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 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
31+ 620.0% |
$7.25K - $8.27K
|
36
$8.14K
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
31+ 1.88% |
$7.25K - $8.27K
|
1.68K
$379K
|
|
|
Nov 05, 2025
Q3 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
30+ 2.75% |
$7.01K - $8.01K
|
1.12K
$254K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
28+ 4.51% |
$6.55K - $7.47K
|
649
$147K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
28+ 1.21% |
$6.55K - $7.47K
|
2.34K
$529K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
27+ 61.36% |
$6.31K - $7.21K
|
71
$16.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
26+ 17.57% |
$6.08K - $6.94K
|
174
$39.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
25+ 0.63% |
$5.84K - $6.67K
|
4.01K
$907K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
25New |
$5.84K - $6.67K
|
25
$5.65K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
24+ 10.48% |
$5.61K - $6.41K
|
253
$57.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
24+ 1.92% |
$5.61K - $6.41K
|
1.27K
$288K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
22New |
$5.14K - $5.87K
|
22
$4.97K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
21+ 1.35% |
$4.91K - $5.6K
|
1.58K
$356K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
19New |
$4.44K - $5.07K
|
19
$4.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
19+ 2.21% |
$4.44K - $5.07K
|
877
$198K
|
|
|
Nov 14, 2025
Q3 2025
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
18New |
$4.21K - $4.8K
|
18
$4.07K
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
BUY
|
- |
18+ 2.15% |
$4.21K - $4.8K
|
856
$194K
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
BUY
|
- |
18+ 11.18% |
$4.21K - $4.8K
|
179
$40.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
17New |
$3.97K - $4.54K
|
17
$3.84K
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
15+ 1.12% |
$3.51K - $4K
|
1.36K
$307K
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
15+ 0.58% |
$3.51K - $4K
|
2.59K
$585K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14+ 1.69% |
$3.27K - $3.74K
|
844
$191K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
14+ 10.0% |
$3.27K - $3.74K
|
154
$34.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
13+ 0.22% |
$3.04K - $3.47K
|
5.8K
$1.31M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13+ 0.42% |
$3.04K - $3.47K
|
3.08K
$696K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
13+ 0.82% |
$3.04K - $3.47K
|
1.61K
$363K
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
11+ 3.67% |
$2.57K - $2.94K
|
311
$70.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
11+ 0.09% |
$2.57K - $2.94K
|
12.1K
$2.74M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
11New |
$2.57K - $2.94K
|
11
$2.49K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10+ 1.01% |
$2.34K - $2.67K
|
1K
$227K
|
|
|
Nov 14, 2025
Q3 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
10+ 3.24% |
$2.34K - $2.67K
|
319
$72.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
10+ 3.12% |
$2.34K - $2.67K
|
331
$74.8K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9+ 10.98% |
$2.1K - $2.4K
|
91
$20.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
8+ 0.22% |
$1.87K - $2.14K
|
3.63K
$820K
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
BUY
|
- |
8New |
$1.87K - $2.14K
|
8
$1.81K
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
7+ 0.2% |
$1.64K - $1.87K
|
3.55K
$802K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
7+ 1.1% |
$1.64K - $1.87K
|
644
$146K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
7+ 0.59% |
$1.64K - $1.87K
|
1.19K
$268K
|
|
|
Nov 14, 2025
Q3 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
6+ 0.1% |
$1.4K - $1.6K
|
5.88K
$1.33M
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
6New |
$1.4K - $1.6K
|
6
$1.36K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
6+ 0.16% |
$1.4K - $1.6K
|
3.75K
$849K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5+ 2.84% |
$1.17K - $1.33K
|
181
$40.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
5New |
$1.17K - $1.33K
|
5
$1.13K
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
BUY
|
- |
5+ 0.18% |
$1.17K - $1.33K
|
2.73K
$618K
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
4New |
$935 - $1.07K
|
4
$904
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
4New |
$935 - $1.07K
|
4
$904
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
4New |
$935 - $1.07K
|
4
$904
|
|
|
Oct 24, 2025
Q3 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
4+ 2.92% |
$935 - $1.07K
|
141
$31.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
4+ 0.36% |
$935 - $1.07K
|
1.1K
$249K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3+ 27.27% |
$701 - $801
|
14
$3.16K
|
|