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BR Insider Trading (Broadridge Financial Solutions)

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 2.00%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $57,525,176.43

Broadridge Financial Solutions Insider Trading History Chart

Broadridge Financial Solutions Share Price & Price History

^$163.18

▲ +2.21 (1.37%)

As of 05/14/2021 01:00 AM ET

Days: 30 | 90 | 365

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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
2/18/2021	Adam D Amsterdam	VP	Sell	20,936	$148.49	$3,108,786.64	21,400
2/11/2021	Robert N Duelks	Director	Sell	3,699	$144.83	$535,726.17	34,266
12/18/2020	Christopher John Perry	President	Sell	24,790	$152.12	$3,771,054.80	80,260
11/9/2020	Christopher John Perry	President	Sell	22,348	$151.57	$3,387,286.36	63,065
11/5/2020	Thomas J Perna	Director	Sell	20,706	$145.63	$3,015,414.78	40,820
11/2/2020	Douglas Richard Deschutter	VP	Sell	35,871	$139.81	$5,015,124.51	52,752
9/24/2020	Richard J Daly	Chairman	Sell	8,446	$127.88	$1,080,074.48	180,691
9/24/2020	Timothy C Gokey	CEO	Sell	91,238	$127.76	$11,656,566.88	201,329
9/21/2020	Richard J Daly	Chairman	Sell	7,979	$129.82	$1,035,833.78	189,137
9/16/2020	Richard J Daly	Chairman	Sell	54,549	$136.36	$7,438,301.64	192,775
9/2/2020	Robert Schifellite	SVP	Sell	15,241	$140.72	$2,144,713.52
8/13/2020	Douglas Richard Deschutter	VP	Sell	22,517	$139.14	$3,133,015.38	50,222
8/13/2020	James M Young	CFO	Sell	42,707	$138.91	$5,932,429.37	49,060
7/6/2020	Julie R Taylor	VP	Sell	3,203	$130.00	$416,390.00	14,256
6/5/2020	Julie R Taylor	VP	Sell	9,782	$125.77	$1,230,282.14	15,693
6/5/2020	Robert Schifellite	SVP	Sell	26,000	$126.64	$3,292,640.00	72,445
6/3/2020	Julie R Taylor	VP	Sell	10,733	$124.06	$1,331,535.98	20,457
5/12/2020	James M Young	CFO	Sell	98,336	$119.46	$11,747,218.56	68,629
5/12/2020	Robert Schifellite	SVP	Sell	10,000	$119.14	$1,191,400.00	52,445
4/6/2020	Thomas P Carey	VP	Sell	1,089	$97.11	$105,752.79	3,041
3/5/2020	Robert N Duelks	Director	Sell	7,658	$101.00	$773,458.00	33,196
3/2/2020	Leslie A Brun	Director	Sell	4,500	$105.92	$476,640.00	46,360
2/5/2020	Julie R Taylor	VP	Sell	12,700	$120.47	$1,529,969.00	26,383
12/4/2019	Douglas Richard Deschutter	VP	Sell	15,000	$121.86	$1,827,900.00
12/3/2019	Maura A Markus	Director	Sell	13,194	$121.15	$1,598,453.10	21,620
11/21/2019	Thomas J Perna	Director	Sell	7,680	$121.57	$933,657.60	36,127
11/19/2019	Robert Schifellite	SVP	Sell	20,000	$121.79	$2,435,800.00	66,303
11/15/2019	Alan J Weber	Director	Sell	2,786	$119.09	$331,784.74	66,350
11/11/2019	Robert F Kalenka	VP	Sell	13,784	$118.54	$1,633,955.36	42,021
