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 |
|---|---|---|---|---|---|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
2,038
shares
|
$467,170
0.1% of portfolio
|
Q3 2024
Added 1078.03%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
2,035
shares
|
$466,483
0.14% of portfolio
|
Q3 2024
Added 1118.56%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
2,035
shares
|
$466,483
0.12% of portfolio
|
Q3 2024
Added 954.4%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
2,034
shares
|
$466,253
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
2,031
shares
|
$465,566
0.03% of portfolio
|
Q3 2024
Added 920.6%
|
|
|
Grandfield & Dodd, LLC
|
Nov 08, 2024 Q3 2024 |
2,030
shares
|
$465,336
0.02% of portfolio
|
Q3 2024
Added 875.96%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
2,028
shares
|
$464,878
0.15% of portfolio
|
Q3 2024
Added 1014.29%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 07, 2024 Q3 2024 |
2,027
shares
|
$464,649
0.09% of portfolio
|
Q3 2024
Added 869.86%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
2,023
shares
|
$463,732
0.33% of portfolio
|
Q3 2023
Reduced 3.34%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
2,022
shares
|
$463,503
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Radnor Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
2,020
shares
|
$463,044
0.05% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
2,010
shares
|
$460,752
0.05% of portfolio
|
Q3 2024
Added 1180.25%
|
|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
2,005
shares
|
$459,606
0.09% of portfolio
|
Q4 2024
Reduced 19.8%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
2,005
shares
|
$459,606
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
New England Professional Planning Group Inc.
|
Oct 09, 2024 Q3 2024 |
2,000
shares
|
$458,460
0.17% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
2,000
shares
|
$458,460
0.48% of portfolio
|
Q4 2023
Reduced 90.0%
|
|
|
Wulff, Hansen & Co.
|
Nov 12, 2024 Q3 2024 |
1,990
shares
|
$456,167
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
1,989
shares
|
$455,938
0.13% of portfolio
|
Q3 2024
Added 804.09%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
1,980
shares
|
$453,875
0.27% of portfolio
|
Q3 2024
Added 905.08%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
1,980
shares
|
$453,875
0.02% of portfolio
|
Q3 2024
Added 503.66%
|
|
|
Miller Howard Investments Inc
|
Nov 05, 2024 Q3 2024 |
1,980
shares
|
$453,875
0.01% of portfolio
|
Q3 2024
Added 157.48%
|
|
|
Alley Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
1,980
shares
|
$453,875
0.04% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Sentry LLC
Memphis, TN |
Oct 15, 2024 Q3 2024 |
1,980
shares
|
$453,875
0.07% of portfolio
|
Q3 2024
Added 1012.36%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
1,978
shares
|
$453,416
0.16% of portfolio
|
Q3 2024
Added 720.75%
|
|
|
Ffg Partners, LLC
Fort Lauderdale, FL |
Dec 09, 2024 Q3 2024 |
1,975
shares
|
$452,729
0.12% of portfolio
|
Q3 2024
Added 1157.96%
|