A detailed history of Transform Wealth, LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Transform Wealth, LLC holds 40,352 shares of BR stock, worth $8.57 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
40,352
Previous 39,734 1.56%
Holding current value
$8.57 Million
Previous $7.83 Million 10.8%
% of portfolio
0.59%
Previous 0.6%

Shares

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

Oct 15, 2024

BUY
$196.56 - $218.55 $121,474 - $135,063
618 Added 1.56%
40,352 $8.67 Million
Q2 2024

Jul 15, 2024

BUY
$190.46 - $207.24 $121,132 - $131,804
636 Added 1.63%
39,734 $7.83 Million
Q1 2024

Apr 15, 2024

BUY
$193.56 - $208.96 $443,252 - $478,518
2,290 Added 6.22%
39,098 $8.01 Million
Q4 2023

Jan 18, 2024

BUY
$167.38 - $205.83 $186,963 - $229,912
1,117 Added 3.13%
36,808 $7.57 Million
Q3 2023

Oct 10, 2023

BUY
$163.3 - $189.0 $5.83 Million - $6.75 Million
35,691 New
35,691 $6.39 Million
Q3 2018

Oct 25, 2018

SELL
$112.56 - $137.72 $532,859 - $651,966
-4,734 Closed
0 $0
Q2 2018

Aug 03, 2018

SELL
$106.55 - $119.63 $171,865 - $192,963
-1,613 Reduced 25.41%
4,734 $545,000
Q1 2018

May 03, 2018

SELL
$90.62 - $109.69 $369,276 - $446,986
-4,075 Reduced 39.1%
6,347 $696,000
Q4 2017

Feb 08, 2018

SELL
$81.1 - $91.61 $86,777 - $98,022
-1,070 Reduced 9.31%
10,422 $944,000
Q3 2017

Oct 19, 2017

BUY
$72.28 - $81.56 $830,641 - $937,287
11,492
11,492 $929,000

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 $32.8B
  • 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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