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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
894New |
$194K - $220K
|
894
$202K
|
|
|
Aug 13, 2025
Q2 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
870+ 65.41% |
$189K - $214K
|
2.2K
$497K
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
BUY
|
- |
863New |
$187K - $213K
|
863
$195K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
835New |
$181K - $206K
|
835
$189K
|
|
|
Aug 07, 2025
Q2 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
824New |
$179K - $203K
|
824
$186K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
785+ 13.14% |
$171K - $193K
|
6.76K
$1.53M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
753+ 25.77% |
$164K - $185K
|
3.68K
$831K
|
|
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
702+ 1.22% |
$152K - $173K
|
58.1K
$13.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
682+ 13.12% |
$148K - $168K
|
5.88K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
653+ 4.63% |
$142K - $161K
|
14.8K
$3.34M
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
476+ 0.86% |
$103K - $117K
|
56K
$12.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
450New |
$97.7K - $111K
|
450
$102K
|
|
|
Aug 14, 2025
Q2 2025
|
Dean Capital Management
Overland Park, KS |
BUY
|
- |
394+ 5.66% |
$85.6K - $97K
|
7.35K
$1.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
350+ 6.11% |
$76K - $86.2K
|
6.08K
$1.37M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
346+ 20.14% |
$75.2K - $85.2K
|
2.06K
$467K
|
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
334+ 8.48% |
$72.6K - $82.2K
|
4.27K
$966K
|
|
|
Aug 14, 2025
Q2 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
300New |
$65.2K - $73.9K
|
300
$67.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
277+ 3.88% |
$60.2K - $68.2K
|
7.41K
$1.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
268+ 3.09% |
$58.2K - $66K
|
8.94K
$2.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
244+ 0.64% |
$53K - $60.1K
|
38.1K
$8.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
241+ 9.91% |
$52.4K - $59.3K
|
2.67K
$604K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
233+ 8.52% |
$50.6K - $57.4K
|
2.97K
$671K
|
|
|
Aug 14, 2025
Q2 2025
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
208+ 6.25% |
$45.2K - $51.2K
|
3.54K
$800K
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
199New |
$43.2K - $49K
|
199
$45K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
199+ 19900.0% |
$43.2K - $49K
|
200
$45.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
191+ 3.49% |
$41.5K - $47K
|
5.66K
$1.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
180+ 2.0% |
$39.1K - $44.3K
|
9.17K
$2.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
170New |
$36.9K - $41.9K
|
170
$38.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
144+ 15.35% |
$31.3K - $35.5K
|
1.08K
$245K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
135+ 11.61% |
$29.3K - $33.2K
|
1.3K
$293K
|
|
|
Aug 14, 2025
Q2 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
101+ 9.7% |
$21.9K - $24.9K
|
1.14K
$258K
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
100+ 6.31% |
$21.7K - $24.6K
|
1.68K
$381K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
93New |
$20.2K - $22.9K
|
93
$21K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
75New |
$16.3K - $18.5K
|
75
$17K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
66New |
$14.3K - $16.3K
|
66
$14.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
BUY
|
- |
58+ 0.29% |
$12.6K - $14.3K
|
20.1K
$4.54M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
57+ 5.89% |
$12.4K - $14K
|
1.03K
$232K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
51+ 89.47% |
$11.1K - $12.6K
|
108
$24.4K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
51+ 31.1% |
$11.1K - $12.6K
|
215
$48.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
50+ 4.0% |
$10.9K - $12.3K
|
1.3K
$294K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
44New |
$9.56K - $10.8K
|
44
$9.95K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
30New |
$6.52K - $7.39K
|
30
$6.78K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
29+ 7.4% |
$6.3K - $7.14K
|
421
$95.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
25New |
$5.43K - $6.16K
|
25
$5.65K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
25New |
$5.43K - $6.16K
|
25
$5.65K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
20New |
$4.34K - $4.93K
|
20
$4.52K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
16New |
$3.48K - $3.94K
|
16
$3.62K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
16New |
$3.48K - $3.94K
|
16
$3.62K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
16+ 0.93% |
$3.48K - $3.94K
|
1.74K
$394K
|
|
|
Aug 06, 2025
Q2 2025
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
15+ 0.56% |
$3.26K - $3.69K
|
2.69K
$607K
|
|