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 |
|---|---|---|---|---|---|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
1,445
shares
|
$331,237
0.05% of portfolio
|
Q3 2024
Added 947.1%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
1,445
shares
|
$331,237
0.05% of portfolio
|
Q3 2023
Reduced 0.21%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
1,442
shares
|
$330,549
0.83% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
1,439
shares
|
$329,861
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
1,439
shares
|
$329,861
0.1% of portfolio
|
Q3 2024
Added 314.7%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
1,439
shares
|
$329,861
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
1,434
shares
|
$328,715
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
1,431
shares
|
$328,028
1.29% of portfolio
|
Q2 2024
Reduced 20.85%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 30, 2024 Q3 2024 |
1,430
shares
|
$327,798
0.14% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
1,430
shares
|
$327,798
0.14% of portfolio
|
Q3 2024
Added 1261.9%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
1,430
shares
|
$327,798
0.02% of portfolio
|
Q3 2024
Added 1017.19%
|
|
|
Wexford Capital LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
1,429
shares
|
$327,569
0.06% of portfolio
|
Q3 2024
Added 469.32%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Nov 01, 2024 Q3 2024 |
1,420
shares
|
$325,506
0.05% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
1,419
shares
|
$325,277
0.03% of portfolio
|
Q3 2024
Added 951.11%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
1,414
shares
|
$324,131
0.04% of portfolio
|
Q3 2024
Added 910.0%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Oct 21, 2024 Q3 2024 |
1,412
shares
|
$323,672
0.01% of portfolio
|
Q3 2024
Added 478.69%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
1,411
shares
|
$323,443
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
1,410
shares
|
$323,214
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
1,410
shares
|
$323,214
0.13% of portfolio
|
Q3 2024
Added 833.77%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
1,407
shares
|
$322,526
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
1,400
shares
|
$320,922
0.05% of portfolio
|
Q3 2024
Added 1096.58%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 07, 2024 Q3 2024 |
1,400
shares
|
$320,922
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
1,400
shares
|
$320,922
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Nov 12, 2024 Q3 2024 |
1,400
shares
|
$320,922
0.2% of portfolio
|
Q3 2024
Added 821.05%
|
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
1,399
shares
|
$320,692
0.04% of portfolio
|
Q3 2024
New holding
|