A detailed history of Wall Street Access Asset Management, LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Wall Street Access Asset Management, LLC holds 4,005 shares of BR stock, worth $912,098. This represents 0.33% of its overall portfolio holdings.

Number of Shares
4,005
Previous 4,005 -0.0%
Holding current value
$912,098
Previous $788,000 9.14%
% of portfolio
0.33%
Previous 0.32%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

SELL
$193.56 - $208.96 $95,812 - $103,435
-495 Reduced 11.0%
4,005 $820,000
Q2 2023

Oct 20, 2023

BUY
$139.94 - $165.63 $629,730 - $745,335
4,500 New
4,500 $745,000
Q3 2022

Nov 14, 2022

SELL
$144.32 - $183.22 $203,491 - $258,340
-1,410 Reduced 23.86%
4,500 $649,000
Q2 2022

Aug 15, 2022

BUY
$133.41 - $160.84 $188,108 - $226,784
1,410 Added 31.33%
5,910 $842,000
Q4 2021

Feb 15, 2022

SELL
$162.55 - $184.48 $931,411 - $1.06 Million
-5,730 Reduced 56.01%
4,500 $822,000
Q3 2021

Nov 15, 2021

BUY
$162.51 - $176.99 $931,182 - $1.01 Million
5,730 Added 127.33%
10,230 $1.7 Million
Q2 2021

Aug 16, 2021

SELL
$154.37 - $165.63 $696,671 - $747,488
-4,513 Reduced 50.07%
4,500 $726,000
Q1 2021

May 13, 2021

BUY
$139.17 - $157.31 $626,265 - $707,895
4,500 Added 99.71%
9,013 $1.38 Million
Q3 2020

Nov 13, 2020

BUY
$125.12 - $143.13 $1,626 - $1,860
13 Added 0.29%
4,513 $595,000
Q2 2020

Nov 02, 2021

SELL
$91.32 - $127.49 $1,187 - $1,657
-13 Reduced 0.29%
4,500 $567,000
Q1 2020

May 14, 2020

BUY
$84.26 - $132.57 $1,095 - $1,723
13 Added 0.29%
4,513 $427,000
Q1 2018

May 15, 2018

SELL
$90.62 - $109.69 $226,550 - $274,225
-2,500 Reduced 35.71%
4,500 $493,000
Q3 2017

Nov 15, 2017

BUY
$72.28 - $81.56 $505,960 - $570,920
7,000
7,000 $565,000

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 $35.2B
  • 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
Track This Portfolio

Track Wall Street Access Asset Management, LLC Portfolio

Follow Wall Street Access Asset Management, 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 Wall Street Access Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wall Street Access Asset Management, LLC with notifications on news.