A detailed history of Legacy Capital Wealth Partners, LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 7,107 shares of BR stock, worth $1.62 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
7,107
Previous 3,891 82.65%
Holding current value
$1.62 Million
Previous $766,000 99.35%
% of portfolio
0.27%
Previous 0.2%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$196.56 - $218.55 $632,136 - $702,856
3,216 Added 82.65%
7,107 $1.53 Million
Q2 2024

Aug 01, 2024

BUY
$190.46 - $207.24 $741,079 - $806,370
3,891 New
3,891 $766,000
Q4 2023

Feb 05, 2024

SELL
$167.38 - $205.83 $6,862 - $8,439
-41 Reduced 1.09%
3,705 $762,000
Q3 2023

Oct 16, 2023

BUY
$163.3 - $189.0 $611,721 - $707,994
3,746 New
3,746 $670,000
Q1 2023

May 10, 2023

BUY
$133.03 - $153.58 $491,279 - $567,170
3,693 New
3,693 $541,000
Q2 2021

Aug 13, 2021

SELL
$154.37 - $165.63 $500,621 - $537,138
-3,243 Closed
0 $0
Q1 2021

May 14, 2021

BUY
$139.17 - $157.31 $27,416 - $30,990
197 Added 6.47%
3,243 $498,000
Q4 2020

Feb 16, 2021

BUY
$133.41 - $153.88 $406,366 - $468,718
3,046 New
3,046 $468,000

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 $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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