A detailed history of Atlas Private Wealth Management transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Atlas Private Wealth Management holds 12,376 shares of BR stock, worth $2.8 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
12,376
Previous 11,219 10.31%
Holding current value
$2.8 Million
Previous $2.31 Million 9.84%
% of portfolio
1.12%
Previous 1.14%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

BUY
$193.56 - $208.96 $223,948 - $241,766
1,157 Added 10.31%
12,376 $2.54 Million
Q4 2023

Jan 19, 2024

BUY
$167.38 - $205.83 $50,381 - $61,954
301 Added 2.76%
11,219 $2.31 Million
Q3 2023

Oct 23, 2023

BUY
$163.3 - $189.0 $71,688 - $82,971
439 Added 4.19%
10,918 $1.95 Million
Q2 2023

Jul 13, 2023

BUY
$139.94 - $165.63 $132,663 - $157,017
948 Added 9.95%
10,479 $1.74 Million
Q1 2023

Apr 26, 2023

BUY
$133.03 - $153.58 $53,212 - $61,432
400 Added 4.38%
9,531 $1.4 Million
Q4 2022

Jan 18, 2023

BUY
$132.57 - $152.46 $194,082 - $223,201
1,464 Added 19.09%
9,131 $0
Q3 2022

Oct 26, 2022

BUY
$144.32 - $183.22 $83,994 - $106,634
582 Added 8.21%
7,667 $1.11 Million
Q2 2022

Jul 19, 2022

BUY
$133.41 - $160.84 $31,751 - $38,279
238 Added 3.48%
7,085 $1.01 Million
Q1 2022

Apr 25, 2022

BUY
$140.89 - $180.95 $209,926 - $269,615
1,490 Added 27.81%
6,847 $1.07 Million
Q4 2021

Feb 07, 2022

BUY
$162.55 - $184.48 $3,088 - $3,505
19 Added 0.36%
5,357 $979,000
Q3 2021

Oct 25, 2021

BUY
$162.51 - $176.99 $84,017 - $91,503
517 Added 10.72%
5,338 $889,000
Q2 2021

Aug 05, 2021

BUY
$154.37 - $165.63 $79,037 - $84,802
512 Added 11.88%
4,821 $779,000
Q1 2021

Apr 26, 2021

BUY
$139.17 - $157.31 $145,015 - $163,917
1,042 Added 31.89%
4,309 $660,000
Q4 2020

Jan 27, 2021

BUY
$133.41 - $153.88 $93,253 - $107,562
699 Added 27.22%
3,267 $501,000
Q3 2020

Nov 05, 2020

BUY
$125.12 - $143.13 $93,840 - $107,347
750 Added 41.25%
2,568 $339,000
Q2 2020

Aug 04, 2020

BUY
$91.32 - $127.49 $11,506 - $16,063
126 Added 7.45%
1,818 $229,000
Q1 2020

May 12, 2020

BUY
$84.26 - $132.57 $125,715 - $197,794
1,492 Added 746.0%
1,692 $160,000
Q4 2019

Feb 11, 2020

BUY
$116.84 - $125.81 $23,368 - $25,162
200 New
200 $25,000

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 $34.9B
  • 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 Atlas Private Wealth Management Portfolio

Follow Atlas Private Wealth Management 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 Atlas Private Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Atlas Private Wealth Management with notifications on news.