Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 3,266 institutions that hold shares in the stock, with a total of 342 Million shares, which have been reported (via 13F filing form) to have a value of $454 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Old Point Trust & Financial Services N A
|
May 14, 2024 Q1 2024 |
7
shares
|
$9,299
0.0% of portfolio
|
Q4 2023
New holding
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
May 13, 2024 Q1 2024 |
7
shares
|
$9,299
0.0% of portfolio
|
Q1 2020
New holding
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2024 Q1 2024 |
7
shares
|
$9,299
0.01% of portfolio
|
Q4 2023
New holding
|
|
Lummis Asset Management, LP
Fort Worth, TX |
May 16, 2024 Q1 2024 |
7
shares
|
$9,299
0.01% of portfolio
|
Q4 2023
New holding
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 20, 2024 Q4 2023 |
7
shares
|
$9,299
0.01% of portfolio
|
Q4 2023
New holding
|
|
Tsfg, LLC
|
Apr 16, 2024 Q1 2024 |
6
shares
|
$7,971
0.0% of portfolio
|
Q4 2023
Reduced 87.5%
|
|
Davis Capital Management
Jacksonville, FL |
Apr 05, 2024 Q1 2024 |
6
shares
|
$7,971
0.01% of portfolio
|
Q4 2023
New holding
|
|
Fairman Group, LLC
Chesterbrook, PA |
Apr 30, 2024 Q1 2024 |
6
shares
|
$7,971
0.01% of portfolio
|
Q4 2023
New holding
|
|
Lowe Wealth Advisors, LLC
|
Apr 08, 2024 Q1 2024 |
5
shares
|
$6,642
0.0% of portfolio
|
Q3 2023
Reduced 83.87%
|
|
O'Brien Wealth Partners LLC
|
Apr 18, 2024 Q1 2024 |
5
shares
|
$6,642
0.0% of portfolio
|
Q1 2024
Reduced 44.44%
|
|
Wfa Of San Diego, LLC
|
Nov 02, 2023 Q3 2023 |
5
shares
|
$6,642
0.0% of portfolio
|
Q3 2023
New holding
|
|
Moser Wealth Advisors, LLC
|
May 01, 2024 Q1 2024 |
5
shares
|
$6,642
0.0% of portfolio
|
Q1 2024
New holding
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
5
shares
|
$6,642
0.0% of portfolio
|
Q3 2022
New holding
|
|
Horizons Wealth Management
Asheville, NC |
Apr 03, 2024 Q1 2024 |
5
shares
|
$6,642
0.0% of portfolio
|
Q2 2023
New holding
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 02, 2024 Q1 2024 |
5
shares
|
$6,642
0.01% of portfolio
|
Q4 2023
Reduced 16.67%
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
May 01, 2024 Q1 2024 |
5
shares
|
$6,642
0.0% of portfolio
|
Q2 2023
New holding
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
4
shares
|
$5,314
0.0% of portfolio
|
Q1 2021
New holding
|
|
Perritt Capital Management Inc
Chicago, IL |
May 15, 2024 Q1 2024 |
4
shares
|
$5,314
0.0% of portfolio
|
Q3 2023
New holding
|
|
Castleview Partners, LLC
Dallas, TX |
May 09, 2024 Q1 2024 |
4
shares
|
$5,314
0.0% of portfolio
|
Q3 2023
Reduced 84.0%
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2024 Q1 2024 |
4
shares
|
$5,314
0.26% of portfolio
|
Q1 2024
Reduced 20.0%
|
|
Financial Connections Group, Inc.
|
May 03, 2024 Q1 2024 |
3
shares
|
$3,985
0.0% of portfolio
|
Q1 2024
New holding
|
|
Bradley & Co. Private Wealth Management, LLC
|
Apr 26, 2024 Q1 2024 |
3
shares
|
$3,985
0.0% of portfolio
|
Q1 2021
New holding
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3
shares
|
$3,985
0.0% of portfolio
|
Q1 2023
New holding
|
|
Peak6 Investments LLC
Chicago, IL |
May 14, 2024 Q1 2024 |
3
shares
|
$3,985
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cedar Mountain Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
2
shares
|
$2,657
0.0% of portfolio
|
Q4 2023
New holding
|