INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC – Broadridge Financial Solutions, Inc. Transaction History
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC portfolio value:
$4.32M
portfolio value
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC quarter portfolio value change:
+1.24%
quarter
Broadridge Financial Solutions, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +10.16% | 2.76K shares | 447K | $144.32 | 29.94K |
| Q2 2022 | share | Increase | +5.41% | 1.39K shares | -141K | $142.55 | 27.18K |
| Q1 2022 | share | Increase | +2.30% | 579 shares | -593K | $155.71 | 25.79K |
| Q4 2021 | share | Decrease | -5.16% | -1.37K shares | 179K | $182.87 | 25.21K |
| Q3 2021 | share | Decrease | -3.00% | -823 shares | 3K | $166.64 | 26.58K |
| Q2 2021 | share | Increase | +16.90% | 3.96K shares | 838K | $160.92 | 27.40K |
| Q1 2021 | share | Increase | +9.50% | 2.03K shares | 309K | $151.98 | 23.44K |
| Q4 2020 | share | Decrease | -8.44% | -1.97K shares | 193K | $151.48 | 21.41K |
| Q3 2020 | share | Decrease | -23.74% | -7.27K shares | -782K | $130 | 23.38K |
| Q2 2020 | share | Decrease | -2.66% | -838 shares | 882K | $123.76 | 30.66K |
| Q1 2020 | share | Increase | +13.48% | 3.74K shares | -442K | $92.58 | 31.49K |
| Q4 2019 | share | Decrease | -3.75% | -1.08K shares | -159K | $119.93 | 27.75K |
| Q3 2019 | share | Decrease | -5.03% | -1.52K shares | -289K | $120.26 | 28.83K |
| Q2 2019 | share | Decrease | -9.29% | -3.11K shares | 406K | $122.86 | 30.36K |
| Q1 2019 | share | Increase | +5.55% | 1.75K shares | 418K | $99.41 | 33.47K |
| Q4 2018 | share | Increase | +3.15% | 969 shares | -1.00M | $91.85 | 31.71K |
| Q3 2018 | share | Decrease | -1.61% | -504 shares | 460K | $125.29 | 30.74K |
| Q2 2018 | share | Decrease | -13.15% | -4.73K shares | -350K | $108.9 | 31.25K |
| Q1 2018 | share | Decrease | -26.39% | -12.9K shares | -481K | $103.45 | 35.98K |
| Q4 2017 | share | Decrease | -9.43% | -5.08K shares | 66K | $85.14 | 48.88K |
| Q3 2017 | share | Decrease | -2.27% | -1.25K shares | 190K | $75.66 | 53.96K |
| Q2 2017 | share | Decrease | -4.40% | -2.54K shares | 247K | $70.41 | 55.21K |
| Q1 2017 | share | Increase | +382.84% | 45.79K shares | 3.13M | $63.04 | 57.76K |
| Q4 2016 | share | Increase | +28.39% | 2.64K shares | 161K | $61.22 | 11.96K |
| Q3 2016 | share | 0.00% | 0 shares | 24K | $62.28 | 9.31K | |
| Q2 2016 | share | Increase | +24.71% | 1.84K shares | 207K | $59.61 | 9.31K |
| Q1 2016 | share | 0.00% | 0 shares | 0 | $53.97 | 7.47K |