Crestwood Advisors Group LLC Broadridge Financial Solutions, Inc. Transaction History
Crestwood Advisors Group LLC
- $5.73 Billion
- Q3 2025
A detailed history of Crestwood Advisors Group LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 1,183 shares of BR stock, worth $267,428. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,183
Previous 881
34.28%
Holding current value
$267,428
Previous $214,000
31.31%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding BR
# of Institutions
1,236Shares Held
110MCall Options Held
99.9KPut Options Held
203K-
Vanguard Group Inc Valley Forge, PA15.3MShares$3.46 Billion0.06% of portfolio
-
Black Rock Inc. New York, NY10.1MShares$2.29 Billion0.05% of portfolio
-
State Street Corp Boston, MA5.62MShares$1.27 Billion0.05% of portfolio
-
Morgan Stanley New York, NY4.5MShares$1.02 Billion0.07% of portfolio
-
Alliancebernstein L.P. New York, NY3.69MShares$834 Million0.29% of portfolio
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...