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Broadridge Financial Solutions shares owned by Legacy Advisors

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

Historical chart of Legacy Advisors investment in Broadridge Financial Solutions

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

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Quarterly reported holdings in Broadridge Financial Solutions by Legacy Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 8.7k 205.67
2023-12-31 $1.7M 8.3k 206.55
2023-09-30 $1.7M 9.2k 179.85
2023-06-30 $1.3M 8.0k 165.63
2023-03-31 $1.2M 8.0k 147.30
2022-12-31 $953k 7.1k 134.82
2022-09-30 $760k 5.2k 145.04
2022-06-30 $647k 4.5k 143.11
2022-03-31 $479k 3.1k 156.28
2017-03-31 $0 0 0.00

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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