SBIA
BR icon

Sheaff Brock Investment Advisors’s Broadridge BR Stock Holding History

Sheaff Brock Investment Advisors’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
Q1 		$7.72M Sell
31,829
-59
-0.2% -$13.9K 0.71% 40
2024
Q4 		$7.21M Sell
31,888
-64
-0.2% -$14.3K 0.63% 45
2024
Q3 		$6.87M Buy
31,952
+163
+0.5% +$34.1K 0.6% 47
2024
Q2 		$6.26M Sell
31,789
-1,380
-4% -$274K 0.58% 46
2024
Q1 		$6.8M Buy
+33,169
New +$6.69M 0.43% 49
2020
Q1 		– Sell
-8,078
Closed -$998K – 423
2019
Q4 		$998K Sell
8,078
-167
-2% -$20.4K 0.1% 143
2019
Q3 		$1.03M Sell
8,245
-86
-1% -$11.1K 0.11% 134
2019
Q2 		$1.06M Sell
8,331
-371
-4% -$44.7K 0.11% 131
2019
Q1 		$902K Sell
8,702
-57
-0.7% -$5.72K 0.11% 157
2018
Q4 		$843K Sell
8,759
-71
-0.8% -$7.69K 0.13% 142
2018
Q3 		$1.17M Sell
8,830
-121
-1% -$15.4K 0.11% 130
2018
Q2 		$1.03M Buy
+8,951
New +$1.01M 0.1% 152

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Sheaff Brock Investment Advisors's BR Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Broadridge (BR) stake by 0.19% in Q1 2025, selling an estimated $13.9K and leaving 31,829 shares worth $7.72M. The position accounts for 0.71% of the portfolio, ranked #40.

Sheaff Brock Investment Advisors first reported a position in BR in Q2 2018 and has held it in 12 quarters since. 1,107 funds tracked by Wall St. Rank hold BR as of Q1 2025.

  • Sheaff Brock Investment Advisors held 31,829 shares of Broadridge worth $7.72M as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 59 Broadridge shares in Q1 2025, an estimated $13.9K.
  • Broadridge made up 0.71% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #40 holding.
  • Sheaff Brock Investment Advisors first reported a position in Broadridge in Q2 2018 and has held it in 12 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Broadridge as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.