A detailed history of Institutional & Family Asset Management, LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 23,160 shares of BR stock, worth $5.27 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
23,160
Previous 23,766 2.55%
Holding current value
$5.27 Million
Previous $4.87 Million 6.29%
% of portfolio
0.54%
Previous 0.59%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 05, 2024

SELL
$190.46 - $207.24 $115,418 - $125,587
-606 Reduced 2.55%
23,160 $4.56 Million
Q1 2024

May 08, 2024

SELL
$193.56 - $208.96 $659,265 - $711,717
-3,406 Reduced 12.53%
23,766 $4.87 Million
Q4 2023

Feb 06, 2024

SELL
$167.38 - $205.83 $653,284 - $803,354
-3,903 Reduced 12.56%
27,172 $5.59 Million
Q3 2023

Nov 13, 2023

SELL
$163.3 - $189.0 $32,660 - $37,800
-200 Reduced 0.64%
31,075 $5.56 Million
Q2 2023

Aug 09, 2023

BUY
$139.94 - $165.63 $5,597 - $6,625
40 Added 0.13%
31,275 $5.18 Million
Q1 2023

May 08, 2023

BUY
$133.03 - $153.58 $176,663 - $203,954
1,328 Added 4.44%
31,235 $4.58 Million
Q4 2022

Feb 08, 2023

SELL
$132.57 - $152.46 $5,302 - $6,098
-40 Reduced 0.13%
29,907 $4.01 Million
Q3 2022

Nov 07, 2022

BUY
$144.32 - $183.22 $398,756 - $506,236
2,763 Added 10.16%
29,947 $4.32 Million
Q2 2022

Aug 08, 2022

BUY
$133.41 - $160.84 $185,973 - $224,210
1,394 Added 5.41%
27,184 $3.88 Million
Q1 2022

May 11, 2022

BUY
$140.89 - $180.95 $81,575 - $104,770
579 Added 2.3%
25,790 $4.02 Million
Q4 2021

Feb 14, 2022

SELL
$162.55 - $184.48 $223,181 - $253,291
-1,373 Reduced 5.16%
25,211 $4.61 Million
Q3 2021

Nov 10, 2021

SELL
$162.51 - $176.99 $133,745 - $145,662
-823 Reduced 3.0%
26,584 $4.43 Million
Q2 2021

Aug 10, 2021

BUY
$154.37 - $165.63 $611,613 - $656,226
3,962 Added 16.9%
27,407 $4.43 Million
Q1 2021

May 06, 2021

BUY
$139.17 - $157.31 $283,210 - $320,125
2,035 Added 9.5%
23,445 $3.59 Million
Q4 2020

Feb 03, 2021

SELL
$133.41 - $153.88 $263,217 - $303,605
-1,973 Reduced 8.44%
21,410 $3.28 Million
Q3 2020

Oct 30, 2020

SELL
$125.12 - $143.13 $910,623 - $1.04 Million
-7,278 Reduced 23.74%
23,383 $3.09 Million
Q2 2020

Aug 14, 2020

SELL
$91.32 - $127.49 $76,526 - $106,836
-838 Reduced 2.66%
30,661 $3.87 Million
Q1 2020

May 14, 2020

BUY
$84.26 - $132.57 $315,300 - $496,076
3,742 Added 13.48%
31,499 $2.99 Million
Q4 2019

Feb 14, 2020

SELL
$116.84 - $125.81 $126,420 - $136,126
-1,082 Reduced 3.75%
27,757 $3.43 Million
Q3 2019

Nov 14, 2019

SELL
$121.08 - $134.87 $184,768 - $205,811
-1,526 Reduced 5.03%
28,839 $3.59 Million
Q2 2019

Aug 14, 2019

SELL
$104.99 - $132.14 $326,518 - $410,955
-3,110 Reduced 9.29%
30,365 $3.88 Million
Q1 2019

May 13, 2019

BUY
$93.65 - $104.35 $164,730 - $183,551
1,759 Added 5.55%
33,475 $3.47 Million
Q4 2018

Feb 14, 2019

BUY
$91.79 - $130.07 $88,944 - $126,037
969 Added 3.15%
31,716 $3.05 Million
Q3 2018

Nov 13, 2018

SELL
$112.56 - $137.72 $56,730 - $69,410
-504 Reduced 1.61%
30,747 $4.06 Million
Q2 2018

Aug 13, 2018

SELL
$106.55 - $119.63 $503,981 - $565,849
-4,730 Reduced 13.15%
31,251 $3.6 Million
Q1 2018

May 14, 2018

SELL
$90.62 - $109.69 $1.17 Million - $1.42 Million
-12,900 Reduced 26.39%
35,981 $3.95 Million
Q4 2017

Feb 14, 2018

SELL
$81.1 - $91.61 $412,555 - $466,020
-5,087 Reduced 9.43%
48,881 $4.43 Million
Q3 2017

Nov 14, 2017

SELL
$72.28 - $81.56 $90,422 - $102,031
-1,251 Reduced 2.27%
53,968 $4.36 Million
Q2 2017

Aug 14, 2017

BUY
N/A
55,219
55,219 $4.17 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 $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...
More about BR
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