Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 3,735 institutions that hold shares in the stock, with a total of 2.98 Billion shares, which have been reported (via 13F filing form) to have a value of $684 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
4,081
shares
|
$935,487
0.06% of portfolio
|
Q3 2024
Added 1216.45%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
4,077
shares
|
$934,570
0.13% of portfolio
|
Q3 2024
Added 656.4%
|
|
|
Greenspring Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
4,075
shares
|
$934,112
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
4,066
shares
|
$932,049
0.27% of portfolio
|
Q3 2024
Added 899.02%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
4,059
shares
|
$930,444
0.22% of portfolio
|
Q4 2022
Added 2.32%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 29, 2024 Q3 2024 |
4,057
shares
|
$929,986
0.36% of portfolio
|
Q3 2024
Added 984.76%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
4,045
shares
|
$927,235
0.04% of portfolio
|
Q3 2024
Added 958.9%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,044
shares
|
$927,006
0.35% of portfolio
|
Q3 2024
Added 944.96%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
4,043
shares
|
$926,776
0.18% of portfolio
|
Q3 2024
Added 1001.63%
|
|
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
4,042
shares
|
$926,547
0.01% of portfolio
|
Q3 2024
Added 2916.42%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
4,036
shares
|
$925,172
0.9% of portfolio
|
Q1 2024
Added 104.35%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Nov 12, 2024 Q3 2024 |
4,020
shares
|
$921,504
0.07% of portfolio
|
Q3 2024
Added 785.46%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
4,017
shares
|
$920,816
0.23% of portfolio
|
Q3 2024
Added 886.98%
|
|
|
Catalyst Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
4,010
shares
|
$919,212
0.42% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
4,005
shares
|
$918,066
0.34% of portfolio
|
Q3 2024
Added 1102.7%
|
|
|
Intergy Private Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
4,002
shares
|
$917,378
0.27% of portfolio
|
Q3 2024
Added 893.05%
|
|
|
Lattice Capital Management, LLC
|
Nov 13, 2024 Q3 2024 |
4,000
shares
|
$916,920
0.63% of portfolio
|
Q3 2024
New holding
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
4,000
shares
|
$916,920
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
3,980
shares
|
$912,335
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Sargent Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
3,980
shares
|
$912,335
0.13% of portfolio
|
Q3 2024
Added 961.33%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
3,979
shares
|
$912,106
0.06% of portfolio
|
Q3 2024
Added 1578.9%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,977
shares
|
$911,647
0.01% of portfolio
|
Q4 2022
Added 2.39%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
3,976
shares
|
$911,418
0.1% of portfolio
|
Q3 2024
Added 898.99%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
3,971
shares
|
$910,272
0.14% of portfolio
|
Q3 2024
Added 970.35%
|
|
|
Grant
|
Oct 15, 2024 Q3 2024 |
3,952
shares
|
$905,916
0.34% of portfolio
|
Q3 2024
Added 880.65%
|