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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Quarterly reported holdings in Broadridge Financial Solutions by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $507k | 2.1k | 238.17 |
| 2025-06-30 | $518k | 2.1k | 243.03 |
| 2025-03-31 | $516k | 2.1k | 242.46 |
| 2024-12-31 | $483k | 2.1k | 226.09 |
| 2024-09-30 | $459k | 2.1k | 215.03 |
| 2024-06-30 | $420k | 2.1k | 197.00 |
| 2024-03-31 | $436k | 2.1k | 204.86 |
| 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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