BROADCOM LTD
SHS · CUSIP Y09827109
8
institutional holders
+1 vs Q1 2023
84.3k
shares reported held*
$73.1mreported value*
2 new
1 added
2 reduced
0 sold out
net bought ≈ $8.2m (+9.5k shares)
* 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 ≈ $867.42.
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 8 |
| Q4 2022 | 7 |
| Q1 2023 | 7 |
| Q2 2023 | 8 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 0 | 3 |
| Q1 2023 | 3 | 2 |
| Q2 2023 | 3 | 2 |
Biggest buyers
| Cyrus J. Lawrence, LLC | New | +9.5k |
| BARR E S & CO | New | +368 |
| Penobscot Investment Management Company, Inc. | Added | +128 |
Biggest sellers
| West Oak Capital, LLC | Reduced | -307 |
| MONTCHANIN ASSET MANAGEMENT, LLC | Reduced | -160 |
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| Grassi Investment Management 2.50% of their portfolio | 26.2k $22.7m | Unchanged |
| Cohen Klingenstein LLC 0.91% of their portfolio | 24.3k $21.1m | Unchanged |
| Penobscot Investment Management Company, Inc. 2.49% of their portfolio | 17.4k $15.1m | Added +128 |
| Cyrus J. Lawrence, LLC 2.35% of their portfolio | 9.5k $8.2m | New |
| West Oak Capital, LLC 2.20% of their portfolio | 5.2k $4.5m | Reduced -307 |
| MONTCHANIN ASSET MANAGEMENT, LLC 1.27% of their portfolio | 1.3k $1.1m | Reduced -160 |
| BARR E S & CO 0.02% of their portfolio | 368 $319.2k | New |
| LAM GROUP, INC. 0.01% of their portfolio | 8 $6.9k | Unchanged |