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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.91K+ 2.61% |
$680K - $777K
|
114K
$25.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-230- 13.04% |
$53.8K - $61.4K
|
1.53K
$347K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-63- 0.49% |
$14.7K - $16.8K
|
12.8K
$2.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
14.6K+ 0.75% |
$3.42M - $3.9M
|
1.97M
$446M
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-11.7K- 17.24% |
$2.73M - $3.12M
|
56K
$12.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-528- 24.57% |
$123K - $141K
|
1.62K
$366K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
8+ 0.22% |
$1.87K - $2.14K
|
3.63K
$820K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
111+ 5.56% |
$25.9K - $29.6K
|
2.11K
$476K
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-79- 1.38% |
$18.5K - $21.1K
|
5.66K
$1.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
31+ 2.99% |
$7.25K - $8.27K
|
1.07K
$241K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
11+ 0.09% |
$2.57K - $2.94K
|
12.1K
$2.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-9- 0.72% |
$2.1K - $2.4K
|
1.24K
$281K
|
|
|
Nov 12, 2025
Q3 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
7.5K+ 234.38% |
$1.75M - $2M
|
10.7K
$2.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-50- 4.87% |
$11.7K - $13.3K
|
976
$221K
|
|
|
Nov 12, 2025
Q3 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-666- 1.36% |
$156K - $178K
|
48.3K
$10.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-927- 31.83% |
$217K - $247K
|
1.99K
$449K
|
|
|
Nov 12, 2025
Q3 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.44KNew |
$1.04M - $1.19M
|
4.44K
$1M
|
|
|
Nov 12, 2025
Q3 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
924New |
$216K - $247K
|
924
$209K
|
|
|
Nov 12, 2025
Q3 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
981New |
$229K - $262K
|
981
$222K
|
|
|
Nov 12, 2025
Q3 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.39K+ 96.19% |
$1.03M - $1.17M
|
8.96K
$2.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.45K- 38.45% |
$338K - $386K
|
2.32K
$524K
|
|
|
Nov 10, 2025
Q3 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
171+ 11.63% |
$40K - $45.6K
|
1.64K
$371K
|
|
|
Nov 10, 2025
Q3 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-28- 3.08% |
$6.55K - $7.47K
|
880
$199K
|
|
|
Nov 10, 2025
Q3 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
1.27KNew |
$296K - $338K
|
1.27K
$286K
|
|
|
Nov 10, 2025
Q3 2025
|
Tredje Ap Fonden
|
SELL
|
- |
-12.1K- 58.3% |
$2.82M - $3.22M
|
8.62K
$1.95M
|
|
|
Nov 10, 2025
Q3 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-537- 3.44% |
$126K - $143K
|
15.1K
$3.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-99- 0.26% |
$23.1K - $26.4K
|
37.3K
$8.42M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
168+ 0.16% |
$39.3K - $44.8K
|
107K
$24.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
4.3K+ 5.85% |
$1.01M - $1.15M
|
77.8K
$17.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-901- 0.87% |
$211K - $240K
|
103K
$23.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
96+ 10.32% |
$22.4K - $25.6K
|
1.03K
$232K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-79- 2.43% |
$18.5K - $21.1K
|
3.17K
$717K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
992New |
$232K - $265K
|
992
$224K
|
|
|
Nov 10, 2025
Q3 2025
|
American Money Management, LLC
|
BUY
|
- |
505+ 1.42% |
$118K - $135K
|
36.1K
$8.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
18.2K+ 26.29% |
$4.24M - $4.85M
|
87.2K
$19.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.24K+ 0.46% |
$758K - $865K
|
708K
$160M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-163- 2.33% |
$38.1K - $43.5K
|
6.83K
$1.54M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-5.45K- 57.15% |
$1.27M - $1.45M
|
4.08K
$923K
|
|
|
Nov 10, 2025
Q3 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.7K- 4.42% |
$398K - $454K
|
36.8K
$8.32M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-240- 36.09% |
$56.1K - $64.1K
|
425
$96.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-46- 3.34% |
$10.8K - $12.3K
|
1.33K
$301K
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2New |
$468 - $534
|
2
$452
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-10- 1.82% |
$2.34K - $2.67K
|
540
$122K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14+ 1.69% |
$3.27K - $3.74K
|
844
$191K
|
|
|
Nov 10, 2025
Q3 2025
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
100+ 0.32% |
$23.4K - $26.7K
|
31.1K
$7.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
85+ 3.5% |
$19.9K - $22.7K
|
2.52K
$569K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-62- 0.19% |
$14.5K - $16.5K
|
33.1K
$7.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
PUT |
600New |
$140K - $160K
|
600
$136K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
28+ 4.51% |
$6.55K - $7.47K
|
649
$147K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-15- 10.49% |
$3.51K - $4K
|
128
$28.9K
|
|