BR Insider Trading

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Insider Ownership Percentage: 1.60%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $47,050,698.20

Broadridge Financial Solutions Insider Trading History Chart

Broadridge Financial Solutions Share Price & Price History

^$214.03

▼ -2.73 (-1.26%)

As of 10/25/2024 01:00 AM ET

Days: 30 | 90 | 365

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From Timothy Sykes | Ad

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Broadridge Financial Solutions Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
9/10/2024	Christopher John Perry	President	Sell	17,534	$213.41	$3,741,930.94	50,237
9/6/2024	Richard J. Daly	Chairman	Sell	21,938	$207.66	$4,555,645.08	105,094
8/26/2024	Leslie A Brun	Director	Sell	5,739	$210.05	$1,205,476.95	77,318
8/23/2024	Timothy C. Gokey	CEO	Sell	25,000	$209.31	$5,232,750.00	206,349
8/21/2024	Christopher John Perry	President	Sell	6,501	$210.22	$1,366,640.22	67,771
8/19/2024	Christopher John Perry	President	Sell	162	$210.00	$34,020.00	67,267
8/16/2024	Christopher John Perry	President	Sell	300	$210.00	$63,000.00	67,254
8/16/2024	Timothy C. Gokey	CEO	Sell	25,000	$209.11	$5,227,750.00	200,675
8/14/2024	Christopher John Perry	President	Sell	31,539	$207.37	$6,540,242.43	67,215
8/8/2024	Laura Matlin	VP	Sell	673	$216.00	$145,368.00	5,530
6/5/2024	Robert N. Duelks	Director	Sell	3,473	$198.06	$687,862.38	22,588
5/20/2024	Thomas P. Carey	VP	Sell	2,500	$200.40	$501,000.00	9,361
3/7/2024	Douglas Richard DeSchutter	Insider	Sell	12,200	$204.71	$2,497,462.00	32,480
2/29/2024	Robert N. Duelks	Director	Sell	830	$201.58	$167,311.40	5,445
2/28/2024	Thomas P. Carey	VP	Sell	12,731	$201.02	$2,559,185.62	13,303
2/6/2024	Douglas Richard DeSchutter	Insider	Sell	22,722	$199.00	$4,521,678.00	44,680
12/28/2023	Christopher John Perry	President	Sell	5,069	$205.32	$1,040,767.08	59,651
12/26/2023	Christopher John Perry	President	Sell	6,643	$200.17	$1,329,729.31	59,282
12/22/2023	Christopher John Perry	President	Sell	2,722	$200.01	$544,427.22	58,831
12/8/2023	Laura Matlin	VP	Sell	4,090	$189.49	$775,014.10	6,481
11/9/2023	Keir D. Gumbs	VP	Sell	3,771	$176.61	$665,996.31	14,403
11/8/2023	Christopher John Perry	President	Sell	20,614	$176.94	$3,647,441.16	56,738
8/30/2023	Christopher John Perry	President	Sell	12,834	$186.45	$2,392,899.30	77,352
8/30/2023	Keir D. Gumbs	VP	Sell	2,688	$186.41	$501,070.08	14,023
8/28/2023	Richard J. Daly	Chairman	Sell	8,297	$185.40	$1,538,263.80	111,721
8/22/2023	Thomas P. Carey	VP	Sell	2,500	$178.40	$446,000.00	11,322
8/21/2023	Richard J. Daly	Chairman	Sell	72,050	$178.29	$12,845,794.50	120,018
8/18/2023	Richard J. Daly	Chairman	Sell	31,565	$178.82	$5,644,453.30	111,761
8/14/2023	Douglas Richard DeSchutter	VP	Sell	22,874	$182.95	$4,184,798.30	38,247
8/11/2023	Leslie A Brun	Director	Sell	2,000	$181.20	$362,400.00	72,430
8/10/2023	Christopher John Perry	President	Sell	10,118	$180.57	$1,827,007.26	69,365
8/10/2023	Robert Schifellite	SVP	Sell	26,109	$179.27	$4,680,560.43	48,082
6/1/2023	Leslie A Brun	Director	Sell	6,900	$148.98	$1,027,962.00	59,916
5/19/2023	Laura Matlin	VP	Sell	4,052	$153.73	$622,913.96	5,825
5/4/2023	Richard John Stingi	VP	Sell	750	$155.27	$116,452.50	4,202
5/4/2023	Robert Schifellite	SVP	Sell	15,695	$152.59	$2,394,900.05	50,314
2/24/2023	Robert N. Duelks	Director	Sell	1,425	$141.06	$201,010.50	6,275
11/22/2022	Thomas J. Perna	Director	Sell	42,417	$147.57	$6,259,476.69	29,704
8/26/2022	Richard J. Daly	Chairman	Sell	72,983	$175.35	$12,797,569.05	143,170
8/19/2022	Christopher John Perry	President	Sell	3,702	$176.28	$652,588.56	72,810
8/15/2022	Robert Schifellite	SVP	Sell	69,616	$179.18	$12,473,794.88	57,616
8/15/2022	Thomas P. Carey	VP	Sell	16,703	$179.16	$2,992,509.48	12,902
12/28/2021	Christopher John Perry	President	Sell	415	$185.04	$76,791.60
12/7/2021	Robert Schifellite	SVP	Sell	18,063	$173.26	$3,129,595.38
12/3/2021	Robert Schifellite	SVP	Sell	12,488	$173.11	$2,161,797.68
11/29/2021	Vijay Mayadas	VP	Sell	25,208	$174.00	$4,386,192.00
2/25/2021	Douglas Richard DeSchutter	VP	Buy	11	$113.33	$1,246.63

