A detailed history of Atria Wealth Solutions, Inc. transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 2,909 shares of BR stock, worth $616,824. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,909
Previous 3,216 9.55%
Holding current value
$616,824
Previous $658,000 12.92%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

SELL
$190.46 - $207.24 $58,471 - $63,622
-307 Reduced 9.55%
2,909 $573,000
Q1 2024

May 13, 2024

SELL
$193.56 - $208.96 $61,552 - $66,449
-318 Reduced 9.0%
3,216 $658,000
Q4 2023

Feb 02, 2024

BUY
$167.38 - $205.83 $327,730 - $403,015
1,958 Added 124.24%
3,534 $727,000
Q3 2023

Nov 08, 2023

BUY
$163.3 - $189.0 $14,860 - $17,199
91 Added 6.13%
1,576 $282,000
Q2 2023

Aug 03, 2023

BUY
$139.94 - $165.63 $207,810 - $245,960
1,485 New
1,485 $245,000
Q1 2023

Aug 22, 2023

SELL
$133.03 - $153.58 $10,243 - $11,825
-77 Reduced 5.19%
1,408 $206,000
Q1 2023

May 10, 2023

BUY
$133.03 - $153.58 $187,306 - $216,240
1,408 New
1,408 $206,000

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 $32.8B
  • 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 Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, 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 Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.