A detailed history of Gibbs Wealth Management transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Gibbs Wealth Management holds 2,665 shares of BR stock, worth $602,449. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,665
Previous 3,230 17.49%
Holding current value
$602,449
Previous $785 Million 19.13%
% of portfolio
0.14%
Previous 0.15%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025

SELL
$233.75 - $266.89 $132,068 - $150,792
-565 Reduced 17.49%
2,665 $635 Million
Q2 2025

Aug 13, 2025

BUY
$217.22 - $246.25 $701,620 - $795,387
3,230 New
3,230 $785 Million
Q1 2025

Nov 04, 2025

BUY
$221.46 - $244.83 $146,385 - $161,832
661 Added 32.71%
2,682 $650 Million
Q4 2024

Nov 04, 2025

BUY
$209.64 - $236.44 $81,759 - $92,211
390 Added 23.91%
2,021 $457 Million
Q3 2024

Nov 04, 2025

BUY
$196.56 - $218.55 $38,918 - $43,272
198 Added 13.82%
1,631 $351 Million
Q2 2024

Nov 04, 2025

SELL
$190.46 - $207.24 $234,646 - $255,319
-1,232 Reduced 46.23%
1,433 $282 Million

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 $34.9B
  • 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 Gibbs Wealth Management Portfolio

Follow Gibbs Wealth Management 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 Gibbs Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Gibbs Wealth Management with notifications on news.