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Disclosery

BR BROADRIDGE FINL SOLUTIONS IN

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Stock (common), issuer CIK 1383312

1,033 managers (1,056 13F filers) reported a position in BR shares at 2024-12-31, 104,369,481 shares in all. 73 filers opened a position and 80 filers sold out during the quarter.

Managers
1,033
13F filers
1,056
New
73
Added
394
Reduced
338
Sold out
80
Shares held by filers
104,369,481

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
MURRAY EILEEN Kdirector2026-10-05+18 A$0Form 4
MURRAY EILEEN Kdirector2026-10-05+20 A$0Form 4
Zavery Amitdirector2026-10-05+27 A$0Form 4
Zavery Amitdirector2026-10-05+34 A$0Form 4
Mosconi Patricia Anndirector2026-10-05+1 A$0Form 4
Mosconi Patricia Anndirector2026-10-05+2 A$0Form 4
Nazareth Annette L.director2026-10-05+18 A$0Form 4
Nazareth Annette L.director2026-10-05+22 A$0Form 4
Markus Maura A.director2026-10-05+37 A$0Form 4
Markus Maura A.director2026-10-05+100 A$0Form 4
FLOWERS MELVIN Ldirector2026-10-05+18 A$0Form 4
Duelks Robert Ndirector2026-10-05+146 A$0Form 4

