A detailed history of Mount Yale Investment Advisors, LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 1,364 shares of BR stock, worth $291,486. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,364
Previous 1,364 -0.0%
Holding current value
$291,486
Previous $268,000 9.33%
% of portfolio
0.03%
Previous 0.02%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$193.56 - $208.96 $13,162 - $14,209
-68 Reduced 4.75%
1,364 $279,000
Q4 2023

Feb 12, 2024

SELL
$167.38 - $205.83 $64,273 - $79,038
-384 Reduced 21.15%
1,432 $294,000
Q2 2023

Aug 14, 2023

SELL
$139.94 - $165.63 $369,301 - $437,097
-2,639 Reduced 59.24%
1,816 $300,000
Q1 2023

May 11, 2023

SELL
$133.03 - $153.58 $490,614 - $566,403
-3,688 Reduced 45.29%
4,455 $652,000
Q4 2022

Feb 13, 2023

SELL
$132.57 - $152.46 $84,844 - $97,574
-640 Reduced 7.29%
8,143 $1.09 Million
Q3 2022

Nov 07, 2022

BUY
$144.32 - $183.22 $12,555 - $15,940
87 Added 1.0%
8,783 $1.27 Million
Q2 2022

Aug 02, 2022

SELL
$133.41 - $160.84 $571,261 - $688,716
-4,282 Reduced 32.99%
8,696 $1.24 Million
Q1 2022

May 03, 2022

SELL
$140.89 - $180.95 $35,222 - $45,237
-250 Reduced 1.89%
12,978 $2.02 Million
Q4 2021

Feb 02, 2022

SELL
$162.55 - $184.48 $28,933 - $32,837
-178 Reduced 1.33%
13,228 $2.42 Million
Q3 2021

Nov 02, 2021

SELL
$162.51 - $176.99 $150,321 - $163,715
-925 Reduced 6.45%
13,406 $2.23 Million
Q2 2021

Aug 04, 2021

SELL
$154.37 - $165.63 $38,746 - $41,573
-251 Reduced 1.72%
14,331 $2.32 Million
Q1 2021

May 04, 2021

SELL
$139.17 - $157.31 $120,521 - $136,230
-866 Reduced 5.61%
14,582 $2.23 Million
Q4 2020

Feb 12, 2021

SELL
$133.41 - $153.88 $52,029 - $60,013
-390 Reduced 2.46%
15,448 $2.37 Million
Q3 2020

Nov 16, 2020

SELL
$125.12 - $143.13 $103,349 - $118,225
-826 Reduced 4.96%
15,838 $2.09 Million
Q2 2020

Jul 09, 2020

BUY
$91.32 - $127.49 $225,012 - $314,135
2,464 Added 17.35%
16,664 $2.1 Million
Q1 2020

May 04, 2020

BUY
$84.26 - $132.57 $74,233 - $116,794
881 Added 6.61%
14,200 $1.35 Million
Q4 2019

Feb 13, 2020

SELL
$116.84 - $125.81 $384,403 - $413,914
-3,290 Reduced 19.81%
13,319 $1.59 Million
Q3 2019

Nov 14, 2019

BUY
$121.08 - $134.87 $279,331 - $311,145
2,307 Added 16.13%
16,609 $1.96 Million
Q2 2019

Aug 13, 2019

SELL
$104.99 - $132.14 $38,636 - $48,627
-368 Reduced 2.51%
14,302 $1.77 Million
Q1 2019

May 15, 2019

BUY
$93.65 - $104.35 $376,004 - $418,965
4,015 Added 37.68%
14,670 $1.52 Million
Q4 2018

Feb 14, 2019

BUY
$91.79 - $130.07 $39,194 - $55,539
427 Added 4.17%
10,655 $1.05 Million
Q3 2018

Nov 13, 2018

SELL
$112.56 - $137.72 $40,409 - $49,441
-359 Reduced 3.39%
10,228 $1.11 Million
Q2 2018

Aug 22, 2018

SELL
$106.55 - $119.63 $630,243 - $707,611
-5,915 Reduced 35.84%
10,587 $1.22 Million
Q1 2018

Jun 25, 2018

BUY
$90.62 - $109.69 $1.5 Million - $1.81 Million
16,502 New
16,502 $1.81 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 $33B
  • 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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