A detailed history of Kestra Private Wealth Services, LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 27,007 shares of BR stock, worth $5.74 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
27,007
Previous 26,966 0.15%
Holding current value
$5.74 Million
Previous $5.52 Million 3.69%
% of portfolio
0.11%
Previous 0.13%

Shares

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

Aug 12, 2024

BUY
$190.46 - $207.24 $7,808 - $8,496
41 Added 0.15%
27,007 $5.32 Million
Q1 2024

May 02, 2024

SELL
$193.56 - $208.96 $10,452 - $11,283
-54 Reduced 0.2%
26,966 $5.52 Million
Q4 2023

Feb 05, 2024

BUY
$167.38 - $205.83 $63,939 - $78,627
382 Added 1.43%
27,020 $5.56 Million
Q3 2023

Nov 07, 2023

BUY
$163.3 - $189.0 $228,783 - $264,789
1,401 Added 5.55%
26,638 $4.77 Million
Q2 2023

Aug 08, 2023

BUY
$139.94 - $165.63 $67,451 - $79,833
482 Added 1.95%
25,237 $4.18 Million
Q1 2023

May 12, 2023

BUY
$133.03 - $153.58 $651,580 - $752,234
4,898 Added 24.67%
24,755 $3.63 Million
Q4 2022

Jan 31, 2023

BUY
$132.57 - $152.46 $17,366 - $19,972
131 Added 0.66%
19,857 $2.66 Million
Q3 2022

Nov 14, 2022

BUY
$144.32 - $183.22 $425,744 - $540,499
2,950 Added 17.58%
19,726 $2.85 Million
Q2 2022

Aug 12, 2022

BUY
$133.41 - $160.84 $2.24 Million - $2.7 Million
16,776 New
16,776 $2.39 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 $32.8B
  • 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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