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 |
|---|---|---|---|---|---|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
3,798
shares
|
$870,615
2.87% of portfolio
|
Q2 2024
Reduced 1.61%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
3,783
shares
|
$867,177
0.14% of portfolio
|
Q3 2024
Added 965.63%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
3,782
shares
|
$866,947
0.02% of portfolio
|
Q3 2024
Added 1683.96%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
3,778
shares
|
$866,030
0.01% of portfolio
|
Q3 2024
Added 741.43%
|
|
|
Tejara Capital LTD
London, X0 |
Nov 13, 2024 Q3 2024 |
3,769
shares
|
$863,967
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
3,763
shares
|
$862,592
0.15% of portfolio
|
Q3 2024
Added 957.02%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Nov 05, 2024 Q3 2024 |
3,754
shares
|
$860,529
0.08% of portfolio
|
Q3 2024
Added 901.07%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 04, 2024 Q3 2024 |
3,751
shares
|
$859,841
0.44% of portfolio
|
Q3 2024
Added 1304.87%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
3,750
shares
|
$859,612
0.17% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
3,748
shares
|
$859,154
0.06% of portfolio
|
Q3 2024
Added 319.24%
|
|
|
Crown Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
3,737
shares
|
$856,632
0.31% of portfolio
|
Q3 2024
Added 631.31%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
3,734
shares
|
$855,944
0.32% of portfolio
|
Q2 2023
Reduced 32.48%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
3,728
shares
|
$854,569
0.08% of portfolio
|
Q3 2024
Added 899.46%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
3,720
shares
|
$852,735
0.28% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
3,701
shares
|
$848,380
0.31% of portfolio
|
Q3 2024
Added 908.45%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
3,698
shares
|
$847,692
0.02% of portfolio
|
Q3 2024
Added 74.93%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
3,696
shares
|
$847,234
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
3,683
shares
|
$844,254
0.1% of portfolio
|
Q3 2024
Added 1295.08%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Oct 07, 2024 Q3 2024 |
3,682
shares
|
$844,024
0.43% of portfolio
|
Q3 2024
Added 1057.86%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
3,676
shares
|
$842,649
0.23% of portfolio
|
Q3 2024
Added 864.83%
|
|
|
Bremer Bank National Association
|
Oct 17, 2024 Q3 2024 |
3,674
shares
|
$842,191
0.12% of portfolio
|
Q3 2024
Added 772.68%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
3,660
shares
|
$838,981
0.22% of portfolio
|
Q3 2024
Added 894.57%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,653
shares
|
$837,377
0.19% of portfolio
|
Q3 2024
Added 987.2%
|
|
|
Foundry Partners, LLC
|
Nov 08, 2024 Q3 2024 |
3,650
shares
|
$836,689
0.03% of portfolio
|
Q3 2024
Added 835.9%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 13, 2024 Q3 2024 |
3,650
shares
|
$836,689
0.39% of portfolio
|
Q3 2024
Added 891.85%
|