A detailed history of Creative One Wealth, LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Creative One Wealth, LLC holds 1,549 shares of BR stock, worth $307,151. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,549
Previous 1,270 21.97%
Holding current value
$307,151
Previous $261,000 21.46%
% of portfolio
0.01%
Previous 0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$193.56 - $208.96 $54,003 - $58,299
279 Added 21.97%
1,549 $317,000
Q4 2023

Feb 09, 2024

BUY
$167.38 - $205.83 $20,755 - $25,522
124 Added 10.82%
1,270 $261,000
Q3 2023

Oct 17, 2023

SELL
$163.3 - $189.0 $15,840 - $18,333
-97 Reduced 7.8%
1,146 $205,000
Q2 2023

Aug 16, 2023

BUY
$139.94 - $165.63 $173,945 - $205,878
1,243 New
1,243 $206,000
Q1 2022

May 13, 2022

SELL
$140.89 - $180.95 $1.15 Million - $1.48 Million
-8,195 Closed
0 $0
Q4 2021

Feb 15, 2022

BUY
$162.55 - $184.48 $143,206 - $162,526
881 Added 12.05%
8,195 $1.5 Million
Q3 2021

Nov 16, 2021

BUY
$162.51 - $176.99 $131,308 - $143,007
808 Added 12.42%
7,314 $1.23 Million
Q2 2021

Aug 13, 2021

BUY
$154.37 - $165.63 $171,350 - $183,849
1,110 Added 20.57%
6,506 $1.05 Million
Q1 2021

May 17, 2021

SELL
$139.17 - $157.31 $4,731 - $5,348
-34 Reduced 0.63%
5,396 $826,000
Q4 2020

Feb 12, 2021

BUY
$133.41 - $153.88 $87,783 - $101,253
658 Added 13.79%
5,430 $832,000
Q3 2020

Nov 13, 2020

BUY
$125.12 - $143.13 $71,568 - $81,870
572 Added 13.62%
4,772 $630,000
Q2 2020

Aug 13, 2020

BUY
$91.32 - $127.49 $99,995 - $139,601
1,095 Added 35.27%
4,200 $530,000
Q1 2020

May 14, 2020

BUY
$84.26 - $132.57 $90,242 - $141,982
1,071 Added 52.65%
3,105 $294,000
Q4 2019

Feb 13, 2020

BUY
$116.84 - $125.81 $237,652 - $255,897
2,034 New
2,034 $251,000

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 $30.6B
  • 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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