A detailed history of Cary Street Partners Investment Advisory LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Cary Street Partners Investment Advisory LLC holds 3,308 shares of BR stock, worth $752,470. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,308
Previous 2,994 10.49%
Holding current value
$752,470
Previous $589,000 20.54%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Oct 30, 2024

BUY
$196.56 - $218.55 $61,719 - $68,624
314 Added 10.49%
3,308 $710,000
Q2 2024

Jul 22, 2024

BUY
$190.46 - $207.24 $9,142 - $9,947
48 Added 1.63%
2,994 $589,000
Q1 2024

Apr 30, 2024

BUY
$193.56 - $208.96 $34,647 - $37,403
179 Added 6.47%
2,946 $603,000
Q4 2023

Feb 07, 2024

BUY
$167.38 - $205.83 $463,140 - $569,531
2,767 New
2,767 $569,000
Q3 2023

Nov 13, 2023

BUY
$163.3 - $189.0 $47,193 - $54,621
289 Added 50.26%
864 $154,000
Q2 2023

Aug 10, 2023

SELL
$139.94 - $165.63 $3,498 - $4,140
-25 Reduced 4.17%
575 $95,000
Q4 2022

Feb 14, 2023

BUY
$132.57 - $152.46 $79,542 - $91,476
600 New
600 $80,000
Q4 2020

Feb 12, 2021

SELL
$133.41 - $153.88 $10,005 - $11,541
-75 Closed
0 $0
Q3 2020

Nov 12, 2020

BUY
$125.12 - $143.13 $9,384 - $10,734
75 New
75 $10,000

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 $35.1B
  • 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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