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 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
120New |
$28.1K - $32K
|
120
$27.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
120+ 0.23% |
$28.1K - $32K
|
51.5K
$11.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
119+ 4.06% |
$27.8K - $31.8K
|
3.05K
$689K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
117+ 29.32% |
$27.3K - $31.2K
|
516
$117K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
117+ 12.37% |
$27.3K - $31.2K
|
1.06K
$240K
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
113+ 0.39% |
$26.4K - $30.2K
|
29.4K
$6.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
111+ 5.56% |
$25.9K - $29.6K
|
2.11K
$476K
|
|
|
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
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
100+ 0.32% |
$23.4K - $26.7K
|
31.1K
$7.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
96+ 10.32% |
$22.4K - $25.6K
|
1.03K
$232K
|
|
|
Nov 04, 2025
Q3 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
89+ 1.78% |
$20.8K - $23.8K
|
5.1K
$1.15M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
86+ 0.66% |
$20.1K - $23K
|
13.1K
$2.96M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
85+ 3.5% |
$19.9K - $22.7K
|
2.52K
$569K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
82+ 9.08% |
$19.2K - $21.9K
|
985
$223K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
81New |
$18.9K - $21.6K
|
81
$18.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
80New |
$18.7K - $21.4K
|
80
$18.1K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
74+ 2.85% |
$17.3K - $19.7K
|
2.67K
$604K
|
|
|
Nov 05, 2025
Q3 2025
|
Eukles Asset Management
|
BUY
|
- |
69+ 1.58% |
$16.1K - $18.4K
|
4.44K
$1M
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
69New |
$16.1K - $18.4K
|
69
$15.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
68+ 0.3% |
$15.9K - $18.1K
|
22.8K
$5.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
67+ 0.52% |
$15.7K - $17.9K
|
12.9K
$2.92M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
66+ 5.79% |
$15.4K - $17.6K
|
1.21K
$272K
|
|
|
Oct 21, 2025
Q3 2025
|
Suncoast Equity Management
|
BUY
|
- |
65+ 0.23% |
$15.2K - $17.3K
|
28.2K
$6.37M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
62+ 5.77% |
$14.5K - $16.5K
|
1.14K
$257K
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
61+ 3.94% |
$14.3K - $16.3K
|
1.61K
$364K
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
61+ 50.0% |
$14.3K - $16.3K
|
183
$41.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
59+ 3.67% |
$13.8K - $15.7K
|
1.67K
$377K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
58+ 2.49% |
$13.6K - $15.5K
|
2.38K
$539K
|
|
|
Nov 14, 2025
Q3 2025
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
55+ 0.29% |
$12.9K - $14.7K
|
18.8K
$4.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
55+ 0.39% |
$12.9K - $14.7K
|
14.2K
$3.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
53+ 85.48% |
$12.4K - $14.1K
|
115
$26K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
47+ 5.64% |
$11K - $12.5K
|
880
$199K
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
45+ 2.5% |
$10.5K - $12K
|
1.84K
$417K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
45+ 9.51% |
$10.5K - $12K
|
518
$117K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
45+ 2.2% |
$10.5K - $12K
|
2.09K
$472K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
44+ 2.77% |
$10.3K - $11.7K
|
1.63K
$369K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
43+ 2.54% |
$10.1K - $11.5K
|
1.74K
$392K
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
43+ 2.42% |
$10.1K - $11.5K
|
1.82K
$411K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
42+ 0.7% |
$9.82K - $11.2K
|
6.01K
$1.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Empirical Finance, LLC
|
BUY
|
- |
41+ 1.01% |
$9.58K - $10.9K
|
4.11K
$929K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
40New |
$9.35K - $10.7K
|
40
$9.04K
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
40+ 2.03% |
$9.35K - $10.7K
|
2.01K
$455K
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
38+ 30.65% |
$8.88K - $10.1K
|
162
$36.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
37+ 1.32% |
$8.65K - $9.87K
|
2.84K
$643K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
37+ 1.59% |
$8.65K - $9.87K
|
2.36K
$534K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
35New |
$8.18K - $9.34K
|
35
$7.91K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
35+ 8.97% |
$8.18K - $9.34K
|
425
$96.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
33+ 8.38% |
$7.71K - $8.81K
|
427
$96.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
33+ 30.84% |
$7.71K - $8.81K
|
140
$31.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
31+ 2.99% |
$7.25K - $8.27K
|
1.07K
$241K
|
|