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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-5- 5.26% |
$983 - $1.09K
|
90
$21.2K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-3- 0.05% |
$590 - $656
|
6.62K
$1.56M
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-1- 0.85% |
$197 - $219
|
117
$27.6K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1- 6.67% |
$197 - $219
|
14
$3.3K
|
|
Q2 2024 | |||||||
Feb 25, 2025
Q2 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-33.1K- 47.62% |
$6.31M - $6.86M
|
36.4K
$8.59M
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-5.51K- 38.16% |
$1.05M - $1.14M
|
8.92K
$2.1M
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-4.86K- 19.97% |
$926K - $1.01M
|
19.5K
$4.59M
|
|
Jul 31, 2024
Q2 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-4.63K- 22.89% |
$882K - $959K
|
15.6K
$3.68M
|
|
Aug 13, 2024
Q2 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-4.21K- 56.87% |
$801K - $872K
|
3.19K
$752K
|
|
Aug 14, 2024
Q2 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
CALL |
-1.4K- 31.11% |
$267K - $290K
|
3.1K
$731K
|
|
Apr 08, 2025
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-1.01K- 41.56% |
$193K - $210K
|
1.42K
$336K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-606- 2.55% |
$115K - $126K
|
23.2K
$5.46M
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-411- 10.99% |
$78.3K - $85.2K
|
3.33K
$785K
|
|
Aug 12, 2024
Q2 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-289- 1.55% |
$55K - $59.9K
|
18.4K
$4.34M
|
|
Jul 29, 2024
Q2 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-286- 8.23% |
$54.5K - $59.3K
|
3.19K
$752K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-80- 63.49% |
$15.2K - $16.6K
|
46
$10.8K
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-72- 18.85% |
$13.7K - $14.9K
|
310
$73.1K
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-70- 79.55% |
$13.3K - $14.5K
|
18
$4.25K
|
|
Aug 14, 2024
Q2 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-60- 1.04% |
$11.4K - $12.4K
|
5.73K
$1.35M
|
|
Jul 26, 2024
Q2 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-38- 1.11% |
$7.24K - $7.88K
|
3.38K
$797K
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
SELL
|
- |
-25- 3.7% |
$4.76K - $5.18K
|
650
$153K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-17- 4.18% |
$3.24K - $3.52K
|
390
$92K
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-16- 1.0% |
$3.05K - $3.32K
|
1.58K
$374K
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
SELL
|
- |
-12- 0.38% |
$2.29K - $2.49K
|
3.15K
$744K
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-10- 0.34% |
$1.9K - $2.07K
|
2.96K
$698K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-8- 8.89% |
$1.52K - $1.66K
|
82
$19.3K
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-8- 1.21% |
$1.52K - $1.66K
|
654
$154K
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-6- 1.51% |
$1.14K - $1.24K
|
392
$92.5K
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 10.0% |
$381 - $414
|
18
$4.25K
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2- 15.38% |
$381 - $414
|
11
$2.59K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 25.0% |
$190 - $207
|
3
$708
|
|
Q1 2024 | |||||||
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-12.7K- 6.62% |
$2.45M - $2.64M
|
179K
$42.1M
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-10K- 18.03% |
$1.94M - $2.09M
|
45.5K
$10.7M
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-4.3KClosed |
$833K - $899K
|
0
$0
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-3.63K- 6.84% |
$702K - $758K
|
49.4K
$11.7M
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-659- 0.74% |
$128K - $138K
|
88.1K
$20.8M
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-606- 32.9% |
$117K - $127K
|
1.24K
$292K
|
|
Apr 19, 2024
Q1 2024
|
Fruth Investment Management
|
SELL
|
- |
-600- 5.1% |
$116K - $125K
|
11.2K
$2.63M
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-485- 21.24% |
$93.9K - $101K
|
1.8K
$424K
|
|
Apr 30, 2024
Q1 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-373- 19.87% |
$72.2K - $77.9K
|
1.5K
$355K
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-263- 3.72% |
$50.9K - $55K
|
6.81K
$1.61M
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-226- 0.7% |
$43.7K - $47.2K
|
32.3K
$7.61M
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-179- 6.07% |
$34.6K - $37.4K
|
2.77K
$653K
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-124- 70.45% |
$24K - $25.9K
|
52
$12.3K
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-105- 49.07% |
$20.3K - $21.9K
|
109
$25.7K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-70- 0.47% |
$13.5K - $14.6K
|
14.9K
$3.52M
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-66- 5.66% |
$12.8K - $13.8K
|
1.1K
$259K
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-59- 3.96% |
$11.4K - $12.3K
|
1.43K
$338K
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-39- 0.81% |
$7.55K - $8.15K
|
4.75K
$1.12M
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-35- 39.77% |
$6.77K - $7.31K
|
53
$12.5K
|