A detailed history of Forza Wealth Management, LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Forza Wealth Management, LLC holds 2,900 shares of BR stock, worth $656,473. This represents 0.29% of its overall portfolio holdings.

Number of Shares
2,900
Previous 3,000 3.33%
Holding current value
$656,473
Previous $591 Million 5.51%
% of portfolio
0.29%
Previous 0.3%

Shares

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

Oct 28, 2024

SELL
$196.56 - $218.55 $19,656 - $21,855
-100 Reduced 3.33%
2,900 $624 Million
Q1 2024

Apr 22, 2024

SELL
$193.56 - $208.96 $29,034 - $31,344
-150 Reduced 4.76%
3,000 $615 Million
Q4 2023

Jan 24, 2024

SELL
$167.38 - $205.83 $440,042 - $541,127
-2,629 Reduced 45.49%
3,150 $648 Million
Q2 2023

Jul 25, 2023

BUY
$139.94 - $165.63 $13,994 - $16,563
100 Added 1.76%
5,779 $957 Million
Q1 2023

May 03, 2023

BUY
$133.03 - $153.58 $755,477 - $872,180
5,679 New
5,679 $832 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 $35B
  • 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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