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 |
|---|---|---|---|---|---|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 17, 2024 Q3 2024 |
3,491
shares
|
$800,241
0.25% of portfolio
|
Q3 2024
Added 964.33%
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
3,479
shares
|
$797,491
0.1% of portfolio
|
Q3 2024
Added 899.71%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
3,473
shares
|
$796,115
0.3% of portfolio
|
Q3 2024
Added 872.83%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
3,458
shares
|
$792,677
0.19% of portfolio
|
Q4 2022
Added 215.22%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
3,444
shares
|
$789,468
0.26% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
3,430
shares
|
$786,258
0.13% of portfolio
|
Q3 2024
Added 902.92%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Oct 04, 2024 Q3 2024 |
3,420
shares
|
$783,966
0.34% of portfolio
|
Q3 2024
Added 871.59%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
3,410
shares
|
$781,674
0.07% of portfolio
|
Q3 2024
Added 985.99%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Nov 15, 2024 Q3 2024 |
3,410
shares
|
$781,674
0.08% of portfolio
|
Q3 2024
Added 814.21%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Oct 23, 2024 Q3 2024 |
3,400
shares
|
$779,382
0.11% of portfolio
|
Q3 2024
Added 930.3%
|
|
|
Carlyle Group Inc.
Washington, DC |
Nov 08, 2024 Q3 2024 |
3,397
shares
|
$778,694
0.09% of portfolio
|
Q3 2024
Added 349.93%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Oct 23, 2024 Q3 2024 |
3,397
shares
|
$778,694
0.42% of portfolio
|
Q3 2024
Added 978.41%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
3,396
shares
|
$778,465
0.65% of portfolio
|
Q4 2023
Added 0.21%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
3,391
shares
|
$777,318
0.08% of portfolio
|
Q3 2024
Added 717.11%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Oct 15, 2024 Q3 2024 |
3,389
shares
|
$776,860
0.56% of portfolio
|
Q3 2024
Added 1174.06%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 08, 2024 Q3 2024 |
3,383
shares
|
$775,485
0.34% of portfolio
|
Q3 2024
Added 1031.44%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 09, 2024 Q3 2024 |
3,380
shares
|
$774,797
0.23% of portfolio
|
Q3 2024
Added 897.05%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
3,380
shares
|
$774,797
0.13% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
3,376
shares
|
$773,880
2.32% of portfolio
|
Q2 2024
Reduced 7.48%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
3,375
shares
|
$773,651
0.13% of portfolio
|
Q3 2024
Added 1318.07%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,371
shares
|
$772,734
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
3,370
shares
|
$772,505
0.14% of portfolio
|
Q3 2022
Reduced 24.73%
|
|
|
Clarity Financial LLC
|
Oct 30, 2024 Q3 2024 |
3,368
shares
|
$772,046
0.07% of portfolio
|
Q3 2024
Added 879.07%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
3,354
shares
|
$768,837
0.01% of portfolio
|
Q3 2024
Added 787.3%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 14, 2024 Q3 2024 |
3,350
shares
|
$767,920
0.44% of portfolio
|
Q3 2024
Added 776.96%
|