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LTAS
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
Shares
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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$145B AUM
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1-Year Est. Return
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$416B AUM
33.63%
1-Year Est. Return
Mitsubishi UFJ Asset Management
Tokyo, Japan
$149B AUM
24.71%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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