Institutional Owners for AVGO
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| GREAT VALLEY ADVISOR GROUP INC | COM | 801 | $10,933,233 | 12,604 | 0.00 | 0.21 | 4,653 | 58.52 | 06-30-2023 |
| WG SHAHEEN & ASSOCIATES DBA WHITNEY & CO | COM | 802 | $13,858,646 | 12,415 | 0.00 | 0.00 | 6,637 | 114.87 | 12-31-2023 |
| SMITH GROUP ASSET MANAGEMENT LLC | COM | 803 | $16,374,115 | 12,354 | 0.00 | 0.00 | -4,740 | -27.73 | 03-31-2024 |
| NORTH STAR ASSET MANAGEMENT INC | COM | 804 | $13,790,670 | 12,354 | 0.00 | 0.00 | 10,552 | 585.57 | 12-31-2023 |
