Ownership history in BENJAMIN EDWARDS INC · 18 quarters on record
This page tracks every 13F SEC filing in which BENJAMIN EDWARDS INC reported a position in BROADCOM INC (AVGO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 248,865 | -5,826 | -2.3% | 0.95% | $86.1M | $346.10 |
| 2025 Q3 | REDUCED | 254,691 | -614 | -0.2% | 0.95% | $84.0M | $329.28 |
| 2025 Q2 | ADDED | 255,305 | +5,553 | +2.2% | 0.90% | $70.4M | $274.65 |
| 2025 Q1 | REDUCED | 249,752 | -32,723 | -11.6% | 0.58% | $41.8M | $166.43 |
| 2024 Q4 | ADDED | 282,475 | +9,161 | +3.4% | 0.94% | $65.5M | $229.76 |
| 2024 Q3 | ADDED | 273,314 | +269,464 | +6999.1% | 0.69% | $47.2M | $170.50 |
| 2024 Q2 | ADDED | 3,850 | +471 | +13.9% | 1.19% | $6.2M | $158.17 |
| 2024 Q1 | ADDED | 3,379 | +238 | +7.6% | 0.89% | $4.5M | $130.16 |
| 2023 Q4 | ADDED | 3,141 | +91 | +3.0% | 0.76% | $3.5M | $109.16 |
| 2023 Q3 | REDUCED | 3,050 | -192 | -5.9% | 0.60% | $2.5M | $80.85 |
As of 2025 Q4 — sorted by position size