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 |
|---|---|---|---|---|---|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Oct 03, 2024 Q3 2024 |
2,325
shares
|
$532,959
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
2,324
shares
|
$532,730
0.44% of portfolio
|
Q3 2024
Added 946.85%
|
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
2,320
shares
|
$531,813
0.07% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
2,317
shares
|
$531,125
0.15% of portfolio
|
Q4 2022
Added 0.13%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
2,313
shares
|
$530,208
0.02% of portfolio
|
Q3 2024
Added 1484.25%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
2,311
shares
|
$529,750
0.17% of portfolio
|
Q3 2024
Added 1317.79%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Oct 31, 2024 Q3 2024 |
2,309
shares
|
$529,292
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
2,309
shares
|
$529,292
0.26% of portfolio
|
Q3 2024
Added 899.57%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 12, 2024 Q3 2024 |
2,306
shares
|
$528,604
0.24% of portfolio
|
Q3 2024
Added 1082.56%
|
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
2,300
shares
|
$527,229
0.07% of portfolio
|
Q3 2024
Added 882.91%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
2,300
shares
|
$527,229
1.93% of portfolio
|
Q2 2024
Added 900.0%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
2,299
shares
|
$526,999
0.3% of portfolio
|
Q4 2024
Reduced 86.55%
|
|
|
Avity Investment Management Inc.
|
Oct 10, 2024 Q3 2024 |
2,290
shares
|
$524,936
0.03% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
2,290
shares
|
$524,936
0.14% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
2,287
shares
|
$524,249
0.13% of portfolio
|
Q3 2024
Added 848.96%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
2,284
shares
|
$523,561
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
W Advisors, LLC
Germantown, TN |
Oct 28, 2024 Q3 2024 |
2,276
shares
|
$521,727
0.24% of portfolio
|
Q3 2024
Added 934.55%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Nov 01, 2024 Q3 2024 |
2,267
shares
|
$519,664
0.22% of portfolio
|
Q3 2024
Added 921.17%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
2,264
shares
|
$518,976
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
2,262
shares
|
$518,518
0.03% of portfolio
|
Q3 2024
Added 827.05%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
2,262
shares
|
$518,518
0.12% of portfolio
|
Q3 2024
Added 866.67%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
2,253
shares
|
$516,455
0.06% of portfolio
|
Q3 2024
Added 1593.98%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Nov 04, 2024 Q3 2024 |
2,250
shares
|
$515,767
0.36% of portfolio
|
Q3 2024
Added 853.39%
|
|
|
Accuvest Global Advisors
Provo, UT |
Nov 12, 2024 Q3 2024 |
2,249
shares
|
$515,538
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 08, 2024 Q3 2024 |
2,247
shares
|
$515,079
0.24% of portfolio
|
Q3 2024
Added 1245.51%
|