Creative Planning Broadridge Financial Solutions, Inc. Transaction History

Creative Planning

$116 Billion
Q2 2025

A detailed history of Creative Planning transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Creative Planning holds 25,807 shares of BR stock, worth $6.77 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

25,807

Previous 25,256 2.18%

Holding current value

$6.77 Million

Previous $6.12 Million 2.42%

% of portfolio

0.01%

Previous 0.01%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$217.22 - $246.25 $119,688 - $135,683	551 Added 2.18%	25,807 $6.27 Million
Q1 2025 May 15, 2025	BUY	$221.46 - $244.83 $343,263 - $379,486	1,550 Added 6.54%	25,256 $6.12 Million
Q4 2024 Feb 14, 2025	BUY	$209.64 - $236.44 $139,829 - $157,705	667 Added 2.9%	23,706 $5.36 Million
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

# of Institutions

1,214

Shares Held

109M

Call Options Held

104K

Put Options Held

62.1K

View Full List

About BROADRIDGE FINANCIAL SOLUTIONS, INC.

Ticker BR
Exchange NYSE
Sector Technology
Industry Information Technology Services
Shares Outstandng 154,460,992
Market Cap $40.5B
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...

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Creative Planning Broadridge Financial Solutions, Inc. Transaction History