A detailed history of Polaris Wealth Advisory Group, LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 2,707 shares of BR stock, worth $547,138. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,707
Holding current value
$547,138
% of portfolio
0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 11, 2023

BUY
$163.3 - $189.0 $442,053 - $511,623
2,707 New
2,707 $484,000
Q2 2020

Jul 13, 2020

BUY
$91.32 - $127.49 $43,833 - $61,195
480 Added 21.55%
2,707 $345,000
Q3 2018

Oct 19, 2018

BUY
$112.56 - $137.72 $250,671 - $306,702
2,227 New
2,227 $294,000
Q2 2018

Jul 09, 2018

SELL
$106.55 - $119.63 $237,286 - $266,416
-2,227 Closed
0 $0
Q4 2017

Feb 13, 2018

BUY
$81.1 - $91.61 $180,609 - $204,015
2,227
2,227 $202,000

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 $31.2B
  • 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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