9/24/2019	Richard J Daly	Chairman	Sell	55,481	$126.67	$7,027,778.27	272,180
9/23/2019	C Elisa D Garcia	Insider	Sell	5,089	$15.48	$78,777.72
9/20/2019	Richard J Daly	Chairman	Sell	86,386	$127.23	$10,990,890.78	312,006
9/4/2019	Thomas P Carey	VP	Sell	2,258	$128.69	$290,582.02	1,990
8/27/2019	Vijay Mayadas	Insider	Sell	20,334	$129.14	$2,625,932.76	36,286
8/22/2019	Douglas Richard Deschutter	Insider	Sell	17,500	$130.37	$2,281,475.00
8/21/2019	Julie R Taylor	VP	Sell	14,456	$130.00	$1,879,280.00	26,050
8/19/2019	Julie R Taylor	VP	Sell	14,466	$129.00	$1,866,114.00	25,898
8/15/2019	James M Young	VP	Sell	38,166	$126.45	$4,826,090.70	67,150
8/15/2019	Stuart R Levine	Director	Sell	25,260	$126.27	$3,189,580.20	47,886
8/15/2019	Timothy C Gokey	Insider	Sell	37,737	$126.48	$4,772,975.76	110,349
6/24/2019	Adam D Amsterdam	VP	Sell	20,880	$128.92	$2,691,849.60	20,365
6/24/2019	Richard J Daly	Insider	Sell	7,500	$128.93	$966,975.00	212,611
6/10/2019	Robert F Kalenka	Insider	Sell	8,000	$132.58	$1,060,640.00	28,986
5/31/2019	Douglas Richard Deschutter	Insider	Sell	16,200	$124.91	$2,023,542.00	50,083
5/28/2019	Robert Schifellite	SVP	Sell	15,000	$125.01	$1,875,150.00	78,418
5/24/2019	Stuart R Levine	Director	Sell	35,810	$123.51	$4,422,893.10	42,874
5/23/2019	Douglas Richard Deschutter	Insider	Sell	24,399	$122.50	$2,988,877.50	66,283
5/20/2019	Leslie A Brun	Director	Sell	7,500	$121.71	$912,825.00	30,101
5/16/2019	Douglas Richard Deschutter	VP	Sell	13,167	$122.50	$1,612,957.50	103,849
5/16/2019	Robert Schifellite	SVP	Sell	37,818	$122.77	$4,642,915.86
5/14/2019	Laura Matlin	VP	Sell	3,875	$118.99	$461,086.25	5,988
4/8/2019	Thomas P Carey	VP	Sell	1,215	$108.82	$132,216.30	4,202
2/20/2019	Alan J Weber	Director	Sell	1,980	$100.36	$198,712.80	51,588
11/20/2018	Stuart R Levine	Director	Sell	8,902	$98.75	$879,072.50	36,530
10/5/2018	Richard J Daly	CEO	Sell	67,974	$126.61	$8,606,188.14	233,673
9/27/2018	Richard J Daly	CEO	Sell	210,188	$132.14	$27,774,242.32	387,336
9/25/2018	Richard J. Daly	CEO	Sell	47,192	$134.11	$6,328,919.12	387,336
8/10/2018	James M Young	VP	Sell	44,726	$129.79	$5,804,987.54	64,848
6/6/2018	Julie R Taylor	VP	Sell	7,366	$118.36	$871,839.76	11,262
6/6/2018	Robert Schifellite	SVP	Sell	43,686	$118.70	$5,185,528.20	125,533
6/5/2018	Adam D Amsterdam	Insider	Sell	10,000	$117.97	$1,179,700.00	10,882
6/1/2018	Richard J Haviland	Director	Sell	15,430	$116.51	$1,797,749.30	52,032
5/25/2018	Christopher John Perry	SVP	Sell	10,000	$116.91	$1,169,100.00	29,097
5/25/2018	Thomas P Carey	VP	Sell	16,000	$116.18	$1,858,880.00	17,679
5/21/2018	Timothy C Gokey	Insider	Sell	45,245	$115.23	$5,213,581.35	94,712

