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 10, 2025
Q3 2025
|
Dakota Wealth Management
|
BUY
|
- |
1.37K+ 29.17% |
$321K - $367K
|
6.09K
$1.38M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
153+ 2.62% |
$35.8K - $40.8K
|
6K
$1.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
556+ 21.36% |
$130K - $148K
|
3.16K
$714K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
172+ 7.35% |
$40.2K - $45.9K
|
2.51K
$568K
|
|
|
Nov 10, 2025
Q3 2025
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.31KNew |
$307K - $351K
|
1.31K
$297K
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
SELL
|
- |
-98.6K- 45.11% |
$23.1M - $26.3M
|
120K
$27.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-125- 6.61% |
$29.2K - $33.4K
|
1.77K
$399K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.21K- 2.39% |
$283K - $323K
|
49.4K
$11.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
24+ 1.92% |
$5.61K - $6.41K
|
1.27K
$288K
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
SELL
|
- |
-1.87K- 6.08% |
$436K - $498K
|
28.9K
$6.52M
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
150K+ 8.55% |
$35M - $40M
|
1.9M
$430M
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-12.3K- 53.87% |
$2.89M - $3.29M
|
10.6K
$2.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-230- 5.18% |
$53.8K - $61.4K
|
4.21K
$952K
|
|
|
Nov 10, 2025
Q3 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
102+ 5.09% |
$23.8K - $27.2K
|
2.1K
$476K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-5- 14.71% |
$1.17K - $1.33K
|
29
$6.56K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1New |
$234 - $267
|
1
$226
|
|
|
Nov 07, 2025
Q3 2025
|
Sageworth Trust CO
|
BUY
|
- |
879New |
$205K - $235K
|
879
$199K
|
|
|
Nov 07, 2025
Q3 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-12.1K- 40.14% |
$2.82M - $3.22M
|
18K
$4.07M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.93K- 3.8% |
$451K - $515K
|
48.9K
$11M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1+ 20.0% |
$234 - $267
|
6
$1.36K
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
3.73K+ 10.44% |
$872K - $995K
|
39.5K
$8.92M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
301K+ 48.73% |
$70.4M - $80.3M
|
919K
$208M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-161- 0.7% |
$37.6K - $43K
|
22.7K
$5.13M
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-14- 0.37% |
$3.27K - $3.74K
|
3.73K
$844K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
265K+ 1.76% |
$61.9M - $70.6M
|
15.3M
$3.46B
|
|
|
Nov 07, 2025
Q3 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
3.92K+ 45.27% |
$917K - $1.05M
|
12.6K
$2.85M
|
|
|
Nov 07, 2025
Q3 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-5.16K- 17.49% |
$1.21M - $1.38M
|
24.3K
$5.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1+ 0.01% |
$234 - $267
|
11.1K
$2.51M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2- 1.12% |
$468 - $534
|
177
$40K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
302+ 34.28% |
$70.6K - $80.6K
|
1.18K
$267K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
37+ 1.32% |
$8.65K - $9.87K
|
2.84K
$643K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
628+ 2.34% |
$147K - $168K
|
27.4K
$6.2M
|
|
|
Nov 07, 2025
Q3 2025
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-11.9K- 18.38% |
$2.77M - $3.17M
|
52.7K
$11.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
2.27KNew |
$531K - $606K
|
2.27K
$514K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
391+ 29.94% |
$91.4K - $104K
|
1.7K
$384K
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.4K+ 120.26% |
$327K - $374K
|
2.57K
$580K
|
|
|
Nov 07, 2025
Q3 2025
|
Mcrae Capital Management Inc
|
SELL
|
- |
-850- 1.45% |
$199K - $227K
|
57.8K
$13.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-127- 11.08% |
$29.7K - $33.9K
|
1.02K
$230K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1- 0.02% |
$234 - $267
|
4.43K
$1M
|
|
|
Nov 07, 2025
Q3 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-6.77K- 2.58% |
$1.58M - $1.81M
|
256K
$57.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-205- 4.19% |
$47.9K - $54.7K
|
4.69K
$1.06M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-31- 1.65% |
$7.25K - $8.27K
|
1.84K
$417K
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
3.78K+ 3.81% |
$883K - $1.01M
|
103K
$23.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
130+ 0.69% |
$30.4K - $34.7K
|
19K
$4.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-7.59K- 74.51% |
$1.77M - $2.02M
|
2.6K
$587K
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
7+ 0.2% |
$1.64K - $1.87K
|
3.55K
$802K
|
|
|
Nov 07, 2025
Q3 2025
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
13.5KNew |
$3.14M - $3.59M
|
13.5K
$3.04M
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-5.88K- 88.56% |
$1.38M - $1.57M
|
760
$172K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.03K+ 85.9% |
$2.11M - $2.41M
|
19.5K
$4.42M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.37K+ 49.03% |
$553K - $631K
|
7.19K
$1.63M
|
|