Global Retirement Partners, LLC Broadridge Financial Solutions, Inc. Transaction History

Global Retirement Partners, LLC

$4.24 Billion
Q3 2025

A detailed history of Global Retirement Partners, LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Global Retirement Partners, LLC holds 1,306 shares of BR stock, worth $295,234. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,306

Previous 1,908 31.55%

Holding current value

$295,234

Previous $463,000 32.83%

% of portfolio

0.01%

Previous 0.01%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$233.75 - $266.89 $140,717 - $160,667	-602 Reduced 31.55%	1,306 $311,000
Q2 2025 Aug 12, 2025	SELL	$217.22 - $246.25 $139,020 - $157,600	-640 Reduced 25.12%	1,908 $463,000
Q4 2024 Jan 31, 2025	BUY	$209.64 - $236.44 $69,390 - $78,261	331 Added 14.93%	2,548 $576,000
Q3 2024 Oct 16, 2024	SELL	$196.56 - $218.55 $100,835 - $112,116	-513 Reduced 18.79%	2,217 $476,000
Q2 2024 Jul 23, 2024	BUY	$190.46 - $207.24 $196,173 - $213,457	1,030 Added 60.59%	2,730 $537,000

Q1 2024 Apr 23, 2024	SELL	$193.56 - $208.96 $33,098 - $35,732	-171 Reduced 9.14%	1,700 $348,000
Q4 2023 Jan 18, 2024	BUY	$167.38 - $205.83 $17,574 - $21,612	105 Added 5.95%	1,871 $384,000
Q3 2023 Oct 13, 2023	SELL	$163.3 - $189.0 $30,700 - $35,532	-188 Reduced 9.62%	1,766 $316,000
Q2 2023 Jul 20, 2023	BUY	$139.94 - $165.63 $139,100 - $164,636	994 Added 103.54%	1,954 $323,000
Q1 2023 May 05, 2023	BUY	$133.03 - $153.58 $7,848 - $9,061	59 Added 6.55%	960 $140,000
Q4 2022 Feb 13, 2023	BUY	$132.57 - $152.46 $10,340 - $11,891	78 Added 9.48%	901 $120,000
Q3 2022 Nov 03, 2022	BUY	$144.32 - $183.22 $59,315 - $75,303	411 Added 99.76%	823 $124,000
Q2 2022 Jul 15, 2022	BUY	$133.41 - $160.84 $8,138 - $9,811	61 Added 17.38%	412 $59,000
Q1 2022 Jul 14, 2022	BUY	$140.89 - $180.95 $49,452 - $63,513	351 New	351 $49,000
Q4 2021 Jan 21, 2022	SELL	$162.55 - $184.48 $8,127 - $9,224	-50 Closed	0 $0
Q3 2021 Oct 22, 2021	SELL	$162.51 - $176.99 $975 - $1,061	-6 Reduced 10.71%	50 $8,000
Q2 2021 Jul 15, 2021	SELL	$154.37 - $165.63 $1,389 - $1,490	-9 Reduced 13.85%	56 $9,000
Q1 2021 Apr 14, 2021	SELL	$139.17 - $157.31 $12,525 - $14,157	-90 Reduced 58.06%	65 $10,000
Q4 2020 Jan 13, 2021	SELL	$133.41 - $153.88 $4,002 - $4,616	-30 Reduced 16.22%	155 $24,000
Q4 2019 Jan 23, 2020	BUY	$116.84 - $125.81 $6,426 - $6,919	55 Added 42.31%	185 $23,000
Q3 2019 Nov 19, 2019	SELL	$121.08 - $134.87 $1,210 - $1,348	-10 Reduced 7.14%	130 $16,000
Q2 2019 Nov 19, 2019	SELL	$104.99 - $132.14 $209 - $264	-2 Reduced 1.41%	140 $18,000
Q1 2019 May 07, 2019	BUY	$93.65 - $104.35 $4,869 - $5,426	52 Added 57.78%	142 $15,000
Q4 2018 Feb 22, 2019	SELL	$91.79 - $130.07 $1,376 - $1,951	-15 Reduced 14.29%	90 $9,000
Q2 2018 Aug 13, 2018	SELL	$106.55 - $119.63 $7,991 - $8,972	-75 Reduced 41.67%	105 $12,000
Q3 2017 Aug 10, 2018	BUY	$72.28 - $81.56 $13,010 - $14,680	180	180 $15,000

Others Institutions Holding BR

# of Institutions

1,236

Shares Held

110M

Call Options Held

99.9K

Put Options Held

203K

View Full List

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...

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Global Retirement Partners, LLC Broadridge Financial Solutions, Inc. Transaction History