Broadridge Financial Solutions shares owned by Westover Capital Advisors
Quarter-by-quarter ownership of Broadridge Financial Solutions (BR) shares owned by Westover Capital Advisors
from 13F filings
Historical chart of Westover Capital Advisors investment in Broadridge Financial Solutions
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All positions including Broadridge Financial Solutions held by Westover Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Broadridge Financial Solutions by Westover Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $208k | 875 | 238.17 |
| 2025-06-30 | $213k | 875 | 243.03 |
| 2025-03-31 | $217k | 895 | 242.46 |
| 2024-12-31 | $211k | 935 | 226.09 |
| 2024-09-30 | $205k | 955 | 215.03 |
| 2019-09-30 | $393k | 3.2k | 124.33 |
| 2019-06-30 | $414k | 3.2k | 127.70 |
| 2019-03-31 | $418k | 4.0k | 103.75 |
| 2018-12-31 | $402k | 4.2k | 96.24 |
| 2018-09-30 | $1.4M | 10k | 131.91 |
| 2018-06-30 | $1.2M | 11k | 115.13 |
| 2018-03-31 | $471k | 4.3k | 109.61 |
| 2017-12-31 | $320k | 3.5k | 90.68 |
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