Wealth Enhancement Advisory Services, LLC Broadridge Financial Solutions, Inc. Transaction History

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 28,933 shares of BR stock, worth $6.8 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

28,933

Previous 20,258 42.82%

Holding current value

$6.8 Million

Previous $4.58 Million 53.17%

% of portfolio

0.01%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$221.46 - $244.83 $1.92 Million - $2.12 Million	8,675 Added 42.82%	28,933 $7.02 Million
Q4 2024 Mar 17, 2025	BUY	$209.64 - $236.44 $132,492 - $149,430	632 Added 3.22%	20,258 $4.58 Million
Q4 2024 Jan 10, 2025	BUY	$209.64 - $236.44 $48,846 - $55,090	233 Added 1.2%	19,626 $4.44 Million
Q3 2024 Oct 23, 2024	SELL	$196.56 - $218.55 $3.36 Million - $3.74 Million	-17,111 Reduced 46.87%	19,393 $4.17 Million
Q2 2024 Jul 16, 2024	BUY	$190.46 - $207.24 $1.27 Million - $1.39 Million	6,690 Added 22.44%	36,504 $7.19 Million
Q1 2024 Apr 15, 2024	BUY	$193.56 - $208.96 $2.68 Million - $2.89 Million	13,851 Added 86.77%	29,814 $6.11 Million
Q4 2023 Jan 30, 2024	SELL	$167.38 - $205.83 $23,265 - $28,610	-139 Reduced 0.86%	15,963 $3.28 Million
Q3 2023 Nov 13, 2023	BUY	$163.3 - $189.0 $2.29 Million - $2.64 Million	13,993 Added 663.49%	16,102 $2.88 Million
Q2 2023 Jul 21, 2023	SELL	$139.94 - $165.63 $59,614 - $70,558	-426 Reduced 16.8%	2,109 $349,000
Q1 2023 Apr 25, 2023	BUY	$133.03 - $153.58 $337,231 - $389,325	2,535 New	2,535 $371,000
Q1 2019 Apr 30, 2019	SELL	$93.65 - $104.35 $1.2 Million - $1.34 Million	-12,864 Closed	0 $0
Q4 2018 Feb 04, 2019	BUY	$91.79 - $130.07 $461,887 - $654,512	5,032 Added 64.25%	12,864 $1.3 Million
Q3 2018 Nov 02, 2018	SELL	$112.56 - $137.72 $1.06 Million - $1.3 Million	-9,406 Reduced 54.57%	7,832 $881,000
Q2 2018 Jul 30, 2018	BUY	$106.55 - $119.63 $1.84 Million - $2.06 Million	17,238 New	17,238 $2.02 Million
Q1 2018 Apr 26, 2018	SELL	$90.62 - $109.69 $2.45 Million - $2.97 Million	-27,072 Closed	0 $0
Q4 2017 Jan 19, 2018	BUY	$81.1 - $91.61 $2.2 Million - $2.48 Million	27,072	27,072 $2.55 Million

Others Institutions Holding BR

# of Institutions

1,143

Shares Held

108M

Call Options Held

85.6K

Put Options Held

22.5K

View Full List

About BROADRIDGE FINANCIAL SOLUTIONS, INC.

Ticker BR
Exchange NYSE
Sector Technology
Industry Information Technology Services
Shares Outstandng 154,460,992
Market Cap $36.3B
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...

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Wealth Enhancement Advisory Services, LLC Broadridge Financial Solutions, Inc. Transaction History