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Colonial Trust Co / SCin group Colonial Trust Advisors969$219K0.03%+1913F-HRTimelineGroup
PDS Planning, Inc966$218K0.02%new13F-HRTimeline
FULLCIRCLE WEALTH LLC897$218K0.09%new13F-HRTimeline
Raleigh Capital Management Inc.963$218K0.08%+94513F-HRTimeline
Goldstein Advisors, LLC962$217K0.03%-113F-HRTimeline
Sigma Planning Corp957$216K0.01%new13F-HRTimeline
Symphony Financial, Ltd. Co.923$216K0.03%new13F-HRTimeline
McAdam, LLC951$215K0.01%new13F-HRTimeline
Advyzon Investment Management, LLC946$214K0.08%13F-HRTimeline
Blue Trust, Inc.945$214K<0.01%-80213F-HR/ATimeline
Curi Capital, LLC942$213K<0.01%-24113F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC941$213K0.04%-16213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC938$212K0.01%13F-HRTimeline
Westover Capital Advisors, LLC935$211K0.05%-2013F-HRTimeline
Trinity Financial Advisors LLC924$210K0.08%new13F-HRTimeline
BROGAN FINANCIAL, INC.924$209K0.1%new13F-HRTimeline
Fragasso Financial Advisors Inc922$208K0.02%new13F-HRTimeline
Crestwood Advisors Group, LLC910$206K<0.01%new13F-HRTimeline
AlphaCentric Advisors LLC904$204K0.2%-2413F-HRTimeline
NTV Asset Management LLC900$203K0.03%new13F-HRTimeline
Oslo Pensjonsforsikring AS892$202K0.03%+31813F-HRTimeline
Fort Point Capital Partners LLC885$200K0.02%new13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …882$199K<0.01%013F-HRTimelineGroup
TRUST CO OF VERMONT855$193K0.01%013F-HRTimeline
Balefire, LLC850$193K0.07%+3113F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…840$189K<0.01%+28313F-HRTimelineGroup
Livforsakringsbolaget Skandia, Omsesidi…786$178K0.01%-10013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP770$174K0.02%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…722$163K0.01%+6413F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC713$161K<0.01%+9213F-HRTimeline
Smartleaf Asset Management LLC698$157K0.02%+19213F-HRTimeline
Quarry LP670$151K0.03%-13213F-HRTimeline
Brooklyn Investment Group665$150K0.04%+313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC654$148K<0.01%013F-HRTimeline
S.A. Mason LLC650$147K0.08%013F-HRTimeline
Atlatl Advisers LLC645$146K0.09%13F-HRTimeline
Clearstead Advisors, LLC635$144K<0.01%-10113F-HRTimeline
UNION SAVINGS BANK620$140K0.07%013F-HRTimeline
Cassady Schiller Wealth Management, LLC610$138K0.05%+1013F-HRTimeline
OARSMAN CAPITAL, INC.600$136K0.02%-33513F-HRTimeline
Kennebec Savings Bank600$135K0.14%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC583$132K<0.01%-5213F-HRTimeline
HARBOUR INVESTMENTS, INC.573$130K<0.01%+9513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC571$129K0.01%013F-HRTimeline
Covestor Ltd559$127K0.08%+3313F-HRTimeline
Quent Capital, LLC552$125K0.01%+3513F-HRTimeline
MassMutual Private Wealth & Trust, FSB526$119K<0.01%+5713F-HRTimeline
Board of the Pension Protection Fund500$113K0.13%13F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC500$113K0.09%013F-HR/ATimeline
DHJJ Financial Advisors, Ltd.492$111K0.04%013F-HRTimeline
Lowe Wealth Advisors, LLC491$111K0.05%013F-HRTimeline
Laurel Wealth Advisors LLC468$106K0.02%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC456$103K<0.01%013F-HRTimeline
Bangor Savings Bank452$102K0.01%013F-HRTimeline
United Community Bankin group United Community Bank449$102K0.04%-513F-HRTimelineGroup
SENTRY INVESTMENT MANAGEMENT LLC440$99K0.05%-7213F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC438$99K<0.01%013F-HRTimelineGroup
WEBSTER BANK, N. A.428$96.8K0.01%013F-HRTimeline
Lindbrook Capital, LLC426$96.3K0.01%+913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC422$95.4K<0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust418$94.5K0.01%+1313F-HRTimeline
Canopy Partners, LLC415$93.8K0.04%+1413F-HRTimeline
GeoWealth Management, LLC410$92.7K<0.01%+11313F-HRTimeline
AdvisorNet Financial, Inc404$91.3K0.01%-1913F-HRTimeline
Capital Advisors, Ltd. LLC392$89K0.01%013F-HRTimeline
First Command Advisory Services, Inc.390$88.2K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC366$82.7K0.02%013F-HRTimeline
Pinnacle Bancorp, Inc.354$80K0.03%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC350$79.1K0.01%013F-HRTimeline
SBI Securities Co., Ltd.348$78.7K<0.01%13F-HRTimeline
