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Broadridge Financial Solutions Inc

Institutional position changes, all quarters

281 moves

ActionInstitutionQuarter ↓Δ sharesΔ %Held afterFlowImpact
TrimmedMitsubishi UFJ Asset Management Co., Ltd.Jun 30, 2026-1,574,809-84%291,186$215.67Mhigh
TrimmedJENSEN INVESTMENT MANAGEMENT INCJun 30, 2026-475,658-56%380,126$65.14Mhigh
AddedVictory Capital Management, Inc.Jun 30, 2026+445,609+279%605,505$61.03Mhigh
TrimmedSTATE STREET CORPORATIONJun 30, 2026-281,454-4.7%5,713,387$38.81Mmedium
AddedBlackRock, Inc.Jun 30, 2026+237,816+2.3%10,762,454$32.57Mmedium
AddedDEUTSCHE BANK AGJun 30, 2026+130,286+27%617,350$17.84Mmedium
ExitedFORSTA AP-FONDENJun 30, 2026-78,400-100%0$17.50Mmedium
TrimmedCITIZENS FINANCIAL GROUP INC/RIJun 30, 2026-89,643-75%29,735$12.37Mmedium
ExitedNordwand Advisors, LLCJun 30, 2026-17,535-100%0$3.91Mlow
AddedNOVARE CAPITAL MANAGEMENT LLCJun 30, 2026+24,100+58%65,703$3.30Mlow
ExitedDakota Wealth ManagementJun 30, 2026-12,088-100%0$2.70Mlow
TrimmedLido Advisors, LLCJun 30, 2026-19,220-74%6,838$2.65Mlow
ExitedMillington Financial Advisors, LLCJun 30, 2026-9,766-100%0$1.78Mlow
AddedEVEXIA WEALTH LLCJun 30, 2026+9,099+41%31,281$1.43Mlow
AddedLPL Financial LLCJun 30, 2026+9,531+2.8%344,470$1.31Mlow
AddedThe PNC Financial Services Group, Inc.Jun 30, 2026+8,482+17%57,577$1.16Mlow
TrimmedFIRST NATIONAL BANK OF OMAHAJun 30, 2026-8,417-16%44,221$1.15Mlow
TrimmedWealthfront Advisers LLCJun 30, 2026-7,981-56%6,385$1.09Mlow
ExitedMenard Financial Group LLCJun 30, 2026-4,735-100%0$1.06Mlow
NewQuadrature Capital LtdJun 30, 2026+6,935New6,935$949.7Klow
AddedUnivest Financial CorpJun 30, 2026+5,395+11%56,031$738.8Klow
ExitedMQS Management LLCJun 30, 2026-2,319-100%0$517.5Klow
ExitedOneDigital Investment Advisors LLCJun 30, 2026-2,318-100%0$517.4Klow
AddedOccidental Asset Management, LLCJun 30, 2026+3,769+17%25,562$516.2Klow
AddedMeeder Advisory Services, Inc.Jun 30, 2026+3,711+132%6,532$508.2Klow
ExitedMain Street Financial Solutions, LLCJun 30, 2026-1,883-100%0$420.1Klow
ExitedSILVER OAK SECURITIES, INCORPORATEDJun 30, 2026-2,267-100%0$368.4Klow
ExitedTexas Capital Bank Wealth Management Services IncJun 30, 2026-1,619-100%0$361.3Klow
ExitedPerigon Wealth Management, LLCJun 30, 2026-1,077-100%0$240.3Klow
ExitedPavion Blue Capital, LLCJun 30, 2026-1,053-100%0$235.0Klow
NewTranquilli Financial Advisor LLCJun 30, 2026+1,711New1,711$234.3Klow
NewSigma Planning CorpJun 30, 2026+1,636New1,636$224.1Klow
ExitedAlphaQuest LLCJun 30, 2026-933-100%0$208.2Klow
AddedMML INVESTORS SERVICES, LLCJun 30, 2026+1,458+3.6%41,694$199.7Klow
AddedArizona State Retirement SystemJun 30, 2026+1,445+4.5%33,473$197.9Klow
AddedBoard of the Pension Protection FundJun 30, 2026+400+400%500$54.8Klow
ExitedCURIO WEALTH, LLCJun 30, 2026-200-100%0$45.7Klow
TrimmedRWA WEALTH PARTNERS, LLCJun 30, 2026-293-4.1%6,865$40.1Klow
NewAlpine Bank Wealth ManagementJun 30, 2026+188New188$25.7Klow
TrimmedQuent Capital, LLCJun 30, 2026-179-32%381$24.5Klow
AddedBell Investment Advisors, IncJun 30, 2026+176+476%213$24.1Klow
AddedPinnacle Wealth Planning Services, Inc.Jun 30, 2026+122+9.5%1,408$16.7Klow
TrimmedBRIDGES INVESTMENT MANAGEMENT INCJun 30, 2026-100-5.4%1,741$13.7Klow
NewLloyd Advisory Services, LLC.Jun 30, 2026+98New98$13.4Klow
AddedCVA Family Office, LLCJun 30, 2026+50+42%170$6.8Klow
ExitedTimothy G. Youngquist 2020 Irrevocable TrustJun 30, 2026-41-100%0$6.7Klow
AddedSG Americas Securities, LLCJun 30, 2026+44,073+14%357,962$6.0Klow
TrimmedSalomon & Ludwin, LLCJun 30, 2026-40-27%107$5.6Klow
AddedMEEDER ASSET MANAGEMENT INCJun 30, 2026+16+23%85$2.2Klow
AddedTRUST CO OF VERMONTJun 30, 2026+11+2.9%386$1.5Klow
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