A detailed history of Cassady Schiller Wealth Management, LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 600 shares of BR stock, worth $136,482. This represents 0.05% of its overall portfolio holdings.

Number of Shares
600
Previous 600 -0.0%
Holding current value
$136,482
Previous $118,000 8.47%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 12, 2023

SELL
$133.03 - $153.58 $2,394 - $2,764
-18 Reduced 2.91%
600 $87,000
Q4 2022

May 16, 2023

BUY
$132.57 - $152.46 $2,386 - $2,744
18 Added 3.0%
618 $82,000
Q4 2022

Feb 13, 2023

BUY
$132.57 - $152.46 $81,928 - $94,220
618 New
618 $82,000
Q1 2022

May 12, 2022

SELL
$140.89 - $180.95 $84,815 - $108,931
-602 Closed
0 $0
Q4 2021

Feb 09, 2022

BUY
$162.55 - $184.48 $97,855 - $111,056
602 New
602 $110,000

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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