A detailed history of Perigon Wealth Management, LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 1,353 shares of BR stock, worth $307,591. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,353
Previous 1,257 7.64%
Holding current value
$307,591
Previous $247,000 17.41%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 16, 2024

BUY
$196.56 - $218.55 $18,869 - $20,980
96 Added 7.64%
1,353 $290,000
Q2 2024

Aug 02, 2024

BUY
$190.46 - $207.24 $31,235 - $33,987
164 Added 15.0%
1,257 $247,000
Q1 2024

Apr 29, 2024

BUY
$193.56 - $208.96 $211,561 - $228,393
1,093 New
1,093 $223,000
Q1 2022

May 16, 2022

SELL
$140.89 - $180.95 $201,050 - $258,215
-1,427 Closed
0 $0
Q4 2021

Feb 11, 2022

BUY
$162.55 - $184.48 $231,958 - $263,252
1,427 New
1,427 $261,000
Q1 2021

May 17, 2021

SELL
$139.17 - $157.31 $115,511 - $130,567
-830 Closed
0 $0
Q4 2020

Jan 28, 2021

BUY
$133.41 - $153.88 $110,730 - $127,720
830 New
830 $127,000

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 $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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