BR Insider Trading

Insider Ownership Percentage: 1.60%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $35,175,938.66

Broadridge Financial Solutions Insider Trading History Chart

This chart shows the insider buying and selling history at Broadridge Financial Solutions by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Broadridge Financial Solutions Share Price & Price History

Current Price: $153.38
Price Change: Price Increase of +3.02 (2.01%)
As of 02/1/2023 01:00 AM ET

This chart shows the closing price history over time for BR up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Broadridge Financial Solutions Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
11/22/2022Thomas J. PernaDirectorSell42,417$147.57$6,259,476.6929,704View SEC Filing Icon  
8/26/2022Richard J. DalyChairmanSell72,983$175.35$12,797,569.05143,170View SEC Filing Icon  
8/19/2022Christopher John PerryPresidentSell3,702$176.28$652,588.5672,810View SEC Filing Icon  
8/15/2022Robert SchifelliteSVPSell69,616$179.18$12,473,794.8857,616View SEC Filing Icon  
8/15/2022Thomas P. CareyVPSell16,703$179.16$2,992,509.4812,902View SEC Filing Icon  
12/28/2021Christopher John PerryPresidentSell415$185.04$76,791.60View SEC Filing Icon  
12/7/2021Robert SchifelliteSVPSell18,063$173.26$3,129,595.38View SEC Filing Icon  
12/3/2021Robert SchifelliteSVPSell12,488$173.11$2,161,797.68View SEC Filing Icon  
11/29/2021Vijay MayadasVPSell25,208$174.00$4,386,192.00View SEC Filing Icon  
10/19/2021Christopher John PerryPresidentSell10,104$180.14$1,820,134.56View SEC Filing Icon  
10/15/2021Christopher John PerryPresidentSell902$180.01$162,369.02View SEC Filing Icon  
10/7/2021Richard J. DalyChairmanSell73,300$168.43$12,345,919.00View SEC Filing Icon  
10/5/2021Richard J. DalyChairmanSell77,661$164.02$12,737,957.22View SEC Filing Icon  
9/23/2021Timothy C. GokeyCEOSell49,897$167.61$8,363,236.17View SEC Filing Icon  
9/7/2021Vijay MayadasVPSell1,093$169.42$185,176.0625,023View SEC Filing Icon  
9/2/2021Vijay MayadasVPSell1,735$171.00$296,685.0025,023View SEC Filing Icon  
8/24/2021Adam D. AmsterdamCEOSell5,500$171.72$944,460.0011,397View SEC Filing Icon  
8/16/2021Michael LiberatoreVPSell32,727$175.65$5,748,497.5520,612View SEC Filing Icon  
8/2/2021Christopher John PerryPresidentSell900$175.07$157,563.0057,237View SEC Filing Icon  
7/14/2021Christopher John PerryPresidentSell12,621$170.04$2,146,074.8468,783View SEC Filing Icon  
5/20/2021Laura MatlinVPSell1,369$160.05$219,108.456,295View SEC Filing Icon  
2/25/2021Douglas Richard DeSchutterVPBuy11$113.33$1,246.63View SEC Filing Icon  
2/18/2021Adam D. AmsterdamVPSell20,936$148.49$3,108,786.6421,400View SEC Filing Icon  
2/11/2021Robert N. DuelksDirectorSell3,699$144.83$535,726.1734,266View SEC Filing Icon  
12/18/2020Christopher John PerryPresidentSell24,790$152.12$3,771,054.8080,260View SEC Filing Icon  
11/9/2020Christopher John PerryPresidentSell22,348$151.57$3,387,286.3663,065View SEC Filing Icon  
11/5/2020Thomas J. PernaDirectorSell20,706$145.63$3,015,414.7840,820View SEC Filing Icon  
11/2/2020Douglas Richard DeSchutterVPSell35,871$139.81$5,015,124.5152,752View SEC Filing Icon  
9/24/2020Richard J. DalyChairmanSell8,446$127.88$1,080,074.48180,691View SEC Filing Icon  
9/24/2020Timothy C. GokeyCEOSell91,238$127.76$11,656,566.88201,329View SEC Filing Icon  
9/21/2020Richard J. DalyChairmanSell7,979$129.82$1,035,833.78189,137View SEC Filing Icon  
9/16/2020Richard J. DalyChairmanSell54,549$136.36$7,438,301.64192,775View SEC Filing Icon  
9/2/2020Robert SchifelliteSVPSell15,241$140.72$2,144,713.52
8/13/2020Douglas Richard DeSchutterVPSell22,517$139.14$3,133,015.3850,222View SEC Filing Icon  
8/13/2020James M. YoungCFOSell42,707$138.91$5,932,429.3749,060View SEC Filing Icon  
7/6/2020Julie R. TaylorVPSell3,203$130.00$416,390.0014,256View SEC Filing Icon  
6/5/2020Julie R. TaylorVPSell9,782$125.77$1,230,282.1415,693View SEC Filing Icon  
6/5/2020Robert SchifelliteSVPSell26,000$126.64$3,292,640.0072,445View SEC Filing Icon  
6/3/2020Julie R. TaylorVPSell10,733$124.06$1,331,535.9820,457View SEC Filing Icon  
5/12/2020James M. YoungCFOSell98,336$119.46$11,747,218.5668,629View SEC Filing Icon  
5/12/2020Robert SchifelliteSVPSell10,000$119.14$1,191,400.0052,445View SEC Filing Icon  
4/6/2020Thomas P. CareyVPSell1,089$97.11$105,752.793,041View SEC Filing Icon  
3/5/2020Robert N. DuelksDirectorSell7,658$101.00$773,458.0033,196View SEC Filing Icon  
3/2/2020Leslie A BrunDirectorSell4,500$105.92$476,640.0046,360View SEC Filing Icon  
2/5/2020Julie R. TaylorVPSell12,700$120.47$1,529,969.0026,383View SEC Filing Icon  
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SEC Filings (Institutional Ownership Changes) for Broadridge Financial Solutions (NYSE:BR)

