A detailed history of Cape Investment Advisory, Inc. transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 216 shares of BR stock, worth $45,900. This represents 0.02% of its overall portfolio holdings.

Number of Shares
216
Previous 266 18.8%
Holding current value
$45,900
Previous $54.5 Million 21.91%
% of portfolio
0.02%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$190.46 - $207.24 $9,523 - $10,362
-50 Reduced 18.8%
216 $42.6 Million
Q1 2024

Jun 21, 2024

SELL
$193.56 - $208.96 $1,742 - $1,880
-9 Reduced 3.27%
266 $54.5 Million
Q4 2023

Feb 12, 2024

SELL
$167.38 - $205.83 $1,841 - $2,264
-11 Reduced 3.85%
275 $56.6 Million
Q2 2023

Oct 12, 2023

BUY
$139.94 - $165.63 $4,757 - $5,631
34 Added 13.49%
286 $47.4 Million
Q1 2023

Oct 12, 2023

BUY
$133.03 - $153.58 $33,523 - $38,702
252 New
252 $36.9 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 $32.8B
  • 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
Track This Portfolio

Track Cape Investment Advisory, Inc. Portfolio

Follow Cape Investment Advisory, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cape Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cape Investment Advisory, Inc. with notifications on news.