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BR Insider Trading

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About

Insider Ownership Percentage: 1.60%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $56,334,487.68

Broadridge Financial Solutions Insider Trading History Chart

Broadridge Financial Solutions Share Price & Price History

^$194.80

▲ +1.35 (0.70%)

As of 04/18/2024 11:47 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
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
10/19/2021	Christopher John Perry	President	Sell	10,104	$180.14	$1,820,134.56
10/15/2021	Christopher John Perry	President	Sell	902	$180.01	$162,369.02
10/7/2021	Richard J. Daly	Chairman	Sell	73,300	$168.43	$12,345,919.00
10/5/2021	Richard J. Daly	Chairman	Sell	77,661	$164.02	$12,737,957.22
9/23/2021	Timothy C. Gokey	CEO	Sell	49,897	$167.61	$8,363,236.17
9/7/2021	Vijay Mayadas	VP	Sell	1,093	$169.42	$185,176.06	25,023
9/2/2021	Vijay Mayadas	VP	Sell	1,735	$171.00	$296,685.00	25,023
8/24/2021	Adam D. Amsterdam	CEO	Sell	5,500	$171.72	$944,460.00	11,397
8/16/2021	Michael Liberatore	VP	Sell	32,727	$175.65	$5,748,497.55	20,612
8/2/2021	Christopher John Perry	President	Sell	900	$175.07	$157,563.00	57,237
7/14/2021	Christopher John Perry	President	Sell	12,621	$170.04	$2,146,074.84	68,783
5/20/2021	Laura Matlin	VP	Sell	1,369	$160.05	$219,108.45	6,295
2/25/2021	Douglas Richard DeSchutter	VP	Buy	11	$113.33	$1,246.63

