A detailed history of Schechter Investment Advisors, LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 12,012 shares of BR stock, worth $2.59 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
12,012
Previous 12,300 2.34%
Holding current value
$2.59 Million
Previous $2.52 Million 6.07%
% of portfolio
0.24%
Previous 0.24%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$190.46 - $207.24 $54,852 - $59,685
-288 Reduced 2.34%
12,012 $2.37 Million
Q1 2024

May 06, 2024

BUY
$193.56 - $208.96 $43,551 - $47,016
225 Added 1.86%
12,300 $2.52 Million
Q4 2023

Jan 17, 2024

SELL
$167.38 - $205.83 $92,561 - $113,823
-553 Reduced 4.38%
12,075 $2.48 Million
Q3 2023

Nov 06, 2023

SELL
$163.3 - $189.0 $127,210 - $147,231
-779 Reduced 5.81%
12,628 $2.26 Million
Q2 2023

Jul 26, 2023

BUY
$139.94 - $165.63 $31,906 - $37,763
228 Added 1.73%
13,407 $2.22 Million
Q1 2023

Apr 28, 2023

SELL
$133.03 - $153.58 $48,955 - $56,517
-368 Reduced 2.72%
13,179 $1.93 Million
Q4 2022

Feb 13, 2023

BUY
$132.57 - $152.46 $208,930 - $240,276
1,576 Added 13.17%
13,547 $1.82 Million
Q3 2022

Nov 04, 2022

SELL
$144.32 - $183.22 $140,423 - $178,273
-973 Reduced 7.52%
11,971 $1.73 Million
Q2 2022

Nov 03, 2022

BUY
$133.41 - $160.84 $1.73 Million - $2.08 Million
12,944 New
12,944 $1.85 Million
Q1 2022

Nov 18, 2022

SELL
$140.89 - $180.95 $330,950 - $425,051
-2,349 Reduced 19.62%
9,622 $1.5 Million
Q4 2021

Dec 27, 2022

SELL
$162.55 - $184.48 $389,307 - $441,829
-2,395 Reduced 20.01%
9,576 $1.75 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 $33.3B
  • 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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