Latest Institutional Purchases of Broadridge Financial Solutions, Inc. (BR)
This list provides information on the latest institutional transactions involving Broadridge Financial Solutions, Inc. (BR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
2New |
$468 - $534
|
2
$452
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
2New |
$468 - $534
|
2
$452
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2+ 0.02% |
$468 - $534
|
11.7K
$2.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2New |
$468 - $534
|
2
$452
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
2+ 50.0% |
$468 - $534
|
6
$1.36K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2+ 0.07% |
$468 - $534
|
2.94K
$664K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 33.33% |
$468 - $534
|
8
$1.81K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2New |
$468 - $534
|
2
$452
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
1+ 0.06% |
$234 - $267
|
1.67K
$377K
|
|
|
Nov 12, 2025
Q3 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1+ 0.11% |
$234 - $267
|
936
$212K
|
|
|
Nov 12, 2025
Q3 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1+ 2.78% |
$234 - $267
|
37
$8.36K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1New |
$234 - $267
|
1
$226
|
|
|
Nov 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1+ 0.01% |
$234 - $267
|
11.1K
$2.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
BUY
|
- |
1+ 0.12% |
$234 - $267
|
855
$193K
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.64% |
$234 - $267
|
157
$35.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1+ 2.13% |
$234 - $267
|
48
$10.9K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1New |
$234 - $267
|
1
$226
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1New |
$234 - $267
|
1
$226
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
1+ 10.0% |
$234 - $267
|
11
$2.49K
|
|
| Q2 2025 | |||||||
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
220KNew |
$47.8M - $54.2M
|
220K
$49.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
113K+ 24203.21% |
$24.6M - $27.9M
|
114K
$25.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
85.1KNew |
$18.5M - $20.9M
|
85.1K
$19.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Fcf Advisors LLC
|
BUY
|
- |
52.9KNew |
$11.5M - $13M
|
52.9K
$12M
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
47.9K+ 53.13% |
$10.4M - $11.8M
|
138K
$31.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
23K+ 40.67% |
$5M - $5.67M
|
79.7K
$18M
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
15.7KNew |
$3.4M - $3.86M
|
15.7K
$3.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
12KNew |
$2.6M - $2.95M
|
12K
$2.71M
|
|
|
Oct 07, 2025
Q2 2025
|
Element Squared LLC
Minneapolis, MN |
BUY
|
- |
8.05KNew |
$1.75M - $1.98M
|
8.05K
$1.82M
|
|
|
Aug 11, 2025
Q2 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
6.05KNew |
$1.31M - $1.49M
|
6.05K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
5.95KNew |
$1.29M - $1.46M
|
5.95K
$1.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
4.83KNew |
$1.05M - $1.19M
|
4.83K
$1.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.74KNew |
$813K - $921K
|
3.74K
$846K
|
|
|
Aug 13, 2025
Q2 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
2.84KNew |
$617K - $699K
|
2.84K
$642K
|
|
|
Aug 13, 2025
Q2 2025
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
2.5K+ 39.06% |
$543K - $616K
|
8.9K
$2.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
2.07KNew |
$449K - $509K
|
2.07K
$468K
|
|
|
Aug 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2KNew |
$434K - $493K
|
2K
$452K
|
|
|
Aug 14, 2025
Q2 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.99K+ 223.09% |
$432K - $490K
|
2.88K
$652K
|
|
|
Aug 08, 2025
Q2 2025
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
1.95KNew |
$424K - $480K
|
1.95K
$441K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.6K+ 85.14% |
$347K - $394K
|
3.48K
$786K
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
1.33K+ 5.58% |
$288K - $327K
|
25.1K
$5.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.31KNew |
$284K - $322K
|
1.31K
$296K
|
|
|
Aug 14, 2025
Q2 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.18KNew |
$256K - $291K
|
1.18K
$267K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.04KNew |
$227K - $257K
|
1.04K
$236K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1.03K+ 691.28% |
$224K - $254K
|
1.18K
$267K
|
|
|
Jul 25, 2025
Q2 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
968New |
$210K - $238K
|
968
$219K
|
|
|
Aug 12, 2025
Q2 2025
|
Tairen Capital LTD
Grand Cayman, E9 |
BUY
|
- |
925New |
$201K - $228K
|
925
$209K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
925New |
$201K - $228K
|
925
$209K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
905New |
$197K - $223K
|
905
$205K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
900+ 2.22% |
$195K - $222K
|
41.4K
$9.36M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
895New |
$194K - $220K
|
895
$202K
|
|