A detailed history of Ropes Wealth Advisors LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Ropes Wealth Advisors LLC holds 4,151 shares of BR stock, worth $943,688. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,151
Previous 4,327 4.07%
Holding current value
$943,688
Previous $716,000 3.77%
% of portfolio
0.15%
Previous 0.12%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 19, 2023

SELL
$163.3 - $189.0 $28,740 - $33,264
-176 Reduced 4.07%
4,151 $743,000
Q1 2023

May 08, 2023

BUY
$133.03 - $153.58 $9,711 - $11,211
73 Added 1.72%
4,327 $634,000
Q4 2022

Feb 06, 2023

BUY
$132.57 - $152.46 $24,392 - $28,052
184 Added 4.52%
4,254 $570,000
Q1 2022

May 04, 2022

SELL
$140.89 - $180.95 $13,243 - $17,009
-94 Reduced 2.26%
4,070 $633,000
Q3 2021

Nov 05, 2021

BUY
$162.51 - $176.99 $6,500 - $7,079
40 Added 0.97%
4,164 $694,000
Q2 2021

Aug 04, 2021

BUY
$154.37 - $165.63 $12,967 - $13,912
84 Added 2.08%
4,124 $666,000
Q2 2020

Jul 20, 2020

BUY
$91.32 - $127.49 $33,788 - $47,171
370 Added 10.08%
4,040 $510,000
Q2 2019

Jul 31, 2019

BUY
$104.99 - $132.14 $30,027 - $37,792
286 Added 8.45%
3,670 $469,000
Q3 2018

Oct 30, 2018

SELL
$112.56 - $137.72 $2,363 - $2,892
-21 Reduced 0.62%
3,384 $447,000
Q1 2018

Apr 30, 2018

SELL
$90.62 - $109.69 $6,796 - $8,226
-75 Reduced 2.16%
3,405 $373,000
Q4 2017

Feb 13, 2018

BUY
$81.1 - $91.61 $1,703 - $1,923
21 Added 0.61%
3,480 $315,000
Q3 2017

Nov 09, 2017

BUY
$72.28 - $81.56 $250,016 - $282,116
3,459
3,459 $280,000

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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