A detailed history of Portside Wealth Group, LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Portside Wealth Group, LLC holds 1,852 shares of BR stock, worth $421,274. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,852
Previous 1,604 15.46%
Holding current value
$421,274
Previous $316 Million 26.03%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Oct 31, 2024

BUY
$196.56 - $218.55 $48,746 - $54,200
248 Added 15.46%
1,852 $398 Million
Q2 2024

Jul 18, 2024

SELL
$190.46 - $207.24 $6,666 - $7,253
-35 Reduced 2.14%
1,604 $316 Million
Q1 2024

Apr 17, 2024

BUY
$193.56 - $208.96 $24,582 - $26,537
127 Added 8.4%
1,639 $336 Million
Q4 2023

Jan 16, 2024

BUY
$167.38 - $205.83 $7,029 - $8,644
42 Added 2.86%
1,512 $311 Million
Q3 2023

Oct 27, 2023

SELL
$163.3 - $189.0 $36,415 - $42,147
-223 Reduced 13.17%
1,470 $263 Million
Q2 2023

Sep 01, 2023

SELL
$139.94 - $165.63 $7.34 Million - $8.69 Million
-52,483 Reduced 96.88%
1,693 $280 Million
Q2 2023

Aug 01, 2023

BUY
$139.94 - $165.63 $7.58 Million - $8.97 Million
54,176 New
54,176 $8.97 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 $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
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