Vault-13

BROADCOM INC AVGO 8 09.30.22 A

8% MCNV PFD SR A · PUBLIC · CUSIP 11135F200

14 institutional holders
7,1797.2k shares reported held*
$10.1mreported value*

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $1407.30.

Holders, Q3 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Endurance Wealth Management, Inc. 0.48% of their portfolio Providence, RI 2,0652.1k $2.9m $2.9m 0.48% —
2 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 1,1461.1k $1.6m $1.6m 0.03% —
3 VALLEY WEALTH MANAGERS, INC. 0.15% of their portfolio PARAMUS, NJ 1,0741.1k $1.5m $1.5m 0.15% —
4 Torray Investment Partners LLC 0.26% of their portfolio Bethesda, MD 928928 $1.3m $1.3m 0.26% —
5 CANADA LIFE ASSURANCE Co 0.00% of their portfolio WINNIPEG, A2 775775 $1.1m $1.1m 0.00% —
6 PEAPACK GLADSTONE FINANCIAL CORP 0.02% of their portfolio BEDMINSTER, NJ 730730 $1.0m $1.0m 0.02% —
7 PIER 88 INVESTMENT PARTNERS LLC 0.08% of their portfolio SAN FRANCISCO, CA 240240 $338.0k $338.0k 0.08% —
8 SignalPoint Asset Management, LLC 0.10% of their portfolio SPRINGFIELD, MO 180180 $253.0k $253.0k 0.10% —
9 UMB Bank, n.a. 0.00% of their portfolio Kansas City, MO 1212 $17.0k $17.0k 0.00% —
10 WASHINGTON TRUST Co 0.00% of their portfolio WESTERLY, RI 1010 $14.0k $14.0k 0.00% —
11 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 88 $11.0k $11.0k 0.00% —
12 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 55 $7.0k $7.0k 0.00% —
13 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 55 $7.0k $7.0k 0.00% —
14 Retirement Group, LLC 0.00% of their portfolio SAN DIEGO, CA 11 $1.0k $1.0k 0.00% —