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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
4/18/2024	MorganRosel Wealth Management LLC	4,138	$0.85M	0.3%	N/A	0.004%
4/18/2024	Compass Ion Advisors LLC	1,524	$0.31M	0.0%	-48.3%	0.001%
4/18/2024	LVW Advisors LLC	2,207	$0.45M	0.1%	+75.3%	0.002%
4/17/2024	Foguth Wealth Management LLC.	2,035	$0.42M	0.2%	N/A	0.002%
4/17/2024	Symphony Financial Ltd. Co.	983	$0.20M	0.0%	N/A	0.001%
4/17/2024	Griffin Asset Management Inc.	19,464	$3.99M	0.5%	+1.5%	0.017%
4/16/2024	Occidental Asset Management LLC	16,329	$3.35M	0.6%	+6.1%	0.014%
4/16/2024	Webster Bank N. A.	447	$92K	0.0%	+120.2%	0.000%
4/16/2024	New England Research & Management Inc.	7,150	$1.47M	0.7%	N/A	0.006%
4/16/2024	Addenda Capital Inc.	39,736	$8.17M	0.4%	-5.0%	0.034%
4/16/2024	Transform Wealth LLC	39,098	$8.04M	0.8%	+6.2%	0.033%
4/16/2024	Wealth Enhancement Advisory Services LLC	29,814	$6.11M	0.0%	+86.8%	0.025%
4/15/2024	Brookstone Capital Management	1,234	$0.25M	0.0%	N/A	0.001%
4/12/2024	Peak Financial Advisors LLC	13,786	$2.82M	1.7%	N/A	0.012%
4/12/2024	First PREMIER Bank	330	$68K	0.0%	+69.2%	0.000%
4/12/2024	Northwest Investment Counselors LLC	9,364	$1.92M	0.5%	-0.8%	0.008%
4/11/2024	Ballentine Partners LLC	1,572	$0.32M	0.0%	+5.2%	0.001%
4/11/2024	Radnor Capital Management LLC	1,652	$0.34M	0.1%	-27.9%	0.001%
4/11/2024	Unique Wealth LLC	1,461	$0.30M	0.1%	+16.3%	0.001%
4/11/2024	Douglas Lane & Associates LLC	99,432	$20.37M	0.3%	-8.8%	0.084%
4/11/2024	&PARTNERS	2,043	$0.43M	0.1%	N/A	0.002%
4/11/2024	Running Oak Capital LLC	56,188	$11.51M	1.8%	+8.9%	0.048%
4/11/2024	Congress Asset Management Co. MA	85,663	$17.55M	0.1%	-2.5%	0.073%
4/11/2024	Meyer Handelman Co.	7,610	$1.56M	0.1%	-11.5%	0.006%
4/11/2024	First Affirmative Financial Network	1,728	$0.35M	0.3%	+4.3%	0.001%
4/10/2024	Inscription Capital LLC	1,100	$0.23M	0.1%	N/A	0.001%
4/10/2024	American National Bank	1,676	$0.34M	0.0%	N/A	0.001%
4/10/2024	Lantz Financial LLC	10,165	$2.08M	0.7%	-7.0%	0.009%
4/10/2024	Wedmont Private Capital	1,353	$0.28M	0.0%	+5.3%	0.001%
4/10/2024	Banque Cantonale Vaudoise	4,449	$0.91M	0.0%	N/A	0.004%
4/10/2024	Czech National Bank	20,719	$4.24M	0.1%	+0.5%	0.018%
4/10/2024	Signal Advisors Wealth LLC	4,500	$0.92M	0.2%	+102.1%	0.004%
4/9/2024	Massmutual Trust Co. FSB ADV	430	$88K	0.0%	-39.5%	0.000%
4/9/2024	Mather Group LLC.	2,172	$0.45M	0.0%	-21.6%	0.002%
4/8/2024	Bath Savings Trust Co	113,584	$23.27M	2.5%	-0.2%	0.096%
4/5/2024	First Hawaiian Bank	19,348	$3.96M	0.1%	-5.5%	0.016%
4/5/2024	GAMMA Investing LLC	859	$0.18M	0.0%	+16.2%	0.001%
4/5/2024	NBC Securities Inc.	5,946	$1.22M	0.1%	+19.0%	0.005%
4/1/2024	Confluence Investment Management LLC	703,082	$144.03M	1.9%	N/A	0.597%
4/1/2024	Appleton Partners Inc. MA	13,330	$2.73M	0.2%	-3.4%	0.011%
3/27/2024	Nomura Holdings Inc.	2,380	$0.49M	0.0%	N/A	0.002%
3/26/2024	HighPoint Advisor Group LLC	4,463	$0.90M	0.1%	N/A	0.004%
3/22/2024	PNC Financial Services Group Inc.	51,938	$10.69M	0.0%	-19.0%	0.044%
3/21/2024	Healthcare of Ontario Pension Plan Trust Fund	21,542	$4.43M	0.0%	N/A	0.018%
3/15/2024	B. Riley Wealth Advisors Inc.	3,308	$0.68M	0.0%	-30.8%	0.003%
3/11/2024	Vanguard Group Inc.	13,951,669	$2.87B	0.1%	+0.8%	11.847%
3/5/2024	Wellington Management Group LLP	2,284	$0.47M	0.0%	+16.1%	0.002%
3/4/2024	Congress Asset Management Co. MA	87,849	$18.08M	0.1%	-4.0%	0.075%
3/1/2024	Royal London Asset Management Ltd.	51,544	$10.61M	0.0%	-0.6%	0.044%
3/1/2024	Goldman Sachs Group Inc.	472,031	$97.12M	0.0%	+22.5%	0.401%
2/28/2024	EP Wealth Advisors LLC	9,046	$1.86M	0.0%	+44.0%	0.008%
2/26/2024	Teachers Retirement System of The State of Kentucky	10,124	$2.08M	0.0%	-4.3%	0.009%
2/21/2024	V Square Quantitative Management LLC	2,319	$0.48M	0.1%	+29.0%	0.002%
2/21/2024	Novak & Powell Financial Services Inc.	1,142	$0.24M	0.2%	N/A	0.001%
2/20/2024	Covenant Partners LLC	1,027	$0.21M	0.1%	N/A	0.001%
2/16/2024	Oarsman Capital Inc.	1,031	$0.21M	0.1%	N/A	0.001%
2/16/2024	Harbour Investments Inc.	364	$75K	0.0%	+55.6%	0.000%
2/16/2024	Public Employees Retirement System of Ohio	64,770	$13.33M	0.1%	-5.9%	0.055%
2/15/2024	Mercer Global Advisors Inc. ADV	11,138	$2.29M	0.0%	-1.3%	0.009%
2/15/2024	Morse Asset Management Inc	1,295	$0.27M	0.1%	N/A	0.001%
2/15/2024	E. Ohman J or Asset Management AB	4,500	$0.93M	0.0%	-19.6%	0.004%
2/15/2024	Kensington Investment Counsel LLC	10,190	$2.10M	1.1%	+20.7%	0.009%
2/15/2024	Legal & General Group Plc	971,985	$199.99M	0.1%	+20.0%	0.825%
2/15/2024	Barclays PLC	1,594,001	$327.97M	0.1%	+0.9%	1.353%
2/15/2024	Andra AP fonden	75,500	$15.53M	0.8%	+33.6%	0.064%
2/15/2024	Fayez Sarofim & Co	855,504	$170.23M	0.5%	-2.9%	0.726%
2/15/2024	Vanguard Group Inc.	13,951,669	$2.87B	0.1%	+0.8%	11.847%
2/15/2024	Voloridge Investment Management LLC	8,514	$1.75M	0.0%	+29.8%	0.007%
2/15/2024	Voya Investment Management LLC	70,528	$14.51M	0.0%	-2.2%	0.060%
2/15/2024	Vident Advisory LLC	1,544	$0.32M	0.0%	+11.1%	0.001%
2/15/2024	Websterrogers Financial Advisors LLC	2,223	$0.46M	0.2%	-30.7%	0.002%
2/15/2024	Nuveen Asset Management LLC	386,761	$79.58M	0.0%	-1.3%	0.328%
2/15/2024	Prelude Capital Management LLC	2,609	$0.54M	0.0%	-2.6%	0.002%
2/15/2024	Price T Rowe Associates Inc. MD	4,140,017	$851.81M	0.1%	+8.2%	3.515%
2/15/2024	Profund Advisors LLC	1,548	$0.32M	0.0%	+13.8%	0.001%
2/15/2024	Public Sector Pension Investment Board	2,680	$0.55M	0.0%	-78.8%	0.002%
2/15/2024	Freedom Investment Management Inc.	2,149	$0.44M	0.0%	+19.6%	0.002%
2/15/2024	Guardian Wealth Advisors LLC NC	10,513	$2.16M	0.3%	+1.9%	0.009%
2/15/2024	Gotham Asset Management LLC	3,430	$0.71M	0.0%	-83.9%	0.003%
2/15/2024	Healthcare of Ontario Pension Plan Trust Fund	21,542	$4.43M	0.0%	N/A	0.018%
2/15/2024	Boyar Asset Management Inc.	7,230	$1.49M	1.1%	-1.1%	0.006%
2/15/2024	Brown Capital Management LLC	25,396	$5.23M	0.1%	-5.5%	0.022%
2/15/2024	Baird Financial Group Inc.	655,826	$134.94M	0.3%	-14.4%	0.557%
2/15/2024	Brevan Howard Capital Management LP	2,169	$0.45M	0.0%	N/A	0.002%
2/15/2024	Comerica Bank	43,615	$8.97M	0.0%	-3.8%	0.037%
2/14/2024	Royal Bank of Canada	221,863	$45.65M	0.0%	+17.4%	0.188%
2/14/2024	Continuum Advisory LLC	1,781	$0.37M	0.1%	-12.5%	0.002%
2/14/2024	Pathstone Holdings LLC	18,220	$3.77M	0.0%	N/A	0.015%
2/14/2024	Kestra Advisory Services LLC	7,650	$1.57M	0.0%	+12.6%	0.006%
2/14/2024	Power Corp of Canada	30,139	$6.20M	0.6%	N/A	0.026%
2/14/2024	Creative Planning	21,772	$4.48M	0.0%	+12.0%	0.018%
2/14/2024	Southernsun Asset Management LLC	52,945	$10.89M	1.3%	-3.9%	0.045%
2/14/2024	Ethic Inc.	20,396	$4.20M	0.1%	+14.5%	0.017%
2/14/2024	Dean Capital Management	6,667	$1.37M	0.8%	-1.0%	0.006%
2/14/2024	Nomura Holdings Inc.	2,380	$0.49M	0.0%	N/A	0.002%
2/14/2024	Cresset Asset Management LLC	7,030	$1.45M	0.0%	-12.9%	0.006%
2/14/2024	Unigestion Holding SA	4,335	$0.89M	0.0%	+66.9%	0.004%
2/14/2024	State of Tennessee Treasury Department	72,211	$14.86M	0.1%	+35.6%	0.061%
2/14/2024	Elo Mutual Pension Insurance Co	10,313	$2.12M	0.1%	N/A	0.009%
2/14/2024	Logan Capital Management Inc.	27,001	$5.56M	0.3%	-26.0%	0.023%

