A detailed history of 1858 Wealth Management, LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, 1858 Wealth Management, LLC holds 1,185 shares of BR stock, worth $267,881. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,185
Previous 1,616 26.67%
Holding current value
$267,881
Previous $393 Million 28.14%
% of portfolio
0.2%
Previous 0.29%

Shares

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

Nov 14, 2025

SELL
$233.75 - $266.89 $100,746 - $115,029
-431 Reduced 26.67%
1,185 $282 Million
Q2 2025

Jul 25, 2025

SELL
$217.22 - $246.25 $5,430 - $6,156
-25 Reduced 1.52%
1,616 $393 Million
Q1 2025

Apr 22, 2025

SELL
$221.46 - $244.83 $34,104 - $37,703
-154 Reduced 8.58%
1,641 $398 Million
Q4 2024

Jan 27, 2025

SELL
$209.64 - $236.44 $1,677 - $1,891
-8 Reduced 0.44%
1,795 $406 Million
Q3 2024

Oct 21, 2024

SELL
$196.56 - $218.55 $8,452 - $9,397
-43 Reduced 2.33%
1,803 $388 Million
Q2 2024

Jul 18, 2024

BUY
$190.46 - $207.24 $2,095 - $2,279
11 Added 0.6%
1,846 $364 Million
Q4 2023

Feb 13, 2024

BUY
$167.38 - $205.83 $307,142 - $377,698
1,835 New
1,835 $378 Million

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 $34.9B
  • 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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