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 2.99 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 |
|---|---|---|---|---|---|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
1,306
shares
|
$298,603
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 11, 2024 Q3 2024 |
1,304
shares
|
$298,146
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 15, 2024 Q3 2024 |
1,299
shares
|
$297,003
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
1,297
shares
|
$296,546
0.12% of portfolio
|
Q2 2024
Added 93.01%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
1,295
shares
|
$296,088
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Oct 24, 2024 Q3 2024 |
1,295
shares
|
$296,088
0.15% of portfolio
|
Q3 2024
Added 757.62%
|
|
|
Waverton Investment Management LTD
|
Nov 05, 2024 Q3 2024 |
1,290
shares
|
$294,945
0.0% of portfolio
|
Q3 2024
Added 582.54%
|
|
|
Harrington Investments, Inc
|
Oct 11, 2024 Q3 2024 |
1,290
shares
|
$294,945
0.12% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Aimz Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,290
shares
|
$294,945
0.08% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
1,289
shares
|
$294,716
0.11% of portfolio
|
Q3 2024
Added 820.71%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 29, 2024 Q3 2024 |
1,287
shares
|
$294,259
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,281
shares
|
$292,887
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Wiser Wealth Management, Inc
|
Oct 03, 2024 Q3 2024 |
1,279
shares
|
$292,430
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Bryant Woods Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,272
shares
|
$290,830
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Nov 01, 2024 Q3 2024 |
1,271
shares
|
$290,601
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
1,270
shares
|
$290,372
0.03% of portfolio
|
Q3 2024
Added 869.47%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Oct 29, 2024 Q3 2024 |
1,270
shares
|
$290,372
0.09% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Davis Rea Ltd.
|
Oct 28, 2024 Q3 2024 |
1,267
shares
|
$289,686
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
1,254
shares
|
$286,714
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
1,252
shares
|
$286,257
0.04% of portfolio
|
Q3 2024
Added 885.83%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
1,251
shares
|
$286,028
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
17 Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
1,250
shares
|
$285,800
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Jan 02, 2025 Q4 2024 |
1,250
shares
|
$285,800
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 18, 2024 Q3 2024 |
1,250
shares
|
$285,800
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
1,250
shares
|
$285,800
0.06% of portfolio
|
Q1 2022
Reduced 97.44%
|