SPC
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Sigma Planning Corp’s Broadridge BR Stock Holding History

Sigma Planning Corp’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
Q2 		– Sell
-918
Closed -$223K – 1258
2025
Q1 		$223K Sell
918
-39
-4% -$9.18K 0.01% 1084
2024
Q4 		$216K Buy
+957
New +$214K 0.01% 1062
2024
Q2 		– Sell
-1,515
Closed -$311K – 1202
2024
Q1 		$311K Buy
1,515
+390
+35% +$78.7K 0.01% 946
2023
Q4 		$231K Sell
1,125
-814
-42% -$150K 0.02% 719
2023
Q3 		$347K Sell
1,939
-99
-5% -$17.5K 0.01% 861
2023
Q2 		$338K Sell
2,038
-598
-23% -$90.5K 0.01% 885
2023
Q1 		$386K Buy
2,636
+156
+6% +$22.3K 0.01% 910
2022
Q4 		$333K Sell
2,480
-628
-20% -$89.2K 0.01% 926
2022
Q3 		$449K Sell
3,108
-201
-6% -$32.6K 0.02% 776
2022
Q2 		$472K Buy
3,309
+345
+12% +$50.1K 0.02% 777
2022
Q1 		$462K Buy
2,964
+252
+9% +$38.7K 0.01% 871
2021
Q4 		$496K Buy
2,712
+220
+9% +$38.7K 0.01% 859
2021
Q3 		$415K Buy
2,492
+130
+6% +$22.1K 0.01% 902
2021
Q2 		$382K Buy
2,362
+296
+14% +$47.3K 0.01% 956
2021
Q1 		$316K Buy
2,066
+613
+42% +$90.5K 0.01% 960
2020
Q4 		$223K Buy
+1,453
New +$211K 0.01% 1047

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $280B 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