Tim Sykes’ Urgent Trade Alert: “Make this move now”

From Timothy Sykes | Ad

WARNING: 80 Wall Street banks are gearing up for MASSIVE D.C. shock This $2 trillion D.C. shock is NOT about Trump or Biden dropping out of the race…

Click here to see a unique election-year trade

SEC Filings (Institutional Ownership Changes) for Broadridge Financial Solutions (NYSE:BR)

90.03% of Broadridge Financial Solutions stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Broadridge Financial Solutions Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
10/25/2024	Sunburst Financial Group LLC	965	$0.21M	0.1%	N/A	0.001%
10/25/2024	Pinnacle Associates Ltd.	10,054	$2.07M	0.0%	-1.1%	0.009%
10/25/2024	First Trust Direct Indexing L.P.	4,795	$1.03M	0.1%	+22.0%	0.004%
10/25/2024	WASHINGTON TRUST Co	61,210	$13.16M	0.5%	-1.4%	0.052%
10/25/2024	New York State Teachers Retirement System	94,632	$20.35M	0.0%	-4.7%	0.080%
10/25/2024	Loring Wolcott & Coolidge Fiduciary Advisors LLP MA	269,200	$58.35M	0.5%	-1.9%	0.228%
10/25/2024	Avitas Wealth Management LLC	5,250	$1.13M	0.2%	N/A	0.004%
10/25/2024	Jacobsen Capital Management	1,025	$0.22M	0.1%	-12.7%	0.001%
10/25/2024	MONECO Advisors LLC	1,566	$0.34M	0.0%	+4.4%	0.001%
10/25/2024	Boston Financial Mangement LLC	383,846	$82.54M	2.5%	-2.4%	0.325%
10/25/2024	abrdn plc	536,083	$114.45M	0.2%	+5.5%	0.454%
10/24/2024	Nisa Investment Advisors LLC	43,137	$9.31M	0.1%	+4.4%	0.037%
10/24/2024	Patriot Financial Group Insurance Agency LLC	2,151	$0.46M	0.1%	-13.9%	0.002%
10/24/2024	J.W. Cole Advisors Inc.	1,031	$0.22M	0.0%	N/A	0.001%
10/24/2024	SRN Advisors LLC	3,866	$0.83M	0.7%	-67.6%	0.003%
10/24/2024	Barnes Pettey Financial Advisors LLC	1,000	$0.22M	0.2%	N/A	0.001%
10/24/2024	State of Alaska Department of Revenue	15,416	$3.31M	0.0%	-8.5%	0.013%
10/24/2024	Mcrae Capital Management Inc.	62,199	$13.38M	2.6%	-0.6%	0.053%
10/24/2024	Goldstein Advisors LLC	963	$0.21M	0.0%	N/A	0.001%
10/24/2024	Mattern Capital Management LLC	44,221	$9.51M	1.2%	-0.3%	0.037%
10/24/2024	DekaBank Deutsche Girozentrale	55,970	$11.80M	0.0%	-0.7%	0.047%
10/24/2024	GHP Investment Advisors Inc.	41,132	$8.85M	0.4%	+2.7%	0.035%
10/24/2024	Boston Trust Walden Corp	33,431	$7.19M	0.1%	-1.1%	0.028%
10/24/2024	Covenant Partners LLC	973	$0.21M	0.1%	N/A	0.001%
10/24/2024	Wealth Enhancement Advisory Services LLC	19,393	$4.17M	0.0%	-46.9%	0.016%
10/24/2024	PFG Investments LLC	4,423	$0.95M	0.1%	+48.2%	0.004%
10/24/2024	Forsta AP Fonden	59,300	$12.75M	0.1%	+5.1%	0.050%
10/23/2024	Mirae Asset Global Investments Co. Ltd.	14,985	$3.18M	0.0%	+87.8%	0.013%
