A detailed history of Optimize Financial Inc transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Optimize Financial Inc holds 1,798 shares of BR stock, worth $406,455. This represents 0.22% of its overall portfolio holdings.

Number of Shares
1,798
Previous 1,534 17.21%
Holding current value
$406,455
Previous $373 Million 14.87%
% of portfolio
0.22%
Previous 0.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025

BUY
$233.75 - $266.89 $61,710 - $70,458
264 Added 17.21%
1,798 $428 Million
Q2 2025

Aug 13, 2025

SELL
$217.22 - $246.25 $2,172 - $2,462
-10 Reduced 0.65%
1,534 $373 Million
Q1 2025

May 16, 2025

BUY
$221.46 - $244.83 $341,934 - $378,017
1,544 New
1,544 $374 Million
Q4 2024

Feb 13, 2025

BUY
$209.64 - $236.44 $336,262 - $379,249
1,604 New
1,604 $363 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 $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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