Heritage Wealth Advisors Broadridge Financial Solutions, Inc. Transaction History

Heritage Wealth Advisors

  • $2.06 Billion
  • Q3 2024

A detailed history of Heritage Wealth Advisors transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Heritage Wealth Advisors holds 2,136 shares of BR stock, worth $485,598. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,136
Previous 2,130 0.28%
Holding current value
$485,598
Previous $419,000 9.55%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2024
BUY
$196.56 - $218.55 $1,179 - $1,311
6 Added 0.28%
2,136 $459,000
Q1 2024

Dec 12, 2024
SELL
$193.56 - $208.96 $24,388 - $26,328
-126 Reduced 5.59%
2,130 $436,000
Q1 2024

May 08, 2024
SELL
$193.56 - $208.96 $27,291 - $29,463
-141 Reduced 6.21%
2,130 $436,000
Q4 2023

Feb 09, 2024
BUY
$167.38 - $205.83 $2,510 - $3,087
15 Added 0.66%
2,271 $467,000
Q2 2023

Dec 12, 2024
BUY
$139.94 - $165.63 $16,792 - $19,875
120 Added 5.62%
2,256 $373,000
Q1 2023

May 04, 2023
SELL
$133.03 - $153.58 $1,862 - $2,150
-14 Reduced 0.62%
2,256 $330,000
Q3 2022

Dec 12, 2024
BUY
$144.32 - $183.22 $19,338 - $24,551
134 Added 6.27%
2,270 $327,000
Q3 2022

Nov 10, 2022
SELL
$144.32 - $183.22 $5,195 - $6,595
-36 Reduced 1.56%
2,270 $328,000
Q2 2022

Aug 04, 2022
SELL
$133.41 - $160.84 $2,668 - $3,216
-20 Reduced 0.86%
2,306 $329,000
Q1 2022

May 11, 2022
SELL
$140.89 - $180.95 $10,144 - $13,028
-72 Reduced 3.0%
2,326 $362,000
Q4 2021

Feb 02, 2022
SELL
$162.55 - $184.48 $325 - $368
-2 Reduced 0.08%
2,398 $438,000
Q3 2021

Nov 02, 2021
SELL
$162.51 - $176.99 $33,152 - $36,105
-204 Reduced 7.83%
2,400 $399,000
Q2 2020

Jul 17, 2020
BUY
$91.32 - $127.49 $56,709 - $79,171
621 Added 31.32%
2,604 $328,000
Q2 2020

Jul 17, 2020
SELL
$91.32 - $127.49 $56,709 - $79,171
-621 Reduced 23.85%
1,983 $328,000
Q1 2020

May 05, 2020
SELL
$84.26 - $132.57 $33,704 - $53,028
-400 Reduced 13.32%
2,604 $246,000
Q4 2019

Feb 04, 2020
SELL
$116.84 - $125.81 $2,103 - $2,264
-18 Reduced 0.6%
3,004 $371,000
Q1 2019

May 06, 2019
BUY
$93.65 - $104.35 $1,685 - $1,878
18 Added 0.6%
3,022 $0
Q4 2018

Jan 28, 2019
SELL
$91.79 - $130.07 $82,243 - $116,542
-896 Reduced 22.97%
3,004 $289,000
Q4 2017

Feb 02, 2018
SELL
$81.1 - $91.61 $89,210 - $100,771
-1,100 Reduced 22.0%
3,900 $354,000
Q3 2017

Nov 07, 2017
BUY
$72.28 - $81.56 $361,400 - $407,800
5,000
5,000 $404,000

Others Institutions Holding BR

# of Institutions
1,080
Shares Held
106M
Call Options Held
171K
Put Options Held
29.4K
View Full List

About BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR Quotes by TradingView
  • Ticker BR
  • Exchange NYSE
  • Sector Technology
  • Industry Information Technology Services
  • Shares Outstandng 154,460,992
  • Market Cap $35.1B
  • 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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