A detailed history of Warren Averett Asset Management, LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 1,736 shares of BR stock, worth $392,440. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,736
Previous 1,693 2.54%
Holding current value
$392,440
Previous $411,000 0.49%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$233.75 - $266.89 $10,051 - $11,476
43 Added 2.54%
1,736 $413,000
Q2 2025

Aug 14, 2025

BUY
$217.22 - $246.25 $4,344 - $4,925
20 Added 1.2%
1,693 $411,000
Q1 2025

May 15, 2025

BUY
$221.46 - $244.83 $370,502 - $409,600
1,673 New
1,673 $405,000
Q1 2018

May 04, 2018

SELL
$90.62 - $109.69 $45,310 - $54,845
-500 Closed
0 $0
Q4 2017

Feb 12, 2018

BUY
$81.1 - $91.61 $40,550 - $45,805
500
500 $45,000

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 $34.9B
  • 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
Track This Portfolio

Track Warren Averett Asset Management, LLC Portfolio

Follow Warren Averett Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Warren Averett Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Warren Averett Asset Management, LLC with notifications on news.