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 |
|---|---|---|---|---|---|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
3,348
shares
|
$767,462
2.36% of portfolio
|
Q1 2024
Reduced 4.21%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,347
shares
|
$767,232
0.13% of portfolio
|
Q1 2024
Reduced 5.4%
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
3,344
shares
|
$766,545
0.08% of portfolio
|
Q3 2024
Added 855.43%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
3,340
shares
|
$765,628
0.52% of portfolio
|
Q3 2024
Added 1358.52%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
3,337
shares
|
$764,940
0.01% of portfolio
|
Q3 2024
Added 92.89%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
3,333
shares
|
$764,023
0.3% of portfolio
|
Q2 2024
Reduced 91.0%
|
|
|
Barings LLC
|
Nov 13, 2024 Q3 2024 |
3,331
shares
|
$763,565
0.01% of portfolio
|
Q3 2024
Added 726.55%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
3,326
shares
|
$762,418
0.12% of portfolio
|
Q3 2024
Added 886.94%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
3,325
shares
|
$762,189
0.07% of portfolio
|
Q3 2024
Added 962.3%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
3,315
shares
|
$759,897
2.89% of portfolio
|
Q2 2022
Reduced 1.72%
|
|
|
Campbell Wealth Management
|
Oct 28, 2024 Q3 2024 |
3,312
shares
|
$759,209
0.05% of portfolio
|
Q3 2024
Added 1500.0%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,309
shares
|
$758,522
0.32% of portfolio
|
Q3 2024
Added 899.7%
|
|
|
Spirit Of America Management Corp
|
Oct 23, 2024 Q3 2024 |
3,300
shares
|
$756,459
0.12% of portfolio
|
Q3 2024
Added 2175.86%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
3,300
shares
|
$756,459
0.03% of portfolio
|
Q3 2024
Added 1379.82%
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2024 Q3 2024 |
3,300
shares
|
$756,459
0.01% of portfolio
|
Q3 2024
Added 971.43%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
3,298
shares
|
$756,000
0.14% of portfolio
|
Q3 2024
Added 1352.86%
|
|
|
Northside Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
3,290
shares
|
$754,166
0.09% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
3,287
shares
|
$753,479
0.02% of portfolio
|
Q3 2024
Added 905.2%
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
3,280
shares
|
$751,874
0.13% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
3,272
shares
|
$750,040
0.07% of portfolio
|
Q3 2024
Added 932.18%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
3,269
shares
|
$749,352
0.41% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
3,260
shares
|
$747,289
0.33% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
3,227
shares
|
$739,725
0.03% of portfolio
|
Q3 2024
Added 902.17%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
3,224
shares
|
$739,037
0.05% of portfolio
|
Q3 2024
Added 2941.51%
|
|
|
Nichols & Pratt Advisers LLP
|
Oct 25, 2024 Q3 2024 |
3,220
shares
|
$738,120
0.04% of portfolio
|
Q3 2024
Added 855.49%
|