10/23/2024	Louisiana State Employees Retirement System	6,600	$1.42M	0.0%	-1.5%	0.006%
10/23/2024	Lyell Wealth Management LP	19,643	$4.22M	0.4%	N/A	0.017%
10/23/2024	Ballentine Partners LLC	1,628	$0.35M	0.0%	+4.1%	0.001%
10/23/2024	Moody Lynn & Lieberson LLC	2,787	$0.60M	0.0%	N/A	0.002%
10/23/2024	Cross Staff Investments Inc	1,000	$0.22M	0.2%	N/A	0.001%
10/23/2024	Mraz Amerine & Associates Inc.	10,245	$2.20M	0.4%	-1.7%	0.009%
10/23/2024	Schwartz Investment Counsel Inc.	247,350	$53.19M	1.9%	-26.0%	0.209%
10/23/2024	Nicholson Wealth Management Group LLC	4,256	$0.92M	0.8%	N/A	0.004%
10/23/2024	Tectonic Advisors LLC	1,841	$0.40M	0.0%	+4.0%	0.002%
10/23/2024	Assenagon Asset Management S.A.	204,366	$43.95M	0.1%	+3,197.8%	0.173%
10/23/2024	IFM Investors Pty Ltd	30,060	$6.46M	0.1%	+3.2%	0.025%
10/23/2024	Bogart Wealth LLC	121	$26K	0.0%	+384.0%	0.000%
10/23/2024	CENTRAL TRUST Co	1,738	$0.37M	0.0%	-4.0%	0.001%
10/22/2024	International Assets Investment Management LLC	127,728	$274.65M	0.0%	N/A	0.108%
10/22/2024	Eagle Bay Advisors LLC	1,654	$0.36M	0.1%	-15.4%	0.001%
10/22/2024	Hartford Investment Management Co.	7,337	$1.58M	0.1%	-3.3%	0.006%
10/22/2024	Lecap Asset Management Ltd.	4,592	$0.99M	0.2%	N/A	0.004%
10/22/2024	Private Advisor Group LLC	2,364	$0.51M	0.0%	-24.0%	0.002%
10/22/2024	Eastern Bank	1,798	$0.39M	0.0%	N/A	0.002%
10/21/2024	Foundations Investment Advisors LLC	1,476	$0.32M	0.0%	+15.7%	0.001%
10/21/2024	Ledyard National Bank	968	$0.21M	0.0%	N/A	0.001%
10/21/2024	Copeland Capital Management LLC	163,475	$35.15M	0.6%	-15.2%	0.138%
10/21/2024	Whittier Trust Co. of Nevada Inc.	621	$0.13M	0.0%	+93.5%	0.001%
10/21/2024	Northwest Investment Counselors LLC	9,117	$1.96M	0.4%	-1.5%	0.008%
10/21/2024	Clarus Group Inc.	4,189	$0.90M	0.4%	+47.2%	0.004%
10/21/2024	Crew Capital Management Ltd.	4,064	$0.87M	0.7%	-10.3%	0.003%
10/21/2024	Suncoast Equity Management	25,145	$5.41M	0.6%	+2.3%	0.021%
10/19/2024	McClarren Financial Advisors Inc.	119	$25K	0.0%	-39.6%	0.000%
10/19/2024	Allspring Global Investments Holdings LLC	6,282	$1.35M	0.0%	-12.3%	0.005%
10/19/2024	Compass Ion Advisors LLC	1,774	$0.38M	0.0%	+16.4%	0.002%
10/18/2024	Cadent Capital Advisors LLC	977	$0.21M	0.1%	-24.7%	0.001%
10/18/2024	Meridiem Investment Management Ltd.	1,078,269	$231.78M	4.1%	-2.7%	0.912%
10/18/2024	Raymond James & Associates	404,832	$87.05M	0.1%	+0.2%	0.343%
10/18/2024	First Citizens Bank & Trust Co.	10,138	$2.18M	0.0%	-1.9%	0.009%
10/18/2024	Blue Trust Inc.	1,747	$0.34M	0.0%	+110.7%	0.001%
