A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 1,110 shares of BR stock, worth $252,491. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,110
Previous 1,215 8.64%
Holding current value
$252,491
Previous $239,000 0.42%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 13, 2024

SELL
$196.56 - $218.55 $20,638 - $22,947
-105 Reduced 8.64%
1,110 $238,000
Q2 2024

Aug 09, 2024

SELL
$190.46 - $207.24 $9,332 - $10,154
-49 Reduced 3.88%
1,215 $239,000
Q1 2024

May 09, 2024

BUY
$193.56 - $208.96 $2,709 - $2,925
14 Added 1.12%
1,264 $258,000
Q4 2023

Feb 07, 2024

SELL
$167.38 - $205.83 $669 - $823
-4 Reduced 0.32%
1,250 $257,000
Q3 2023

Nov 07, 2023

BUY
$163.3 - $189.0 $326 - $378
2 Added 0.16%
1,254 $224,000
Q2 2023

Aug 07, 2023

BUY
$139.94 - $165.63 $175,204 - $207,368
1,252 New
1,252 $207,000
Q1 2021

Apr 29, 2021

SELL
$139.17 - $157.31 $80,579 - $91,082
-579 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$133.41 - $153.88 $77,244 - $89,096
579 New
579 $89,000

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
Track This Portfolio

Track Pinnacle Wealth Planning Services, Inc. Portfolio

Follow Pinnacle Wealth Planning Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Wealth Planning Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Planning Services, Inc. with notifications on news.