LTAS
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Linden Thomas Advisory Services’s Broadridge BR Stock Holding History

Linden Thomas Advisory Services’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,220
Closed -$2.72M – 484
2025
Q1 		$2.72M Buy
11,220
+817
+8% +$192K 0.35% 74
2024
Q4 		$2.35M Buy
10,403
+1,455
+16% +$326K 0.3% 98
2024
Q3 		$1.92M Buy
8,948
+1,298
+17% +$271K 0.26% 129
2024
Q2 		$1.51M Buy
7,650
+961
+14% +$191K 0.23% 172
2024
Q1 		$1.37M Buy
+6,689
New +$1.35M 0.22% 192
2023
Q3 		– Sell
-8,831
Closed -$1.46M – 392
2023
Q2 		$1.46M Buy
8,831
+230
+3% +$34.8K 0.32% 108
2023
Q1 		$1.26M Buy
8,601
+1,199
+16% +$172K 0.31% 136
2022
Q4 		$993K Buy
+7,402
New +$1.05M 0.28% 156

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State Street
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return