Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / Stock
-
Total 13F shares
-
126,352
-
Share change
-
+3,940
-
Total reported value
-
$58,584,000
-
Price per share
-
$463.65
-
Number of holders
-
12
-
Value change
-
+$1,826,570
-
Number of buys
-
4
-
Number of sells
-
6
Institutional Holders of AVGO - Stock (AVGO) as of Q1 2021
As of 31 Mar 2021,
AVGO - Stock (AVGO) was held by
12 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
126,352 shares.
The largest 10 holders included
Cohen Klingenstein LLC, Grassi Investment Management, Penobscot Investment Management Company, Inc., HUDSON VALLEY INVESTMENT ADVISORS INC /ADV, Baldwin Investment Management, LLC, West Oak Capital, LLC, STEWART & PATTEN CO LLC, Opus Capital Group, LLC, SignalPoint Asset Management, LLC, and Lenox Wealth Advisors, LLC.
This page lists
12
institutional shareholders reporting positions in this security
for the Q1 2021 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.