86.45% 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

This chart shows the instiutional buying and selling at BR by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Broadridge Financial Solutions Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/1/2023Bank of Montreal Can100,225$13.63M0.0%+71.1%0.085%Search for SEC Filing on Google Icon
2/1/2023Legacy Advisors LLC7,071$0.95M0.2%+34.9%0.006%Search for SEC Filing on Google Icon
2/1/2023Meredith Wealth Planning1,684$0.23M0.2%N/A0.001%Search for SEC Filing on Google Icon
2/1/2023Zurcher Kantonalbank Zurich Cantonalbank 50,640$6.79M0.0%+52.3%0.043%Search for SEC Filing on Google Icon
2/1/2023Security National Bank24,036$3.22M0.9%+3.5%0.020%Search for SEC Filing on Google Icon
2/1/2023Keystone Financial Services1,667$0.25M0.1%N/A0.001%Search for SEC Filing on Google Icon
2/1/2023Oxbow Advisors LLC7,712$1.03M0.2%-15.2%0.007%Search for SEC Filing on Google Icon
2/1/2023New Mexico Educational Retirement Board5,650$0.76M0.0%-5.0%0.005%Search for SEC Filing on Google Icon
2/1/2023Janney Montgomery Scott LLC18,802$2.52M0.0%-13.6%0.016%Search for SEC Filing on Google Icon
2/1/2023Pinnacle Associates Ltd.6,420$0.86M0.0%+51.0%0.005%Search for SEC Filing on Google Icon
2/1/2023Wambolt & Associates LLC6,377$0.86M0.3%-1.7%0.005%Search for SEC Filing on Google Icon
2/1/2023Kestra Private Wealth Services LLC19,857$2.66M0.1%+0.7%0.017%Search for SEC Filing on Google Icon
2/1/2023DekaBank Deutsche Girozentrale60,027$8.20M0.0%+14.5%0.051%Search for SEC Filing on Google Icon
1/31/2023Atria Investments Inc9,148$1.23M0.0%-13.0%0.008%Search for SEC Filing on Google Icon
1/31/2023AIA Group Ltd2,259$0.30M0.0%+148.5%0.002%Search for SEC Filing on Google Icon
1/31/2023Kestra Advisory Services LLC13,269$1.78M0.0%+12.0%0.011%Search for SEC Filing on Google Icon
1/31/2023AE Wealth Management LLC7,309$0.98M0.0%+7.9%0.006%Search for SEC Filing on Google Icon
1/31/2023Core Alternative Capital99,776$13.38M1.7%+13.9%0.085%Search for SEC Filing on Google Icon
1/31/2023Fulton Breakefield Broenniman LLC67,944$9.11M0.8%-5.8%0.058%Search for SEC Filing on Google Icon
1/30/2023New York State Common Retirement Fund177,515$23.81M0.0%+3.5%0.151%Search for SEC Filing on Google Icon
1/30/2023Parnassus Investments LLC1,202,519$161.29M0.4%-17.7%1.022%Search for SEC Filing on Google Icon
1/30/2023Hamilton Point Investment Advisors LLC43,684$5.89M1.6%+0.4%0.037%Search for SEC Filing on Google Icon
1/30/2023Sumitomo Mitsui Trust Holdings Inc.536,240$71.93M0.1%-11.5%0.456%Search for SEC Filing on Google Icon
1/30/2023Signaturefd LLC1,432$0.19M0.0%-30.6%0.001%Search for SEC Filing on Google Icon
1/30/2023Main Street Financial Solutions LLC1,675$0.23M0.3%N/A0.001%Search for SEC Filing on Google Icon
1/30/2023International Assets Investment Management LLC88,391$0.36M0.0%N/A0.075%Search for SEC Filing on Google Icon
1/27/2023MV Capital Management Inc.290$39K0.0%+33.0%0.000%Search for SEC Filing on Google Icon
1/27/2023Tributary Capital Management LLC3,259$0.44M0.0%+4.9%0.003%Search for SEC Filing on Google Icon
1/27/2023Boston Financial Mangement LLC389,352$52.22M2.1%+0.1%0.331%Search for SEC Filing on Google Icon
1/27/2023Natixis Advisors L.P.69,319$9.30M0.0%-5.1%0.059%Search for SEC Filing on Google Icon
1/27/2023Suncoast Equity Management16,330$2.19M0.4%+8.4%0.014%Search for SEC Filing on Google Icon
1/27/2023M&G Investment Management Ltd.1,831$0.25M0.0%N/A0.002%Search for SEC Filing on Google Icon
1/27/2023State of Michigan Retirement System31,960$4.29M0.0%+0.6%0.027%Search for SEC Filing on Google Icon
1/26/2023Alta Capital Management LLC124,339$16.68M1.3%-5.3%0.106%Search for SEC Filing on Google Icon
