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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
15New |
$3.26K - $3.69K
|
15
$3.39K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
15+ 1.74% |
$3.26K - $3.69K
|
875
$198K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
13+ 28.26% |
$2.82K - $3.2K
|
59
$13.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
13+ 1.32% |
$2.82K - $3.2K
|
999
$226K
|
|
|
Aug 14, 2025
Q2 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
9+ 0.09% |
$1.95K - $2.22K
|
10.1K
$2.29M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
9+ 2.56% |
$1.95K - $2.22K
|
360
$81.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
8New |
$1.74K - $1.97K
|
8
$1.81K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
6New |
$1.3K - $1.48K
|
6
$1.36K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
6+ 27.27% |
$1.3K - $1.48K
|
28
$6.33K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
5+ 0.34% |
$1.09K - $1.23K
|
1.49K
$336K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5New |
$1.09K - $1.23K
|
5
$1.13K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4+ 200.0% |
$869 - $985
|
6
$1.36K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
4+ 200.0% |
$869 - $985
|
6
$1.36K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
3New |
$652 - $739
|
3
$678
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
3New |
$652 - $739
|
3
$678
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 1.65% |
$434 - $493
|
123
$27.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2New |
$434 - $493
|
2
$452
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1+ 50.0% |
$217 - $246
|
3
$678
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.47% |
$217 - $246
|
214
$48.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 33.33% |
$217 - $246
|
4
$904
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.52% |
$217 - $246
|
192
$43.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
1New |
$217 - $246
|
1
$226
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.12% |
$217 - $246
|
833
$188K
|
|
|
Jul 21, 2025
Q2 2025
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
1+ 0.01% |
$217 - $246
|
7.18K
$1.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
33.2KNew |
$7.34M - $8.12M
|
33.2K
$7.5M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
20.9KNew |
$4.62M - $5.11M
|
20.9K
$4.72M
|
|
|
May 08, 2025
Q1 2025
|
Castellan Group
Louisville, KY |
BUY
|
- |
12.9K+ 114.73% |
$2.86M - $3.16M
|
24.2K
$5.46M
|
|
|
May 15, 2025
Q1 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
8K+ 83.86% |
$1.77M - $1.96M
|
17.5K
$3.97M
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
5.57KNew |
$1.23M - $1.36M
|
5.57K
$1.26M
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
4.79KNew |
$1.06M - $1.17M
|
4.79K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.76KNew |
$833K - $921K
|
3.76K
$850K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.55K+ 52.9% |
$787K - $870K
|
10.3K
$2.32M
|
|
|
May 05, 2025
Q1 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
3.35KNew |
$742K - $821K
|
3.35K
$758K
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
2.41KNew |
$533K - $589K
|
2.41K
$544K
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.78KNew |
$394K - $436K
|
1.78K
$402K
|
|
|
May 09, 2025
Q1 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
1.6KNew |
$353K - $391K
|
1.6K
$361K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.56KNew |
$345K - $381K
|
1.56K
$352K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
1.5K+ 78.95% |
$332K - $367K
|
3.4K
$769K
|
|
|
May 15, 2025
Q1 2025
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
1.49KNew |
$329K - $364K
|
1.49K
$336K
|
|
|
May 13, 2025
Q1 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
1.37KNew |
$303K - $335K
|
1.37K
$309K
|
|
|
May 14, 2025
Q1 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
1.34KNew |
$296K - $327K
|
1.34K
$302K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
1.31KNew |
$290K - $321K
|
1.31K
$296K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
888New |
$197K - $217K
|
888
$201K
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
875New |
$194K - $214K
|
875
$198K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
855New |
$189K - $209K
|
855
$193K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
825New |
$183K - $202K
|
825
$186K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
817+ 7.85% |
$181K - $200K
|
11.2K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
800New |
$177K - $196K
|
800
$181K
|
|
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
661+ 32.71% |
$146K - $162K
|
2.68K
$606K
|
|