Latest Institutional Sells of Broadridge Financial Solutions, Inc. (BR)
This list provides information on the latest institutional transactions involving Broadridge Financial Solutions, Inc. (BR) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-80- 5.95% |
$17.4K - $19.7K
|
1.26K
$286K
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-65- 7.03% |
$14.1K - $16K
|
859
$194K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-59- 5.87% |
$12.8K - $14.5K
|
946
$214K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-58- 4.57% |
$12.6K - $14.3K
|
1.21K
$274K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-50- 3.43% |
$10.9K - $12.3K
|
1.41K
$318K
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
SELL
|
- |
-38- 2.38% |
$8.25K - $9.36K
|
1.56K
$353K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-31- 60.78% |
$6.73K - $7.63K
|
20
$4.52K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-29- 2.25% |
$6.3K - $7.14K
|
1.26K
$285K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-26Closed |
$5.65K - $6.4K
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-25- 16.67% |
$5.43K - $6.16K
|
125
$28.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-25- 2.62% |
$5.43K - $6.16K
|
928
$210K
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-25- 1.68% |
$5.43K - $6.16K
|
1.47K
$331K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-21- 1.79% |
$4.56K - $5.17K
|
1.15K
$261K
|
|
|
Aug 11, 2025
Q2 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-20- 2.23% |
$4.34K - $4.93K
|
875
$198K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-20- 8.51% |
$4.34K - $4.93K
|
215
$48.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-19- 1.56% |
$4.13K - $4.68K
|
1.2K
$271K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-19- 67.86% |
$4.13K - $4.68K
|
9
$2.03K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
SELL
|
- |
-14- 1.48% |
$3.04K - $3.45K
|
930
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-9- 0.52% |
$1.95K - $2.22K
|
1.71K
$387K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-9- 3.5% |
$1.95K - $2.22K
|
248
$56.1K
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-6- 0.57% |
$1.3K - $1.48K
|
1.05K
$237K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 42.86% |
$1.3K - $1.48K
|
8
$1.81K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-5- 83.33% |
$1.09K - $1.23K
|
1
$226
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-3- 0.26% |
$652 - $739
|
1.16K
$262K
|
|
|
Aug 14, 2025
Q2 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1- 0.1% |
$217 - $246
|
1.01K
$229K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
SELL
|
- |
-1- 50.0% |
$217 - $246
|
1
$226
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 1.23% |
$217 - $246
|
80
$18.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 0.24% |
$217 - $246
|
423
$95.6K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-43K- 93.85% |
$9.52M - $10.5M
|
2.82K
$637K
|
|
|
May 06, 2025
Q1 2025
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-13.6K- 30.58% |
$3.01M - $3.33M
|
30.9K
$6.98M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-6.84K- 48.71% |
$1.51M - $1.67M
|
7.2K
$1.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-4.7K- 49.27% |
$1.04M - $1.15M
|
4.84K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-2.97K- 56.97% |
$658K - $728K
|
2.25K
$508K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-2.73K- 24.6% |
$604K - $667K
|
8.35K
$1.89M
|
|
|
May 15, 2025
Q1 2025
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-2.59K- 68.89% |
$573K - $634K
|
1.17K
$264K
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-1.71K- 15.42% |
$378K - $418K
|
9.37K
$2.12M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.2K- 10.52% |
$265K - $293K
|
10.2K
$2.3M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.02K- 6.27% |
$225K - $249K
|
15.2K
$3.44M
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-819- 33.46% |
$181K - $201K
|
1.63K
$368K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-810- 7.6% |
$179K - $198K
|
9.85K
$2.23M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-699- 14.2% |
$155K - $171K
|
4.23K
$955K
|
|
|
May 15, 2025
Q1 2025
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-525- 13.08% |
$116K - $129K
|
3.49K
$788K
|
|
|
May 15, 2025
Q1 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-500- 31.25% |
$111K - $122K
|
1.1K
$249K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-466- 38.2% |
$103K - $114K
|
754
$170K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-402- 9.41% |
$89K - $98.4K
|
3.87K
$875K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-255- 69.67% |
$56.5K - $62.4K
|
111
$25.1K
|
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-210- 7.87% |
$46.5K - $51.4K
|
2.46K
$556K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-209- 90.48% |
$46.3K - $51.2K
|
22
$4.97K
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
SELL
|
- |
-207- 0.91% |
$45.8K - $50.7K
|
22.6K
$5.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-200- 13.46% |
$44.3K - $49K
|
1.29K
$291K
|
|