Broadcom Inc - Y0486S104
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Whitegate Investment Counselors, Inc. | History | Added to | 1,312 | 460 | 0.13% | 0.14% | 1 | +3 | 0.23% | Q3 2026 | Nov 02, 2026 |
| Byrne Asset Management LLC | History | Added to | 703 | 241 | 0.13% | 0.04% | 2 | +481 | 216.67% | Q3 2026 | Oct 06, 2026 |
| Wallington Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,612 | -100.0% | Q3 2026 | Nov 04, 2026 |