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

85.03% 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
5/14/2021	Brown Advisory Inc.	29,935	$4.58M	0.0%	-1.7%	0.026%
5/14/2021	MML Investors Services LLC	4,073	$0.62M	0.0%	+21.3%	0.004%
5/14/2021	GHP Investment Advisors Inc.	24,851	$3.81M	0.3%	+2.0%	0.021%
5/14/2021	Stephens Inc. AR	4,725	$0.72M	0.0%	+11.6%	0.004%
5/14/2021	Braun Bostich & Associates Inc.	1,979	$0.30M	0.6%	+28.9%	0.002%
5/14/2021	Castellan Group LLC	10,600	$1.62M	0.9%	+5.0%	0.009%
5/14/2021	Caisse DE Depot ET Placement DU Quebec	10,601	$1.62M	0.0%	-7.1%	0.009%
5/14/2021	Pinebridge Investments L.P.	73,863	$11.31M	0.1%	-6.1%	0.064%
5/14/2021	Eqis Capital Management Inc.	5,193	$0.80M	0.1%	+28.9%	0.004%
5/14/2021	Nomura Asset Management Co. Ltd.	23,668	$3.62M	0.0%	+0.4%	0.020%
5/14/2021	Krane Funds Advisors LLC	3,007	$0.46M	0.0%	+27.5%	0.003%
5/14/2021	Benjamin Edwards Inc.	5,176	$0.79M	0.6%	+3.6%	0.004%
5/14/2021	Arrowstreet Capital Limited Partnership	69,766	$10.68M	0.0%	-55.8%	0.060%
5/14/2021	Benjamin F. Edwards & Company Inc.	13,656	$2.09M	0.1%	-1.9%	0.012%
5/14/2021	AGF Investments LLC	4,434	$0.68M	0.1%	-15.5%	0.004%
5/14/2021	Public Employees Retirement System of Ohio	62,689	$9.60M	0.0%	+7.9%	0.054%
5/14/2021	AGF Investments Inc.	1,302	$0.20M	0.0%	-5.9%	0.001%
5/14/2021	Lazard Asset Management LLC	2,763	$0.42M	0.0%	-96.5%	0.002%
5/14/2021	Horizon Investments LLC	5,240	$0.80M	0.0%	N/A	0.005%
5/14/2021	FIL Ltd	204,149	$31.26M	0.0%	+1.3%	0.176%
5/14/2021	Sompo Asset Management Co. Ltd.	9,660	$1.48M	0.3%	+1.2%	0.008%
5/14/2021	Dimensional Fund Advisors LP	789,334	$120.85M	0.0%	+0.7%	0.680%
5/14/2021	First Manhattan Co.	1,572	$0.24M	0.0%	-52.7%	0.001%
5/14/2021	APG Asset Management N.V.	4,036,753	$525.85M	0.9%	+58.9%	3.476%
5/14/2021	Fort L.P.	11,826	$1.81M	0.5%	+0.7%	0.010%
5/14/2021	Vident Investment Advisory LLC	7,397	$1.13M	0.0%	+122.3%	0.006%
5/14/2021	Logan Capital Management Inc.	58,269	$8.92M	0.4%	-4.5%	0.050%
5/14/2021	TD Asset Management Inc.	122,873	$18.81M	0.0%	-77.2%	0.106%
5/14/2021	Nicholas Company Inc.	118,625	$18.16M	0.3%	-0.7%	0.102%
5/14/2021	UBS Asset Management Americas Inc.	602,461	$92.24M	0.0%	+0.1%	0.519%
5/14/2021	National Pension Service	193,589	$29.64M	0.1%	+0.6%	0.167%
5/14/2021	Rathbone Brothers plc	363,000	$55.58M	0.7%	+0.7%	0.313%
