BROADCOM INC (AVGOP)
Institutional ownership reported to the SEC as of Q3 2022, across 13 quarters.
15
Reporting holders
$13.7M
Reported value
0.0%
Calls
0.0%
Puts
-86
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BARCLAYS PLC | $3.6M | 2,571 | 0.00% | 3q | -83.4%-$17.8M |
| Endurance Wealth Management, Inc. | $2.9M | 2,065 | 0.48% | 3q | HELD |
| Steward Partners Investment Advisory, LLC | $1.6M | 1,146 | 0.03% | 4q | +32.6%+$396.7K |
| HALLMARK CAPITAL MANAGEMENT INC | $1.5M | 1,074 | 0.15% | 13q | -26.9%-$557.1K |
| Torray LLC | $1.3M | 928 | 0.26% | 4q | -43.8%-$1.0M |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | $1.1M | 775 | 0.00% | 4q | -38.7%-$692.3K |
| PEAPACK GLADSTONE FINANCIAL CORP | $1.0M | 730 | 0.02% | 4q | HELD |
| PIER 88 INVESTMENT PARTNERS LLC | $338.0K | 240 | 0.08% | 2q | -97.0%-$10.9M |
| SignalPoint Asset Management, LLC | $253.0K | 180 | 0.10% | 9q | HELD |
| UMB Bank, n.a. | $17.0K | 12 | 0.00% | 3q | HELD |
| WASHINGTON TRUST Co | $14.0K | 10 | 0.00% | 3q | HELD |
| Rockefeller Capital Management L.P. | $11.0K | 8 | 0.00% | 4q | HELD |
| PRIVATE TRUST CO NA | $7.0K | 5 | 0.00% | 2q | +150.0%+$4.2K |
| Parallel Advisors, LLC | $7.0K | 5 | 0.00% | new | NEW |
| Retirement Group, LLC | $1.0K | 1 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2022 | 15 | $13.7M | 9,750 | 2 | 2 | 5 | 0.0% |
| Q2 2022 | 101 | $5.0B | 3,288,912 | 12 | 22 | 41 | 0.0% |
| Q1 2022 | 101 | $6.5B | 3,324,659 | 13 | 18 | 43 | 0.0% |
| Q4 2021 | 102 | $7.0B | 3,383,283 | 96 | 0 | 3 | 0.0% |
| Q3 2021 | 5 | $25.5M | 16,635 | 0 | 1 | 3 | 0.0% |
| Q2 2021 | 6 | $29.9M | 19,679 | 0 | 2 | 3 | 0.0% |
| Q1 2021 | 6 | $29.5M | 19,989 | 0 | 2 | 3 | 0.0% |
| Q4 2020 | 6 | $29.4M | 20,680 | 0 | 2 | 1 | 0.0% |
| Q3 2020 | 6 | $26.0M | 20,841 | 1 | 1 | 4 | 0.0% |
| Q2 2020 | 20 | $175.6M | 157,633 | 2 | 4 | 7 | 0.0% |
| Q1 2020 | 77 | $3.5B | 3,786,739 | 13 | 32 | 19 | 0.0% |
| Q4 2019 | 72 | $4.3B | 3,653,521 | 69 | 3 | 0 | 0.0% |
| Q3 2019 | 4 | $6.3M | 6,098 | 4 | 0 | 0 | 0.0% |