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Broadridge Financial Solutions shares owned by Heritage Wealth Advisors

Quarter-by-quarter ownership of Broadridge Financial Solutions (BR) shares owned by Heritage Wealth Advisors from 13F filings

Historical chart of Heritage Wealth Advisors investment in Broadridge Financial Solutions

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All positions including Broadridge Financial Solutions held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadridge Financial Solutions by Heritage Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $467k 2.3k 205.75
2023-09-30 $404k 2.3k 179.05
2023-06-30 $374k 2.3k 165.63
2023-03-31 $331k 2.3k 146.57
2022-12-31 $305k 2.3k 134.13
2022-09-30 $328k 2.3k 144.49
2022-06-30 $329k 2.3k 142.67
2022-03-31 $362k 2.3k 155.63
2021-12-31 $438k 2.4k 182.82
2021-09-30 $400k 2.4k 166.64
2021-06-30 $421k 2.6k 161.53
2021-03-31 $399k 2.6k 153.10
2020-12-31 $399k 2.6k 153.23
2020-09-30 $344k 2.6k 132.00
2020-06-30 $328k 2.0k 165.41
2020-03-31 $247k 2.6k 94.83
2019-12-31 $371k 3.0k 123.54
2019-09-30 $376k 3.0k 124.42
2019-06-30 $386k 3.0k 127.68
2019-03-31 $313k 3.0k 103.69
2018-12-31 $289k 3.0k 96.21
2018-09-30 $514k 3.9k 131.79
2018-06-30 $449k 3.9k 115.13
2018-03-31 $429k 3.9k 110.00
2017-12-31 $354k 3.9k 90.77
2017-09-30 $404k 5.0k 80.80
2017-06-30 $378k 5.0k 75.60
2017-03-31 $340k 5.0k 68.00
2016-12-31 $332k 5.0k 66.40
2016-09-30 $338k 5.0k 67.60
2016-06-30 $325k 5.0k 65.00
2016-03-31 $296k 5.0k 59.20
2015-12-31 $268k 5.0k 53.60
2015-09-30 $277k 5.0k 55.40
2015-06-30 $250k 5.0k 50.00
2015-03-31 $275k 5.0k 55.00
2014-12-31 $231k 5.0k 46.20
2014-09-30 $209k 5.0k 41.80
2014-06-30 $209k 5.0k 41.80

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iShares Russell Midcap Value Etf (IWS)
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SPDR S&P 500 Index Etf (SPY)
Merck & Co (MRK)
UnitedHealth (UNH)
Berkshire Hathaway Cl B CL B (BRK.B)
MasterCard Incorporated (MA)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Alphabet Inc. Class C Cap Stk Cl C (GOOG)
Johnson & Johnson (JNJ)

View all positions for Heritage Wealth Advisors

Top funds holding Broadridge Financial Solutions

Vanguard Group
T. Rowe Price Associates
Henderson Group
Baillie Gifford & Co
Jensen Investment Management
Barclays
Stifel Financial
Mitsubishi UFJ Asset Management
Wells Fargo & Company
Bahl & Gaynor
Legal & General Group
Franklin Resources
Bank of New York Mellon
Dimensional Fund Advisors
Fayez Sarofim & Co

View all funds holding Broadridge Financial Solutions