Lyell Wealth Management, LP Broadridge Financial Solutions, Inc. Transaction History
Lyell Wealth Management, LP
- $1.1 Billion
- Q4 2024
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 29,977 shares of BR stock, worth $7.2 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
29,977
Previous 19,643
52.61%
Holding current value
$7.2 Million
Previous $4.22 Million
60.55%
% of portfolio
0.61%
Previous 0.39%
Shares
2 transactions
Others Institutions Holding BR
# of Institutions
1,128Shares Held
107MCall Options Held
155KPut Options Held
25.8K-
Vanguard Group Inc Valley Forge, PA14.3MShares$3.44 Billion0.06% of portfolio
-
Black Rock Inc. New York, NY10.1MShares$2.43 Billion0.05% of portfolio
-
State Street Corp Boston, MA5.53MShares$1.33 Billion0.05% of portfolio
-
Morgan Stanley New York, NY5.16MShares$1.24 Billion0.08% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD3.56MShares$856 Million0.09% of portfolio
About BROADRIDGE FINANCIAL SOLUTIONS, INC.
- Ticker BR
- Exchange NYSE
- Sector Technology
- Industry Information Technology Services
- Shares Outstandng 154,460,992
- Market Cap $37.1B
- 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...