5/14/2021	Stifel Financial Corp	48,220	$7.38M	0.0%	-7.9%	0.042%
5/14/2021	Credit Suisse AG	323,935	$49.59M	0.0%	+12.1%	0.279%
5/14/2021	Railway Pension Investments Ltd	28,112	$4.30M	0.0%	-1.4%	0.024%
5/14/2021	HBK Sorce Advisory LLC	14,396	$2.20M	0.1%	+9.9%	0.012%
5/14/2021	O Shaughnessy Asset Management LLC	5,420	$0.83M	0.0%	+23.7%	0.005%
5/14/2021	London Co. of Virginia	269,381	$41.24M	0.2%	-0.6%	0.232%
5/14/2021	Meiji Yasuda Asset Management Co Ltd.	7,390	$1.13M	0.1%	+7.9%	0.006%
5/14/2021	Gulf International Bank UK Ltd	23,647	$3.62M	0.0%	-9.2%	0.020%
5/14/2021	Crawford Investment Counsel Inc.	5,975	$0.92M	0.0%	-16.9%	0.005%
5/14/2021	Brown Capital Management LLC	20,999	$3.22M	0.0%	-7.2%	0.018%
5/13/2021	Guggenheim Capital LLC	18,119	$2.77M	0.0%	+2.9%	0.016%
5/13/2021	Franklin Resources Inc.	897,913	$137.47M	0.1%	+21.9%	0.773%
5/13/2021	SG Americas Securities LLC	30,457	$4.66M	0.0%	+117.5%	0.026%
5/13/2021	AlphaCrest Capital Management LLC	6,624	$1.01M	0.1%	-57.4%	0.006%
5/13/2021	Barclays PLC	1,155,857	$176.96M	0.1%	+13.2%	0.995%
5/13/2021	RMR Wealth Builders	166	$25K	0.0%	N/A	0.000%
5/13/2021	Sawtooth Solutions LLC	1,892	$0.29M	0.1%	-82.9%	0.002%
5/13/2021	Mutual of America Capital Management LLC	14,995	$2.30M	0.0%	+3.4%	0.013%
5/13/2021	CSat Investment Advisory L.P.	342	$52K	0.0%	+46.8%	0.000%
5/13/2021	Amalgamated Bank	7,044	$1.08M	0.0%	-4.5%	0.006%
5/13/2021	Bristol Gate Capital Partners Inc.	459,246	$70.31M	4.2%	-0.5%	0.395%
5/13/2021	Covington Investment Advisors Inc.	35,296	$5.40M	1.3%	-60.8%	0.030%
5/13/2021	Neuberger Berman Group LLC	12,834	$1.90M	0.0%	+184.4%	0.011%
5/13/2021	LS Investment Advisors LLC	4,338	$0.66M	0.0%	-52.8%	0.004%
5/13/2021	Hexagon Capital Partners LLC	703	$0.11M	0.0%	+1,071.7%	0.001%
5/13/2021	Wall Street Access Asset Management LLC	9,013	$1.38M	0.9%	+99.7%	0.008%
5/13/2021	Lido Advisors LLC	1,761	$0.27M	0.0%	+30.3%	0.002%
5/13/2021	Avantax Advisory Services Inc.	1,569	$0.24M	0.0%	-18.8%	0.001%
5/13/2021	Teza Capital Management LLC	4,204	$0.64M	0.1%	N/A	0.004%
5/13/2021	Bank of New York Mellon Corp	1,124,915	$172.23M	0.0%	+2.4%	0.969%
5/13/2021	Citigroup Inc.	178,526	$27.33M	0.0%	+2.5%	0.154%
5/13/2021	Healthcare of Ontario Pension Plan Trust Fund	186	$28K	0.0%	-66.0%	0.000%
5/13/2021	Massachusetts Financial Services Co. MA	21,288	$3.26M	0.0%	+1.0%	0.018%
5/13/2021	Van ECK Associates Corp	8,714	$1.33M	0.0%	+9.5%	0.008%