1/26/2023Oregon Public Employees Retirement Fund9,074$1.22M0.0%+0.9%0.008%Search for SEC Filing on Google Icon
1/26/2023Comerica Bank15,699$2.28M0.0%-1.5%0.013%Search for SEC Filing on Google Icon
1/26/2023Manning & Napier Group LLC54,874$7.36M0.1%-1.0%0.047%Search for SEC Filing on Google Icon
1/26/2023Vigilant Capital Management LLC87,698$11.76M1.0%+2.9%0.075%Search for SEC Filing on Google Icon
1/26/2023Vision Capital Management Inc.51,915$6.96M1.3%+0.1%0.044%Search for SEC Filing on Google Icon
1/26/2023Eagle Bay Advisors LLC325$44K0.0%-51.2%0.000%Search for SEC Filing on Google Icon
1/26/2023Strs Ohio32,500$4.36M0.0%N/A0.028%Search for SEC Filing on Google Icon
1/26/2023Northstar Group Inc.31,065$4.17M1.2%+0.2%0.026%Search for SEC Filing on Google Icon
1/26/2023Sumitomo Mitsui DS Asset Management Company Ltd11,874$1.59M0.0%+0.8%0.010%Search for SEC Filing on Google Icon
1/25/2023Meyer Handelman Co.8,000$1.07M0.0%+4.9%0.007%Search for SEC Filing on Google Icon
1/25/2023MGO One Seven LLC2,509$0.34M0.0%+19.1%0.002%Search for SEC Filing on Google Icon
1/25/2023Greenleaf Trust27,809$3.73M0.0%-3.1%0.024%Search for SEC Filing on Google Icon
1/25/2023Fifth Third Bancorp32,133$4.31M0.0%-0.6%0.027%Search for SEC Filing on Google Icon
1/25/2023Beaumont Financial Advisors LLC2,875$0.39M0.0%N/A0.002%Search for SEC Filing on Google Icon
1/25/2023Whittier Trust Co. of Nevada Inc.776$0.10M0.0%+18.8%0.001%Search for SEC Filing on Google Icon
1/25/2023Whittier Trust Co.13,353$1.79M0.0%+7.2%0.011%Search for SEC Filing on Google Icon
1/25/2023SNS Financial Group LLC8,720$1.18M0.2%-5.1%0.007%Search for SEC Filing on Google Icon
1/25/2023Pinnacle Associates Ltd.6,689$0.99M0.0%+57.4%0.006%Search for SEC Filing on Google Icon
1/25/2023Lindbrook Capital LLC254$34K0.0%-35.9%0.000%Search for SEC Filing on Google Icon
1/24/2023International Assets Investment Management LLC88,391$0.36M0.1%N/A0.075%Search for SEC Filing on Google Icon
1/24/2023Sigma Planning Corp2,480$0.33M0.0%-20.2%0.002%Search for SEC Filing on Google Icon
1/24/2023Schear Investment Advisers LLC2,287$0.31M0.4%N/A0.002%Search for SEC Filing on Google Icon
1/24/2023Empirical Finance LLC2,968$0.40M0.0%+9.1%0.003%Search for SEC Filing on Google Icon
1/24/2023Louisiana State Employees Retirement System7,600$1.02M0.0%+1.3%0.006%Search for SEC Filing on Google Icon
1/24/2023National Bank of Canada FI12,458$1.67M0.0%+20.1%0.011%Search for SEC Filing on Google Icon
1/24/2023Baillie Gifford & Co.3,409,265$457.28M0.5%-5.8%2.898%Search for SEC Filing on Google Icon
1/24/2023Park Avenue Securities LLC6,699$0.90M0.0%-2.3%0.006%Search for SEC Filing on Google Icon
1/24/2023Rockland Trust Co.1,704$0.23M0.0%-4.4%0.001%Search for SEC Filing on Google Icon
1/24/2023Occidental Asset Management LLC13,720$1.84M0.5%+6.1%0.012%Search for SEC Filing on Google Icon
1/24/2023Xponance Inc.26,918$3.61M0.1%+12.0%0.023%Search for SEC Filing on Google Icon
1/23/2023Allspring Global Investments Holdings LLC24,878$3.34M0.0%-84.1%0.021%Search for SEC Filing on Google Icon
1/23/2023Lantz Financial LLC11,255$1.51M0.7%+0.8%0.010%Search for SEC Filing on Google Icon
1/23/2023Investment Management of Virginia LLC3,885$0.52M0.1%-13.1%0.003%Search for SEC Filing on Google Icon
1/20/2023Veriti Management LLC2,878$0.39M0.1%+9.4%0.002%Search for SEC Filing on Google Icon
1/20/2023Goelzer Investment Management Inc.21,004$2.82M0.2%-9.1%0.018%Search for SEC Filing on Google Icon
1/20/2023Vestmark Advisory Solutions Inc.5,604$0.75M0.0%+1.7%0.005%Search for SEC Filing on Google Icon
1/20/2023Avestar Capital LLC2,429$0.33M0.1%-21.6%0.002%Search for SEC Filing on Google Icon
