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 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
302+ 34.28% |
$70.6K - $80.6K
|
1.18K
$267K
|
|
|
Oct 29, 2025
Q3 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
301+ 10.63% |
$70.4K - $80.3K
|
3.13K
$708K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
299+ 5.9% |
$69.9K - $79.8K
|
5.37K
$1.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
298+ 7.97% |
$69.7K - $79.5K
|
4.04K
$913K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
294+ 5.76% |
$68.7K - $78.5K
|
5.4K
$1.22M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
292+ 356.1% |
$68.3K - $77.9K
|
374
$84.5K
|
|
|
Nov 20, 2025
Q3 2025
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
289+ 1.46% |
$67.6K - $77.1K
|
20.1K
$4.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
286+ 3.83% |
$66.9K - $76.3K
|
7.75K
$1.75M
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
280+ 0.51% |
$65.5K - $74.7K
|
54.8K
$12.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
279+ 5.39% |
$65.2K - $74.5K
|
5.46K
$1.23M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
275+ 7.24% |
$64.3K - $73.4K
|
4.07K
$921K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
271+ 1.56% |
$63.3K - $72.3K
|
17.7K
$3.99M
|
|
|
Nov 04, 2025
Q3 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
264+ 17.21% |
$61.7K - $70.5K
|
1.8K
$406K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
262+ 21.62% |
$61.2K - $69.9K
|
1.47K
$333K
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
BUY
|
- |
256+ 7.05% |
$59.8K - $68.3K
|
3.89K
$878K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
251+ 2.91% |
$58.7K - $67K
|
8.88K
$2.01M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
251+ 45.47% |
$58.7K - $67K
|
803
$182K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
249+ 8.28% |
$58.2K - $66.5K
|
3.26K
$736K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
247+ 2.17% |
$57.7K - $65.9K
|
11.6K
$2.63M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
239New |
$55.9K - $63.8K
|
239
$54K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
232+ 22.05% |
$54.2K - $61.9K
|
1.28K
$290K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
228+ 0.86% |
$53.3K - $60.9K
|
26.8K
$6.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
225+ 8.82% |
$52.6K - $60.1K
|
2.78K
$627K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
224+ 2.05% |
$52.4K - $59.8K
|
11.2K
$2.52M
|
|
|
Oct 07, 2025
Q3 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
224New |
$52.4K - $59.8K
|
224
$50.6K
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
220+ 12.85% |
$51.4K - $58.7K
|
1.93K
$437K
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
219+ 1.56% |
$51.2K - $58.4K
|
14.2K
$3.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
206+ 0.67% |
$48.2K - $55K
|
31K
$7.01M
|
|
|
Oct 30, 2025
Q3 2025
|
Wendell David Associates Inc
|
BUY
|
- |
205+ 0.2% |
$47.9K - $54.7K
|
101K
$22.9M
|
|
|
Nov 18, 2025
Q3 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
203+ 1.42% |
$47.5K - $54.2K
|
14.5K
$3.27M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
198+ 28.74% |
$46.3K - $52.8K
|
887
$201K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
193+ 10.58% |
$45.1K - $51.5K
|
2.02K
$456K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
191+ 0.98% |
$44.6K - $51K
|
19.6K
$4.43M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
185+ 7.45% |
$43.2K - $49.4K
|
2.67K
$603K
|
|
|
Nov 14, 2025
Q3 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
175+ 1.17% |
$40.9K - $46.7K
|
15.1K
$3.42M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
172+ 11.52% |
$40.2K - $45.9K
|
1.67K
$376K
|
|
|
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
|
Citigroup Inc
|
BUY
|
- |
168+ 0.16% |
$39.3K - $44.8K
|
107K
$24.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
159+ 5.07% |
$37.2K - $42.4K
|
3.3K
$746K
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
158+ 0.79% |
$36.9K - $42.2K
|
20.1K
$4.54M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
153+ 2.62% |
$35.8K - $40.8K
|
6K
$1.36M
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
152+ 3.11% |
$35.5K - $40.6K
|
5.04K
$1.14M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
148+ 0.68% |
$34.6K - $39.5K
|
22K
$4.97M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
141+ 3.41% |
$33K - $37.6K
|
4.28K
$967K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
138+ 1.46% |
$32.3K - $36.8K
|
9.6K
$2.17M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
137+ 10.84% |
$32K - $36.6K
|
1.4K
$317K
|
|
|
Nov 07, 2025
Q3 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
130+ 0.69% |
$30.4K - $34.7K
|
19K
$4.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
126+ 13.61% |
$29.5K - $33.6K
|
1.05K
$238K
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
125+ 8.89% |
$29.2K - $33.4K
|
1.53K
$346K
|
|
|
Nov 13, 2025
Q3 2025
|
Clear Street Markets LLC
|
BUY
|
- |
122+ 154.43% |
$28.5K - $32.6K
|
201
$45.4K
|
|