Institutional Ownership Broadridge Financial Solutions, Inc. (BR)
This table provides information about the institutional ownership of Broadridge Financial Solutions, Inc. (BR). We have compiled data on the 1,126 institutions that hold shares in the stock, with a total of 107 Million shares, which have been reported (via 13F filing form) to have a value of $25.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
4,629
shares
|
$1.12 Million
0.0% of portfolio
|
Q4 2024
Reduced 36.11%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
4,600
shares
|
$1.12 Million
0.07% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Entropy Technologies, LP
New York, NY |
Jan 28, 2025 Q4 2024 |
4,581
shares
|
$1.11 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
4,475
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Feb 07, 2025 Q4 2024 |
4,411
shares
|
$1.07 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
4,404
shares
|
$1.07 Million
0.02% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
4,272
shares
|
$1.04 Million
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Panagora Asset Management Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
4,266
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Added 19.66%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
4,236
shares
|
$1.03 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Feb 13, 2025 Q4 2024 |
4,225
shares
|
$1.02 Million
0.01% of portfolio
|
Q4 2024
Reduced 42.27%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
4,208
shares
|
$1.02 Million
0.03% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
4,151
shares
|
$1.01 Million
0.15% of portfolio
|
Q3 2023
Reduced 4.07%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
4,104
shares
|
$995,055
0.05% of portfolio
|
Q4 2024
Added 39.69%
|
|
|
Menard Financial Group LLC
Houston, TX |
Feb 28, 2025 Q4 2024 |
4,086
shares
|
$990,691
0.58% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
4,050
shares
|
$981,963
0.0% of portfolio
|
Q4 2024
Reduced 6.51%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
4,015
shares
|
$973,476
0.16% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
4,014
shares
|
$973,234
0.34% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Feb 14, 2025 Q4 2024 |
4,013
shares
|
$972,991
0.36% of portfolio
|
Q1 2022
Reduced 7.66%
|
|
|
Bank Ozk
|
Feb 05, 2025 Q4 2024 |
4,000
shares
|
$969,840
0.39% of portfolio
|
Q4 2017
New holding
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
3,971
shares
|
$962,808
0.11% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
3,942
shares
|
$955,777
0.03% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,939
shares
|
$955,049
0.13% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
3,920
shares
|
$950,443
0.03% of portfolio
|
Q4 2024
Added 26.82%
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
3,918
shares
|
$949,958
0.05% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
3,876
shares
|
$939,774
0.01% of portfolio
|
Q4 2024
Reduced 20.03%
|