5/13/2021	Blair William & Co. IL	44,948	$6.88M	0.0%	+32.9%	0.039%
5/13/2021	Fayez Sarofim & Co	779,781	$119.39M	0.4%	+0.6%	0.671%
5/13/2021	Zions Bancorporation N.A.	4,097	$0.63M	0.1%	+217.6%	0.004%
5/13/2021	Federated Hermes Inc.	31,590	$4.84M	0.0%	-77.5%	0.027%
5/13/2021	Mirae Asset Global Investments Co. Ltd.	4,274	$0.65M	0.0%	-70.9%	0.004%
5/13/2021	Core Alternative Capital	43,783	$6.70M	1.9%	+10.1%	0.038%
5/13/2021	BP PLC	4,821	$0.74M	0.0%	-26.2%	0.004%
5/13/2021	Bank of Montreal Can	122,078	$18.84M	0.0%	-10.8%	0.105%
5/13/2021	Dai Ichi Life Insurance Company Ltd	17,739	$2.72M	0.0%	-54.3%	0.015%
5/13/2021	Baird Financial Group Inc.	528,840	$80.97M	0.2%	-2.4%	0.455%
5/13/2021	Aviva PLC	46,314	$7.09M	0.0%	-3.2%	0.040%
5/13/2021	Korea Investment CORP	29,600	$4.53M	0.0%	-9.5%	0.025%
5/13/2021	Banco Bilbao Vizcaya Argentaria S.A.	36,548	$5.60M	0.1%	+3.5%	0.031%
5/13/2021	Bank of Hawaii	1,587	$0.24M	0.0%	-10.6%	0.001%
5/13/2021	Concord Wealth Partners	1,035	$0.16M	0.1%	+5,988.2%	0.001%
5/13/2021	Altshuler Shaham Ltd	517	$79K	0.0%	-27.5%	0.000%
5/13/2021	Allianz Asset Management GmbH	40,075	$6.14M	0.0%	-61.5%	0.035%
5/12/2021	Northern Trust Corp	1,297,833	$198.70M	0.0%	-1.5%	1.118%
5/12/2021	Geode Capital Management LLC	2,024,205	$309.13M	0.0%	+2.9%	1.743%
5/12/2021	Cidel Asset Management Inc.	17,897	$2.74M	0.1%	+3.6%	0.015%
5/12/2021	Cresset Asset Management LLC	5,118	$0.79M	0.0%	+9.5%	0.004%
5/12/2021	Pinnacle Associates Ltd.	1,413	$0.22M	0.0%	-6.6%	0.001%
5/12/2021	Moors & Cabot Inc.	1,564	$0.24M	0.0%	-6.6%	0.001%
5/12/2021	Berger Financial Group Inc	26,737	$4.09M	0.9%	N/A	0.023%
5/12/2021	WBI Investments	43,877	$6.72M	1.1%	+96.3%	0.038%
5/12/2021	Prudential Financial Inc.	116,488	$17.83M	0.0%	+20.5%	0.100%
5/12/2021	Ensign Peak Advisors Inc	47,045	$7.20M	0.0%	+0.7%	0.041%
5/12/2021	Waddell & Reed Financial Inc.	1,204,474	$184.41M	0.4%	+6.9%	1.037%
5/12/2021	Y Intercept Hong Kong Ltd	8,044	$1.23M	0.3%	+334.1%	0.007%
5/12/2021	King Luther Capital Management Corp	319,365	$48.90M	0.3%	+42.7%	0.275%
5/12/2021	Advisors Capital Management LLC	3,617	$0.55M	0.0%	-39.5%	0.003%
5/12/2021	American Money Management LLC	22,703	$3.48M	1.3%	-2.0%	0.020%
5/12/2021	Three Peaks Capital Management LLC	19,781	$3.03M	1.0%	-1.7%	0.017%
5/12/2021	SNS Financial Group LLC	8,975	$1.37M	0.2%	-1.7%	0.008%

