A detailed history of Fiduciary Planning LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Fiduciary Planning LLC holds 1,031 shares of BR stock, worth $228,036. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,031
Previous 1,047 1.53%
Holding current value
$228,036
Previous $206,000 7.28%
% of portfolio
0.1%
Previous 0.1%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

SELL
$196.56 - $218.55 $3,144 - $3,496
-16 Reduced 1.53%
1,031 $221,000
Q2 2024

Aug 06, 2024

SELL
$190.46 - $207.24 $1,142 - $1,243
-6 Reduced 0.57%
1,047 $206,000
Q1 2024

Apr 29, 2024

SELL
$193.56 - $208.96 $3,677 - $3,970
-19 Reduced 1.77%
1,053 $215,000
Q4 2023

Jan 25, 2024

SELL
$167.38 - $205.83 $642,739 - $790,387
-3,840 Reduced 78.18%
1,072 $220,000
Q3 2023

Oct 26, 2023

SELL
$163.3 - $189.0 $428,499 - $495,936
-2,624 Reduced 34.82%
4,912 $879,000
Q2 2023

Aug 03, 2023

BUY
$139.94 - $165.63 $20,291 - $24,016
145 Added 1.96%
7,536 $1.25 Million
Q1 2023

May 01, 2023

SELL
$133.03 - $153.58 $5,720 - $6,603
-43 Reduced 0.58%
7,391 $1.08 Million
Q4 2022

Feb 06, 2023

BUY
$132.57 - $152.46 $24,127 - $27,747
182 Added 2.51%
7,434 $997,000
Q3 2022

Nov 14, 2022

SELL
$144.32 - $183.22 $19,194 - $24,368
-133 Reduced 1.8%
7,252 $1.05 Million
Q2 2022

Sep 30, 2022

BUY
$133.41 - $160.84 $175,167 - $211,182
1,313 Added 21.62%
7,385 $1.05 Million
Q1 2022

May 11, 2022

BUY
$140.89 - $180.95 $144,130 - $185,111
1,023 Added 20.26%
6,072 $945,000
Q4 2021

Feb 08, 2022

BUY
$162.55 - $184.48 $12,678 - $14,389
78 Added 1.57%
5,049 $923,000
Q3 2021

Nov 09, 2021

BUY
$162.51 - $176.99 $345,821 - $376,634
2,128 Added 74.85%
4,971 $828,000
Q2 2021

Aug 06, 2021

BUY
$154.37 - $165.63 $438,873 - $470,886
2,843 New
2,843 $459,000

Others Institutions Holding BR

About BROADRIDGE FINANCIAL SOLUTIONS, INC.


  • Ticker BR
  • Exchange NYSE
  • Sector Technology
  • Industry Information Technology Services
  • Shares Outstandng 154,460,992
  • Market Cap $34.2B
  • Description
  • 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; an...
More about BR
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