A detailed history of Appleton Partners Inc transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Appleton Partners Inc holds 13,201 shares of BR stock, worth $3.01 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
13,201
Previous 13,665 3.4%
Holding current value
$3.01 Million
Previous $2.69 Million 5.46%
% of portfolio
0.21%
Previous 0.21%

Shares

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

Oct 01, 2024

SELL
$196.56 - $218.55 $91,203 - $101,407
-464 Reduced 3.4%
13,201 $2.84 Million
Q2 2024

Jul 02, 2024

BUY
$190.46 - $207.24 $63,804 - $69,425
335 Added 2.51%
13,665 $2.69 Million
Q1 2024

Apr 01, 2024

SELL
$193.56 - $208.96 $90,586 - $97,793
-468 Reduced 3.39%
13,330 $2.73 Million
Q4 2023

Jan 02, 2024

SELL
$167.38 - $205.83 $111,307 - $136,876
-665 Reduced 4.6%
13,798 $2.84 Million
Q3 2023

Oct 03, 2023

SELL
$163.3 - $189.0 $211,310 - $244,566
-1,294 Reduced 8.21%
14,463 $2.59 Million
Q2 2023

Jul 10, 2023

SELL
$139.94 - $165.63 $1.32 Million - $1.56 Million
-9,418 Reduced 37.41%
15,757 $2.61 Million
Q1 2023

Apr 10, 2023

SELL
$133.03 - $153.58 $635,085 - $733,190
-4,774 Reduced 15.94%
25,175 $3.69 Million
Q4 2022

Jan 19, 2023

BUY
$132.57 - $152.46 $117,722 - $135,384
888 Added 3.06%
29,949 $4.02 Million
Q3 2022

Oct 27, 2022

BUY
$144.32 - $183.22 $160,050 - $203,190
1,109 Added 3.97%
29,061 $4.19 Million
Q2 2022

Jul 08, 2022

SELL
$133.41 - $160.84 $110,730 - $133,497
-830 Reduced 2.88%
27,952 $3.99 Million
Q1 2022

Apr 05, 2022

SELL
$140.89 - $180.95 $23,246 - $29,856
-165 Reduced 0.57%
28,782 $4.48 Million
Q4 2021

Feb 03, 2022

BUY
$162.55 - $184.48 $940,351 - $1.07 Million
5,785 Added 24.98%
28,947 $5.29 Million
Q3 2021

Oct 14, 2021

BUY
$162.51 - $176.99 $566,509 - $616,987
3,486 Added 17.72%
23,162 $3.86 Million
Q2 2021

Jul 07, 2021

BUY
$154.37 - $165.63 $155,450 - $166,789
1,007 Added 5.39%
19,676 $3.18 Million
Q1 2021

Apr 19, 2021

BUY
$139.17 - $157.31 $551,113 - $622,947
3,960 Added 26.92%
18,669 $2.86 Million
Q4 2020

Jan 19, 2021

BUY
$133.41 - $153.88 $943,475 - $1.09 Million
7,072 Added 92.6%
14,709 $2.25 Million
Q3 2020

Oct 14, 2020

BUY
$125.12 - $143.13 $218,084 - $249,475
1,743 Added 29.57%
7,637 $1.01 Million
Q2 2020

Aug 14, 2020

BUY
$91.32 - $127.49 $230,126 - $321,274
2,520 Added 74.69%
5,894 $744,000
Q4 2019

Jan 13, 2020

BUY
$116.84 - $125.81 $46,736 - $50,324
400 Added 13.45%
3,374 $417,000
Q3 2019

Nov 04, 2019

BUY
$121.08 - $134.87 $11,502 - $12,812
95 Added 3.3%
2,974 $370,000
Q2 2019

Jul 25, 2019

BUY
$104.99 - $132.14 $36,326 - $45,720
346 Added 13.66%
2,879 $368,000
Q1 2019

Apr 17, 2019

SELL
$93.65 - $104.35 $4,682 - $5,217
-50 Reduced 1.94%
2,533 $263,000
Q3 2018

Oct 09, 2018

SELL
$112.56 - $137.72 $3,939 - $4,820
-35 Reduced 1.34%
2,583 $341,000
Q2 2018

Aug 08, 2018

SELL
$106.55 - $119.63 $29,301 - $32,898
-275 Reduced 9.51%
2,618 $301,000
Q1 2018

Apr 11, 2018

SELL
$90.62 - $109.69 $9,968 - $12,065
-110 Reduced 3.66%
2,893 $317,000
Q4 2017

Jan 12, 2018

SELL
$81.1 - $91.61 $36,413 - $41,132
-449 Reduced 13.01%
3,003 $272,000
Q3 2017

Oct 12, 2017

BUY
$72.28 - $81.56 $249,510 - $281,545
3,452
3,452 $279,000

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 $35.2B
  • 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
Track This Portfolio

Track Appleton Partners Inc Portfolio

Follow Appleton Partners Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Appleton Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Appleton Partners Inc with notifications on news.