A detailed history of Congress Wealth Management LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Congress Wealth Management LLC holds 74,168 shares of BR stock, worth $15.9 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
74,168
Previous 74,414 0.33%
Holding current value
$15.9 Million
Previous $15.2 Million 4.15%
% of portfolio
0.24%
Previous 0.27%

Shares

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

Aug 13, 2024

SELL
$190.46 - $207.24 $46,853 - $50,981
-246 Reduced 0.33%
74,168 $14.6 Million
Q1 2024

Apr 18, 2024

SELL
$193.56 - $208.96 $550,291 - $594,073
-2,843 Reduced 3.68%
74,414 $15.2 Million
Q4 2023

Feb 09, 2024

BUY
$167.38 - $205.83 $68,960 - $84,801
412 Added 0.54%
77,257 $15.9 Million
Q3 2023

Oct 30, 2023

BUY
$163.3 - $189.0 $177,833 - $205,821
1,089 Added 1.44%
76,845 $13.8 Million
Q2 2023

Jul 13, 2023

SELL
$139.94 - $165.63 $218,306 - $258,382
-1,560 Reduced 2.02%
75,756 $12.5 Million
Q1 2023

Apr 14, 2023

BUY
$133.03 - $153.58 $533,849 - $616,316
4,013 Added 5.47%
77,316 $11.3 Million
Q4 2022

Feb 02, 2023

BUY
$132.57 - $152.46 $250,424 - $287,996
1,889 Added 2.65%
73,303 $9.83 Million
Q3 2022

Nov 08, 2022

BUY
$144.32 - $183.22 $196,275 - $249,179
1,360 Added 1.94%
71,414 $10.3 Million
Q2 2022

Aug 11, 2022

BUY
$133.41 - $160.84 $4,802 - $5,790
36 Added 0.05%
70,054 $9.99 Million
Q1 2022

May 16, 2022

BUY
$140.89 - $180.95 $143,144 - $183,845
1,016 Added 1.47%
70,018 $10.9 Million
Q4 2021

Feb 04, 2022

BUY
$162.55 - $184.48 $11.2 Million - $12.7 Million
69,002 New
69,002 $12.6 Million

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 $33B
  • 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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