A detailed history of Compass Ion Advisors, LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 1,774 shares of BR stock, worth $404,010. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,774
Previous 1,524 16.4%
Holding current value
$404,010
Previous $300,000 27.0%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 18, 2024

BUY
$196.56 - $218.55 $49,140 - $54,637
250 Added 16.4%
1,774 $381,000
Q1 2024

Apr 17, 2024

SELL
$193.56 - $208.96 $275,629 - $297,559
-1,424 Reduced 48.3%
1,524 $312,000
Q4 2023

Jan 23, 2024

BUY
$167.38 - $205.83 $19,081 - $23,464
114 Added 4.02%
2,948 $606,000
Q3 2023

Nov 02, 2023

BUY
$163.3 - $189.0 $462,792 - $535,626
2,834 New
2,834 $507,000

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 $35.2B
  • 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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