Nisa Investment Advisors’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 | $6.91M | Sell |
42,299
-2,702
| -6% | -$513K | 0.03% | 330 |
|
|
2025
Q4 | $10.1M | Buy |
45,001
+981
| +2% | +$224K | 0.03% | 275 |
|
|
2025
Q3 | $10.5M | Buy |
44,020
+809
| +2% | +$201K | 0.04% | 259 |
|
|
2025
Q2 | $10.5M | Buy |
43,211
+362
| +0.8% | +$86K | 0.05% | 253 |
|
|
2025
Q1 | $10.4M | Sell |
42,849
-264
| -0.6% | -$62.1K | 0.05% | 256 |
|
|
2024
Q4 | $9.79M | Sell |
43,113
-24
| -0.1% | -$5.38K | 0.04% | 299 |
|
|
2024
Q3 | $9.31M | Buy |
43,137
+1,825
| +4% | +$382K | 0.06% | 305 |
|
|
2024
Q2 | $8.17M | Buy |
41,312
+12
| +0% | +$2.38K | 0.05% | 315 |
|
|
2024
Q1 | $8.49M | Buy |
41,300
+754
| +2% | +$152K | 0.06% | 306 |
|
|
2023
Q4 | $8.34M | Sell |
40,546
-400
| -1% | -$73.8K | 0.06% | 287 |
|
|
2023
Q3 | $7.33M | Sell |
40,946
-1,198
| -3% | -$212K | 0.06% | 312 |
|
|
2023
Q2 | $6.98M | Sell |
42,144
-673
| -2% | -$102K | 0.05% | 339 |
|
|
2023
Q1 | $6.28M | Buy |
42,817
+805
| +2% | +$115K | 0.05% | 355 |
|
|
2022
Q4 | $5.63M | Sell |
42,012
-2,443
| -5% | -$347K | 0.04% | 394 |
|
|
2022
Q3 | $6.42M | Buy |
44,455
+63
| +0.1% | +$10.2K | 0.05% | 327 |
|
|
2022
Q2 | $6.33M | Sell |
44,392
-8,708
| -16% | -$1.26M | 0.06% | 320 |
|
|
2022
Q1 | $8.27M | Buy |
53,100
+11,308
| +27% | +$1.74M | 0.06% | 300 |
|
|
2021
Q4 | $6.65M | Sell |
41,792
-5,473
| -12% | -$962K | 0.05% | 333 |
|
|
2021
Q3 | $7.88K | Hold |
47,265
| – | – | 0.05% | 326 |
|
|
2021
Q2 | $7.63K | Sell |
47,265
-34,953
| -43% | -$5.59M | 0.05% | 328 |
|
|
2021
Q1 | $12.6K | Buy |
82,218
+33,853
| +70% | +$5M | 0.08% | 237 |
|
|
2020
Q4 | $7.41M | Buy |
48,365
+2,580
| +6% | +$374K | 0.05% | 339 |
|
|
2020
Q3 | $6.04M | Hold |
45,785
| – | – | 0.05% | 330 |
|
|
2020
Q2 | $5.78M | Buy |
45,785
+115
| +0.3% | +$13.3K | 0.05% | 306 |
|
|
2020
Q1 | $4.33M | Sell |
45,670
-3,500
| -7% | -$399K | 0.05% | 331 |
|
|
2019
Q4 | $6.07M | Sell |
49,170
-7,350
| -13% | -$899K | 0.05% | 329 |
|
|
2019
Q3 | $7.03M | Hold |
56,520
| – | – | 0.06% | 291 |
|
|
2019
Q2 | $7.22M | Hold |
56,520
| – | – | 0.07% | 281 |
|
|
2019
Q1 | $5.86M | Buy |
56,520
+2,890
| +5% | +$290K | 0.06% | 320 |
|
|
2018
Q4 | $5.16M | Hold |
53,630
| – | – | 0.06% | 315 |
|
|
2018
Q3 | $7.08M | Sell |
53,630
-225
| -0.4% | -$28.6K | 0.06% | 287 |
|
|
2018
Q2 | $6.2M | Sell |
53,855
-3,800
| -7% | -$429K | 0.06% | 293 |
|
|
2018
Q1 | $6.17M | Buy |
57,655
+300
| +0.5% | +$29.8K | 0.06% | 284 |
|
|
2017
Q4 | $5.2M | Hold |
57,355
| – | – | 0.05% | 327 |
|
|
2017
Q3 | $4.63M | Hold |
57,355
| – | – | 0.05% | 351 |
|
|
2017
Q2 | $4.34M | Hold |
57,355
| – | – | 0.05% | 357 |
|
|
2017
Q1 | $3.9M | Sell |
57,355
-290
| -0.5% | -$19.7K | 0.05% | 383 |
|
|
2016
Q4 | $3.82M | Hold |
57,645
| – | – | 0.05% | 386 |
|
|
2016
Q3 | $3.91M | Hold |
57,645
| – | – | 0.05% | 359 |
|
|
2016
Q2 | $3.76M | Buy |
57,645
+50
| +0.1% | +$3.1K | 0.05% | 364 |
|
|
2016
Q1 | $3.42M | Sell |
57,595
-6,000
| -9% | -$327K | 0.05% | 381 |
|
|
2015
Q4 | $3.42M | Sell |
63,595
-2,000
| -3% | -$112K | 0.05% | 369 |
|
|
2015
Q3 | $3.62M | Sell |
65,595
-100
| -0.2% | -$5.37K | 0.06% | 356 |
|
|
2015
Q2 | $3.29M | Sell |
65,695
-1,600
| -2% | -$85.2K | 0.05% | 393 |
|
|
2015
Q1 | $3.7M | Buy |
67,295
+300
| +0.4% | +$15.2K | 0.05% | 371 |
|
|
2014
Q4 | $3.09M | Sell |
66,995
-600
| -0.9% | -$26.2K | 0.04% | 428 |
|
|
2014
Q3 | $2.81M | Sell |
67,595
-4,500
| -6% | -$187K | 0.04% | 448 |
|
|
2014
Q2 | $3M | Sell |
72,095
-2,075
| -3% | -$81.2K | 0.04% | 429 |
|
|
2014
Q1 | $2.75M | Hold |
74,170
| – | – | 0.04% | 447 |
|
|
2013
Q4 | $2.93M | Sell |
74,170
-1,800
| -2% | -$65K | 0.04% | 412 |
|
|
2013
Q3 | $2.41M | Buy |
75,970
+2,650
| +4% | +$78.8K | 0.04% | 463 |
|
|
2013
Q2 | $1.95M | Buy |
+73,320
| New | +$1.89M | 0.03% | 526 |
|
Other funds holding BR
VCM
VPM
