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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
3,646
shares
|
$835,772
0.32% of portfolio
|
Q3 2024
Added 927.04%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
3,637
shares
|
$833,709
0.01% of portfolio
|
Q3 2024
Added 901.93%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
3,637
shares
|
$833,709
0.19% of portfolio
|
Q3 2024
Added 820.76%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
3,636
shares
|
$833,480
0.86% of portfolio
|
Q2 2024
Added 0.69%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
3,628
shares
|
$831,646
0.15% of portfolio
|
Q3 2024
Added 907.78%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
3,628
shares
|
$831,646
0.17% of portfolio
|
Q3 2024
Added 942.53%
|
|
|
Capital Planning LLC
|
Oct 16, 2024 Q3 2024 |
3,624
shares
|
$830,729
0.18% of portfolio
|
Q3 2024
Added 935.43%
|
|
|
Evolution Wealth Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
3,623
shares
|
$830,500
0.11% of portfolio
|
Q3 2024
Added 2252.6%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 09, 2024 Q3 2024 |
3,613
shares
|
$828,207
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Cherrydale Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
3,600
shares
|
$825,228
0.25% of portfolio
|
Q3 2024
Added 916.95%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
3,596
shares
|
$824,311
0.21% of portfolio
|
Q3 2024
Added 904.47%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
3,582
shares
|
$821,101
2.42% of portfolio
|
Q1 2024
Reduced 6.96%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
3,574
shares
|
$819,268
0.06% of portfolio
|
Q3 2024
Added 906.76%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
3,571
shares
|
$818,580
0.1% of portfolio
|
Q3 2024
Added 1237.45%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
3,570
shares
|
$818,351
0.5% of portfolio
|
Q3 2024
Added 886.19%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
3,569
shares
|
$818,121
0.11% of portfolio
|
Q3 2024
Added 959.05%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 15, 2024 Q3 2024 |
3,560
shares
|
$816,058
1.1% of portfolio
|
Q3 2024
Added 995.38%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
3,554
shares
|
$814,683
0.05% of portfolio
|
Q3 2024
Added 758.45%
|
|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,550
shares
|
$813,766
0.25% of portfolio
|
Q3 2024
Added 807.93%
|
|
|
Weil Company, Inc.
|
Nov 04, 2024 Q3 2024 |
3,550
shares
|
$813,766
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Nov 14, 2024 Q3 2024 |
3,549
shares
|
$813,537
0.48% of portfolio
|
Q3 2024
Added 725.35%
|
|
|
Wj Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
3,526
shares
|
$808,264
0.23% of portfolio
|
Q3 2024
Added 1775.53%
|
|
|
Enterprise Bank & Trust CO
|
Oct 08, 2024 Q3 2024 |
3,525
shares
|
$808,035
0.2% of portfolio
|
Q3 2024
Added 879.17%
|
|
|
Harbor Advisors LLC
|
Nov 14, 2024 Q3 2024 |
3,500
shares
|
$802,305
0.1% of portfolio
|
Q3 2024
Added 900.0%
|