A detailed history of Ever Source Wealth Advisors, LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 658 shares of BR stock, worth $151,136. This represents 0.01% of its overall portfolio holdings.

Number of Shares
658
Previous 662 0.6%
Holding current value
$151,136
Previous $130,000 8.46%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$196.56 - $218.55 $786 - $874
-4 Reduced 0.6%
658 $141,000
Q2 2024

Aug 13, 2024

BUY
$190.46 - $207.24 $13,522 - $14,714
71 Added 12.01%
662 $130,000
Q1 2024

Jun 11, 2024

BUY
$193.56 - $208.96 $10,645 - $11,492
55 Added 10.26%
591 $121,000
Q4 2023

Feb 09, 2024

BUY
$167.38 - $205.83 $19,081 - $23,464
114 Added 27.01%
536 $110,000
Q3 2023

Nov 03, 2023

SELL
$163.3 - $189.0 $1,143 - $1,323
-7 Reduced 1.63%
422 $75,000
Q2 2023

Aug 04, 2023

BUY
$139.94 - $165.63 $52,897 - $62,608
378 Added 741.18%
429 $71,000
Q1 2023

May 11, 2023

BUY
$133.03 - $153.58 $2,660 - $3,071
20 Added 64.52%
51 $7,000
Q4 2022

Feb 09, 2023

SELL
$132.57 - $152.46 $265 - $304
-2 Reduced 6.06%
31 $4,000
Q2 2022

Aug 01, 2022

BUY
$133.41 - $160.84 $1,600 - $1,930
12 Added 57.14%
33 $5,000
Q1 2022

May 25, 2022

SELL
$140.89 - $180.95 $14,934 - $19,180
-106 Reduced 83.46%
21 $3,000
Q4 2021

Feb 07, 2022

BUY
$162.55 - $184.48 $20,643 - $23,428
127 New
127 $23,000

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 $35.5B
  • 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...
More about BR
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.