Wealthsource Partners, LLC Broadridge Financial Solutions, Inc. Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 10, 2022	SELL	$133.41 - $160.84 $5,603 - $6,755	-42 Reduced 1.0%	4,140 $590,000
Q1 2022 May 09, 2022	SELL	$140.89 - $180.95 $3,240 - $4,161	-23 Reduced 0.55%	4,182 $651,000
Q4 2021 Feb 14, 2022	BUY	$162.55 - $184.48 $6,014 - $6,825	37 Added 0.89%	4,205 $769,000
Q3 2021 Nov 18, 2021	BUY	$162.51 - $176.99 $18,851 - $20,530	116 Added 2.86%	4,168 $695,000
Q2 2021 Nov 18, 2021	SELL	$154.37 - $165.63 $463 - $496	-3 Reduced 0.07%	4,052 $655,000
Q1 2021 Jun 21, 2021	SELL	$139.17 - $157.31 $4,175 - $4,719	-30 Reduced 0.73%	4,055 $621,000
Q4 2020 Feb 12, 2021	SELL	$133.41 - $153.88 $6,136 - $7,078	-46 Reduced 1.11%	4,085 $626,000
Q3 2020 Nov 16, 2020	BUY	$125.12 - $143.13 $250 - $286	2 Added 0.05%	4,131 $545,000
Q2 2020 Aug 17, 2020	BUY	$91.32 - $127.49 $2,739 - $3,824	30 Added 0.73%	4,129 $521,000
Q1 2020 May 12, 2020	SELL	$84.26 - $132.57 $38,254 - $60,186	-454 Reduced 9.97%	4,099 $389,000
Q4 2019 Feb 12, 2020	SELL	$116.84 - $125.81 $28,041 - $30,194	-240 Reduced 5.01%	4,553 $562,000
Q3 2019 Nov 15, 2019	SELL	$121.08 - $134.87 $22,399 - $24,950	-185 Reduced 3.72%	4,793 $596,000
Q2 2019 Aug 09, 2019	SELL	$104.99 - $132.14 $4,094 - $5,153	-39 Reduced 0.78%	4,978 $636,000
Q1 2019 May 16, 2019	SELL	$93.65 - $104.35 $17,137 - $19,096	-183 Reduced 3.52%	5,017 $520,000
Q4 2018 Feb 06, 2019	SELL	$91.79 - $130.07 $11,565 - $16,388	-126 Reduced 2.37%	5,200 $501,000
Q3 2018 Nov 13, 2018	SELL	$112.56 - $137.72 $175,481 - $214,705	-1,559 Reduced 22.64%	5,326 $703,000
Q2 2018 Aug 14, 2018	SELL	$106.55 - $119.63 $13,105 - $14,714	-123 Reduced 1.76%	6,885 $792,000
Q1 2018 Apr 16, 2018	SELL	$90.62 - $109.69 $153,238 - $185,485	-1,691 Reduced 19.44%	7,008 $769,000
Q1 2018 Apr 16, 2018	BUY	$90.62 - $109.69 $120,615 - $145,997	1,331 Added 18.06%	8,699 $591,000
Q4 2017 Feb 16, 2018	BUY	$81.1 - $91.61 $30,250 - $34,170	373 Added 5.33%	7,368 $667,000
Q3 2017 Nov 20, 2017	BUY	$72.28 - $81.56 $4,698 - $5,301	65 Added 0.94%	6,995 $565,000
Q2 2017 Aug 16, 2017	BUY	N/A	6,930	6,930 $524,000

Others Institutions Holding BR

# of Institutions

1,081

Shares Held

106M

Call Options Held

171K

Put Options Held

29.4K

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About BROADRIDGE FINANCIAL SOLUTIONS, INC.

Ticker BR
Exchange NYSE
Sector Technology
Industry Information Technology Services
Shares Outstandng 154,460,992
Market Cap $34.5B
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...

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