Mount Yale Investment Advisors, LLC Broadridge Financial Solutions, Inc. Transaction History
Mount Yale Investment Advisors, LLC
- $1.38 Billion
- Q3 2025
A detailed history of Mount Yale Investment Advisors, LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 2,198 shares of BR stock, worth $496,879. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,198
Previous 40
5395.0%
Holding current value
$496,879
Previous $9,000
5711.11%
% of portfolio
0.04%
Previous 0.0%
Shares
27 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...