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 |
|---|---|---|---|---|---|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
3,076
shares
|
$705,111
0.21% of portfolio
|
Q3 2024
Reduced 74.13%
|
|
|
Hudson Value Partners, LLC
|
Oct 31, 2024 Q3 2024 |
3,070
shares
|
$703,736
0.21% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Concentrum Wealth Management
|
Nov 13, 2024 Q3 2024 |
3,055
shares
|
$700,297
0.21% of portfolio
|
Q3 2024
Added 1167.63%
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
3,050
shares
|
$699,151
0.03% of portfolio
|
Q3 2024
Added 636.71%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
3,045
shares
|
$698,005
1.34% of portfolio
|
Q1 2024
Reduced 7.31%
|
|
|
Whelan Financial
|
Oct 28, 2024 Q3 2024 |
3,042
shares
|
$697,317
0.22% of portfolio
|
Q3 2024
Added 998.19%
|
|
|
Curated Wealth Partners LLC
|
Oct 04, 2024 Q3 2024 |
3,042
shares
|
$697,317
0.07% of portfolio
|
Q3 2024
Added 900.66%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Oct 15, 2024 Q3 2024 |
3,042
shares
|
$697,317
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Howard Capital Management Group, LLC
|
Nov 19, 2024 Q3 2024 |
3,039
shares
|
$696,629
0.04% of portfolio
|
Q3 2024
Added 2219.85%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
3,036
shares
|
$695,942
0.03% of portfolio
|
Q3 2024
Added 984.29%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
3,033
shares
|
$695,254
0.3% of portfolio
|
Q3 2024
Added 1053.23%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
3,024
shares
|
$693,191
0.06% of portfolio
|
Q3 2024
Added 928.57%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 24, 2024 Q3 2024 |
3,021
shares
|
$692,503
0.19% of portfolio
|
Q3 2024
Added 1425.76%
|
|
|
Meyer Handelman CO
|
Oct 10, 2024 Q3 2024 |
3,014
shares
|
$690,899
0.02% of portfolio
|
Q3 2024
Added 904.67%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
3,012
shares
|
$690,440
0.15% of portfolio
|
Q3 2024
Added 2051.43%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
3,010
shares
|
$689,982
0.19% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
3,002
shares
|
$688,148
0.09% of portfolio
|
Q3 2024
Added 841.07%
|
|
|
Financial Sense Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
3,000
shares
|
$687,690
0.16% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Nov 15, 2024 Q3 2024 |
3,000
shares
|
$687,690
0.17% of portfolio
|
Q3 2024
Added 615.99%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
2,994
shares
|
$686,314
0.23% of portfolio
|
Q3 2024
Added 34.2%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
2,968
shares
|
$680,354
0.32% of portfolio
|
Q3 2024
Added 1037.16%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
2,966
shares
|
$679,896
0.04% of portfolio
|
Q3 2024
Added 875.66%
|
|
|
Campion Asset Management
|
Nov 13, 2024 Q3 2024 |
2,950
shares
|
$676,228
0.37% of portfolio
|
Q3 2024
Added 821.88%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
2,941
shares
|
$674,165
0.41% of portfolio
|
Q3 2024
Added 1590.23%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
2,939
shares
|
$673,706
0.12% of portfolio
|
Q3 2024
Added 1124.58%
|