A detailed history of New Edge Wealth, LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, New Edge Wealth, LLC holds 4,397 shares of BR stock, worth $988,621. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,397
Previous 4,444 1.06%
Holding current value
$988,621
Previous $875,000 8.0%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2024

SELL
$196.56 - $218.55 $9,238 - $10,271
-47 Reduced 1.06%
4,397 $945,000
Q2 2024

Aug 01, 2024

SELL
$190.46 - $207.24 $19,617 - $21,345
-103 Reduced 2.27%
4,444 $875,000
Q1 2024

May 06, 2024

BUY
$193.56 - $208.96 $6,581 - $7,104
34 Added 0.75%
4,547 $931,000
Q4 2023

Jan 29, 2024

SELL
$167.38 - $205.83 $26,613 - $32,726
-159 Reduced 3.4%
4,513 $928,000
Q3 2023

Nov 08, 2023

BUY
$163.3 - $189.0 $83,283 - $96,390
510 Added 12.25%
4,672 $836,000
Q2 2023

Aug 09, 2023

SELL
$139.94 - $165.63 $52,057 - $61,614
-372 Reduced 8.2%
4,162 $689,000
Q1 2023

May 08, 2023

BUY
$133.03 - $153.58 $181,053 - $209,022
1,361 Added 42.89%
4,534 $664,000
Q4 2022

Feb 14, 2023

BUY
$132.57 - $152.46 $13,522 - $15,550
102 Added 3.32%
3,173 $425,000
Q3 2022

Nov 14, 2022

BUY
$144.32 - $183.22 $50,512 - $64,127
350 Added 12.86%
3,071 $443,000
Q2 2022

Aug 09, 2022

BUY
$133.41 - $160.84 $363,008 - $437,645
2,721 New
2,721 $388,000

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 $34.7B
  • 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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