Montag & Caldwell, LLC Broadridge Financial Solutions, Inc. Transaction History

Montag & Caldwell, LLC

  • $490 Million
  • Q3 2024

A detailed history of Montag & Caldwell, LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Montag & Caldwell, LLC holds 4,951 shares of BR stock, worth $1.12 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
4,951
Previous 4,941 0.2%
Holding current value
$1.12 Million
Previous $973,000 9.35%
% of portfolio
0.22%
Previous 0.2%

Shares

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

Nov 12, 2024
BUY
$196.56 - $218.55 $1,965 - $2,185
10 Added 0.2%
4,951 $1.06 Million
Q2 2024

Aug 09, 2024
SELL
$190.46 - $207.24 $10,094 - $10,983
-53 Reduced 1.06%
4,941 $973,000
Q1 2024

May 01, 2024
SELL
$193.56 - $208.96 $4,839 - $5,224
-25 Reduced 0.5%
4,994 $1.02 Million
Q4 2023

Feb 05, 2024
SELL
$167.38 - $205.83 $2,510 - $3,087
-15 Reduced 0.3%
5,019 $1.03 Million
Q3 2023

Nov 03, 2023
SELL
$163.3 - $189.0 $303,901 - $351,729
-1,861 Reduced 26.99%
5,034 $901,000
Q2 2023

Aug 07, 2023
SELL
$139.94 - $165.63 $2,518 - $2,981
-18 Reduced 0.26%
6,895 $1.14 Million
Q1 2023

May 15, 2023
SELL
$133.03 - $153.58 $10,509 - $12,132
-79 Reduced 1.13%
6,913 $1.01 Million
Q4 2022

Feb 14, 2023
BUY
$132.57 - $152.46 $26,646 - $30,644
201 Added 2.96%
6,992 $937,000
Q3 2022

Nov 14, 2022
BUY
$144.32 - $183.22 $35,647 - $45,255
247 Added 3.77%
6,791 $980,000
Q2 2022

Aug 09, 2022
BUY
$133.41 - $160.84 $25,481 - $30,720
191 Added 3.01%
6,544 $933,000
Q4 2021

Feb 14, 2022
BUY
$162.55 - $184.48 $55,267 - $62,723
340 Added 5.65%
6,353 $1.16 Million
Q3 2021

Nov 12, 2021
BUY
$162.51 - $176.99 $32,664 - $35,574
201 Added 3.46%
6,013 $1 Million
Q2 2021

Aug 11, 2021
BUY
$154.37 - $165.63 $31,491 - $33,788
204 Added 3.64%
5,812 $939,000
Q1 2020

May 01, 2020
BUY
$84.26 - $132.57 $189,163 - $297,619
2,245 Added 66.76%
5,608 $532,000
Q4 2019

Feb 03, 2020
BUY
$116.84 - $125.81 $392,932 - $423,099
3,363 New
3,363 $415,000

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.

BR Quotes by TradingView
  • Ticker BR
  • Exchange NYSE
  • Sector Technology
  • Industry Information Technology Services
  • Shares Outstandng 154,460,992
  • Market Cap $34.9B
  • 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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