Lyell Wealth Management, LP Broadridge Financial Solutions, Inc. Transaction History
Lyell Wealth Management, LP
- $1.24 Billion
- Q2 2025
A detailed history of Lyell Wealth Management, LP transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Lyell Wealth Management, LP holds 38,127 shares of BR stock, worth $9.45 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
38,127
Previous 36,001
5.91%
Holding current value
$9.45 Million
Previous $8.73 Million
6.16%
% of portfolio
0.74%
Previous 0.82%
Shares
4 transactions
Others Institutions Holding BR
# of Institutions
1,211Shares Held
108MCall Options Held
103KPut Options Held
61.2K-
Vanguard Group Inc Valley Forge, PA14.7MShares$3.65 Billion0.07% of portfolio
-
Black Rock Inc. New York, NY10.1MShares$2.51 Billion0.05% of portfolio
-
State Street Corp Boston, MA5.61MShares$1.39 Billion0.06% of portfolio
-
Morgan Stanley New York, NY5.09MShares$1.26 Billion0.09% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD3.56MShares$883 Million0.11% of portfolio
About BROADRIDGE FINANCIAL SOLUTIONS, INC.
- Ticker BR
- Exchange NYSE
- Sector Technology
- Industry Information Technology Services
- Shares Outstandng 154,460,992
- Market Cap $38.3B
- 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...