Data available starting January 2016

Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry worldwide. 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 offers ProxyEdge, an electronic proxy delivery and voting solution. It also distributes regulatory reports and corporate action/reorganization event information, as well as tax reporting solutions; and provides end-to-end platform for content management, composition, and multi-channel distribution of regulatory, marketing, and transactional information, as well as mutual fund trade processing services. In addition, this segment offers financial reporting document composition and management solutions; SEC disclosure and filing services; registrar, stock transfer, and record-keeping services; customer communication solutions; cloud-based marketing and customer communication tools; customer and account data aggregation and reporting services, as well as creates sales and educational content, including seminars and a library of financial planning topics; and mutual fund trade processing services. The company's Global Technology and Operations segment offers desktop productivity tools, data aggregation, performance reporting, portfolio management, order capture and execution, trade confirmation, margin, cash management, clearance and settlement, asset servicing, reference data management, reconciliations, securities financing and collateral optimization, compliance and regulatory reporting, and accounting. It also provides capital market, wealth management, asset management, and international securities processing solutions; managed services; and customizable advisor Websites, search engine marketing, and electronic and print newsletters. The company was founded in 1962 and is headquartered in Lake Success, New York.

Today's Range

Now: $163.18

$161.76

$163.99

50 Day Range

MA: $158.35

$148.24

$165.63

52 Week Range

Now: $163.18

$112.98

$167.54

Volume

344,553 shs

Average Volume

556,181 shs

Market Capitalization

$18.95 billion

P/E Ratio

40.29

Dividend Yield

1.43%

Beta

0.83

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

Broadridge Financial Solutions' top insider shareholders include:

Richard J Daly (Chairman)
Richard J Daly (Insider)
Timothy C Gokey (CEO)
Timothy C Gokey (Insider)
Douglas Richard Deschutter (VP)
Christopher John Perry (President)
Robert Schifellite (SVP)
James M Young (CFO)
James M Young (VP)
Alan J Weber (Director)
Douglas Richard Deschutter (Insider)
Stuart R Levine (Director)
Leslie A Brun (Director)
Robert F Kalenka (VP)
Thomas J Perna (Director)
Vijay Mayadas (Insider)
Robert N Duelks (Director)
Robert F Kalenka (Insider)
Julie R Taylor (VP)
Maura A Markus (Director)
Adam D Amsterdam (VP)
Thomas P Carey (VP)
C Elisa D Garcia (Insider)

Who are the major institutional investors of Broadridge Financial Solutions?

Broadridge Financial Solutions' top institutional shareholders include:

BlackRock Inc. — 8.15%
APG Asset Management N.V. — 3.48%
Baillie Gifford & Co. — 3.48%
Geode Capital Management LLC — 1.74%
Jensen Investment Management Inc. — 1.70%
Northern Trust Corp — 1.12%

Which institutional investors are selling Broadridge Financial Solutions stock?

During the last quarter, BR stock was sold by these institutional investors:

TD Asset Management Inc.
Federated Hermes Inc.
Natixis Advisors L.P.
Arrowstreet Capital Limited Partnership
Lazard Asset Management LLC
Allianz Asset Management GmbH
UBS Group AG
Covington Investment Advisors Inc.

During the last year, company insiders that have sold Broadridge Financial Solutions company stock include:

Richard J Daly (Chairman)
Richard J Daly (Insider)
Timothy C Gokey (CEO)
Timothy C Gokey (Insider)
Douglas Richard Deschutter (VP)
Christopher John Perry (President)
Robert Schifellite (SVP)
James M Young (CFO)
James M Young (VP)
Alan J Weber (Director)

Which institutional investors are buying Broadridge Financial Solutions stock?

During the previous quarter, BR stock was bought by institutional investors including:

APG Asset Management N.V.
Alta Capital Management LLC
Franklin Resources Inc.
Barclays PLC
King Luther Capital Management Corp
Envestnet Asset Management Inc.
Waddell & Reed Financial Inc.
Geode Capital Management LLC

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