Wendell David Associates Inc Broadridge Financial Solutions, Inc. Transaction History

Wendell David Associates Inc

  • $1.01 Billion
  • Q3 2025

A detailed history of Wendell David Associates Inc transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Wendell David Associates Inc holds 101,134 shares of BR stock, worth $22.4 Million. This represents 2.38% of its overall portfolio holdings.

Number of Shares
101,134
Previous 100,929 0.2%
Holding current value
$22.4 Million
Previous $24.5 Million 1.8%
% of portfolio
2.38%
Previous 2.47%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$233.75 - $266.89 $47,918 - $54,712
205 Added 0.2%
101,134 $24.1 Million
Q2 2025

Jul 29, 2025
SELL
$217.22 - $246.25 $322,571 - $365,681
-1,485 Reduced 1.45%
100,929 $24.5 Million
Q1 2025

Apr 18, 2025
SELL
$221.46 - $244.83 $570,923 - $631,171
-2,578 Reduced 2.46%
102,414 $24.8 Million
Q4 2024

Jan 17, 2025
SELL
$209.64 - $236.44 $244,230 - $275,452
-1,165 Reduced 1.1%
104,992 $23.7 Million
Q3 2024

Oct 21, 2024
BUY
$196.56 - $218.55 $11,597 - $12,894
59 Added 0.06%
106,157 $22.8 Million
Q2 2024

Jul 22, 2024
BUY
$190.46 - $207.24 $95,039 - $103,412
499 Added 0.47%
106,098 $20.9 Million
Q1 2024

Apr 22, 2024
BUY
$193.56 - $208.96 $52,454 - $56,628
271 Added 0.26%
105,599 $21.6 Million
Q4 2023

Jan 22, 2024
BUY
$167.38 - $205.83 $242,701 - $298,453
1,450 Added 1.4%
105,328 $21.7 Million
Q3 2023

Oct 20, 2023
SELL
$163.3 - $189.0 $343,256 - $397,278
-2,102 Reduced 1.98%
103,878 $18.6 Million
Q2 2023

Jul 20, 2023
BUY
$139.94 - $165.63 $75,007 - $88,777
536 Added 0.51%
105,980 $17.6 Million
Q1 2023

Apr 19, 2023
BUY
$133.03 - $153.58 $92,721 - $107,045
697 Added 0.67%
105,444 $15.5 Million
Q4 2022

Jan 17, 2023
BUY
$132.57 - $152.46 $26,779 - $30,796
202 Added 0.19%
104,747 $14.1 Million
Q3 2022

Oct 18, 2022
BUY
$144.32 - $183.22 $290,804 - $369,188
2,015 Added 1.97%
104,545 $15.1 Million
Q2 2022

Jul 14, 2022
BUY
$133.41 - $160.84 $196,913 - $237,399
1,476 Added 1.46%
102,530 $14.6 Million
Q1 2022

Apr 22, 2022
BUY
$140.89 - $180.95 $209,080 - $268,529
1,484 Added 1.49%
101,054 $15.7 Million
Q4 2021

Jan 24, 2022
SELL
$162.55 - $184.48 $126,626 - $143,709
-779 Reduced 0.78%
99,570 $18.2 Million
Q3 2021

Oct 19, 2021
BUY
$162.51 - $176.99 $1.07 Million - $1.17 Million
6,605 Added 7.05%
100,349 $16.7 Million
Q2 2021

Jul 19, 2021
BUY
$154.37 - $165.63 $258,569 - $277,430
1,675 Added 1.82%
93,744 $15.1 Million
Q1 2021

Apr 20, 2021
BUY
$139.17 - $157.31 $218,357 - $246,819
1,569 Added 1.73%
92,069 $14.1 Million
Q4 2020

Jan 22, 2021
BUY
$133.41 - $153.88 $75,376 - $86,942
565 Added 0.63%
90,500 $13.9 Million
Q3 2020

Oct 20, 2020
BUY
$125.12 - $143.13 $85,957 - $98,330
687 Added 0.77%
89,935 $11.9 Million
Q2 2020

Jul 17, 2020
BUY
$91.32 - $127.49 $328,752 - $458,964
3,600 Added 4.2%
89,248 $11.3 Million
Q1 2020

Apr 16, 2020
SELL
$84.26 - $132.57 $9,015 - $14,184
-107 Reduced 0.12%
85,648 $8.12 Million
Q4 2019

Jan 17, 2020
BUY
$116.84 - $125.81 $834,354 - $898,409
7,141 Added 9.08%
85,755 $10.6 Million
Q3 2019

Oct 22, 2019
BUY
$121.08 - $134.87 $263,954 - $294,016
2,180 Added 2.85%
78,614 $9.78 Million
Q2 2019

Jul 16, 2019
BUY
$104.99 - $132.14 $98,690 - $124,211
940 Added 1.25%
76,434 $9.76 Million
Q1 2019

Apr 11, 2019
BUY
$93.65 - $104.35 $991,285 - $1.1 Million
10,585 Added 16.31%
75,494 $7.83 Million
Q4 2018

Jan 17, 2019
BUY
$91.79 - $130.07 $64,253 - $91,049
700 Added 1.09%
64,909 $6.25 Million
Q3 2018

Oct 12, 2018
SELL
$112.56 - $137.72 $202,608 - $247,896
-1,800 Reduced 2.73%
64,209 $8.47 Million
Q2 2018

Jul 16, 2018
SELL
$106.55 - $119.63 $13,318 - $14,953
-125 Reduced 0.19%
66,009 $7.6 Million
Q1 2018

Apr 11, 2018
SELL
$90.62 - $109.69 $458,537 - $555,031
-5,060 Reduced 7.11%
66,134 $7.25 Million
Q4 2017

Jan 16, 2018
SELL
$81.1 - $91.61 $9,894 - $11,176
-122 Reduced 0.17%
71,194 $6.45 Million
Q3 2017

Oct 17, 2017
BUY
$72.28 - $81.56 $5.15 Million - $5.82 Million
71,316
71,316 $5.76 Million

Others Institutions Holding BR

# of Institutions
1,219
Shares Held
109M
Call Options Held
101K
Put Options Held
58.6K
View Full List

About BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR Quotes by TradingView
  • Ticker BR
  • Exchange NYSE
  • Sector Technology
  • Industry Information Technology Services
  • Shares Outstandng 154,460,992
  • Market Cap $34.1B
  • 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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