A detailed history of Roundview Capital LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Roundview Capital LLC holds 10,737 shares of BR stock, worth $2.41 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
10,737
Previous 10,517 2.09%
Holding current value
$2.41 Million
Previous $2.07 Million 11.4%
% of portfolio
0.17%
Previous 0.17%

Shares

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

Nov 14, 2024

BUY
$196.56 - $218.55 $43,243 - $48,081
220 Added 2.09%
10,737 $2.31 Million
Q2 2024

Aug 09, 2024

BUY
$190.46 - $207.24 $6,666 - $7,253
35 Added 0.33%
10,517 $2.07 Million
Q1 2024

May 06, 2024

BUY
$193.56 - $208.96 $71,036 - $76,688
367 Added 3.63%
10,482 $2.15 Million
Q4 2023

Feb 12, 2024

SELL
$167.38 - $205.83 $77,831 - $95,710
-465 Reduced 4.4%
10,115 $2.08 Million
Q3 2023

Nov 13, 2023

BUY
$163.3 - $189.0 $28,414 - $32,886
174 Added 1.67%
10,580 $1.89 Million
Q2 2023

Aug 09, 2023

SELL
$139.94 - $165.63 $6,997 - $8,281
-50 Reduced 0.48%
10,406 $1.72 Million
Q1 2023

May 09, 2023

BUY
$133.03 - $153.58 $20,087 - $23,190
151 Added 1.47%
10,456 $1.53 Million
Q4 2022

Feb 13, 2023

BUY
$132.57 - $152.46 $73,974 - $85,072
558 Added 5.72%
10,305 $1.38 Million
Q3 2022

Nov 10, 2022

BUY
$144.32 - $183.22 $55,274 - $70,173
383 Added 4.09%
9,747 $1.41 Million
Q2 2022

Aug 11, 2022

BUY
$133.41 - $160.84 $67,505 - $81,385
506 Added 5.71%
9,364 $1.34 Million
Q1 2022

May 11, 2022

BUY
$140.89 - $180.95 $72,840 - $93,551
517 Added 6.2%
8,858 $1.38 Million
Q4 2021

Feb 10, 2022

BUY
$162.55 - $184.48 $114,760 - $130,242
706 Added 9.25%
8,341 $1.53 Million
Q3 2021

Nov 10, 2021

BUY
$162.51 - $176.99 $130,495 - $142,122
803 Added 11.75%
7,635 $1.27 Million
Q2 2021

Aug 10, 2021

BUY
$154.37 - $165.63 $241,743 - $259,376
1,566 Added 29.74%
6,832 $1.1 Million
Q1 2021

May 14, 2021

BUY
$139.17 - $157.31 $5,288 - $5,977
38 Added 0.73%
5,266 $806,000
Q4 2020

Feb 08, 2021

BUY
$133.41 - $153.88 $11,873 - $13,695
89 Added 1.73%
5,228 $801,000
Q3 2020

Nov 05, 2020

BUY
$125.12 - $143.13 $16,265 - $18,606
130 Added 2.6%
5,139 $678,000
Q2 2020

Aug 13, 2020

BUY
$91.32 - $127.49 $89,858 - $125,450
984 Added 24.45%
5,009 $632,000
Q1 2020

May 11, 2020

BUY
$84.26 - $132.57 $339,146 - $533,594
4,025 New
4,025 $382,000

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
Track This Portfolio

Track Roundview Capital LLC Portfolio

Follow Roundview Capital LLC 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 Roundview Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roundview Capital LLC with notifications on news.