Broadcom Ownership
| AVGO Stock | USD 163.94 0.69 0.42% |
Shares in Circulation | First Issued 2007-12-31 | Previous Quarter 4.8 B | Current Value 4.7 B | Avarage Shares Outstanding 3.4 B | Quarterly Volatility 928.8 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Broadcom |
Broadcom Stock Ownership Analysis
About 79.0% of the company shares are held by institutions such as insurance companies. The company has Price/Earnings To Growth (PEG) ratio of 1.16. Broadcom last dividend was issued on the 19th of September 2024. The entity had 10:1 split on the 15th of July 2024. Broadcom Inc. designs, develops, and supplies various semiconductor devices with a focus on complex digital and mixed signal complementary metal oxide semiconductor based devices and analog III-V based products worldwide. Broadcom Inc. was incorporated in 2018 and is headquartered in San Jose, California. Broadcom operates under Semiconductors classification in the United States and is traded on NASDAQ Exchange. It employs 20000 people. For more info on Broadcom please contact Hock Tan at 650 427 6000 or go to https://www.broadcom.com.Besides selling stocks to institutional investors, Broadcom also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Broadcom's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Broadcom's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Broadcom Quarterly Liabilities And Stockholders Equity |
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Broadcom Insider Trades History
Roughly 2.0% of Broadcom are currently held by insiders. Unlike Broadcom's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Broadcom's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Broadcom's insider trades
Broadcom Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Broadcom is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Broadcom backward and forwards among themselves. Broadcom's institutional investor refers to the entity that pools money to purchase Broadcom's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Swedbank Ab | 2024-09-30 | 18.4 M | State Street Corp | 2024-06-30 | 17.6 M | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 14.4 M | Swiss National Bank | 2024-09-30 | 13.1 M | Raymond James & Associates | 2024-09-30 | 12.7 M | California Public Employees Retrmnt Sys | 2024-09-30 | 12.6 M | Sumitomo Mitsui Trust Group Inc | 2024-09-30 | 11.4 M | Sg Americas Securities, Llc | 2024-09-30 | 10.8 M | Dimensional Fund Advisors, Inc. | 2024-09-30 | 10.4 M | Vanguard Group Inc | 2024-09-30 | 468.6 M | Capital World Investors | 2024-09-30 | 211.4 M |
Broadcom Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Broadcom insiders, such as employees or executives, is commonly permitted as long as it does not rely on Broadcom's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Broadcom insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Hock Tan over three months ago Disposition of 1852 shares by Hock Tan of Broadcom at 1124.422 subject to Rule 16b-3 | ||
Hock Tan over three months ago Disposition of 31 shares by Hock Tan of Broadcom at 1126.751 subject to Rule 16b-3 | ||
Hock Tan over a year ago Acquisition by Hock Tan of 179400 shares of Broadcom subject to Rule 16b-3 | ||
Harry You over a year ago Purchase by Harry You of 1000 shares of Broadcom | ||
Hock Tan over a year ago Sale by Hock Tan of 20866 shares of Broadcom | ||
Hock Tan over a year ago Sale by Hock Tan of 5328 shares of Broadcom |
Broadcom's latest congressional trading
Congressional trading in companies like Broadcom, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Broadcom by those in governmental positions are based on the same information available to the general public.
| 2024-11-07 | Representative Josh Gottheimer | Acquired Under $15K | Verify | ||
| 2024-10-04 | Representative Josh Gottheimer | Acquired Under $15K | Verify | ||
| 2024-10-03 | Representative Josh Gottheimer | Acquired Under $15K | Verify | ||
| 2024-09-04 | Senator Shelley Moore Capito | Acquired Under $15K | Verify | ||
| 2024-09-02 | Representative John James | Acquired Under $15K | Verify | ||
| 2024-08-19 | Representative Jared Moskowitz | Acquired Under $15K | Verify | ||
| 2024-08-10 | Senator Shelley Moore Capito | Acquired Under $15K | Verify | ||
| 2024-08-06 | Representative Jared Moskowitz | Acquired Under $15K | Verify | ||
| 2024-07-02 | Representative Nancy Pelosi | Acquired $1,000,001 - $5,000,000 | Verify | ||
| 2024-05-14 | Senator Tommy Tuberville | Acquired $15K to $50K | Verify | ||
| 2021-10-12 | Representative David B McKinley | Acquired $15K to $50K | Verify | ||
| 2021-05-12 | Representative Robert J Wittman | Acquired Under $15K | Verify | ||
| 2021-04-01 | Senator Ron Wyden | Acquired Under $15K | Verify | ||
| 2018-01-09 | Senator John Hoeven | Acquired $100K to $250K | Verify |
Broadcom Outstanding Bonds
Broadcom issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Broadcom uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Broadcom bonds can be classified according to their maturity, which is the date when Broadcom has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| BROADCOM P BROADCOM Corp BondUS11134LAH24 | View | |
| BROADCOM P BROADCOM Corp BondUS11134LAP40 | View | |
| BROADCOM P BROADCOM Corp BondUS11134LAR06 | View | |
| BROADCOM INC 144A Corp BondUS11135FBH38 | View | |
| BROADCOM INC 144A Corp BondUS11135FBJ93 | View | |
| BROADCOM PORATION 144A Corp BondUS11135FBK66 | View | |
| BROADCOM INC 144A Corp BondUS11135FBL40 | View | |
| AVGO 3137 15 NOV 35 Corp BondUS11135FBP53 | View |
Broadcom Corporate Filings
13A | 13th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
F4 | 8th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 2nd of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 30th of September 2024 Prospectus used primarily for registering securities for public sale. | ViewVerify |
Pair Trading with Broadcom
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Broadcom position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Broadcom will appreciate offsetting losses from the drop in the long position's value.Moving together with Broadcom Stock
Moving against Broadcom Stock
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| 0.35 | MAXN | Maxeon Solar Technologies Downward Rally | PairCorr |
The ability to find closely correlated positions to Broadcom could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Broadcom when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Broadcom - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Broadcom to buy it.
The correlation of Broadcom is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Broadcom moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Broadcom moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Broadcom can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Broadcom. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in price. To learn how to invest in Broadcom Stock, please use our How to Invest in Broadcom guide.You can also try the ETF Categories module to list of ETF categories grouped based on various criteria, such as the investment strategy or type of investments.
Is Semiconductors & Semiconductor Equipment space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Broadcom. If investors know Broadcom will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Broadcom listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 1.881 | Dividend Share 2.105 | Earnings Share 1.24 | Revenue Per Share 10.429 | Quarterly Revenue Growth 0.164 |
The market value of Broadcom is measured differently than its book value, which is the value of Broadcom that is recorded on the company's balance sheet. Investors also form their own opinion of Broadcom's value that differs from its market value or its book value, called intrinsic value, which is Broadcom's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Broadcom's market value can be influenced by many factors that don't directly affect Broadcom's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Broadcom's value and its price as these two are different measures arrived at by different means. Investors typically determine if Broadcom is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Broadcom's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.