Cromwell Holdings LLC343$77.9K0.04%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …335$76K<0.01%013F-HRTimelineGroup
First PREMIER Bank330$75K0.02%013F-HRTimeline
HM PAYSON & CO310$70.1K<0.01%-113F-HRTimeline
BOKF, NAin group BOKF, NA310$68.7K<0.01%013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC300$68.1K<0.01%013F-HRTimeline
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …300$67.8K<0.01%new13F-HRTimelineGroup
Kentucky Trust Co300$67.8K0.04%13F-HRTimeline
Roble, Belko & Company, Inc295$67K0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.294$66.5K0.01%-213F-HRTimeline
Ransom Advisory, Ltd287$64.9K0.03%013F-HRTimeline
Larson Financial Group LLC272$61.5K<0.01%+15013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.263$59.5K0.04%13F-HRTimeline
Financial Network Wealth Advisors LLC261$59K0.11%-21413F-HRTimeline
HighMark Wealth Management LLC256$57.9K0.03%+113F-HRTimeline
Avior Wealth Management, LLC245$55.4K<0.01%+2713F-HRTimeline
Piscataqua Savings Bank235$53.1K0.05%013F-HRTimeline
Physician Wealth Advisors, Inc.232$52.5K0.01%new13F-HRTimeline
LGT Financial Advisors LLC231$52.2K0.12%013F-HRTimeline
Asset Dedication, LLC229$51.8K<0.01%013F-HRTimeline
Blume Capital Management, Inc.229$51.8K0.01%013F-HRTimeline
Promus Capital, LLC229$51.8K0.04%13F-HR/ATimeline
SALEM INVESTMENT COUNSELORS INC225$51.1K<0.01%+15013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Front Row Advisors LLC225$51.1K0.02%013F-HRTimeline
Bruce G. Allen Investments, LLC219$49.5K0.04%-213F-HRTimeline
Truvestments Capital LLC212$47.9K0.01%+113F-HRTimeline
CURIO WEALTH, LLC200$45.2K0.02%13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…196$44.3K0.02%013F-HRTimelineGroup
Manchester Capital Management LLC191$43.2K0.01%+2313F-HRTimeline
Cape Investment Advisory, Inc.191$43.2K0.02%+3113F-HRTimeline
FSA Wealth Management LLC184$41.6K0.02%013F-HRTimeline
Global X Japan Co., Ltd.181$40.9K0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.175$40K0.02%013F-HRTimeline
Evergreen Private Wealth LLC174$39.3K0.02%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC170$38.4K<0.01%+113F-HRTimeline
Smithfield Trust Co170$38K<0.01%013F-HRTimeline
WPG Advisers, LLC168$38K0.04%13F-HRTimeline
Stuart Chaussee & Associates, Inc.163$36.9K0.01%013F-HRTimeline
Gen-Wealth Partners Inc160$36.2K0.02%new13F-HRTimeline
STANCE CAPITAL LLC160$36.2K0.02%13F-HRTimeline
JFS WEALTH ADVISORS, LLC157$35.5K<0.01%013F-HRTimeline
Fortitude Family Office, LLC156$35.3K0.01%+11113F-HRTimeline
Sandy Spring Bank153$34.6K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV153$34K0.01%013F-HRTimeline
Minot DeBlois Advisors LLC150$33.9K0.03%13F-HRTimeline
True Wealth Design, LLC150$33.9K0.01%+113F-HRTimeline
Central Pacific Bank - Trust Division128$28.9K<0.01%-9613F-HRTimeline
Bogart Wealth, LLC121$27.3K<0.01%013F-HRTimeline
McClarren Financial Advisors, Inc.119$27K0.08%013F-HRTimeline
CVA Family Office, LLC118$26.7K<0.01%+3813F-HRTimeline
Valued Wealth Advisors LLC117$26.6K0.02%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC112$25K<0.01%+313F-HRTimelineGroup
OAKWORTH CAPITAL, INC.109$24.6K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC107$24.2K<0.01%013F-HRTimeline
Hemington Wealth Management108$24K0.01%+2613F-HRTimeline
Clearstead Trust, LLC106$24K0.01%013F-HRTimeline
Sound Income Strategies, LLC100$22.6K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC100$22.6K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC100$22.6K0.01%13F-HRTimeline
Asset Planning,Inc99$22.4K0.02%13F-HRTimeline
City State Bank96$21.7K0.01%+7513F-HRTimeline
Continuum Advisory, LLC95$21.5K<0.01%-213F-HRTimeline
Caldwell Trust Co93$21K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC90$20.3K0.01%013F-HRTimeline
R Squared Ltd90$20.3K0.02%13F-HRTimeline
Centerpoint Advisors, LLC89$20K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC88$20K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.82$18.5K<0.01%013F-HRTimeline
Northwest Bank & Trust Co78$18.4K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…81$18.3K<0.01%013F-HRTimelineGroup
WR Wealth Planners, LLC80$18.1K0.01%013F-HRTimeline
Fairfield Financial Advisors, LTD80$18.1K0.01%013F-HRTimeline
S&T Bank/PA73$16.5K0.01%new13F-HRTimeline
