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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
1.03K+ 28.42% |
$215K - $243K
|
4.64K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
401+ 3.73% |
$84.1K - $94.8K
|
11.1K
$2.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3+ 0.11% |
$629 - $709
|
2.72K
$656K
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-198- 3.26% |
$41.5K - $46.8K
|
5.87K
$1.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-41.5K- 99.8% |
$8.7M - $9.81M
|
83
$20K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
761+ 16.87% |
$160K - $180K
|
5.27K
$1.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.96K+ 0.41% |
$410K - $462K
|
476K
$115M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-4.89K- 6.77% |
$1.02M - $1.16M
|
67.3K
$16.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
37.1K+ 1.24% |
$7.79M - $8.78M
|
3.04M
$733M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-18- 0.88% |
$3.77K - $4.26K
|
2.03K
$490K
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-407- 22.36% |
$85.3K - $96.2K
|
1.41K
$341K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-92- 86.79% |
$19.3K - $21.8K
|
14
$3.38K
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-630- 8.65% |
$132K - $149K
|
6.65K
$1.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-49- 2.19% |
$10.3K - $11.6K
|
2.18K
$527K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
46+ 4.77% |
$9.64K - $10.9K
|
1.01K
$244K
|
|
|
Feb 12, 2025
Q4 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-6.12K- 13.15% |
$1.28M - $1.45M
|
40.4K
$9.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3+ 0.13% |
$629 - $709
|
2.4K
$578K
|
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-13.7K- 41.34% |
$2.88M - $3.25M
|
19.5K
$4.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-12.5K- 1.03% |
$2.62M - $2.95M
|
1.2M
$289M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
81.7K+ 12.92% |
$17.1M - $19.3M
|
715K
$172M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-21- 0.62% |
$4.4K - $4.97K
|
3.36K
$811K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-335- 35.83% |
$70.2K - $79.2K
|
600
$145K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-7.82K- 13.59% |
$1.64M - $1.85M
|
49.7K
$12M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
24+ 0.19% |
$5.03K - $5.67K
|
12.5K
$3.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
92+ 14.81% |
$19.3K - $21.8K
|
713
$172K
|
|
|
Feb 11, 2025
Q4 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
7.05K+ 7.4% |
$1.48M - $1.67M
|
102K
$24.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
67.5K+ 48.38% |
$14.2M - $16M
|
207K
$49.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-2.26K- 64.33% |
$473K - $533K
|
1.25K
$302K
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-552- 2.17% |
$116K - $131K
|
24.9K
$6M
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
985New |
$206K - $233K
|
985
$238K
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Securities Usa LLC
|
BUY
|
- |
3.51K+ 46.38% |
$736K - $830K
|
11.1K
$2.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-143- 0.31% |
$30K - $33.8K
|
45.8K
$11M
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-7.53K- 76.8% |
$1.58M - $1.78M
|
2.28K
$549K
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
85.5K+ 51.02% |
$17.9M - $20.2M
|
253K
$61M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
763+ 2.61% |
$160K - $180K
|
30K
$7.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
198+ 14.14% |
$41.5K - $46.8K
|
1.6K
$385K
|
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-72- 2.56% |
$15.1K - $17K
|
2.74K
$660K
|
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
54+ 2.82% |
$11.3K - $12.8K
|
1.97K
$475K
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
40.4KNew |
$8.47M - $9.55M
|
40.4K
$9.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
885New |
$186K - $209K
|
885
$213K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
79+ 5.21% |
$16.6K - $18.7K
|
1.6K
$385K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
139K+ 19.94% |
$29.2M - $33M
|
839K
$202M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
62+ 5.48% |
$13K - $14.7K
|
1.19K
$288K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
14+ 0.38% |
$2.93K - $3.31K
|
3.71K
$895K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.62K- 36.11% |
$548K - $619K
|
4.63K
$1.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-125- 0.32% |
$26.2K - $29.6K
|
39K
$9.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.06K+ 3.35% |
$1.9M - $2.14M
|
280K
$67.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.15K+ 4.25% |
$661K - $745K
|
77.2K
$18.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
74.7K+ 0.53% |
$15.7M - $17.7M
|
14.3M
$3.45B
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-3- 0.25% |
$629 - $709
|
1.19K
$287K
|