1/20/2023Griffin Asset Management Inc.19,438$2.61M0.4%-1.0%0.017%Search for SEC Filing on Google Icon
1/20/2023Hartford Investment Management Co.8,529$1.14M0.0%-24.0%0.007%Search for SEC Filing on Google Icon
1/20/2023Naples Global Advisors LLC5,000$0.67M0.1%+9.8%0.004%Search for SEC Filing on Google Icon
1/20/2023Boston Trust Walden Corp254,457$34.13M0.3%+0.3%0.216%Search for SEC Filing on Google Icon
1/19/2023Asset Dedication LLC229$31K0.0%N/A0.000%Search for SEC Filing on Google Icon
1/19/2023Buffington Mohr McNeal28,809$3.86M0.9%-17.1%0.024%Search for SEC Filing on Google Icon
1/19/2023Crossmark Global Holdings Inc.69,810$9.36M0.2%+5.5%0.059%Search for SEC Filing on Google Icon
1/19/2023Appleton Partners Inc. MA29,949$4.02M0.4%+3.1%0.025%Search for SEC Filing on Google Icon
1/19/2023Procyon Advisors LLC1,735$0.23M0.0%N/A0.001%Search for SEC Filing on Google Icon
1/18/2023Private Advisor Group LLC4,626$364.46M0.0%-12.8%0.004%Search for SEC Filing on Google Icon
1/18/2023Atlas Private Wealth Management9,131$1.23M0.6%+19.1%0.008%Search for SEC Filing on Google Icon
1/18/2023Congress Asset Management Co. MA153,553$20.60M0.2%+0.5%0.131%Search for SEC Filing on Google Icon
1/18/2023Northwest Investment Counselors LLC9,106$1.22M0.4%-1.1%0.008%Search for SEC Filing on Google Icon
1/18/2023Czech National Bank13,765$1.85M0.0%+1.0%0.012%Search for SEC Filing on Google Icon
1/17/2023Fenimore Asset Management Inc.294,159$39.46M1.1%+0.3%0.250%Search for SEC Filing on Google Icon
1/17/2023Douglas Lane & Associates LLC191,334$25.66M0.4%-23.4%0.163%Search for SEC Filing on Google Icon
1/17/2023AMI Asset Management Corp2,800$0.38M0.0%+23.2%0.002%Search for SEC Filing on Google Icon
1/17/2023Teamwork Financial Advisors LLC4,149$0.56M0.1%-2.2%0.004%Search for SEC Filing on Google Icon
1/17/2023Key Client Fiduciary Advisors LLC3,257$0.44M0.3%N/A0.003%Search for SEC Filing on Google Icon
1/17/2023Connecticut Wealth Management LLC2,152$0.29M0.0%+19.3%0.002%Search for SEC Filing on Google Icon
1/17/2023Fruth Investment Management15,760$2.11M0.6%-16.2%0.013%Search for SEC Filing on Google Icon
1/17/2023Wendell David Associates Inc.104,747$14.05M1.7%+0.2%0.089%Search for SEC Filing on Google Icon
1/17/2023Ronald Blue Trust Inc.686$99K0.0%+123.5%0.001%Search for SEC Filing on Google Icon
1/17/2023Armstrong Advisory Group Inc.571$77K0.0%N/A0.000%Search for SEC Filing on Google Icon
1/13/2023Walter Public Investments Inc.87,026$11.67M3.9%-1.4%0.074%Search for SEC Filing on Google Icon
1/13/2023Copeland Capital Management LLC144,891$19.43M0.5%+27.3%0.123%Search for SEC Filing on Google Icon
1/13/2023Allworth Financial LP213$29K0.0%-51.3%0.000%Search for SEC Filing on Google Icon
1/12/2023First Hawaiian Bank22,988$3.08M0.1%+4.4%0.020%Search for SEC Filing on Google Icon
1/12/2023TIAA FSB7,569$1.02M0.0%+16.9%0.006%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Broadridge Financial Solutions logo
Broadridge Financial Solutions, Inc. engages in the provision of investor communications and technology solutions to banks, broker-dealers, mutual funds, and corporate issuers. It operates through the following segments: Investor Communication Solutions and Global Technology and Operations. The Investor Communication Solutions segment offers services for broker-dealer investor communication, customer communication, corporate issuer, advisor solutions, and mutual fund and retirement solutions. The Global Technology and Operations segment includes middle and back-office securities processing solutions, automation services, and business process outsourcing services. The company was founded in 1962 and is headquartered in Lake Success, NY.
Read More on Broadridge Financial Solutions

