Wealth Alliance Broadridge Financial Solutions, Inc. Transaction History

Wealth Alliance

$760 Million
Q2 2024

A detailed history of Wealth Alliance transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Wealth Alliance holds 1,912 shares of BR stock, worth $406,625. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,912

Previous 1,913 0.05%

Holding current value

$406,625

Previous $391,000 3.84%

% of portfolio

0.05%

Previous 0.05%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$190.46 - $207.24 $190 - $207	-1 Reduced 0.05%	1,912 $376,000
Q1 2024 May 10, 2024	SELL	$193.56 - $208.96 $42,970 - $46,389	-222 Reduced 10.4%	1,913 $391,000
Q4 2023 Jan 30, 2024	SELL	$167.38 - $205.83 $7,699 - $9,468	-46 Reduced 2.11%	2,135 $439,000
Q3 2023 Nov 09, 2023	SELL	$163.3 - $189.0 $23,025 - $26,649	-141 Reduced 6.07%	2,181 $390,000
Q2 2023 Aug 02, 2023	BUY	$139.94 - $165.63 $3,638 - $4,306	26 Added 1.13%	2,322 $384,000
Q1 2023 May 10, 2023	BUY	$133.03 - $153.58 $56,271 - $64,964	423 Added 22.58%	2,296 $336,000
Q4 2022 Feb 13, 2023	SELL	$132.57 - $152.46 $175,787 - $202,161	-1,326 Reduced 41.45%	1,873 $251,000
Q3 2022 Nov 14, 2022	SELL	$144.32 - $183.22 $55,707 - $70,722	-386 Reduced 10.77%	3,199 $461,000
Q2 2022 Aug 15, 2022	BUY	$133.41 - $160.84 $24,280 - $29,272	182 Added 5.35%	3,585 $511,000
Q1 2022 May 10, 2022	BUY	$140.89 - $180.95 $31,559 - $40,532	224 Added 7.05%	3,403 $530,000
Q4 2021 Feb 14, 2022	BUY	$162.55 - $184.48 $18,205 - $20,661	112 Added 3.65%	3,179 $582,000
Q3 2021 Nov 12, 2021	BUY	$162.51 - $176.99 $10,238 - $11,150	63 Added 2.1%	3,067 $511,000
Q2 2021 Aug 16, 2021	BUY	$154.37 - $165.63 $168,572 - $180,867	1,092 Added 57.11%	3,004 $485,000
Q1 2021 May 18, 2021	SELL	$139.17 - $157.31 $78,631 - $88,880	-565 Reduced 22.81%	1,912 $293,000
Q4 2020 Feb 11, 2021	SELL	$133.41 - $153.88 $5,336 - $6,155	-40 Reduced 1.59%	2,477 $379,000
Q3 2020 Nov 13, 2020	SELL	$125.12 - $143.13 $3,753 - $4,293	-30 Reduced 1.18%	2,517 $332,000
Q2 2020 Aug 14, 2020	SELL	$91.32 - $127.49 $205,196 - $286,470	-2,247 Reduced 46.87%	2,547 $321,000
Q1 2020 May 15, 2020	BUY	$84.26 - $132.57 $403,942 - $635,540	4,794 New	4,794 $455,000

Others Institutions Holding BR

# of Institutions

1,004

Shares Held

108M

Call Options Held

60.4K

Put Options Held

53.8K

View Full List

About BROADRIDGE FINANCIAL SOLUTIONS, INC.

Ticker BR
Exchange NYSE
Sector Technology
Industry Information Technology Services
Shares Outstandng 154,460,992
Market Cap $32.8B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Alliance with notifications on news.

Account