BR

Broadridge Financial Solutio

Latest period2024 - Q4Total superinvestors131

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 131 superinvestors own shares of Broadridge Financial Solutio (BR), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Broadridge Financial Solutio (BR), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Broadridge Financial Solutio (BR) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Broadridge Financial Solutio (BR) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Lisa Rolon@Fifth Third Wealth Advisors Llc
Recent Activity
Increased 1.86%
0.02%
$248,473
1,099 shares@ 226.1 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
Increased 5.49%
0.01%
$248,021
1,097 shares@ 226.1 avg price
Michael Stulic@Astoria Portfolio Advisors Llc.
Recent Activity
Decreased -1.75%
0.09%
$241,509
1,063 shares@ 227.2 avg price
Keith Greenwald@Aprio Wealth Management, Llc
Recent Activity
New Position
0.04%
$236,434
1,046 shares@ 226.04 avg price
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
New Position
0.03%
$233,777
1,034 shares@ 226.09 avg price
Dina Villalobos@Moseley Investment Management Inc
Recent Activity
0.09%
$228,351
1,010 shares@ 226.1 avg price
Steven Pardo@Graypoint Llc
Recent Activity
0.02%
$227,341
1,006 shares@ 225.99 avg price
Michael Brannen@Rda Financial Network
Recent Activity
Decreased -2.06%
0.07%
$224,777
994 shares@ 226.14 avg price
Brett Hobbs@Cadent Capital Advisors, Llc
Recent Activity
0.08%
$220,891
977 shares@ 226.1 avg price
BRIAN RALEIGH@Raleigh Capital Management Inc.
Recent Activity
Increased 5250%
0.09%
$217,725
963 shares@ 226.1 avg price