Today's Range

Now: $153.38
Low: $150.01
High: $154.30

50 Day Range

MA: $142.17
Low: $133.02
High: $153.38

52 Week Range

Now: $153.38
Low: $131.35
High: $183.33

Volume

749,017 shs

Average Volume

502,152 shs

Market Capitalization

$18.05 billion

P/E Ratio

34.86

Dividend Yield

1.93%

Beta

0.93

Who are the company insiders with the largest holdings of Broadridge Financial Solutions?

Broadridge Financial Solutions' top insider shareholders include:
  1. Richard J Daly (Chairman)
  2. Christopher John Perry (President)
  3. Robert Schifellite (SVP)
  4. Robert N Duelks (Director)
  5. Thomas J Perna (Director)
  6. Vijay Mayadas (VP)
  7. Adam D Amsterdam (VP)
  8. Michael Liberatore (VP)
  9. Thomas P Carey (VP)
  10. Adam D Amsterdam (CEO)
  11. Laura Matlin (VP)
  12. Douglas Richard Deschutter (VP)
  13. Timothy C Gokey (CEO)
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:
  1. Baillie Gifford & Co. — 2.90%
  2. Parnassus Investments LLC — 1.02%
  3. Confluence Investment Management LLC — 0.69%
  4. Sumitomo Mitsui Trust Holdings Inc. — 0.46%
  5. Boston Financial Mangement LLC — 0.33%
  6. Fenimore Asset Management Inc. — 0.25%
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:
  1. Parnassus Investments LLC
  2. Baillie Gifford & Co.
  3. Allspring Global Investments Holdings LLC
  4. Sumitomo Mitsui Trust Holdings Inc.
  5. Douglas Lane & Associates LLC
  6. State of Alaska Department of Revenue
  7. Alta Capital Management LLC
  8. Buffington Mohr McNeal
During the last year, company insiders that have sold Broadridge Financial Solutions company stock include:
  1. Richard J Daly (Chairman)
  2. Christopher John Perry (President)
  3. Robert Schifellite (SVP)
  4. Robert N Duelks (Director)
  5. Thomas J Perna (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:
  1. Assenagon Asset Management S.A.
  2. International Assets Investment Management LLC
  3. International Assets Investment Management LLC
  4. Bank of Montreal Can
  5. Strs Ohio
  6. Copeland Capital Management LLC
  7. Zurcher Kantonalbank Zurich Cantonalbank
  8. Core Alternative Capital