SouthernSun Asset Management - BROADRIDGE FINL SOLUTIONS IN ownership

BROADRIDGE FINL SOLUTIONS IN's ticker is BR and the CUSIP is 11133T103. A total of 908 filers reported holding BROADRIDGE FINL SOLUTIONS IN in Q2 2024. The put-call ratio across all filers is 0.89 and the average weighting 0.2%.

About BROADRIDGE FINL SOLUTIONS IN

Broadridge Financial Solutions Inc. is a leading provider of investor communications and technology-driven solutions to financial services firms. The company offers a wide range of services, including investor communication solutions, securities processing and operations outsourcing solutions, and data and analytics solutions.

Broadridge's investor communication solutions help companies communicate effectively with their shareholders, providing them with the information they need to make informed investment decisions. The company's securities processing and operations outsourcing solutions help financial services firms streamline their operations, reduce costs, and improve efficiency. Broadridge's data and analytics solutions provide companies with valuable insights into their business operations, helping them make better decisions and improve their performance.

Broadridge has a strong track record of growth and innovation, and the company is well-positioned to continue to grow in the years ahead. The company's management team is highly experienced and has a deep understanding of the financial services industry. Broadridge's strong financial position and solid balance sheet provide the company with the flexibility to invest in new technologies and pursue strategic acquisitions.

In conclusion, Broadridge Financial Solutions Inc. is a leading provider of investor communications and technology-driven solutions to financial services firms. The company's strong track record of growth and innovation, combined with its experienced management team and solid financial position, make it a compelling investment opportunity for investors looking to gain exposure to the financial services industry.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
SouthernSun Asset Management ownership history of BROADRIDGE FINL SOLUTIONS IN
ValueSharesWeighting
Q2 2024$9,483,974
-4.9%
48,142
-1.1%
1.14%
+3.1%
Q1 2024$9,968,078
-8.5%
48,658
-8.1%
1.11%
-11.6%
Q4 2023$10,893,434
+10.5%
52,945
-3.9%
1.26%
+8.7%
Q3 2023$9,862,074
+6.3%
55,080
-1.7%
1.16%
+18.0%
Q2 2023$9,281,905
+4.5%
56,040
-7.5%
0.98%
-3.5%
Q1 2023$8,883,168
+8.6%
60,607
-0.7%
1.01%
+8.8%
Q4 2022$8,183,271
-24.6%
61,010
-18.9%
0.93%
-30.5%
Q3 2022$10,858,000
+0.9%
75,237
-0.3%
1.34%
+0.5%
Q2 2022$10,761,000
+9.5%
75,487
+19.6%
1.33%
+25.8%
Q1 2022$9,826,000
-8.2%
63,107
+7.8%
1.06%
-0.9%
Q4 2021$10,700,000
-19.3%
58,529
-26.4%
1.07%
-23.6%
Q3 2021$13,254,000
+3.2%
79,535
+0.0%
1.40%
-0.4%
Q2 2021$12,843,000
-39.1%
79,506
-42.2%
1.41%
-35.7%
Q1 2021$21,076,000
+22.1%
137,659
+22.1%
2.19%
+10.5%
Q4 2020$17,268,000
-24.8%
112,717
-35.2%
1.98%
-34.1%
Q3 2020$22,956,000
-3.9%
173,912
-8.1%
3.01%
-6.8%
Q2 2020$23,890,000
+13.6%
189,319
-14.6%
3.22%
+3.7%
Q1 2020$21,022,000
-26.1%
221,684
-3.7%
3.11%
+20.0%
Q4 2019$28,453,000
-18.4%
230,315
-17.8%
2.59%
-10.4%
Q3 2019$34,860,000
-8.6%
280,159
-6.3%
2.89%
-1.6%
Q2 2019$38,156,000
+3.1%
298,837
-16.3%
2.94%
+10.9%
Q1 2019$37,013,000
-3.1%
356,955
-10.1%
2.65%
-5.4%
Q4 2018$38,210,000
-42.0%
396,983
-20.5%
2.80%
-7.0%
Q3 2018$65,926,000
-34.5%
499,625
-42.8%
3.01%
-8.1%
Q2 2018$100,601,000
-24.8%
874,033
-28.3%
3.28%
-12.7%
Q1 2018$133,788,000
-5.1%
1,219,690
-21.7%
3.76%
+4.6%
Q4 2017$141,026,000
-0.6%
1,556,917
-11.3%
3.59%
+3.0%
Q3 2017$141,921,000
-4.7%
1,756,018
-10.9%
3.49%
-8.5%
Q2 2017$148,974,000
+11.4%
1,971,603
+0.2%
3.82%
+11.6%
Q1 2017$133,751,000
+0.7%
1,968,372
-1.7%
3.42%
+0.7%
Q4 2016$132,808,000
-54.6%
2,003,143
-53.6%
3.39%
-7.2%
Q3 2016$292,562,000
+104.2%
4,315,704
+96.4%
3.66%
-2.9%
Q2 2016$143,303,000
+3.3%
2,197,900
-6.0%
3.76%
+7.4%
Q1 2016$138,752,000
-10.7%
2,339,432
-19.1%
3.50%
-6.3%
Q4 2015$155,359,000
-57.4%
2,891,482
-56.1%
3.74%
-7.0%
Q3 2015$364,504,000
+84.3%
6,585,424
+66.5%
4.02%
+12.3%
Q2 2015$197,766,000
-7.1%
3,954,529
+2.1%
3.58%
-10.2%
Q1 2015$212,984,000
-44.5%
3,871,741
-53.4%
3.99%
+5.1%
Q4 2014$383,698,000
+100.4%
8,308,746
+80.7%
3.80%
+1.0%
Q3 2014$191,437,000
+1.1%
4,598,541
+1.1%
3.76%
+9.1%
Q2 2014$189,434,000
+21.7%
4,549,321
+8.6%
3.44%
+10.6%
Q1 2014$155,614,000
-0.9%
4,189,937
+5.5%
3.11%
-2.7%
Q4 2013$156,978,000
+20.7%
3,972,115
-3.0%
3.20%
-0.4%
Q3 2013$130,054,000
+36.3%
4,096,201
+14.1%
3.21%
+10.5%
Q2 2013$95,441,0003,590,7062.90%
Other shareholders
BROADRIDGE FINL SOLUTIONS IN shareholders Q2 2024
NameSharesValueWeighting ↓
Ensemble Capital Management 321,732$37,031,0006.39%
SANTA MONICA PARTNERS LP 40,793$4,695,0004.40%
Clarkston Capital Partners, LLC 956,555$110,099,0004.21%
Hilton Capital Management, LLC 212,279$24,433,0003.93%
KELLY LAWRENCE W & ASSOCIATES INC/CA 178,190$20,509,0003.77%
Lucia Wealth Services, LLC 70,774$8,146,0003.57%
SouthernSun Asset Management 874,033$100,601,0003.28%
Garrison Asset Management, LLC 46,749$5,381,0002.71%
Bath Savings Trust Co 86,482$9,954,0002.35%
AMI ASSET MANAGEMENT CORP 274,362$31,579,0002.26%
View complete list of BROADRIDGE FINL SOLUTIONS IN shareholders