A detailed history of Wealthspire Advisors, LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 928 shares of BR stock, worth $209,783. This represents 0.0% of its overall portfolio holdings.

Number of Shares
928
Previous 1,060 12.45%
Holding current value
$209,783
Previous $257,000 14.01%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2025

SELL
$233.75 - $266.89 $30,855 - $35,229
-132 Reduced 12.45%
928 $221,000
Q2 2025

Aug 11, 2025

BUY
$217.22 - $246.25 $13,033 - $14,775
60 Added 6.0%
1,060 $257,000
Q1 2025

May 09, 2025

BUY
$221.46 - $244.83 $1,550 - $1,713
7 Added 0.7%
1,000 $242,000
Q4 2024

Feb 03, 2025

BUY
$209.64 - $236.44 $208,172 - $234,784
993 New
993 $224,000
Q4 2023

Feb 06, 2024

BUY
$167.38 - $205.83 $179,431 - $220,649
1,072 New
1,072 $220,000
Q4 2021

Feb 14, 2022

SELL
$162.55 - $184.48 $586,317 - $665,419
-3,607 Closed
0 $0
Q3 2021

Nov 15, 2021

BUY
$162.51 - $176.99 $586,173 - $638,402
3,607 New
3,607 $601,000
Q2 2021

Aug 13, 2021

SELL
$154.37 - $165.63 $292,068 - $313,371
-1,892 Closed
0 $0
Q1 2021

May 17, 2021

BUY
$139.17 - $157.31 $74,595 - $84,318
536 Added 39.53%
1,892 $290,000
Q4 2020

Feb 16, 2021

BUY
$133.41 - $153.88 $180,903 - $208,661
1,356 New
1,356 $208,000
Q1 2019

May 08, 2019

SELL
$93.65 - $104.35 $936 - $1,043
-10 Closed
0 $0
Q4 2018

Feb 14, 2019

BUY
$91.79 - $130.07 $917 - $1,300
10 New
10 $1,000

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
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