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 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.14K- 1.73% |
$239K - $269K
|
64.6K
$15.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
17.1KNew |
$3.59M - $4.04M
|
17.1K
$4.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3.98K+ 51.9% |
$834K - $941K
|
11.6K
$2.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.04K+ 1.88% |
$217K - $245K
|
56K
$13.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
130+ 0.38% |
$27.3K - $30.7K
|
34.1K
$8.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-14K- 18.88% |
$2.93M - $3.3M
|
60K
$14.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
SELL
|
- |
-11.1K- 4.31% |
$2.32M - $2.62M
|
245K
$60.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-63- 1.28% |
$13.2K - $14.9K
|
4.87K
$1.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
156+ 1.16% |
$32.7K - $36.9K
|
13.6K
$3.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-79- 4.93% |
$16.6K - $18.7K
|
1.52K
$373K
|
|
|
Feb 11, 2025
Q4 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-6.22K- 5.89% |
$1.3M - $1.47M
|
99.3K
$24.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
2+ 0.09% |
$419 - $473
|
2.14K
$523K
|
|
|
Feb 11, 2025
Q4 2024
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
3.4KNew |
$713K - $804K
|
3.4K
$832K
|
|
|
Feb 11, 2025
Q4 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-22.2K- 24.0% |
$4.66M - $5.26M
|
70.4K
$17.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-5.13K- 4.47% |
$1.08M - $1.21M
|
110K
$26.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-1.01K- 37.21% |
$211K - $238K
|
1.7K
$416K
|
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.43K+ 13.61% |
$300K - $338K
|
11.9K
$2.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
70New |
$14.7K - $16.6K
|
70
$17.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-200- 3.15% |
$41.9K - $47.3K
|
6.16K
$1.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
11.8K+ 57.69% |
$2.48M - $2.8M
|
32.3K
$7.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-20.7K- 5.9% |
$4.34M - $4.89M
|
330K
$80.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-3- 0.13% |
$629 - $709
|
2.36K
$578K
|
|
|
Feb 10, 2025
Q4 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-25.9K- 83.14% |
$5.43M - $6.13M
|
5.25K
$1.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
87+ 0.67% |
$18.2K - $20.6K
|
13.1K
$3.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
758+ 2.7% |
$159K - $179K
|
28.9K
$7.07M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
16+ 41.03% |
$3.35K - $3.78K
|
55
$13.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
SELL
|
- |
-473- 2.34% |
$99.2K - $112K
|
19.7K
$4.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Parnassus Investments, LLC
|
SELL
|
- |
-30.6K- 6.24% |
$6.41M - $7.23M
|
460K
$113M
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-2.39K- 2.08% |
$502K - $566K
|
113K
$27.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
348+ 4.5% |
$73K - $82.3K
|
8.08K
$1.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
300New |
$62.9K - $70.9K
|
300
$73.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
559+ 56.01% |
$117K - $132K
|
1.56K
$381K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
7New |
$1.47K - $1.66K
|
7
$1.71K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
763+ 8.2% |
$160K - $180K
|
10.1K
$2.46M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-61- 0.43% |
$12.8K - $14.4K
|
14K
$3.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-3.79K- 7.86% |
$795K - $897K
|
44.4K
$10.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-101- 13.72% |
$21.2K - $23.9K
|
635
$155K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-24- 1.82% |
$5.03K - $5.67K
|
1.3K
$318K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1New |
$210 - $236
|
1
$245
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.36K+ 5.96% |
$1.33M - $1.5M
|
113K
$27.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1.21KNew |
$253K - $285K
|
1.21K
$295K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.67K+ 15.31% |
$351K - $395K
|
12.6K
$3.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-21K- 1.28% |
$4.41M - $4.97M
|
1.62M
$397M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-2.4K- 15.42% |
$504K - $568K
|
13.2K
$3.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
95+ 19.87% |
$19.9K - $22.5K
|
573
$140K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
393K+ 882.94% |
$82.3M - $92.8M
|
437K
$107M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-297- 1.34% |
$62.3K - $70.2K
|
21.8K
$5.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-55- 0.06% |
$11.5K - $13K
|
90.8K
$22.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
8+ 18.6% |
$1.68K - $1.89K
|
51
$12.5K
|