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 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
68+ 1.14% |
$15.1K - $16.6K
|
6.05K
$1.37M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-466- 38.2% |
$103K - $114K
|
754
$170K
|
|
|
May 06, 2025
Q1 2025
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-13.6K- 30.58% |
$3.01M - $3.33M
|
30.9K
$6.98M
|
|
|
May 05, 2025
Q1 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
3.35KNew |
$742K - $821K
|
3.35K
$758K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-2.97K- 56.97% |
$658K - $728K
|
2.25K
$508K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
8+ 1.88% |
$1.77K - $1.96K
|
434
$98.1K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-5- 0.7% |
$1.11K - $1.22K
|
708
$160K
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.78KNew |
$394K - $436K
|
1.78K
$402K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-810- 7.6% |
$179K - $198K
|
9.85K
$2.23M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-14- 51.85% |
$3.1K - $3.43K
|
13
$2.94K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.2K- 10.52% |
$265K - $293K
|
10.2K
$2.3M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-39- 4.08% |
$8.64K - $9.55K
|
918
$208K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.55K+ 52.9% |
$787K - $870K
|
10.3K
$2.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
817+ 7.85% |
$181K - $200K
|
11.2K
$2.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-6- 0.28% |
$1.33K - $1.47K
|
2.17K
$491K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
28New |
$6.2K - $6.86K
|
28
$6.33K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-402- 9.41% |
$89K - $98.4K
|
3.87K
$875K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
148New |
$32.8K - $36.2K
|
148
$33.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 2.38% |
$221 - $245
|
43
$9.72K
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
48+ 2.43% |
$10.6K - $11.8K
|
2.02K
$457K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
124+ 7.28% |
$27.5K - $30.4K
|
1.83K
$413K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
825New |
$183K - $202K
|
825
$186K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1New |
$221 - $245
|
1
$226
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-200- 13.46% |
$44.3K - $49K
|
1.29K
$291K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
100New |
$22.1K - $24.5K
|
100
$22.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
1.31KNew |
$290K - $321K
|
1.31K
$296K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-600- 70.18% |
$133K - $147K
|
255
$57.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-255- 69.67% |
$56.5K - $62.4K
|
111
$25.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
200+ 20.0% |
$44.3K - $49K
|
1.2K
$271K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
400New |
$88.6K - $97.9K
|
400
$90.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
392+ 3.84% |
$86.8K - $96K
|
10.6K
$2.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
46+ 48.42% |
$10.2K - $11.3K
|
141
$31.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
117+ 5.69% |
$25.9K - $28.6K
|
2.17K
$491K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
127+ 5.66% |
$28.1K - $31.1K
|
2.37K
$536K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-14- 2.85% |
$3.1K - $3.43K
|
478
$108K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-16- 29.09% |
$3.54K - $3.92K
|
39
$8.82K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
20+ 1.09% |
$4.43K - $4.9K
|
1.86K
$420K
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
BUY
|
- |
121+ 6.23% |
$26.8K - $29.6K
|
2.06K
$466K
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
875New |
$194K - $214K
|
875
$198K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
6New |
$1.33K - $1.47K
|
6
$1.36K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
636+ 1.53% |
$141K - $156K
|
42.1K
$9.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-88- 19.47% |
$19.5K - $21.5K
|
364
$82.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-4.7K- 49.27% |
$1.04M - $1.15M
|
4.84K
$1.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
4+ 0.36% |
$886 - $979
|
1.1K
$250K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
4+ 0.39% |
$886 - $979
|
1.04K
$235K
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
SELL
|
- |
-207- 0.91% |
$45.8K - $50.7K
|
22.6K
$5.11M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-19- 4.5% |
$4.21K - $4.65K
|
403
$91.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9+ 13.24% |
$1.99K - $2.2K
|
77
$17.4K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-15- 0.07% |
$3.32K - $3.67K
|
20.4K
$4.6M
|
|
| Q4 2024 | |||||||
|
Sep 04, 2025
Q4 2024
|
Abn Amro Investment Solutions
Paris Cedex 008, |
SELL
|
- |
-1.37KClosed |
$286K - $323K
|
0
$0
|
|