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 |
|---|---|---|---|---|---|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
1,786
shares
|
$409,404
0.08% of portfolio
|
Q3 2024
Added 920.57%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Nov 06, 2024 Q3 2024 |
1,782
shares
|
$408,487
0.11% of portfolio
|
Q3 2024
Added 924.14%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 14, 2024 Q3 2024 |
1,782
shares
|
$408,487
0.22% of portfolio
|
Q3 2024
Added 1057.14%
|
|
|
Salem Capital Management Inc
|
Nov 29, 2022 Q3 2022 |
1,780
shares
|
$408,029
0.63% of portfolio
|
Q2 2022
Reduced 25.68%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Oct 28, 2024 Q3 2024 |
1,779
shares
|
$407,800
0.18% of portfolio
|
Q3 2024
Added 946.47%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
1,779
shares
|
$407,800
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
1,775
shares
|
$406,883
0.13% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Tamar Securities, LLC
|
Oct 16, 2024 Q3 2024 |
1,773
shares
|
$406,424
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Baron Wealth Management LLC
Troy, MI |
Nov 07, 2024 Q3 2024 |
1,773
shares
|
$406,424
0.15% of portfolio
|
Q3 2024
Added 994.44%
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
1,770
shares
|
$405,737
0.09% of portfolio
|
Q3 2024
Added 1064.47%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
1,770
shares
|
$405,737
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 09, 2024 Q3 2024 |
1,767
shares
|
$405,049
0.11% of portfolio
|
Q2 2024
Added 10.78%
|
|
|
Maple Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
1,763
shares
|
$404,132
0.02% of portfolio
|
Q3 2024
Added 747.6%
|
|
|
Parkside Investments, LLC
|
Oct 15, 2024 Q3 2024 |
1,762
shares
|
$403,903
0.05% of portfolio
|
Q3 2024
Added 901.14%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,761
shares
|
$403,674
0.11% of portfolio
|
Q3 2024
Added 857.07%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
1,760
shares
|
$403,444
0.09% of portfolio
|
Q3 2024
Added 993.17%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
1,760
shares
|
$403,444
0.07% of portfolio
|
Q3 2024
Added 816.67%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 08, 2025 Q4 2024 |
1,760
shares
|
$403,444
0.12% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 04, 2024 Q3 2024 |
1,756
shares
|
$402,527
0.03% of portfolio
|
Q3 2024
Added 977.3%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
1,756
shares
|
$402,527
0.09% of portfolio
|
Q3 2024
Added 903.43%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
1,752
shares
|
$401,610
0.04% of portfolio
|
Q3 2024
Added 936.69%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
1,752
shares
|
$401,610
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Services Of America, Inc.
|
Oct 30, 2024 Q3 2024 |
1,750
shares
|
$401,152
0.03% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2024 Q3 2024 |
1,750
shares
|
$401,152
0.02% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
1,747
shares
|
$400,464
0.13% of portfolio
|
Q3 2024
Added 985.09%
|