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 |
|---|---|---|---|---|---|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
1,879
shares
|
$430,723
0.08% of portfolio
|
Q3 2024
Added 961.58%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 10, 2024 Q3 2024 |
1,877
shares
|
$430,264
0.21% of portfolio
|
Q3 2024
Added 887.89%
|
|
|
Financial Council Asset Management Inc
|
Nov 12, 2024 Q3 2024 |
1,860
shares
|
$426,367
0.17% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Sage Advisors, LLC
Boulder, CO |
Nov 06, 2024 Q3 2024 |
1,853
shares
|
$424,763
0.25% of portfolio
|
Q3 2024
Added 907.07%
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
1,845
shares
|
$422,929
0.1% of portfolio
|
Q3 2024
Added 925.0%
|
|
|
Welch Group, LLC
|
Oct 24, 2024 Q3 2024 |
1,845
shares
|
$422,929
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
1,845
shares
|
$422,929
0.59% of portfolio
|
Q1 2024
Reduced 2.89%
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Nov 22, 2024 Q3 2024 |
1,844
shares
|
$422,700
0.26% of portfolio
|
Q3 2024
Added 896.76%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
1,840
shares
|
$421,783
0.09% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Oct 31, 2024 Q3 2024 |
1,837
shares
|
$421,095
0.05% of portfolio
|
Q3 2024
Added 1270.9%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
1,830
shares
|
$419,490
0.16% of portfolio
|
Q3 2024
Added 1096.08%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,825
shares
|
$418,344
0.08% of portfolio
|
Q3 2024
Added 897.27%
|
|
|
First International Bank & Trust
Watford City, ND |
Oct 04, 2024 Q3 2024 |
1,820
shares
|
$417,198
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Taurus Asset Management, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
1,820
shares
|
$417,198
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
1,813
shares
|
$415,593
2.19% of portfolio
|
Q4 2023
New holding
|
|
|
Mps Loria Financial Planners, LLC
|
Oct 21, 2024 Q3 2024 |
1,811
shares
|
$415,135
0.09% of portfolio
|
Q3 2024
Added 1004.27%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 09, 2024 Q3 2024 |
1,810
shares
|
$414,906
0.05% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Pier 88 Investment Partners LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
1,800
shares
|
$412,614
0.41% of portfolio
|
Q3 2024
Added 47.54%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 12, 2024 Q3 2024 |
1,800
shares
|
$412,614
0.19% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
1,800
shares
|
$412,614
0.07% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Nov 04, 2024 Q3 2024 |
1,798
shares
|
$412,155
0.29% of portfolio
|
Q3 2024
Added 794.53%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Oct 21, 2024 Q3 2024 |
1,795
shares
|
$411,467
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
1,793
shares
|
$411,009
0.17% of portfolio
|
Q3 2024
Added 1136.55%
|
|
|
Wood Trust Financial Corp
|
Oct 31, 2024 Q3 2024 |
1,790
shares
|
$410,321
0.04% of portfolio
|
Q3 2024
Added 917.05%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
1,790
shares
|
$410,321
0.04% of portfolio
|
Q3 2024
Added 567.91%
|