.44K - $2.69K
|
958
$217K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
13+ 8.5% |
$2.88K - $3.18K
|
166
$37.5K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-38- 3.35% |
$8.42K - $9.3K
|
1.1K
$248K
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-1.71K- 15.42% |
$378K - $418K
|
9.37K
$2.12M
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
5.57KNew |
$1.23M - $1.36M
|
5.57K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-38- 42.7% |
$8.42K - $9.3K
|
51
$11.5K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
29New |
$6.42K - $7.1K
|
29
$6.56K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-23- 1.13% |
$5.09K - $5.63K
|
2.01K
$454K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.84% |
$221 - $245
|
120
$27.1K
|
|
|
May 09, 2025
Q1 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
1.6KNew |
$353K - $391K
|
1.6K
$361K
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-120- 7.87% |
$26.6K - $29.4K
|
1.4K
$317K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-209- 90.48% |
$46.3K - $51.2K
|
22
$4.97K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-6.84K- 48.71% |
$1.51M - $1.67M
|
7.2K
$1.63M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3+ 0.19% |
$664 - $734
|
1.55K
$350K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
183+ 5.72% |
$40.5K - $44.8K
|
3.38K
$764K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-8- 0.37% |
$1.77K - $1.96K
|
2.13K
$482K
|
|
|
May 08, 2025
Q1 2025
|
Castellan Group
Louisville, KY |
BUY
|
- |
12.9K+ 114.73% |
$2.86M - $3.16M
|
24.2K
$5.46M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
20.9KNew |
$4.62M - $5.11M
|
20.9K
$4.72M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-59- 0.19% |
$13.1K - $14.4K
|
31.8K
$7.2M
|
|