A detailed history of Pensionmark Financial Group, LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 2,369 shares of BR stock, worth $535,536. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,369
Previous 2,581 8.21%
Holding current value
$535,536
Previous $627,000 10.05%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025

SELL
$233.75 - $266.89 $49,555 - $56,580
-212 Reduced 8.21%
2,369 $564,000
Q2 2025

Aug 04, 2025

BUY
$217.22 - $246.25 $137,065 - $155,383
631 Added 32.36%
2,581 $627,000
Q1 2025

Apr 29, 2025

BUY
$221.46 - $244.83 $431,847 - $477,418
1,950 New
1,950 $472,000
Q3 2024

Nov 14, 2024

BUY
$196.56 - $218.55 $81,768 - $90,916
416 Added 10.91%
4,229 $908,000
Q2 2024

Aug 14, 2024

BUY
$190.46 - $207.24 $726,223 - $790,206
3,813 New
3,813 $751,000

Others Institutions Holding BR

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...
More about BR
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