A detailed history of Heritage Wealth Advisors transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Heritage Wealth Advisors holds 2,130 shares of BR stock, worth $455,181. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,130
Previous 2,130 -0.0%
Holding current value
$455,181
Previous $436,000 3.9%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 08, 2024

SELL
$193.56 - $208.96 $27,291 - $29,463
-141 Reduced 6.21%
2,130 $436,000
Q4 2023

Feb 09, 2024

BUY
$167.38 - $205.83 $2,510 - $3,087
15 Added 0.66%
2,271 $467,000
Q1 2023

May 04, 2023

SELL
$133.03 - $153.58 $1,862 - $2,150
-14 Reduced 0.62%
2,256 $330,000
Q3 2022

Nov 10, 2022

SELL
$144.32 - $183.22 $5,195 - $6,595
-36 Reduced 1.56%
2,270 $328,000
Q2 2022

Aug 04, 2022

SELL
$133.41 - $160.84 $2,668 - $3,216
-20 Reduced 0.86%
2,306 $329,000
Q1 2022

May 11, 2022

SELL
$140.89 - $180.95 $10,144 - $13,028
-72 Reduced 3.0%
2,326 $362,000
Q4 2021

Feb 02, 2022

SELL
$162.55 - $184.48 $325 - $368
-2 Reduced 0.08%
2,398 $438,000
Q3 2021

Nov 02, 2021

SELL
$162.51 - $176.99 $33,152 - $36,105
-204 Reduced 7.83%
2,400 $399,000
Q2 2020

Jul 17, 2020

BUY
$91.32 - $127.49 $56,709 - $79,171
621 Added 31.32%
2,604 $328,000
Q2 2020

Jul 17, 2020

SELL
$91.32 - $127.49 $56,709 - $79,171
-621 Reduced 23.85%
1,983 $328,000
Q1 2020

May 05, 2020

SELL
$84.26 - $132.57 $33,704 - $53,028
-400 Reduced 13.32%
2,604 $246,000
Q4 2019

Feb 04, 2020

SELL
$116.84 - $125.81 $2,103 - $2,264
-18 Reduced 0.6%
3,004 $371,000
Q1 2019

May 06, 2019

BUY
$93.65 - $104.35 $1,685 - $1,878
18 Added 0.6%
3,022 $0
Q4 2018

Jan 28, 2019

SELL
$91.79 - $130.07 $82,243 - $116,542
-896 Reduced 22.97%
3,004 $289,000
Q4 2017

Feb 02, 2018

SELL
$81.1 - $91.61 $89,210 - $100,771
-1,100 Reduced 22.0%
3,900 $354,000
Q3 2017

Nov 07, 2017

BUY
$72.28 - $81.56 $361,400 - $407,800
5,000
5,000 $404,000

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 $33B
  • 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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