Who owns Broad?

Tip: Access positions for across all investors

Analyze quarterly positions in Broad with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Top investors of Broad stock

Who bought or sold Broad this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Grassi Investment Management 266k $73M -3% Jun 2025
 View chart
Cohen Klingenstein 178k $59M 0% Sep 2025
 View chart
Lisa Snider 33k $107k -7% Sep 2025
 View chart
U S Wealth Group 12k $3.8M -10% Sep 2025
 View chart
Folger Nolan Fleming Douglas 2.4k $778k 44% Sep 2025
 View chart
Horizon Financial Services 778.00 $257k 46% Sep 2025
 View chart

Who sold out of Broad?

Fund or Company Name Date Sold Shares Held Valued At
Wd Rutherford Jun 2025 3.4k $935k