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 |
|---|---|---|---|---|---|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
2,397
shares
|
$549,464
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Nov 12, 2024 Q3 2024 |
2,390
shares
|
$547,859
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
2,390
shares
|
$547,859
0.07% of portfolio
|
Q3 2024
Added 1038.1%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 09, 2024 Q3 2024 |
2,385
shares
|
$546,713
0.2% of portfolio
|
Q3 2024
Added 914.89%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Oct 24, 2024 Q3 2024 |
2,383
shares
|
$546,255
0.25% of portfolio
|
Q3 2024
Added 888.8%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 24, 2024 Q3 2024 |
2,381
shares
|
$545,796
0.22% of portfolio
|
Q3 2024
Added 921.89%
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
2,380
shares
|
$545,567
0.18% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,380
shares
|
$545,567
0.11% of portfolio
|
Q3 2024
Added 887.55%
|
|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
2,379
shares
|
$545,338
0.14% of portfolio
|
Q3 2024
Added 938.86%
|
|
|
Harbor Advisory Corp
|
Oct 21, 2024 Q3 2024 |
2,370
shares
|
$543,275
0.13% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
2,370
shares
|
$543,275
0.3% of portfolio
|
Q1 2023
Added 4.36%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
2,362
shares
|
$541,441
0.14% of portfolio
|
Q3 2024
Added 798.1%
|
|
|
Garner Asset Management Corp
|
Nov 12, 2024 Q3 2024 |
2,359
shares
|
$540,753
0.18% of portfolio
|
Q3 2024
Added 30.26%
|
|
|
Ccg Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
2,358
shares
|
$540,524
0.23% of portfolio
|
Q3 2024
Added 843.2%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,350
shares
|
$538,690
0.03% of portfolio
|
Q3 2024
Added 855.28%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,348
shares
|
$538,232
0.23% of portfolio
|
Q3 2024
Added 962.44%
|
|
|
Omnia Family Wealth, LLC
|
Nov 06, 2024 Q3 2024 |
2,347
shares
|
$538,002
0.17% of portfolio
|
Q3 2024
Added 1322.42%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
2,343
shares
|
$537,085
0.07% of portfolio
|
Q3 2022
Reduced 1.6%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
2,343
shares
|
$537,085
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
2,343
shares
|
$537,085
0.29% of portfolio
|
Q3 2024
Added 945.98%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
2,335
shares
|
$535,252
0.26% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
2,333
shares
|
$534,793
0.15% of portfolio
|
Q3 2024
Added 901.29%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Nov 12, 2024 Q3 2024 |
2,332
shares
|
$534,564
0.26% of portfolio
|
Q3 2024
Added 1147.06%
|
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
2,330
shares
|
$534,105
0.03% of portfolio
|
Q3 2024
Added 1020.19%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
2,329
shares
|
$533,876
0.02% of portfolio
|
Q3 2024
Reduced 34.78%
|