Morgan Rosel Wealth Management, LLC Broadridge Financial Solutions, Inc. Transaction History
Morgan Rosel Wealth Management, LLC
- $366 Million
- Q3 2025
A detailed history of Morgan Rosel Wealth Management, LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 2,956 shares of BR stock, worth $668,233. This represents 0.19% of its overall portfolio holdings.
Number of Shares
2,956
Previous 4,971
40.54%
Holding current value
$668,233
Previous $1.21 Million
41.72%
% of portfolio
0.19%
Previous 0.35%
Shares
7 transactions
Others Institutions Holding BR
# of Institutions
1,235Shares 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...