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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
160New |
$33.5K - $37.8K
|
160
$36.2K
|
|
|
Apr 11, 2025
Q4 2024
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
1KNew |
$210K - $236K
|
1K
$226K
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
1.74KNew |
$365K - $411K
|
1.74K
$393K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
3New |
$629 - $709
|
3
$678
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-130- 6.28% |
$27.3K - $30.7K
|
1.94K
$438K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-618- 10.46% |
$130K - $146K
|
5.29K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-106K- 21.52% |
$22.3M - $25.2M
|
388K
$87.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
4+ 0.1% |
$839 - $946
|
3.94K
$890K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
73New |
$15.3K - $17.3K
|
73
$16.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
5.39KNew |
$1.13M - $1.27M
|
5.39K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
10.6KNew |
$2.22M - $2.5M
|
10.6K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.83K+ 234.53% |
$384K - $434K
|
2.62K
$591K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
PUT |
-5.9K- 66.29% |
$1.24M - $1.39M
|
3K
$678K
|
|
|
Feb 14, 2025
Q4 2024
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-9.26K- 52.15% |
$1.94M - $2.19M
|
8.5K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
1.1KNew |
$231K - $260K
|
1.1K
$249K
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
14+ 3.49% |
$2.93K - $3.31K
|
415
$93.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
SELL
|
- |
-75- 4.57% |
$15.7K - $17.7K
|
1.57K
$354K
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-221- 4.46% |
$46.3K - $52.3K
|
4.73K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2- 0.68% |
$419 - $473
|
294
$66.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-92- 86.79% |
$19.3K - $21.8K
|
14
$3.16K
|
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-13.7K- 41.34% |
$2.88M - $3.25M
|
19.5K
$4.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-335- 35.83% |
$70.2K - $79.2K
|
600
$136K
|
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
54+ 2.82% |
$11.3K - $12.8K
|
1.97K
$446K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
62+ 5.48% |
$13K - $14.7K
|
1.19K
$270K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-3- 0.25% |
$629 - $709
|
1.19K
$269K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3.98K+ 51.9% |
$834K - $941K
|
11.6K
$2.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
70New |
$14.7K - $16.6K
|
70
$15.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
7New |
$1.47K - $1.66K
|
7
$1.58K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1New |
$210 - $236
|
1
$226
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1.21KNew |
$253K - $285K
|
1.21K
$272K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
10+ 1.67% |
$2.1K - $2.36K
|
610
$138K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
100New |
$21K - $23.6K
|
100
$22.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
200+ 12.66% |
$41.9K - $47.3K
|
1.78K
$402K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1- 0.32% |
$210 - $236
|
310
$70.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-11- 0.45% |
$2.31K - $2.6K
|
2.45K
$553K
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-347- 4.65% |
$72.7K - $82K
|
7.12K
$1.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
229New |
$48K - $54.1K
|
229
$51.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
114KNew |
$23.9M - $27M
|
114K
$25.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
9+ 0.71% |
$1.89K - $2.13K
|
1.28K
$290K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-3- 21.43% |
$629 - $709
|
11
$2.49K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.03KNew |
$215K - $243K
|
1.03K
$232K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
75+ 4.66% |
$15.7K - $17.7K
|
1.69K
$381K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
4K+ 1.04% |
$839K - $946K
|
388K
$87.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-275- 20.34% |
$57.7K - $65K
|
1.08K
$243K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-24- 2.59% |
$5.03K - $5.67K
|
904
$204K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
479+ 2.65% |
$100K - $113K
|
18.6K
$4.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
900New |
$189K - $213K
|
900
$203K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-46- 3.96% |
$9.64K - $10.9K
|
1.12K
$253K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
645New |
$135K - $153K
|
645
$146K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
99New |
$20.8K - $23.4K
|
99
$22.4K
|
|