A detailed history of Morgan Rosel Wealth Management, LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 2,753 shares of BR stock, worth $626,224. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,753
Previous 3,107 11.39%
Holding current value
$626,224
Previous $612,000 3.43%
% of portfolio
0.2%
Previous 0.23%

Shares

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

Oct 10, 2024

SELL
$196.56 - $218.55 $69,582 - $77,366
-354 Reduced 11.39%
2,753 $591,000
Q2 2024

Jul 15, 2024

SELL
$190.46 - $207.24 $196,364 - $213,664
-1,031 Reduced 24.92%
3,107 $612,000
Q1 2024

Apr 17, 2024

BUY
$193.56 - $208.96 $800,951 - $864,676
4,138 New
4,138 $847,000

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 $35.1B
  • 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...
More about BR
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