Sugarloaf Wealth Management, LLC Broadridge Financial Solutions, Inc. Transaction History
Sugarloaf Wealth Management, LLC
- $493 Million
- Q3 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 17,288 shares of BR stock, worth $3.93 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
17,288
Previous 16,968
1.89%
Holding current value
$3.93 Million
Previous $3.34 Million
11.16%
% of portfolio
0.75%
Previous 0.73%
Shares
20 transactions
Others Institutions Holding BR
# of Institutions
1,080Shares Held
106MCall Options Held
171KPut Options Held
29.4K-
Vanguard Group Inc Valley Forge, PA14.2MShares$3.23 Billion0.06% of portfolio
-
Black Rock Inc. New York, NY10.1MShares$2.3 Billion0.05% of portfolio
-
Morgan Stanley New York, NY5.35MShares$1.22 Billion0.08% of portfolio
-
State Street Corp Boston, MA5.18MShares$1.18 Billion0.05% of portfolio
-
Janus Henderson Group PLC London, X03.24MShares$736 Million0.37% of portfolio
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...