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 |
|---|---|---|---|---|---|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
2,938
shares
|
$673,477
0.41% of portfolio
|
Q3 2024
Added 754.07%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
2,929
shares
|
$671,414
0.44% of portfolio
|
Q3 2024
Added 289.49%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,928
shares
|
$671,185
0.12% of portfolio
|
Q3 2022
Added 0.14%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
2,927
shares
|
$670,956
0.21% of portfolio
|
Q3 2024
Added 882.21%
|
|
|
Walker Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
2,924
shares
|
$670,268
0.34% of portfolio
|
Q3 2024
Added 904.81%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
2,923
shares
|
$670,039
0.03% of portfolio
|
Q3 2024
Added 990.67%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
2,920
shares
|
$669,351
0.03% of portfolio
|
Q3 2024
Added 1420.83%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
2,920
shares
|
$669,351
0.21% of portfolio
|
Q3 2024
Added 920.98%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
2,919
shares
|
$669,122
0.19% of portfolio
|
Q2 2024
Added 6.61%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 13, 2024 Q3 2024 |
2,917
shares
|
$668,663
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
2,916
shares
|
$668,434
0.12% of portfolio
|
Q3 2024
Added 1213.51%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,915
shares
|
$668,205
0.07% of portfolio
|
Q3 2024
Added 1000.0%
|
|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
2,912
shares
|
$667,517
0.24% of portfolio
|
Q3 2024
Added 907.61%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
2,911
shares
|
$667,288
0.12% of portfolio
|
Q3 2024
Added 896.92%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Oct 24, 2024 Q3 2024 |
2,911
shares
|
$667,288
0.45% of portfolio
|
Q3 2024
Added 890.14%
|
|
|
Waters Parkerson & Co., LLC
|
Nov 12, 2024 Q3 2024 |
2,900
shares
|
$664,767
0.03% of portfolio
|
Q3 2024
Added 921.13%
|
|
|
Fulcrum Capital LLC
|
Oct 22, 2024 Q3 2024 |
2,900
shares
|
$664,767
0.11% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Warwick Investment Management, Inc.
|
Nov 04, 2024 Q3 2024 |
2,899
shares
|
$664,537
0.12% of portfolio
|
Q3 2024
Added 931.67%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
2,897
shares
|
$664,079
0.29% of portfolio
|
Q3 2024
Added 856.11%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
2,890
shares
|
$662,474
0.12% of portfolio
|
Q3 2024
Added 932.14%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
2,890
shares
|
$662,474
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
2,879
shares
|
$659,953
0.4% of portfolio
|
Q3 2024
Added 46.89%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
2,877
shares
|
$659,494
0.05% of portfolio
|
Q3 2024
Added 1353.03%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
2,876
shares
|
$659,265
0.12% of portfolio
|
Q3 2024
Added 1276.08%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
2,872
shares
|
$658,348
0.89% of portfolio
|
Q3 2022
Added 9.49%
|