Broadridge Financial Solutions shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Broadridge Financial Solutions (BR) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Broadridge Financial Solutions
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Quarterly reported holdings in Broadridge Financial Solutions by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $16M | 74k | 215.03 |
| 2024-03-31 | $15M | 74k | 204.86 |
| 2023-12-31 | $16M | 77k | 205.75 |
| 2023-09-30 | $14M | 77k | 179.05 |
| 2023-06-30 | $13M | 76k | 165.63 |
| 2023-03-31 | $11M | 77k | 146.57 |
| 2022-12-31 | $9.8M | 73k | 134.13 |
| 2022-09-30 | $10M | 71k | 144.30 |
| 2022-06-30 | $10M | 70k | 142.53 |
| 2022-03-31 | $11M | 70k | 155.70 |
| 2021-12-31 | $13M | 69k | 182.82 |
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