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

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Linden Thomas Advisory Services's BR Position: Q2 2025 in Review

Linden Thomas Advisory Services sold out of Broadridge (BR) in Q2 2025, closing a stake of 11,220 shares — an estimated $2.72M sold.

Linden Thomas Advisory Services first reported a position in BR in Q4 2022 and held it in 8 quarters. The position peaked at $2.72M in Q1 2025. 1,095 funds tracked by Wall St. Rank hold BR as of Q2 2025.

Linden Thomas Advisory Services reported no remaining Broadridge position as of Q2 2025 after selling out during the quarter.
Linden Thomas Advisory Services sold 11,220 Broadridge shares in Q2 2025, an estimated $2.72M.
Linden Thomas Advisory Services first reported a position in Broadridge in Q4 2022 and held it in 8 quarters.
Linden Thomas Advisory Services's Broadridge position peaked at $2.72M in Q1 2025.
1,095 funds tracked by Wall St. Rank held Broadridge as of Q2 2025.

Based on Linden Thomas Advisory Services's 13F filing for Q2 2025, filed 31 Jul 2025.