Broadridge Financial Solutions, Inc. (BR) stock: price, suppliers, customers and institutional ownership
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Broadridge Financial Solutions, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Services-Business Services, NEC
High 164.67 at 11:45 am ET, low 162.80 at 9:45 am ET.
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, class action, and corporate action/reorganization event information, as well as tax reporting solutions; and provides content management, composition, and omni-channel distribution of regulatory, marketing, and transactional information, as well as mutual fund trade processing services. This segment offers data and analytics solutions; solutions for public corporations and mutual funds; financial reporting document composition and management solutions; SEC disclosure and filing 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. 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 portfolio accounting and custody-related services. It also provides business process outsourcing services; technology solutions, such as portfolio management, compliance, and operational workflow solutions; and capital market and wealth management solutions. The company was founded in 1962 and is headquartered in Lake Success, New York.
the bull case· 3
2
customers naming BR as a supplier in their own filings
sec filingsfrom their filings4
disclosed supplier and customer ties in SEC filings
sec filingsedgar10
of the funds on file reporting a position in BR
n-portas of Jun 30 '26the bear case· 2
4 of 7
recent reports where the move came in under the options implied range
earnings historyimplied vs realized8 of 22
of the largest reporting managers cut their stake in the latest quarter
13fJun 30 '26Sides and captions by the model; every figure is ours. Built Sep 16 '26 for the Nov 4 '26 report. Not a forecast, not advice.
Of the 6 companies Broadridge Financial Solutions, Inc. moves with most closely, none share its SEC classification.
Measured against 499 trading days of our own closes. Co-movement, not cause.
SIC 7389, Services-Business Services, NEC, from each company's own filings. Largest first.
1,014 managers report a position worth $14.7B between them, and 59 of them hold 80% of it.
tall tick = annual report · 1 on record
BR (Broadridge Financial Solutions, Inc.) has 2 disclosed suppliers and 2 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for its filing sentence; select again to open the company. Nearer the centre, the more the filings disclose. Extended: satellites hang off single companies, not bundled sectors.