A detailed history of Morningstar Investment Services LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Morningstar Investment Services LLC holds 69,417 shares of BR stock, worth $15.9 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
69,417
Previous 91,864 24.44%
Holding current value
$15.9 Million
Previous $18.3 Million 19.57%
% of portfolio
0.15%
Previous 0.2%

Shares

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

Nov 07, 2024

SELL
$196.56 - $218.55 $4.41 Million - $4.91 Million
-22,447 Reduced 24.44%
69,417 $14.7 Million
Q2 2024

Aug 13, 2024

SELL
$190.46 - $207.24 $217,314 - $236,460
-1,141 Reduced 1.23%
91,864 $18.3 Million
Q1 2024

May 15, 2024

SELL
$193.56 - $208.96 $18.7 Million - $20.2 Million
-96,732 Reduced 50.98%
93,005 $19 Million
Q4 2023

Feb 13, 2024

BUY
$167.38 - $205.83 $15.5 Million - $19.1 Million
92,763 Added 95.66%
189,737 $39.1 Million
Q3 2023

Nov 14, 2023

BUY
$163.3 - $189.0 $180,446 - $208,845
1,105 Added 1.15%
96,974 $17.6 Million
Q2 2023

Aug 14, 2023

BUY
$139.94 - $165.63 $289,116 - $342,191
2,066 Added 2.2%
95,869 $15.6 Million
Q1 2023

May 15, 2023

BUY
$133.03 - $153.58 $12.5 Million - $14.4 Million
93,803 New
93,803 $13.7 Million

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 $35.5B
  • 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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