10/17/2024	Claro Advisors LLC	1,965	$0.42M	0.0%	+79.8%	0.002%
10/17/2024	V Square Quantitative Management LLC	2,723	$0.59M	0.1%	+4.2%	0.002%
10/17/2024	Sumitomo Mitsui DS Asset Management Company Ltd	13,495	$2.90M	0.0%	+16.3%	0.011%
10/16/2024	Global Retirement Partners LLC	2,217	$0.48M	0.0%	-18.8%	0.002%
10/16/2024	Patton Fund Management Inc.	20,667	$4.44M	0.9%	-5.1%	0.017%
10/16/2024	nVerses Capital LLC	700	$0.15M	0.1%	N/A	0.001%
10/16/2024	Crown Oak Advisors LLC	32,823	$7.06M	3.9%	-6.1%	0.028%
10/16/2024	Walter Public Investments Inc.	74,037	$15.92M	2.8%	-4.9%	0.063%
10/16/2024	McCollum Christoferson Group LLC	39,168	$8.42M	2.4%	-0.4%	0.033%
10/16/2024	Transform Wealth LLC	40,352	$8.71M	0.6%	+1.6%	0.034%
10/16/2024	Piscataqua Savings Bank	235	$51K	0.0%	+88.0%	0.000%
10/16/2024	Asset Dedication LLC	229	$49K	0.0%	-33.8%	0.000%
10/16/2024	Brady Family Wealth LLC	28,574	$6.14M	1.8%	-1.7%	0.024%
10/15/2024	Swedbank AB	25,135	$5.41M	0.0%	+2.9%	0.021%
10/15/2024	NBC Securities Inc.	5,951	$1.28M	0.1%	+0.8%	0.005%
10/15/2024	Occidental Asset Management LLC	18,053	$3.88M	0.6%	+5.0%	0.015%
10/11/2024	Creative Planning	23,039	$4.95M	0.0%	+1.3%	0.020%
10/11/2024	ORG Partners LLC	1,490	$0.32M	0.1%	+9.6%	0.001%
10/11/2024	Procyon Advisors LLC	1,515	$0.33M	0.0%	-25.8%	0.001%
10/11/2024	Thurston Springer Miller Herd & Titak Inc.	7,015	$1.51M	0.4%	+7.1%	0.006%
10/10/2024	Douglas Lane & Associates LLC	68,156	$14.66M	0.2%	-10.1%	0.058%
10/10/2024	Koshinski Asset Management Inc.	5,840	$1.26M	0.1%	-2.5%	0.005%
10/10/2024	Exchange Traded Concepts LLC	635	$0.14M	0.0%	N/A	0.001%
10/10/2024	MorganRosel Wealth Management LLC	2,753	$0.59M	0.2%	-11.4%	0.002%
10/10/2024	Ritholtz Wealth Management	1,487	$0.32M	0.0%	+23.1%	0.001%
10/10/2024	Meyer Handelman Co.	3,270	$0.70M	0.0%	-17.6%	0.003%
10/10/2024	First Affirmative Financial Network	1,477	$0.32M	0.2%	-18.4%	0.001%
10/10/2024	Simplicity Wealth LLC	3,953	$0.85M	0.1%	-75.3%	0.003%
10/10/2024	Livforsakringsbolaget Skandia Omsesidigt	886	$0.19M	0.0%	+190.5%	0.001%
10/9/2024	LVW Advisors LLC	3,719	$0.80M	0.1%	+44.6%	0.003%
10/9/2024	Hudson Capital Management LLC	1,100	$0.24M	0.1%	-8.3%	0.001%
10/9/2024	Tobam	1,585	$0.34M	0.1%	-3.9%	0.001%
10/9/2024	UMB Bank n.a.	1,040	$0.22M	0.0%	+9.0%	0.001%
10/9/2024	Northstar Group Inc.	33,538	$7.21M	1.3%	+1.9%	0.028%
10/9/2024	Bruce G. Allen Investments LLC	221	$48K	0.0%	-45.2%	0.000%
10/9/2024	Wedmont Private Capital	1,664	$0.36M	0.0%	+16.9%	0.001%
10/8/2024	CWM LLC	7,272	$1.56M	0.0%	+3.3%	0.006%

