Crewe Advisors LLC Broadridge Financial Solutions, Inc. Transaction History

Crewe Advisors LLC

$856 Million
Q1 2024

A detailed history of Crewe Advisors LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Crewe Advisors LLC holds 68 shares of BR stock, worth $13,744. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$13,744

% of portfolio

0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$193.56 - $208.96 $13,162 - $14,209	68 New	68 $13,000
Q1 2023 May 12, 2023	SELL	$133.03 - $153.58 $3,857 - $4,453	-29 Reduced 47.54%	32 $4,000
Q4 2022 Feb 07, 2023	SELL	$132.57 - $152.46 $76,758 - $88,274	-579 Reduced 90.47%	61 $8,000
Q3 2022 Nov 14, 2022	SELL	$144.32 - $183.22 $21,070 - $26,750	-146 Reduced 18.58%	640 $92,000
Q2 2022 Aug 02, 2022	BUY	$133.41 - $160.84 $93,253 - $112,427	699 Added 803.45%	786 $112,000

Q1 2021 Apr 21, 2021	BUY	$139.17 - $157.31 $1,391 - $1,573	10 Added 12.99%	87 $13,000
Q4 2020 Jan 27, 2021	BUY	$133.41 - $153.88 $4,669 - $5,385	35 Added 83.33%	77 $12,000
Q2 2020 Jul 24, 2020	BUY	$91.32 - $127.49 $3,835 - $5,354	42 New	42 $5,000
Q4 2019 Feb 05, 2020	SELL	$116.84 - $125.81 $87,396 - $94,105	-748 Closed	0 $0
Q3 2019 Nov 06, 2019	SELL	$121.08 - $134.87 $315,655 - $351,606	-2,607 Reduced 77.7%	748 $93,000
Q2 2019 Aug 09, 2019	BUY	$104.99 - $132.14 $281,163 - $353,870	2,678 Added 395.57%	3,355 $428,000
Q1 2019 May 10, 2019	BUY	$93.65 - $104.35 $63,401 - $70,644	677 New	677 $70,000
Q3 2018 Nov 13, 2018	SELL	$112.56 - $137.72 $8,442 - $10,329	-75 Closed	0 $0
Q2 2018 Aug 07, 2018	BUY	$106.55 - $119.63 $7,991 - $8,972	75 New	75 $9,000

Others Institutions Holding BR

# of Institutions

994

Shares Held

106M

Call Options Held

55.5K

Put Options Held

117K

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 $31.2B
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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