A detailed history of Capital Advisors, Ltd. LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 392 shares of BR stock, worth $83,366. This represents 0.01% of its overall portfolio holdings.

Number of Shares
392
Previous 392 -0.0%
Holding current value
$83,366
Previous $77,000 9.09%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 25, 2024

SELL
$190.46 - $207.24 $1,142 - $1,243
-6 Reduced 1.51%
392 $77,000
Q1 2024

Apr 18, 2024

BUY
$193.56 - $208.96 $1,161 - $1,253
6 Added 1.53%
398 $82,000
Q2 2023

Jul 26, 2023

BUY
$139.94 - $165.63 $43,521 - $51,510
311 Added 383.95%
392 $65,000
Q1 2023

May 03, 2023

SELL
$133.03 - $153.58 $42,968 - $49,606
-323 Reduced 79.95%
81 $12,000
Q4 2022

Feb 07, 2023

BUY
$132.57 - $152.46 $40,566 - $46,652
306 Added 312.24%
404 $13,000
Q3 2022

Nov 09, 2022

BUY
$144.32 - $183.22 $2,453 - $3,114
17 Added 20.99%
98 $14,000
Q2 2022

Aug 05, 2022

SELL
$133.41 - $160.84 $2,935 - $3,538
-22 Reduced 21.36%
81 $12,000
Q1 2022

May 09, 2022

BUY
$140.89 - $180.95 $2,817 - $3,619
20 Added 24.1%
103 $16,000
Q4 2021

Feb 08, 2022

BUY
$162.55 - $184.48 $325 - $368
2 Added 2.47%
83 $15,000
Q3 2021

Nov 12, 2021

BUY
$162.51 - $176.99 $13,163 - $14,336
81 New
81 $13,000

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 Capital Advisors, Ltd. LLC Portfolio

Follow Capital Advisors, Ltd. LLC 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 Capital Advisors, Ltd. LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisors, Ltd. LLC with notifications on news.