MML Investors Services’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10M | Sell |
41,287
-4,484
| -10% | -$1.09M | 0.03% | 521 |
|
2025
Q1 | $11.1M | Sell |
45,771
-2,853
| -6% | -$692K | 0.04% | 437 |
|
2024
Q4 | $11M | Buy |
48,624
+13,176
| +37% | +$2.98M | 0.04% | 420 |
|
2024
Q3 | $7.62M | Sell |
35,448
-2,254
| -6% | -$485K | 0.03% | 522 |
|
2024
Q2 | $7.43M | Sell |
37,702
-58
| -0.2% | -$11.4K | 0.03% | 501 |
|
2024
Q1 | $7.74M | Buy |
37,760
+1,826
| +5% | +$374K | 0.03% | 485 |
|
2023
Q4 | $7.39M | Buy |
35,934
+1,713
| +5% | +$352K | 0.03% | 469 |
|
2023
Q3 | $6.13M | Buy |
34,221
+1,566
| +5% | +$280K | 0.03% | 469 |
|
2023
Q2 | $5.41M | Buy |
32,655
+4,066
| +14% | +$673K | 0.03% | 509 |
|
2023
Q1 | $4.19M | Buy |
28,589
+10,469
| +58% | +$1.53M | 0.03% | 520 |
|
2022
Q4 | $2.43M | Buy |
18,120
+1,242
| +7% | +$167K | 0.02% | 745 |
|
2022
Q3 | $2.44M | Buy |
16,878
+2,821
| +20% | +$407K | 0.02% | 679 |
|
2022
Q2 | $2M | Buy |
14,057
+1,892
| +16% | +$270K | 0.02% | 751 |
|
2022
Q1 | $1.89M | Buy |
12,165
+1,472
| +14% | +$229K | 0.01% | 822 |
|
2021
Q4 | $1.96M | Buy |
10,693
+5,784
| +118% | +$1.06M | 0.01% | 773 |
|
2021
Q3 | $818K | Sell |
4,909
-43
| -0.9% | -$7.17K | 0.01% | 1111 |
|
2021
Q2 | $800K | Buy |
4,952
+879
| +22% | +$142K | 0.01% | 1101 |
|
2021
Q1 | $624K | Buy |
4,073
+716
| +21% | +$110K | 0.01% | 1154 |
|
2020
Q4 | $514K | Sell |
3,357
-1,037
| -24% | -$159K | 0.01% | 1140 |
|
2020
Q3 | $580K | Sell |
4,394
-1,686
| -28% | -$223K | 0.01% | 974 |
|
2020
Q2 | $767K | Buy |
6,080
+1,069
| +21% | +$135K | 0.01% | 820 |
|
2020
Q1 | $475K | Buy |
5,011
+643
| +15% | +$61K | 0.01% | 899 |
|
2019
Q4 | $540K | Buy |
4,368
+1,442
| +49% | +$178K | 0.01% | 978 |
|
2019
Q3 | $364K | Sell |
2,926
-956
| -25% | -$119K | 0.01% | 1081 |
|
2019
Q2 | $496K | Sell |
3,882
-8,176
| -68% | -$1.04M | 0.01% | 1021 |
|
2019
Q1 | $1.25M | Buy |
12,058
+1,648
| +16% | +$171K | 0.02% | 619 |
|
2018
Q4 | $1M | Sell |
10,410
-1,680
| -14% | -$162K | 0.02% | 638 |
|
2018
Q3 | $1.6M | Buy |
12,090
+5,218
| +76% | +$688K | 0.03% | 523 |
|
2018
Q2 | $791K | Sell |
6,872
-457
| -6% | -$52.6K | 0.02% | 657 |
|
2018
Q1 | $804K | Sell |
7,329
-304
| -4% | -$33.3K | 0.02% | 633 |
|
2017
Q4 | $691K | Buy |
7,633
+1,311
| +21% | +$119K | 0.01% | 694 |
|
2017
Q3 | $511K | Buy |
6,322
+1,559
| +33% | +$126K | 0.01% | 777 |
|
2017
Q2 | $360K | Buy |
4,763
+1,744
| +58% | +$132K | 0.01% | 900 |
|
2017
Q1 | $205K | Buy |
+3,019
| New | +$205K | ﹤0.01% | 728 |
|