Wambolt & Associates, LLC Broadridge Financial Solutions, Inc. Transaction History

Wambolt & Associates, LLC

  • $342 Million
  • Q2 2024

A detailed history of Wambolt & Associates, LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Wambolt & Associates, LLC holds 2,245 shares of BR stock, worth $490,083. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,245
Previous 2,806 19.99%
Holding current value
$490,083
Previous $574,000 23.0%
% of portfolio
0.13%
Previous 0.17%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
SELL
$190.46 - $207.24 $106,848 - $116,261
-561 Reduced 19.99%
2,245 $442,000
Q1 2024

Apr 30, 2024
SELL
$193.56 - $208.96 $484,480 - $523,026
-2,503 Reduced 47.15%
2,806 $574,000
Q4 2023

Feb 07, 2024
SELL
$167.38 - $205.83 $173,740 - $213,651
-1,038 Reduced 16.35%
5,309 $1.09 Million
Q3 2023

Nov 06, 2023
SELL
$163.3 - $189.0 $72,015 - $83,349
-441 Reduced 6.5%
6,347 $1.14 Million
Q2 2023

Aug 02, 2023
BUY
$139.94 - $165.63 $25,748 - $30,475
184 Added 2.79%
6,788 $1.12 Million
Q1 2023

May 05, 2023
BUY
$133.03 - $153.58 $30,197 - $34,862
227 Added 3.56%
6,604 $967,000
Q4 2022

Jan 31, 2023
SELL
$132.57 - $152.46 $14,317 - $16,465
-108 Reduced 1.67%
6,377 $855,000
Q3 2022

Oct 18, 2022
SELL
$144.32 - $183.22 $28,142 - $35,727
-195 Reduced 2.92%
6,485 $936,000
Q2 2022

Aug 01, 2022
BUY
$133.41 - $160.84 $26,815 - $32,328
201 Added 3.1%
6,680 $952,000
Q1 2022

May 10, 2022
SELL
$140.89 - $180.95 $245,007 - $314,672
-1,739 Reduced 21.16%
6,479 $1.01 Million
Q4 2021

Feb 08, 2022
BUY
$162.55 - $184.48 $64,369 - $73,054
396 Added 5.06%
8,218 $1.5 Million
Q3 2021

Oct 20, 2021
BUY
$162.51 - $176.99 $250,427 - $272,741
1,541 Added 24.53%
7,822 $1.3 Million
Q2 2021

Aug 13, 2021
BUY
$154.37 - $165.63 $273,234 - $293,165
1,770 Added 39.24%
6,281 $1.02 Million
Q1 2021

Apr 19, 2021
BUY
$139.17 - $157.31 $101,454 - $114,678
729 Added 19.28%
4,511 $699,000
Q4 2020

Jan 19, 2021
BUY
$133.41 - $153.88 $14,141 - $16,311
106 Added 2.88%
3,782 $579,000
Q3 2020

Nov 04, 2020
BUY
$125.12 - $143.13 $20,019 - $22,900
160 Added 4.55%
3,676 $485,000
Q2 2020

Jul 23, 2020
SELL
$91.32 - $127.49 $1,369 - $1,912
-15 Reduced 0.42%
3,516 $444,000
Q1 2020

May 11, 2020
SELL
$84.26 - $132.57 $26,120 - $41,096
-310 Reduced 8.07%
3,531 $335,000
Q4 2019

Feb 10, 2020
SELL
$116.84 - $125.81 $9,347 - $10,064
-80 Reduced 2.04%
3,841 $475,000
Q2 2019

Jul 26, 2019
SELL
$104.99 - $132.14 $1,889 - $2,378
-18 Reduced 0.46%
3,921 $501,000
Q1 2019

Apr 11, 2019
BUY
$93.65 - $104.35 $140,194 - $156,211
1,497 Added 61.3%
3,939 $430,000
Q4 2018

Jan 29, 2019
BUY
$91.79 - $130.07 $224,151 - $317,630
2,442 New
2,442 $235,000

Others Institutions Holding BR

# of Institutions
1,018
Shares Held
108M
Call Options Held
60.4K
Put Options Held
53.8K
View Full List

About BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR Quotes by TradingView
  • Ticker BR
  • Exchange NYSE
  • Sector Technology
  • Industry Information Technology Services
  • Shares Outstandng 154,460,992
  • Market Cap $33.7B
  • 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...
More about BR
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