Evercore Wealth Management, LLC Broadridge Financial Solutions, Inc. Transaction History

Evercore Wealth Management, LLC

$6.66 Billion
Q3 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$193.56 - $208.96 $11,420 - $12,328	-59 Reduced 3.96%	1,432 $293,000
Q4 2023 Feb 14, 2024	SELL	$167.38 - $205.83 $20,755 - $25,522	-124 Reduced 7.68%	1,491 $306,000
Q3 2023 Nov 14, 2023	SELL	$163.3 - $189.0 $8,165 - $9,450	-50 Reduced 3.0%	1,615 $289,000
Q4 2022 Feb 14, 2023	SELL	$132.57 - $152.46 $45,604 - $52,446	-344 Reduced 17.12%	1,665 $223,000
Q3 2022 Nov 14, 2022	BUY	$144.32 - $183.22 $64,078 - $81,349	444 Added 28.37%	2,009 $290,000
Q1 2022 May 16, 2022	SELL	$140.89 - $180.95 $422 - $542	-3 Reduced 0.19%	1,565 $244,000
Q4 2021 Feb 14, 2022	SELL	$162.55 - $184.48 $78,024 - $88,550	-480 Reduced 23.44%	1,568 $287,000
Q3 2021 Nov 15, 2021	SELL	$162.51 - $176.99 $1,462 - $1,592	-9 Reduced 0.44%	2,048 $341,000
Q2 2021 Aug 16, 2021	SELL	$154.37 - $165.63 $2,315 - $2,484	-15 Reduced 0.72%	2,057 $332,000
Q1 2021 May 17, 2021	SELL	$139.17 - $157.31 $5,427 - $6,135	-39 Reduced 1.85%	2,072 $317,000
Q4 2020 Feb 16, 2021	BUY	$133.41 - $153.88 $10,005 - $11,541	75 Added 3.68%	2,111 $323,000
Q3 2020 Nov 16, 2020	BUY	$125.12 - $143.13 $1,126 - $1,288	9 Added 0.44%	2,036 $269,000
Q2 2020 Aug 13, 2020	BUY	$91.32 - $127.49 $185,105 - $258,422	2,027 New	2,027 $256,000
Q1 2020 May 14, 2020	SELL	$84.26 - $132.57 $175,176 - $275,613	-2,079 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	$116.84 - $125.81 $59,354 - $63,911	-508 Reduced 19.64%	2,079 $257,000
Q3 2019 Nov 14, 2019	SELL	$121.08 - $134.87 $5,327 - $5,934	-44 Reduced 1.67%	2,587 $322,000
Q1 2019 May 14, 2019	BUY	$93.65 - $104.35 $3,465 - $3,860	37 Added 1.43%	2,631 $273,000
Q4 2018 Feb 13, 2019	BUY	$91.79 - $130.07 $49,474 - $70,107	539 Added 26.23%	2,594 $250,000
Q2 2018 Aug 14, 2018	SELL	$106.55 - $119.63 $83,109 - $93,311	-780 Reduced 27.51%	2,055 $237,000
Q4 2017 Feb 13, 2018	SELL	$81.1 - $91.61 $6,082 - $6,870	-75 Reduced 2.58%	2,835 $256,000
Q3 2017 Nov 13, 2017	BUY	$72.28 - $81.56 $210,334 - $237,339	2,910	2,910 $235,000

Others Institutions Holding BR

# of Institutions

1,080

Shares Held

106M

Call Options Held

171K

Put Options Held

29.4K

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 $35.2B
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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