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 |
|---|---|---|---|---|---|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
3,217
shares
|
$737,432
0.03% of portfolio
|
Q4 2023
Added 86.96%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Oct 21, 2024 Q3 2024 |
3,212
shares
|
$736,286
0.39% of portfolio
|
Q3 2024
Added 761.13%
|
|
|
Encompass More Asset Management
Danville, CA |
Nov 14, 2024 Q3 2024 |
3,202
shares
|
$733,994
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
3,194
shares
|
$732,160
0.15% of portfolio
|
Q3 2024
Added 1053.07%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 31, 2024 Q3 2024 |
3,190
shares
|
$731,243
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
3,182
shares
|
$729,409
0.17% of portfolio
|
Q3 2024
Added 1188.26%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
3,170
shares
|
$726,659
0.1% of portfolio
|
Q3 2024
Added 840.65%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
3,169
shares
|
$726,429
5.06% of portfolio
|
Q4 2023
Reduced 0.63%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
3,164
shares
|
$725,283
0.61% of portfolio
|
Q3 2024
Added 944.22%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
3,161
shares
|
$724,596
0.07% of portfolio
|
Q3 2024
Added 982.53%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
3,156
shares
|
$723,449
0.02% of portfolio
|
Q3 2024
Added 969.83%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
3,153
shares
|
$722,762
0.08% of portfolio
|
Q3 2024
Added 846.85%
|
|
|
Mas Advisors LLC
Miami, FL |
Nov 08, 2024 Q3 2024 |
3,150
shares
|
$722,074
1.16% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 24, 2024 Q3 2024 |
3,140
shares
|
$719,782
0.4% of portfolio
|
Q3 2024
Added 890.54%
|
|
|
Manchester Financial Inc
|
Oct 24, 2024 Q3 2024 |
3,128
shares
|
$717,031
0.12% of portfolio
|
Q3 2024
Added 636.0%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
3,123
shares
|
$715,885
0.2% of portfolio
|
Q3 2024
Added 923.93%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
3,116
shares
|
$714,280
0.05% of portfolio
|
Q3 2024
Added 925.0%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Nov 13, 2024 Q3 2024 |
3,110
shares
|
$712,905
0.23% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 04, 2024 Q3 2024 |
3,105
shares
|
$711,759
0.43% of portfolio
|
Q3 2024
Added 1067.29%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,102
shares
|
$711,071
0.06% of portfolio
|
Q3 2024
Added 722.81%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
3,100
shares
|
$710,613
0.35% of portfolio
|
Q3 2024
Added 884.13%
|
|
|
Sunburst Financial Group, LLC
|
Oct 25, 2024 Q3 2024 |
3,094
shares
|
$709,237
0.14% of portfolio
|
Q3 2024
Added 1037.5%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
3,090
shares
|
$708,320
0.07% of portfolio
|
Q3 2024
Added 884.08%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
3,084
shares
|
$706,945
0.21% of portfolio
|
Q3 2024
Added 963.45%
|
|
|
Armbruster Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
3,080
shares
|
$706,028
0.11% of portfolio
|
Q3 2024
Added 1024.09%
|