A detailed history of Icon Wealth Advisors, LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 1,994 shares of BR stock, worth $447,014. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,994
Previous 1,884 5.84%
Holding current value
$447,014
Previous $371,000 15.36%
% of portfolio
0.01%
Previous 0.03%

Shares

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

Nov 14, 2024

SELL
$196.56 - $218.55 $21,621 - $24,040
-110 Reduced 5.52%
1,884 $404,000
Q3 2024

Nov 12, 2024

BUY
$196.56 - $218.55 $21,621 - $24,040
110 Added 5.84%
1,994 $428,000
Q2 2024

Aug 14, 2024

BUY
$190.46 - $207.24 $358,826 - $390,440
1,884 New
1,884 $371,000

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 $34.6B
  • 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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