A detailed history of Summit Financial, LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Summit Financial, LLC holds 4,624 shares of BR stock, worth $988,148. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,624
Previous 3,790 22.01%
Holding current value
$988,148
Previous $776,000 17.27%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Jul 31, 2024

BUY
$190.46 - $207.24 $158,843 - $172,838
834 Added 22.01%
4,624 $910,000
Q1 2024

Apr 24, 2024

SELL
$193.56 - $208.96 $30,388 - $32,806
-157 Reduced 3.98%
3,790 $776,000
Q4 2023

Feb 05, 2024

SELL
$167.38 - $205.83 $28,287 - $34,785
-169 Reduced 4.11%
3,947 $812,000
Q3 2023

Nov 07, 2023

SELL
$163.3 - $189.0 $12,574 - $14,553
-77 Reduced 1.84%
4,116 $736,000
Q2 2023

Aug 11, 2023

BUY
$139.94 - $165.63 $586,768 - $694,486
4,193 New
4,193 $694,000

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 $33B
  • 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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