Lido Advisors, LLC Broadridge Financial Solutions, Inc. Transaction History

Lido Advisors, LLC

$20.3 Billion
Q3 2024

A detailed history of Lido Advisors, LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Lido Advisors, LLC holds 5,532 shares of BR stock, worth $1.26 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,532

Previous 5,440 1.69%

Holding current value

$1.26 Million

Previous $1.07 Million 10.92%

% of portfolio

0.01%

Previous 0.01%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$196.56 - $218.55 $18,083 - $20,106	92 Added 1.69%	5,532 $1.19 Million
Q2 2024 Aug 14, 2024	SELL	$190.46 - $207.24 $57,518 - $62,586	-302 Reduced 5.26%	5,440 $1.07 Million
Q1 2024 May 15, 2024	BUY	$193.56 - $208.96 $19,936 - $21,522	103 Added 1.83%	5,742 $1.18 Million
Q4 2023 Feb 14, 2024	SELL	$167.38 - $205.83 $25,441 - $31,286	-152 Reduced 2.62%	5,639 $1.16 Million
Q3 2023 Nov 14, 2023	BUY	$163.3 - $189.0 $482,714 - $558,684	2,956 Added 104.27%	5,791 $1.04 Million
Q2 2023 Aug 09, 2023	BUY	$139.94 - $165.63 $41,422 - $49,026	296 Added 11.66%	2,835 $469,000
Q1 2023 May 15, 2023	BUY	$133.03 - $153.58 $84,341 - $97,369	634 Added 33.28%	2,539 $372,000
Q4 2022 Feb 14, 2023	SELL	$132.57 - $152.46 $17,499 - $20,124	-132 Reduced 6.48%	1,905 $255,000
Q3 2022 Nov 14, 2022	BUY	$144.32 - $183.22 $11,834 - $15,024	82 Added 4.19%	2,037 $294,000
Q2 2022 Aug 15, 2022	SELL	$133.41 - $160.84 $4,402 - $5,307	-33 Reduced 1.66%	1,955 $278,000
Q1 2022 May 17, 2022	SELL	$140.89 - $180.95 $49,875 - $64,056	-354 Reduced 15.12%	1,988 $309,000
Q4 2021 Feb 15, 2022	BUY	$162.55 - $184.48 $56,079 - $63,645	345 Added 17.28%	2,342 $428,000
Q3 2021 Nov 12, 2021	BUY	$162.51 - $176.99 $2,600 - $2,831	16 Added 0.81%	1,997 $334,000
Q2 2021 Aug 12, 2021	BUY	$154.37 - $165.63 $33,961 - $36,438	220 Added 12.49%	1,981 $321,000
Q1 2021 May 13, 2021	BUY	$139.17 - $157.31 $56,920 - $64,339	409 Added 30.25%	1,761 $271,000
Q4 2020 Feb 08, 2021	SELL	$133.41 - $153.88 $1.06 Million - $1.22 Million	-7,950 Reduced 85.47%	1,352 $207,000
Q1 2020 May 13, 2020	SELL	$84.26 - $132.57 $28,142 - $44,278	-334 Reduced 3.47%	9,302 $887,000
Q4 2019 Feb 07, 2020	BUY	$116.84 - $125.81 $271,419 - $292,256	2,323 Added 31.77%	9,636 $1.2 Million
Q3 2019 Nov 12, 2019	BUY	$121.08 - $134.87 $65,383 - $72,829	540 Added 7.97%	7,313 $914,000
Q2 2019 Aug 14, 2019	BUY	$104.99 - $132.14 $63,518 - $79,944	605 Added 9.81%	6,773 $868,000
Q1 2019 May 10, 2019	BUY	$93.65 - $104.35 $167,446 - $186,577	1,788 Added 40.82%	6,168 $641,000
Q4 2018 Feb 14, 2019	SELL	$91.79 - $130.07 $252,881 - $358,342	-2,755 Reduced 38.61%	4,380 $423,000
Q3 2018 Nov 14, 2018	SELL	$112.56 - $137.72 $7,879 - $9,640	-70 Reduced 0.97%	7,135 $944,000
Q2 2018 Aug 14, 2018	BUY	$106.55 - $119.63 $84,494 - $94,866	793 Added 12.37%	7,205 $829,000
Q1 2018 May 10, 2018	BUY	$90.62 - $109.69 $581,055 - $703,332	6,412 New	6,412 $703,000

Others Institutions Holding BR

# of Institutions

1,080

Shares Held

106M

Call Options Held

171K

Put Options Held

29.4K

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 $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...

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Lido Advisors, LLC Broadridge Financial Solutions, Inc. Transaction History