Broadridge Financial Solutions shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of Broadridge Financial Solutions (BR) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in Broadridge Financial Solutions
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Quarterly reported holdings in Broadridge Financial Solutions by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 18k | 238.17 |
| 2025-06-30 | $4.2M | 17k | 243.08 |
| 2025-03-31 | $4.0M | 17k | 242.45 |
| 2024-12-31 | $5.3M | 24k | 226.09 |
| 2024-09-30 | $4.9M | 23k | 215.03 |
| 2024-06-30 | $4.5M | 23k | 197.00 |
| 2024-03-31 | $5.9M | 29k | 204.86 |
| 2023-12-31 | $6.8M | 33k | 205.75 |
| 2023-09-30 | $6.5M | 36k | 179.05 |
| 2023-06-30 | $7.3M | 44k | 165.63 |
| 2023-03-31 | $6.5M | 44k | 146.57 |
| 2022-12-31 | $5.9k | 44k | 0.13 |
| 2022-09-30 | $6.4M | 44k | 144.33 |
| 2022-06-30 | $6.3M | 44k | 142.54 |
| 2022-03-31 | $6.9M | 44k | 155.71 |
| 2021-12-31 | $8.1M | 44k | 182.83 |
| 2021-09-30 | $7.4M | 44k | 166.65 |
| 2021-06-30 | $7.1M | 44k | 161.53 |
| 2021-03-31 | $7.4M | 49k | 153.10 |
| 2020-12-31 | $6.2M | 41k | 153.21 |
| 2020-09-30 | $5.4M | 41k | 132.00 |
| 2016-12-31 | $4.9k | 75 | 65.87 |
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