Independent Advisor Alliance Broadridge Financial Solutions, Inc. Transaction History

Independent Advisor Alliance

$2.88 Billion
Q2 2024

A detailed history of Independent Advisor Alliance transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Independent Advisor Alliance holds 22,835 shares of BR stock, worth $4.91 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

22,835

Previous 28,638 20.26%

Holding current value

$4.91 Million

Previous $5.87 Million 23.32%

% of portfolio

0.16%

Previous 0.21%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$190.46 - $207.24 $1.11 Million - $1.2 Million	-5,803 Reduced 20.26%	22,835 $4.5 Million
Q1 2024 May 08, 2024	SELL	$193.56 - $208.96 $884,182 - $954,529	-4,568 Reduced 13.76%	28,638 $5.87 Million
Q4 2023 Feb 08, 2024	SELL	$167.38 - $205.83 $502,140 - $617,490	-3,000 Reduced 8.29%	33,206 $6.83 Million
Q3 2023 Oct 24, 2023	SELL	$163.3 - $189.0 $1.28 Million - $1.49 Million	-7,860 Reduced 17.84%	36,206 $6.48 Million
Q2 2023 Jul 28, 2023	BUY	$139.94 - $165.63 $6,017 - $7,122	43 Added 0.1%	44,066 $7.3 Million
Q4 2022 Feb 13, 2023	SELL	$132.57 - $152.46 $265 - $304	-2 Reduced -0.0%	44,023 $5.9 Million
Q3 2022 Nov 04, 2022	BUY	$144.32 - $183.22 $432 - $549	3 Added 0.01%	44,025 $6.35 Million
Q2 2022 Aug 04, 2022	SELL	$133.41 - $160.84 $7,204 - $8,685	-54 Reduced 0.12%	44,022 $6.28 Million
Q1 2022 May 06, 2022	SELL	$140.89 - $180.95 $8,312 - $10,676	-59 Reduced 0.13%	44,076 $6.86 Million
Q4 2021 Feb 11, 2022	SELL	$162.55 - $184.48 $6,827 - $7,748	-42 Reduced 0.1%	44,135 $8.07 Million
Q3 2021 Nov 01, 2021	BUY	$162.51 - $176.99 $8,125 - $8,849	50 Added 0.11%	44,177 $7.36 Million
Q2 2021 Aug 12, 2021	SELL	$154.37 - $165.63 $675,677 - $724,962	-4,377 Reduced 9.02%	44,127 $7.13 Million
Q1 2021 May 14, 2021	BUY	$139.17 - $157.31 $1.09 Million - $1.23 Million	7,828 Added 19.24%	48,504 $7.43 Million
Q4 2020 Feb 11, 2021	BUY	$133.41 - $153.88 $9,338 - $10,771	70 Added 0.17%	40,676 $6.23 Million
Q3 2020 Nov 04, 2020	BUY	$125.12 - $143.13 $5.08 Million - $5.81 Million	40,606 New	40,606 $5.36 Million

Others Institutions Holding BR

# of Institutions

994

Shares Held

108M

Call Options Held

60.4K

Put Options Held

53.8K

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 $33.2B
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...

More about BR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Advisor Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Independent Advisor Alliance with notifications on news.

Account

Independent Advisor Alliance Broadridge Financial Solutions, Inc. Transaction History