A detailed history of Ep Wealth Advisors, LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 9,373 shares of BR stock, worth $1.86 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,373
Previous 9,046 3.61%
Holding current value
$1.86 Million
Previous $1.86 Million 3.17%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 14, 2024

BUY
$193.56 - $208.96 $63,294 - $68,329
327 Added 3.61%
9,373 $1.92 Million
Q4 2023

Feb 28, 2024

BUY
$167.38 - $205.83 $462,805 - $569,119
2,765 Added 44.02%
9,046 $1.86 Million
Q3 2023

Nov 22, 2023

BUY
$163.3 - $189.0 $778,287 - $900,774
4,766 Added 314.59%
6,281 $1.12 Million
Q2 2023

Aug 14, 2023

SELL
$139.94 - $165.63 $1.52 Million - $1.8 Million
-10,844 Reduced 87.74%
1,515 $250,000
Q1 2023

Jun 05, 2023

BUY
$133.03 - $153.58 $1.64 Million - $1.9 Million
12,359 New
12,359 $1.81 Million
Q4 2022

Jun 12, 2023

SELL
$132.57 - $152.46 $1.43 Million - $1.64 Million
-10,757 Reduced 87.04%
1,602 $214,000

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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