A detailed history of Ascent Wealth Partners, LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Ascent Wealth Partners, LLC holds 1,440 shares of BR stock, worth $327,945. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,440
Previous 1,509 4.57%
Holding current value
$327,945
Previous $297,000 4.04%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 31, 2024

SELL
$196.56 - $218.55 $13,562 - $15,079
-69 Reduced 4.57%
1,440 $309,000
Q2 2024

Jul 31, 2024

SELL
$190.46 - $207.24 $46,091 - $50,152
-242 Reduced 13.82%
1,509 $297,000
Q1 2024

May 01, 2024

SELL
$193.56 - $208.96 $4,839 - $5,224
-25 Reduced 1.41%
1,751 $358,000
Q4 2023

Jan 22, 2024

BUY
$167.38 - $205.83 $3,514 - $4,322
21 Added 1.2%
1,776 $365,000
Q3 2023

Oct 20, 2023

BUY
$163.3 - $189.0 $36,905 - $42,714
226 Added 14.78%
1,755 $314,000
Q2 2023

Aug 04, 2023

BUY
$139.94 - $165.63 $213,968 - $253,248
1,529 New
1,529 $253,000
Q3 2022

Nov 14, 2022

BUY
$144.32 - $183.22 $219,655 - $278,860
1,522 New
1,522 $220,000
Q2 2022

Aug 10, 2022

SELL
$133.41 - $160.84 $229,865 - $277,127
-1,723 Closed
0 $0
Q1 2022

May 02, 2022

BUY
$140.89 - $180.95 $13,948 - $17,914
99 Added 6.1%
1,723 $268,000
Q4 2021

Jan 27, 2022

BUY
$162.55 - $184.48 $8,615 - $9,777
53 Added 3.37%
1,624 $297,000
Q3 2021

Nov 01, 2021

BUY
$162.51 - $176.99 $1,462 - $1,592
9 Added 0.58%
1,571 $262,000
Q2 2021

Jul 30, 2021

BUY
$154.37 - $165.63 $18,524 - $19,875
120 Added 8.32%
1,562 $252,000
Q1 2021

Apr 26, 2021

BUY
$139.17 - $157.31 $4,592 - $5,191
33 Added 2.34%
1,442 $221,000
Q4 2020

Feb 02, 2021

BUY
$133.41 - $153.88 $187,974 - $216,816
1,409 New
1,409 $216,000
Q1 2020

Apr 29, 2020

SELL
$84.26 - $132.57 $138,607 - $218,077
-1,645 Closed
0 $0
Q4 2019

Jan 29, 2020

BUY
$116.84 - $125.81 $192,201 - $206,957
1,645 New
1,645 $203,000

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
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