LPL Financial’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $57.4M | Buy |
352,969
+18,030
| +5% | +$3.43M | 0.02% | 851 |
|
|
2025
Q4 | $74.7M | Buy |
334,939
+13,941
| +4% | +$3.18M | 0.02% | 684 |
|
|
2025
Q3 | $76.5M | Buy |
320,998
+11,930
| +4% | +$2.97M | 0.02% | 645 |
|
|
2025
Q2 | $75.1M | Buy |
309,068
+5,864
| +2% | +$1.39M | 0.03% | 589 |
|
|
2025
Q1 | $73.5M | Buy |
303,204
+23,668
| +8% | +$5.57M | 0.03% | 534 |
|
|
2024
Q4 | $63.2M | Buy |
279,536
+9,056
| +3% | +$2.03M | 0.03% | 553 |
|
|
2024
Q3 | $58.2M | Buy |
270,480
+10,216
| +4% | +$2.14M | 0.03% | 562 |
|
|
2024
Q2 | $51.3M | Buy |
260,264
+5,428
| +2% | +$1.08M | 0.03% | 552 |
|
|
2024
Q1 | $52.2M | Buy |
254,836
+17,096
| +7% | +$3.45M | 0.03% | 536 |
|
|
2023
Q4 | $48.9M | Buy |
237,740
+989
| +0.4% | +$182K | 0.03% | 510 |
|
|
2023
Q3 | $42.4M | Buy |
236,751
+8,490
| +4% | +$1.5M | 0.03% | 504 |
|
|
2023
Q2 | $37.8M | Sell |
228,261
-9,213
| -4% | -$1.39M | 0.03% | 532 |
|
|
2023
Q1 | $34.8M | Buy |
237,474
+8,906
| +4% | +$1.27M | 0.03% | 523 |
|
|
2022
Q4 | $30.7M | Buy |
228,568
+8,763
| +4% | +$1.24M | 0.03% | 529 |
|
|
2022
Q3 | $31.7M | Buy |
219,805
+9,596
| +5% | +$1.56M | 0.03% | 474 |
|
|
2022
Q2 | $30M | Buy |
210,209
+14,934
| +8% | +$2.17M | 0.03% | 483 |
|
|
2022
Q1 | $30.4M | Buy |
195,275
+12,999
| +7% | +$1.99M | 0.03% | 502 |
|
|
2021
Q4 | $33.3M | Sell |
182,276
-20,312
| -10% | -$3.57M | 0.03% | 478 |
|
|
2021
Q3 | $33.8M | Buy |
202,588
+5,551
| +3% | +$945K | 0.03% | 429 |
|
|
2021
Q2 | $31.8M | Buy |
197,037
+10,047
| +5% | +$1.61M | 0.03% | 433 |
|
|
2021
Q1 | $28.6M | Buy |
186,990
+15,030
| +9% | +$2.22M | 0.03% | 421 |
|
|
2020
Q4 | $26.3M | Buy |
171,960
+121,782
| +243% | +$17.7M | 0.03% | 392 |
|
|
2020
Q3 | $6.62M | Buy |
50,178
+14,488
| +41% | +$1.94M | 0.01% | 814 |
|
|
2020
Q2 | $4.5M | Buy |
35,690
+3,309
| +10% | +$383K | 0.01% | 929 |
|
|
2020
Q1 | $3.07M | Buy |
32,381
+274
| +0.9% | +$31.3K | 0.01% | 957 |
|
|
2019
Q4 | $3.97M | Buy |
32,107
+4,457
| +16% | +$545K | 0.01% | 951 |
|
|
2019
Q3 | $3.44M | Buy |
27,650
+1,551
| +6% | +$200K | 0.01% | 960 |
|
|
2019
Q2 | $3.33M | Buy |
26,099
+18,051
| +224% | +$2.17M | 0.01% | 966 |
|
|
2019
Q1 | $835K | Buy |
8,048
+1,048
| +15% | +$105K | ﹤0.01% | 1779 |
|
|
2018
Q4 | $674K | Sell |
7,000
-2,133
| -23% | -$231K | ﹤0.01% | 1807 |
|
|
2018
Q3 | $1.21M | Sell |
9,133
-2,990
| -25% | -$380K | ﹤0.01% | 1535 |
|
|
2018
Q2 | $1.4M | Sell |
12,123
-1,020
| -8% | -$115K | ﹤0.01% | 1393 |
|
|
2018
Q1 | $1.44M | Buy |
13,143
+8,290
| +171% | +$823K | ﹤0.01% | 1337 |
|
|
2017
Q4 | $440K | Buy |
4,853
+1,208
| +33% | +$105K | ﹤0.01% | 2163 |
|
|
2017
Q3 | $295K | Sell |
3,645
-22
| -0.6% | -$1.69K | ﹤0.01% | 2370 |
|
|
2017
Q2 | $277K | Sell |
3,667
-892
| -20% | -$64.4K | ﹤0.01% | 2356 |
|
|
2017
Q1 | $309K | Buy |
4,559
+85
| +2% | +$5.76K | ﹤0.01% | 2172 |
|
|
2016
Q4 | $295K | Sell |
4,474
-349
| -7% | -$22.7K | ﹤0.01% | 2185 |
|
|
2016
Q3 | $325K | Buy |
4,823
+1,197
| +33% | +$81.7K | ﹤0.01% | 2055 |
|
|
2016
Q2 | $238K | Sell |
3,626
-1,637
| -31% | -$101K | ﹤0.01% | 2255 |
|
|
2016
Q1 | $309K | Buy |
5,263
+269
| +5% | +$14.7K | ﹤0.01% | 2486 |
|
|
2015
Q4 | $265K | Buy |
+4,994
| New | +$280K | ﹤0.01% | 2627 |
|
|
2015
Q2 | – | Sell |
-5,929
| Closed | -$325K | – | 2881 |
|
|
2015
Q1 | $325K | Buy |
5,929
+516
| +10% | +$26.2K | ﹤0.01% | 2182 |
|
|
2014
Q4 | $250K | Buy |
+5,413
| New | +$237K | ﹤0.01% | 2321 |
|
|
2014
Q3 | – | Sell |
-7,039
| Closed | -$293K | – | 2705 |
|
|
2014
Q2 | $293K | Buy |
+7,039
| New | +$276K | ﹤0.01% | 2218 |
|
|
2014
Q1 | – | Sell |
-14,368
| Closed | -$568K | – | 2644 |
|
|
2013
Q4 | $568K | Buy |
14,368
+6,311
| +78% | +$228K | ﹤0.01% | 1644 |
|
|
2013
Q3 | $264K | Sell |
8,057
-1,490
| -16% | -$44.3K | ﹤0.01% | 2110 |
|
|
2013
Q2 | $254K | Buy |
+9,547
| New | +$246K | ﹤0.01% | 2020 |
|
Other funds holding BR
VCM
VPM
