A detailed history of Wetherby Asset Management Inc transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Wetherby Asset Management Inc holds 2,223 shares of BR stock, worth $501,041. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,223
Previous 2,247 1.07%
Holding current value
$501,041
Previous $442,000 7.92%
% of portfolio
0.02%
Previous 0.02%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$196.56 - $218.55 $4,717 - $5,245
-24 Reduced 1.07%
2,223 $477,000
Q2 2024

Aug 14, 2024

SELL
$190.46 - $207.24 $10,284 - $11,190
-54 Reduced 2.35%
2,247 $442,000
Q1 2024

May 15, 2024

SELL
$193.56 - $208.96 $22,452 - $24,239
-116 Reduced 4.8%
2,301 $471,000
Q4 2023

Feb 14, 2024

SELL
$167.38 - $205.83 $7,029 - $8,644
-42 Reduced 1.71%
2,417 $497,000
Q3 2023

Nov 14, 2023

SELL
$163.3 - $189.0 $11,757 - $13,608
-72 Reduced 2.84%
2,459 $440,000
Q2 2023

Aug 14, 2023

BUY
$139.94 - $165.63 $6,577 - $7,784
47 Added 1.89%
2,531 $419,000
Q1 2023

May 12, 2023

BUY
$133.03 - $153.58 $7,050 - $8,139
53 Added 2.18%
2,484 $364,000
Q4 2022

Feb 14, 2023

SELL
$132.57 - $152.46 $92,136 - $105,959
-695 Reduced 22.23%
2,431 $326,000
Q3 2022

Nov 14, 2022

BUY
$144.32 - $183.22 $80,386 - $102,053
557 Added 21.68%
3,126 $451,000
Q2 2022

Aug 15, 2022

SELL
$133.41 - $160.84 $3,201 - $3,860
-24 Reduced 0.93%
2,569 $366,000
Q1 2022

May 16, 2022

SELL
$140.89 - $180.95 $2,395 - $3,076
-17 Reduced 0.65%
2,593 $404,000
Q4 2021

Feb 14, 2022

BUY
$162.55 - $184.48 $29,259 - $33,206
180 Added 7.41%
2,610 $477,000
Q3 2021

Nov 15, 2021

SELL
$162.51 - $176.99 $6,500 - $7,079
-40 Reduced 1.62%
2,430 $405,000
Q2 2021

Aug 16, 2021

BUY
$154.37 - $165.63 $7,255 - $7,784
47 Added 1.94%
2,470 $399,000
Q1 2021

May 14, 2021

SELL
$139.17 - $157.31 $22,267 - $25,169
-160 Reduced 6.19%
2,423 $371,000
Q4 2020

Feb 11, 2021

BUY
$133.41 - $153.88 $327,254 - $377,467
2,453 Added 1886.92%
2,583 $396,000
Q3 2020

Dec 16, 2020

SELL
$125.12 - $143.13 $290,153 - $331,918
-2,319 Reduced 94.69%
130 $17,000
Q3 2020

Dec 16, 2020

SELL
$125.12 - $143.13 $31,280 - $35,782
-250 Reduced 9.26%
2,449 $323,000
Q3 2020

Nov 13, 2020

BUY
$125.12 - $143.13 $4,254 - $4,866
34 Added 1.28%
2,699 $356,000
Q2 2020

Aug 14, 2020

SELL
$91.32 - $127.49 $12,602 - $17,593
-138 Reduced 4.92%
2,665 $336,000
Q1 2020

May 06, 2020

BUY
$84.26 - $132.57 $236,180 - $371,593
2,803 New
2,803 $265,000
Q4 2019

Jan 28, 2020

SELL
$116.84 - $125.81 $241,274 - $259,797
-2,065 Closed
0 $0
Q3 2019

Oct 31, 2019

BUY
$121.08 - $134.87 $6,780 - $7,552
56 Added 2.79%
2,065 $257,000
Q2 2019

Jul 25, 2019

SELL
$104.99 - $132.14 $1,574 - $1,982
-15 Reduced 0.74%
2,009 $257,000
Q1 2019

May 09, 2019

SELL
$93.65 - $104.35 $5,525 - $6,156
-59 Reduced 2.83%
2,024 $210,000
Q4 2018

Jan 30, 2019

BUY
$91.79 - $130.07 $5,232 - $7,413
57 Added 2.81%
2,083 $200,000
Q3 2018

Nov 07, 2018

BUY
$112.56 - $137.72 $16,996 - $20,795
151 Added 8.05%
2,026 $267,000
Q2 2018

Jul 24, 2018

SELL
$106.55 - $119.63 $2,557 - $2,871
-24 Reduced 1.26%
1,875 $216,000
Q1 2018

May 04, 2018

SELL
$90.62 - $109.69 $28,182 - $34,113
-311 Reduced 14.07%
1,899 $208,000
Q4 2017

Feb 09, 2018

BUY
$81.1 - $91.61 $179,231 - $202,458
2,210
2,210 $200,000

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 $34.8B
  • 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
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