A detailed history of Jacobsen Capital Management transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Jacobsen Capital Management holds 1,174 shares of BR stock, worth $250,942. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,174
Previous 1,172 0.17%
Holding current value
$250,942
Previous $240,000 3.75%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Jul 23, 2024

BUY
$190.46 - $207.24 $380 - $414
2 Added 0.17%
1,174 $231,000
Q4 2023

Jan 24, 2024

SELL
$167.38 - $205.83 $5,858 - $7,204
-35 Reduced 2.9%
1,172 $241,000
Q3 2023

Oct 25, 2023

SELL
$163.3 - $189.0 $22,535 - $26,082
-138 Reduced 10.26%
1,207 $216,000
Q2 2023

Aug 02, 2023

SELL
$139.94 - $165.63 $72,069 - $85,299
-515 Reduced 27.69%
1,345 $222,000
Q1 2023

May 02, 2023

SELL
$133.03 - $153.58 $569,501 - $657,475
-4,281 Reduced 69.71%
1,860 $272,000
Q4 2022

Feb 10, 2023

SELL
$132.57 - $152.46 $88,424 - $101,690
-667 Reduced 9.8%
6,141 $824,000
Q3 2022

Oct 25, 2022

SELL
$144.32 - $183.22 $586,372 - $744,422
-4,063 Reduced 37.37%
6,808 $983,000
Q2 2022

Aug 02, 2022

SELL
$133.41 - $160.84 $56,165 - $67,713
-421 Reduced 3.73%
10,871 $1.55 Million
Q1 2022

Apr 21, 2022

BUY
$140.89 - $180.95 $357,578 - $459,251
2,538 Added 28.99%
11,292 $1.76 Million
Q4 2021

Feb 01, 2022

BUY
$162.55 - $184.48 $12,841 - $14,573
79 Added 0.91%
8,754 $1.6 Million
Q3 2021

Oct 29, 2021

BUY
$162.51 - $176.99 $48,427 - $52,743
298 Added 3.56%
8,675 $1.45 Million
Q2 2021

Jul 28, 2021

BUY
$154.37 - $165.63 $34,578 - $37,101
224 Added 2.75%
8,377 $1.35 Million
Q1 2021

Apr 15, 2021

SELL
$139.17 - $157.31 $29,364 - $33,192
-211 Reduced 2.52%
8,153 $1.25 Million
Q3 2020

Oct 22, 2020

SELL
$125.12 - $143.13 $29,903 - $34,208
-239 Reduced 2.78%
8,364 $1.1 Million
Q2 2020

Aug 07, 2020

BUY
$91.32 - $127.49 $224,738 - $313,752
2,461 Added 40.07%
8,603 $1.09 Million
Q4 2019

Feb 13, 2020

BUY
$116.84 - $125.81 $12,852 - $13,839
110 Added 1.82%
6,142 $758,000
Q3 2019

Oct 21, 2019

SELL
$121.08 - $134.87 $5,448 - $6,069
-45 Reduced 0.74%
6,032 $750,000
Q2 2019

Aug 02, 2019

BUY
$104.99 - $132.14 $638,024 - $803,014
6,077 New
6,077 $775,000

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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