Graney & King, LLC70$15.8K0.01%13F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…70$15.8K0.01%new13F-HRTimeline
Private Wealth Management Group, LLC69$15.6K0.01%013F-HRTimeline
Global Financial Private Client, LLC68$15.4K0.01%+413F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC72$15K0.01%013F-HRTimeline
Rise Advisors, LLC66$14.9K0.01%+213F-HRTimeline
Coston, McIsaac & Partners64$14K<0.01%013F-HRTimeline
REAP Financial Group, LLC61$13.8K<0.01%new13F-HRTimeline
FIRST UNITED BANK & TRUST60$13.6K<0.01%-413F-HRTimeline
2UniFi Bank58$13.1K0.01%13F-HRTimeline
Retirement Wealth Solutions LLC58$12.8K0.01%13F-HRTimeline
North Star Investment Management Corp.55$12.4K<0.01%+1613F-HRTimeline
CoreCap Advisors, LLC54$12.2K<0.01%+5113F-HRTimeline
Fortis Group Advisors, LLC53$12K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.52$11.8K<0.01%013F-HRTimelineGroup
Investors Research Corp52$11.8K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV51$11.5K<0.01%+813F-HRTimeline
New Millennium Group LLC51$11.5K0.01%013F-HRTimeline
Caitong International Asset Management …51$11.5K0.01%13F-HR/ATimeline
West Branch Capital LLC50$11.3K<0.01%013F-HRTimeline
PrairieView Partners, LLC49$11K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC46$10.5K0.01%13F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC53$10.4K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc45$10.2K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sachetta, LLC42$9.52K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC42$9.5K<0.01%+2513F-HRTimeline
Bell Investment Advisors, Inc41$9.27K<0.01%+613F-HRTimeline
Cornerstone Planning Group LLC38$9.1K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC38$8.57K0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…36$8.17K<0.01%013F-HRTimeline
POM Investment Strategies, LLC36$8.14K0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…33$8K<0.01%+2613F-HRTimelineGroup
FIRST FINANCIAL CORP /IN/30$6.78K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL30$6.78K<0.01%013F-HRTimeline
Dunhill Financial, LLC29$6.66K<0.01%+513F-HRTimeline
Iron Horse Wealth Management, LLC27$6.1K<0.01%013F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…26$6K<0.01%new13F-HRTimelineGroup
First Pacific Financial26$5.88K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.25$5.65K<0.01%013F-HRTimeline
PSI Advisors, LLC24$5.43K<0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC22$5.07K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC22$4.99K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT21$4.75K<0.01%013F-HRTimeline
State of Wyoming21$4.75K<0.01%-1,37313F-HRTimeline
NFSG Corp20$4.52K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.20$4.52K<0.01%13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD18$4.07K<0.01%013F-HRTimeline
McIlrath & Eck, LLC18$4.07K<0.01%013F-HRTimeline
Abound Wealth Management18$4.07K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.17$3.84K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.17$3.84K<0.01%013F-HRTimeline
LRI Investments, LLC16$3.62K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.14$3.17K<0.01%-313F-HRTimeline
Headlands Technologies LLC14$3.17K<0.01%-9213F-HRTimeline
Avion Wealth15$3K<0.01%+313F-HRTimeline
Jackson, Grant Investment Advisers, Inc.13$2.94K<0.01%013F-HRTimeline
Red Tortoise LLC12$2.71K<0.01%013F-HRTimeline

Events

  • MURRAY EILEEN K acquired 38 BR shares on 2026-10-05, Form 4 filed 2026-10-06. 0001225208-26-008290

    Accepted , ingested

  • Mosconi Patricia Ann acquired 3 BR shares on 2026-10-05, Form 4 filed 2026-10-06. 0001225208-26-008289

    Accepted , ingested

  • Zavery Amit acquired 61 BR shares on 2026-10-05, Form 4 filed 2026-10-06. 0001225208-26-008292

    Accepted , ingested

  • Nazareth Annette L. acquired 40 BR shares on 2026-10-05, Form 4 filed 2026-10-06. 0001225208-26-008291

    Accepted , ingested

  • Markus Maura A. acquired 137 BR shares on 2026-10-05, Form 4 filed 2026-10-06. 0001225208-26-008288

    Accepted , ingested

  • FLOWERS MELVIN L acquired 18 BR shares on 2026-10-05, Form 4 filed 2026-10-06. 0001225208-26-008287

    Accepted , ingested

  • Duelks Robert N acquired 146 BR shares on 2026-10-05, Form 4 filed 2026-10-06. 0001225208-26-008286

    Accepted , ingested