HighTower Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Sell |
49,797
-69,787
| -58% | -$17M | 0.02% | 734 |
|
|
2025
Q1 | $29M | Sell |
119,584
-2,158
| -2% | -$523K | 0.04% | 430 |
|
|
2024
Q4 | $27.5M | Buy |
121,742
+1,881
| +2% | +$425K | 0.04% | 429 |
|
|
2024
Q3 | $25.8M | Sell |
119,861
-723
| -0.6% | -$156K | 0.04% | 446 |
|
|
2024
Q2 | $23.9M | Buy |
120,584
+11,867
| +11% | +$2.35M | 0.04% | 449 |
|
|
2024
Q1 | $22.2M | Buy |
108,717
+310
| +0.3% | +$63.2K | 0.04% | 444 |
|
|
2023
Q4 | $22.2M | Sell |
108,407
-2,284
| -2% | -$468K | 0.04% | 447 |
|
|
2023
Q3 | $19.8M | Buy |
110,691
+83,546
| +308% | +$15M | 0.04% | 445 |
|
|
2023
Q2 | $4.5M | Buy |
27,145
+8,373
| +45% | +$1.39M | 0.01% | 951 |
|
|
2023
Q1 | $2.75M | Buy |
18,772
+2,351
| +14% | +$344K | 0.01% | 1110 |
|
|
2022
Q4 | $2.2M | Sell |
16,421
-356
| -2% | -$47.7K | 0.01% | 1232 |
|
|
2022
Q3 | $2.41M | Sell |
16,777
-223
| -1% | -$32.1K | 0.01% | 1125 |
|
|
2022
Q2 | $2.42M | Sell |
17,000
-211
| -1% | -$30.1K | 0.01% | 1145 |
|
|
2022
Q1 | $2.68M | Sell |
17,211
-717
| -4% | -$112K | 0.01% | 1209 |
|
|
2021
Q4 | $3.28M | Sell |
17,928
-16,252
| -48% | -$2.97M | 0.01% | 1102 |
|
|
2021
Q3 | $5.69M | Buy |
34,180
+262
| +0.8% | +$43.6K | 0.02% | 766 |
|
|
2021
Q2 | $5.48M | Buy |
33,918
+351
| +1% | +$56.7K | 0.02% | 766 |
|
|
2021
Q1 | $5.14M | Sell |
33,567
-4,855
| -13% | -$744K | 0.02% | 725 |
|
|
2020
Q4 | $5.89M | Buy |
38,422
+2,738
| +8% | +$420K | 0.02% | 535 |
|
|
2020
Q3 | $4.71M | Sell |
35,684
-878
| -2% | -$116K | 0.02% | 575 |
|
|
2020
Q2 | $4.61M | Sell |
36,562
-651
| -2% | -$82.2K | 0.03% | 534 |
|
|
2020
Q1 | $3.53M | Buy |
37,213
+3,063
| +9% | +$291K | 0.02% | 552 |
|
|
2019
Q4 | $4.21M | Buy |
34,150
+905
| +3% | +$112K | 0.02% | 611 |
|
|
2019
Q3 | $4.13M | Sell |
33,245
-412
| -1% | -$51.1K | 0.02% | 628 |
|
|
2019
Q2 | $4.3M | Buy |
33,657
+16,582
| +97% | +$2.12M | 0.03% | 606 |
|
|
2019
Q1 | $1.77M | Sell |
17,075
-2,368
| -12% | -$246K | 0.01% | 903 |
|
|
2018
Q4 | $1.87M | Sell |
19,443
-349
| -2% | -$33.5K | 0.01% | 792 |
|
|
2018
Q3 | $2.61M | Buy |
19,792
+34
| +0.2% | +$4.49K | 0.02% | 744 |
|
|
2018
Q2 | $2.28M | Sell |
19,758
-4,482
| -18% | -$516K | 0.02% | 796 |
|
|
2018
Q1 | $2.66M | Sell |
24,240
-1,371
| -5% | -$150K | 0.02% | 705 |
|
|
2017
Q4 | $2.32M | Sell |
25,611
-5,149
| -17% | -$466K | 0.02% | 772 |
|
|
2017
Q3 | $2.49M | Buy |
30,760
+9,813
| +47% | +$794K | 0.02% | 742 |
|
|
2017
Q2 | $1.59M | Buy |
20,947
+4,061
| +24% | +$308K | 0.01% | 885 |
|
|
2017
Q1 | $1.15M | Buy |
16,886
+1,596
| +10% | +$109K | 0.01% | 971 |
|
|
2016
Q4 | $1.01M | Buy |
15,290
+5,639
| +58% | +$373K | 0.01% | 967 |
|
|
2016
Q3 | $651K | Sell |
9,651
-14,081
| -59% | -$950K | 0.01% | 1104 |
|
|
2016
Q2 | $1.55M | Sell |
23,732
-22,200
| -48% | -$1.45M | 0.02% | 708 |
|
|
2016
Q1 | $2.73M | Buy |
45,932
+6,951
| +18% | +$413K | 0.01% | 550 |
|
|
2015
Q4 | $2.1M | Buy |
+38,981
| New | +$2.1M | 0.02% | 620 |
|
|
2015
Q2 | – | Sell |
-4,813
| Closed | -$265K | – | 1597 |
|
|
2015
Q1 | $265K | Buy |
+4,813
| New | +$265K | ﹤0.01% | 1299 |
|