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 |
|---|---|---|---|---|---|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
1,515
shares
|
$347,283
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,512
shares
|
$346,595
0.02% of portfolio
|
Q3 2024
Added 805.39%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
1,505
shares
|
$344,991
0.18% of portfolio
|
Q3 2024
Added 262.65%
|
|
|
Lecap Asset Management LTD
London, X0 |
Oct 22, 2024 Q3 2024 |
1,503
shares
|
$344,532
0.06% of portfolio
|
Q3 2024
Reduced 33.5%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
1,501
shares
|
$344,074
0.48% of portfolio
|
Q3 2023
Added 0.47%
|
|
|
Mcrae Capital Management Inc
|
Oct 24, 2024 Q3 2024 |
1,500
shares
|
$343,845
0.05% of portfolio
|
Q3 2024
Added 934.48%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Nov 08, 2024 Q3 2024 |
1,500
shares
|
$343,845
0.04% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
1,495
shares
|
$342,698
0.1% of portfolio
|
Q3 2024
Added 486.27%
|
|
|
Cadinha & CO LLC
|
Oct 08, 2024 Q3 2024 |
1,491
shares
|
$341,781
0.04% of portfolio
|
Q3 2024
Added 900.67%
|
|
|
Thompson Davis & Co., Inc.
|
Nov 08, 2024 Q3 2024 |
1,490
shares
|
$341,552
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
1,490
shares
|
$341,552
0.05% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
1,489
shares
|
$341,323
0.17% of portfolio
|
Q3 2024
Added 854.49%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
1,489
shares
|
$341,323
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
1,486
shares
|
$340,635
0.02% of portfolio
|
Q3 2024
Added 1908.11%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,484
shares
|
$340,177
0.05% of portfolio
|
Q3 2024
Added 508.2%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
1,480
shares
|
$339,260
0.02% of portfolio
|
Q3 2024
Added 1021.21%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
1,477
shares
|
$338,572
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
1,476
shares
|
$338,343
0.21% of portfolio
|
Q4 2022
Added 358.39%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
1,475
shares
|
$338,114
0.02% of portfolio
|
Q3 2024
Added 1017.42%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
1,461
shares
|
$334,905
0.12% of portfolio
|
Q3 2024
Added 730.11%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
1,460
shares
|
$334,675
0.16% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
1,459
shares
|
$334,446
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Ariston Services Group
San Diego, CA |
Oct 25, 2024 Q3 2024 |
1,454
shares
|
$333,300
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
1,450
shares
|
$332,383
0.04% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
1,450
shares
|
$332,383
0.06% of portfolio
|
Q3 2024
Added 900.0%
|