Welch & Forbes LLC Broadridge Financial Solutions, Inc. Transaction History

Welch & Forbes LLC

$7.64 Billion
Q4 2024

A detailed history of Welch & Forbes LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Welch & Forbes LLC holds 6,912 shares of BR stock, worth $1.61 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,912

Previous 6,882 0.44%

Holding current value

$1.61 Million

Previous $1.48 Million 5.61%

% of portfolio

0.02%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$209.64 - $236.44 $6,289 - $7,093	30 Added 0.44%	6,912 $1.56 Million
Q1 2024 May 02, 2024	SELL	$193.56 - $208.96 $111,297 - $120,152	-575 Reduced 7.71%	6,882 $1.41 Million
Q3 2023 Nov 02, 2023	SELL	$163.3 - $189.0 $163 - $189	-1 Reduced 0.01%	7,457 $1.34 Million
Q2 2023 Jul 28, 2023	BUY	$139.94 - $165.63 $3,778 - $4,472	27 Added 0.36%	7,458 $1.24 Million
Q1 2023 Apr 14, 2023	SELL	$133.03 - $153.58 $13,303 - $15,358	-100 Reduced 1.33%	7,431 $1.09 Million
Q3 2022 Oct 28, 2022	BUY	$144.32 - $183.22 $79,376 - $100,771	550 Added 7.88%	7,531 $1.09 Million
Q2 2022 Jul 22, 2022	BUY	$133.41 - $160.84 $40,023 - $48,252	300 Added 4.49%	6,981 $995,000
Q4 2020 Jan 20, 2021	SELL	$133.41 - $153.88 $75,910 - $87,557	-569 Reduced 7.85%	6,681 $1.02 Million
Q3 2020 Oct 23, 2020	SELL	$125.12 - $143.13 $1,126 - $1,288	-9 Reduced 0.12%	7,250 $957,000
Q2 2020 Jul 15, 2020	BUY	$91.32 - $127.49 $52,782 - $73,689	578 Added 8.65%	7,259 $916,000
Q3 2017 Nov 13, 2017	BUY	$72.28 - $81.56 $482,902 - $544,902	6,681	6,681 $540,000

Others Institutions Holding BR

# of Institutions

1,127

Shares Held

107M

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 $36B
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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