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: $194.80

$193.40

$195.48

50 Day Range

MA: $200.96

$193.40

$207.23

52 Week Range

Now: $194.80

$139.52

$210.24

Volume

26,851 shs

Average Volume

511,919 shs

Market Capitalization

$22.94 billion

P/E Ratio

33.94

Dividend Yield

1.65%

Beta

0.99

Who are the company insiders with the largest holdings of Broadridge Financial Solutions?: Broadridge Financial Solutions' top insider shareholders include:
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)
Keir D Gumbs (VP)
Thomas P Carey (VP)
Laura Matlin (VP)
Robert N Duelks (Director)
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:
Confluence Investment Management LLC — 0.60%
Bath Savings Trust Co — 0.10%
Douglas Lane & Associates LLC — 0.08%
Congress Asset Management Co. MA — 0.07%
Running Oak Capital LLC — 0.05%
Addenda Capital Inc. — 0.03%
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:
Douglas Lane & Associates LLC
Congress Asset Management Co. MA
Addenda Capital Inc.
Compass Ion Advisors LLC
First Hawaiian Bank
Meyer Handelman Co.
Lantz Financial LLC
Radnor Capital Management LLC
During the last year, company insiders that have sold Broadridge Financial Solutions company stock include:
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)
Keir D Gumbs (VP)
Thomas P Carey (VP)
Laura Matlin (VP)
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:
Confluence Investment Management LLC
Wealth Enhancement Advisory Services LLC
Peak Financial Advisors LLC
New England Research & Management Inc.
Running Oak Capital LLC
Banque Cantonale Vaudoise
MorganRosel Wealth Management LLC
Transform Wealth LLC