Data available starting January 2016

Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry. The company's Investor Communication Solutions segment processes and distributes proxy materials to investors in equity securities and mutual funds, as well as facilitates related vote processing services; and distributes regulatory reports, class action, and corporate action/reorganization event information, as well as tax reporting solutions. It also offers ProxyEdge, an electronic proxy delivery and voting solution; data-driven solutions and an end-to-end platform for content management, composition, and omni-channel distribution of regulatory, marketing, and transactional information, as well as mutual fund trade processing services; solutions for public corporations and mutual funds; data and analytics solutions; SEC filing and capital markets transaction services; registrar, stock transfer, and record-keeping services; and omni-channel customer communications solutions, as well as operates Broadridge Communications Cloud platform that creates, delivers, and manages communications and customer engagement activities. Its Global Technology and Operations segment provides solutions that automate the front-to-back transaction lifecycle of equity, mutual fund, fixed income, foreign exchange and exchange-traded derivatives, order capture and execution, trade confirmation, margin, cash management, clearing and settlement, reference data management, reconciliations, securities financing and collateral management, asset servicing, compliance and regulatory reporting, portfolio accounting, and custody-related services. This segment also offers business process outsourcing services; technology solutions, such portfolio management, compliance, fee billing, and operational support solutions; and capital market and wealth and investment management solutions. The company was founded in 1962 and is headquartered in Lake Success, New York.

Today's Range

Now: $214.03

$212.66

$217.55

50 Day Range

MA: $213.32

$207.67

$221.91

52 Week Range

Now: $214.03

$166.73

$224.32

Volume

271,083 shs

Average Volume

519,562 shs

Market Capitalization

$25.29 billion

P/E Ratio

36.52

Dividend Yield

1.62%

Beta

1.05

Who are the company insiders with the largest holdings of Broadridge Financial Solutions?: Broadridge Financial Solutions' top insider shareholders include:
Timothy C Gokey (CEO)
Richard J Daly (Chairman)
Christopher John Perry (President)
Leslie A Brun (Director)
Robert Schifellite (SVP)
Douglas Richard Deschutter (Insider)
Douglas Richard Deschutter (VP)
Thomas J Perna (Director)
Robert N Duelks (Director)
Keir D Gumbs (VP)
Thomas P Carey (VP)
Laura Matlin (VP)
Richard John Stingi (VP)
Learn More about top insider investors at Broadridge Financial Solutions.
Who are the major institutional investors of Broadridge Financial Solutions?: Broadridge Financial Solutions' top institutional shareholders include:
Meridiem Investment Management Ltd. — 0.91%
abrdn plc — 0.45%
Raymond James & Associates — 0.34%
Boston Financial Mangement LLC — 0.32%
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA — 0.23%
Schwartz Investment Counsel Inc. — 0.21%
Learn More about top institutional investors of Broadridge Financial Solutions stock.
Which institutional investors are selling Broadridge Financial Solutions stock?: During the last quarter, BR stock was sold by these institutional investors:
Schwartz Investment Counsel Inc.
Meridiem Investment Management Ltd.
Copeland Capital Management LLC
Wealth Enhancement Advisory Services LLC
SG Americas Securities LLC
Simplicity Wealth LLC
Boston Financial Mangement LLC
SRN Advisors LLC
During the last year, company insiders that have sold Broadridge Financial Solutions company stock include:
Timothy C Gokey (CEO)
Richard J Daly (Chairman)
Christopher John Perry (President)
Leslie A Brun (Director)
Robert Schifellite (SVP)
Douglas Richard Deschutter (Insider)
Douglas Richard Deschutter (VP)
Thomas J Perna (Director)
Robert N Duelks (Director)
Learn More investors selling Broadridge Financial Solutions stock.
Which institutional investors are buying Broadridge Financial Solutions stock?: During the previous quarter, BR stock was bought by institutional investors including:
Assenagon Asset Management S.A.
International Assets Investment Management LLC
abrdn plc
Lyell Wealth Management LP
Mirae Asset Global Investments Co. Ltd.
Handelsbanken Fonder AB
Avitas Wealth Management LLC
Lecap Asset Management Ltd.