Claro Advisors »

Broadridge Financial Solutions shares owned by Claro Advisors

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

Historical chart of Claro Advisors investment in Broadridge Financial Solutions

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Broadridge Financial Solutions by Claro Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $224k 1.1k 204.89
2023-12-31 $223k 1.1k 205.77
2023-09-30 $208k 1.2k 179.06
2023-06-30 $202k 1.2k 165.64
2018-12-31 $107k 814 131.45

More positions owned by Claro Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Klaviyo Com Ser A (KVYO)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)
IDEXX Laboratories (IDXX)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Claro Advisors

Top funds holding Broadridge Financial Solutions

Vanguard Group
T. Rowe Price Associates
Henderson Group
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
Parnassus Investments

View all funds holding Broadridge Financial Solutions