Venturi Wealth Management, LLC Broadridge Financial Solutions, Inc. Transaction History
Venturi Wealth Management, LLC
- $1.77 Billion
- Q3 2024
A detailed history of Venturi Wealth Management, LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 1,533 shares of BR stock, worth $363,857. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,533
Previous 1,273
20.42%
Holding current value
$363,857
Previous $250,000
31.6%
% of portfolio
0.02%
Previous 0.02%
Shares
13 transactions
Others Institutions Holding BR
# of Institutions
1,088Shares Held
105MCall Options Held
171KPut Options Held
32.2K-
Vanguard Group Inc Valley Forge, PA14.2MShares$3.38 Billion0.06% of portfolio
-
Black Rock Inc. New York, NY10.1MShares$2.4 Billion0.05% of portfolio
-
Morgan Stanley New York, NY5.35MShares$1.27 Billion0.08% of portfolio
-
State Street Corp Boston, MA5.18MShares$1.23 Billion0.05% of portfolio
-
Janus Henderson Group PLC London, X03.24MShares$768 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 $36.7B
- 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...