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BROADCOM LTD F
BROADCOM LTD F. Institutional holdings reported to the SEC.

Institutional Holders (2016Q3)
Portfolio Summary: 38 Institutional holders with a total value of $197,741,397.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 QCI ASSET MANAGEMENT INC/NY 110 19,000 0.01%
2 Evercore Wealth Management, LLC 493 85,000 0.04%
3 HOLLENCREST CAPITAL MANAGEMENT 1,308 226,000 0.11%
4 KCM INVESTMENT ADVISORS LLC 1,342 232,000 0.12%
5 WBI INVESTMENTS, LLC 1,402 242,000 0.12%
6 Reynders McVeigh Capital Management, LLC 1,400 242,000 0.12%
7 DOWLING & YAHNKE LLC 1,820 314,000 0.16%
8 BERKSHIRE ASSET MANAGEMENT LLC/PA 3,094 534,000 0.27%
9 BBR PARTNERS, LLC 3,285 567,000 0.29%
10 SignalPoint Asset Management, LLC 3,307 571,000 0.29%
11 Laird Norton Wetherby Wealth Management, LLC 3,369 581,000 0.29%
12 American National Registered Investment Advisor, Inc. 3,969 685,000 0.35%
13 SCHMIDT P J INVESTMENT MANAGEMENT INC 4,030 695,000 0.35%
14 Ascent Wealth Partners, LLC 5,680 980,000 0.50%
15 SCOUT INVESTMENTS, INC. 6,066 1,047,000 0.53%
16 ADELL HARRIMAN & CARPENTER INC 7,585 1,308,564 0.66%
17 Veritable, L.P. 10,785 1,861,000 0.94%
18 FIRST FOUNDATION ADVISORS 11,369 1,961,000 0.99%
19 LAFFER TENGLER INVESTMENTS, INC. 11,418 1,969,833 1.00%
20 CALDWELL & ORKIN INC 14,900 2,571,000 1.30%
21 NATIONAL INVESTMENT SERVICES INC /WI 17,559 3,029,000 1.53%
22 PILLAR PACIFIC CAPITAL MANAGEMENT LLC 21,474 3,705,000 1.87%
23 MONETARY MANAGEMENT GROUP INC 21,934 3,784,000 1.91%
24 SHELTON CAPITAL MANAGEMENT 26,199 4,631,000 2.34%
25 AMERICAN NATIONAL INSURANCE CO 29,713 5,126,000 2.59%
26 MITCHELL CAPITAL MANAGEMENT CO 34,793 6,002,000 3.04%
27 World Asset Management Inc 39,227 6,767,000 3.42%
28 ARS Investment Partners, LLC 42,227 7,285,000 3.68%
29 L & S Advisors Inc 43,279 7,466,000 3.78%
30 UNITED CAPITAL FINANCIAL ADVISORS, LLC 43,539 7,511,000 3.80%
31 Main Street Research LLC 44,614 7,697,000 3.89%
32 Leonetti & Associates, LLC 52,725 9,096,000 4.60%
33 Avalon Investment & Advisory 68,765 11,863,000 6.00%
34 Ativo Capital Management LLC 76,670 13,227,000 6.69%
35 Azimuth Capital Management LLC 79,905 13,785,000 6.97%
36 Advisors Capital Management, LLC 112,814 19,463,000 9.84%
37 CROSSLINK CAPITAL INC 127,670 22,026,000 11.14%
38 PARADIGM CAPITAL MANAGEMENT INC/NY 165,700 28,587,000 14.46%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.