A detailed history of Creative Planning transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Creative Planning holds 23,039 shares of BR stock, worth $5.3 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
23,039
Previous 22,739 1.32%
Holding current value
$5.3 Million
Previous $4.48 Million 10.54%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 11, 2024

BUY
$196.56 - $218.55 $58,968 - $65,565
300 Added 1.32%
23,039 $4.95 Million
Q2 2024

Aug 15, 2024

SELL
$190.46 - $207.24 $10,856 - $11,812
-57 Reduced 0.25%
22,739 $4.48 Million
Q1 2024

May 10, 2024

BUY
$193.56 - $208.96 $198,205 - $213,975
1,024 Added 4.7%
22,796 $4.67 Million
Q4 2023

Feb 14, 2024

BUY
$167.38 - $205.83 $389,325 - $478,760
2,326 Added 11.96%
21,772 $4.48 Million
Q3 2023

Nov 16, 2023

SELL
$163.3 - $189.0 $32,170 - $37,233
-197 Reduced 1.0%
19,446 $3.48 Million
Q2 2023

Jul 21, 2023

BUY
$139.94 - $165.63 $174,505 - $206,540
1,247 Added 6.78%
19,643 $3.25 Million
Q1 2023

May 15, 2023

BUY
$133.03 - $153.58 $78,620 - $90,765
591 Added 3.32%
18,396 $2.7 Million
Q4 2022

Feb 10, 2023

BUY
$132.57 - $152.46 $137,607 - $158,253
1,038 Added 6.19%
17,805 $2.39 Million
Q3 2022

Nov 03, 2022

BUY
$144.32 - $183.22 $159,906 - $203,007
1,108 Added 7.08%
16,767 $2.42 Million
Q2 2022

Aug 15, 2022

BUY
$133.41 - $160.84 $36,821 - $44,391
276 Added 1.79%
15,659 $2.23 Million
Q1 2022

May 16, 2022

SELL
$140.89 - $180.95 $114,825 - $147,474
-815 Reduced 5.03%
15,383 $2.4 Million
Q4 2021

Feb 11, 2022

BUY
$162.55 - $184.48 $39,499 - $44,828
243 Added 1.52%
16,198 $2.96 Million
Q3 2021

Nov 10, 2021

BUY
$162.51 - $176.99 $63,053 - $68,672
388 Added 2.49%
15,955 $2.66 Million
Q2 2021

Aug 04, 2021

SELL
$154.37 - $165.63 $333,593 - $357,926
-2,161 Reduced 12.19%
15,567 $2.52 Million
Q1 2021

Apr 30, 2021

BUY
$139.17 - $157.31 $201,100 - $227,312
1,445 Added 8.87%
17,728 $2.71 Million
Q4 2020

Jan 29, 2021

BUY
$133.41 - $153.88 $146,217 - $168,652
1,096 Added 7.22%
16,283 $2.5 Million
Q3 2020

Nov 05, 2020

BUY
$125.12 - $143.13 $369,354 - $422,519
2,952 Added 24.13%
15,187 $2.01 Million
Q2 2020

Jul 23, 2020

SELL
$91.32 - $127.49 $19,816 - $27,665
-217 Reduced 1.74%
12,235 $1.54 Million
Q1 2020

May 05, 2020

BUY
$84.26 - $132.57 $17,104 - $26,911
203 Added 1.66%
12,452 $1.18 Million
Q4 2019

Jan 30, 2020

SELL
$116.84 - $125.81 $41,595 - $44,788
-356 Reduced 2.82%
12,249 $1.51 Million
Q3 2019

Nov 01, 2019

BUY
$121.08 - $134.87 $48,189 - $53,678
398 Added 3.26%
12,605 $1.57 Million
Q2 2019

Jul 26, 2019

BUY
$104.99 - $132.14 $146,461 - $184,335
1,395 Added 12.9%
12,207 $1.56 Million
Q1 2019

Apr 24, 2019

BUY
$93.65 - $104.35 $82,880 - $92,349
885 Added 8.92%
10,812 $1.12 Million
Q4 2018

Feb 01, 2019

BUY
$91.79 - $130.07 $49,658 - $70,367
541 Added 5.76%
9,927 $956,000
Q3 2018

Oct 25, 2018

SELL
$112.56 - $137.72 $16,321 - $19,969
-145 Reduced 1.52%
9,386 $1.24 Million
Q2 2018

Jul 20, 2018

BUY
$106.55 - $119.63 $68,937 - $77,400
647 Added 7.28%
9,531 $1.1 Million
Q1 2018

Apr 18, 2018

SELL
$90.62 - $109.69 $95,604 - $115,722
-1,055 Reduced 10.61%
8,884 $975,000
Q4 2017

Jan 17, 2018

BUY
$81.1 - $91.61 $191,801 - $216,657
2,365 Added 31.23%
9,939 $900,000
Q3 2017

Oct 17, 2017

BUY
$72.28 - $81.56 $547,448 - $617,735
7,574
7,574 $612,000

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 $35.6B
  • 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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