A detailed history of Clearstead Advisors, LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Clearstead Advisors, LLC holds 425 shares of BR stock, worth $96,075. This represents 0.0% of its overall portfolio holdings.

Number of Shares
425
Previous 665 36.09%
Holding current value
$96,075
Previous $161,000 37.27%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 10, 2025

SELL
$233.75 - $266.89 $56,100 - $64,053
-240 Reduced 36.09%
425 $101,000
Q2 2025

Aug 08, 2025

BUY
$217.22 - $246.25 $69,075 - $78,307
318 Added 91.64%
665 $161,000
Q1 2025

May 13, 2025

SELL
$221.46 - $244.83 $63,780 - $70,511
-288 Reduced 45.35%
347 $84,000
Q4 2024

Feb 10, 2025

SELL
$209.64 - $236.44 $21,173 - $23,880
-101 Reduced 13.72%
635 $143,000
Q3 2024

Nov 13, 2024

BUY
$196.56 - $218.55 $53,464 - $59,445
272 Added 58.62%
736 $158,000
Q2 2024

Aug 09, 2024

BUY
$190.46 - $207.24 $64,756 - $70,461
340 Added 274.19%
464 $91,000
Q1 2024

May 14, 2024

SELL
$193.56 - $208.96 $1,548 - $1,671
-8 Reduced 6.06%
124 $25,000
Q4 2023

Feb 12, 2024

BUY
$167.38 - $205.83 $1,339 - $1,646
8 Added 6.45%
132 $27,000
Q3 2023

Nov 13, 2023

SELL
$163.3 - $189.0 $17,309 - $20,034
-106 Reduced 46.09%
124 $22,000
Q3 2023

Nov 07, 2023

BUY
$163.3 - $189.0 $28,250 - $32,697
173 Added 303.51%
230 $41,000
Q2 2023

Aug 07, 2023

BUY
$139.94 - $165.63 $7,976 - $9,440
57 New
57 $9,000
Q2 2022

Aug 12, 2022

BUY
$133.41 - $160.84 $1,200 - $1,447
9 Added 42.86%
30 $4,000
Q4 2021

Feb 14, 2022

SELL
$162.55 - $184.48 $2,275 - $2,582
-14 Reduced 40.0%
21 $4,000
Q3 2021

Nov 12, 2021

BUY
$162.51 - $176.99 $812 - $884
5 Added 16.67%
35 $6,000
Q2 2021

Aug 12, 2021

BUY
$154.37 - $165.63 $4,631 - $4,968
30 New
30 $5,000

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 $34.9B
  • 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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