A detailed history of Avantax Advisory Services, Inc. transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 11,315 shares of BR stock, worth $2.6 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,315
Previous 11,673 3.07%
Holding current value
$2.6 Million
Previous $2.3 Million 5.74%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 13, 2024

SELL
$196.56 - $218.55 $70,368 - $78,240
-358 Reduced 3.07%
11,315 $2.43 Million
Q2 2024

Aug 09, 2024

BUY
$190.46 - $207.24 $1.2 Million - $1.31 Million
6,323 Added 118.19%
11,673 $2.3 Million
Q1 2024

May 08, 2024

BUY
$193.56 - $208.96 $7,355 - $7,940
38 Added 0.72%
5,350 $1.1 Million
Q4 2023

Feb 07, 2024

BUY
$167.38 - $205.83 $180,100 - $221,473
1,076 Added 25.4%
5,312 $1.09 Million
Q3 2023

Nov 07, 2023

SELL
$163.3 - $189.0 $11,920 - $13,797
-73 Reduced 1.69%
4,236 $758,000
Q2 2023

Aug 11, 2023

BUY
$139.94 - $165.63 $19,311 - $22,856
138 Added 3.31%
4,309 $713,000
Q1 2023

Apr 28, 2023

BUY
$133.03 - $153.58 $24,344 - $28,105
183 Added 4.59%
4,171 $611,000
Q4 2022

Feb 13, 2023

BUY
$132.57 - $152.46 $128,460 - $147,733
969 Added 32.1%
3,988 $534,000
Q3 2022

Nov 01, 2022

BUY
$144.32 - $183.22 $50,800 - $64,493
352 Added 13.2%
3,019 $436,000
Q2 2022

Aug 02, 2022

BUY
$133.41 - $160.84 $6,537 - $7,881
49 Added 1.87%
2,667 $380,000
Q1 2022

Apr 27, 2022

SELL
$140.89 - $180.95 $1,831 - $2,352
-13 Reduced 0.49%
2,618 $408,000
Q4 2021

Jan 24, 2022

BUY
$162.55 - $184.48 $91,353 - $103,677
562 Added 27.16%
2,631 $481,000
Q3 2021

Oct 21, 2021

BUY
$162.51 - $176.99 $78,654 - $85,663
484 Added 30.54%
2,069 $343,000
Q2 2021

Jul 29, 2021

BUY
$154.37 - $165.63 $2,469 - $2,650
16 Added 1.02%
1,585 $256,000
Q1 2021

May 13, 2021

SELL
$139.17 - $157.31 $50,657 - $57,260
-364 Reduced 18.83%
1,569 $240,000
Q4 2020

Jan 22, 2021

SELL
$133.41 - $153.88 $115,799 - $133,567
-868 Reduced 30.99%
1,933 $297,000
Q3 2020

Oct 14, 2020

BUY
$125.12 - $143.13 $350,461 - $400,907
2,801 New
2,801 $371,000
Q1 2020

Apr 30, 2020

SELL
$84.26 - $132.57 $667,844 - $1.05 Million
-7,926 Closed
0 $0
Q4 2019

Feb 14, 2020

SELL
$116.84 - $125.81 $2,103 - $2,264
-18 Reduced 0.23%
7,926 $980,000
Q3 2019

Nov 08, 2019

BUY
$121.08 - $134.87 $51,337 - $57,184
424 Added 5.64%
7,944 $988,000
Q2 2019

Aug 06, 2019

SELL
$104.99 - $132.14 $13,228 - $16,649
-126 Reduced 1.65%
7,520 $960,000
Q1 2019

May 13, 2019

BUY
$93.65 - $104.35 $203,782 - $227,065
2,176 Added 39.78%
7,646 $793,000
Q4 2018

Feb 13, 2019

BUY
$91.79 - $130.07 $502,091 - $711,482
5,470 New
5,470 $528,000

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 $35.5B
  • 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 Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, 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 Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.