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 |
|---|---|---|---|---|---|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Oct 15, 2024 Q3 2024 |
1,250
shares
|
$285,800
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 12, 2024 Q3 2024 |
1,250
shares
|
$285,800
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Altus Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
1,249
shares
|
$285,571
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
1,248
shares
|
$285,342
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
1,247
shares
|
$285,114
0.24% of portfolio
|
Q2 2024
Reduced 35.52%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Oct 30, 2024 Q3 2024 |
1,238
shares
|
$283,056
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
1,236
shares
|
$282,599
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,231
shares
|
$281,455
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
1,228
shares
|
$280,769
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
1,222
shares
|
$279,398
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
1,222
shares
|
$279,398
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Veery Capital, LLC
|
Nov 06, 2024 Q3 2024 |
1,221
shares
|
$279,169
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
1,219
shares
|
$278,712
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 28, 2024 Q3 2024 |
1,218
shares
|
$278,483
0.13% of portfolio
|
Q3 2024
Added 20200.0%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 24, 2024 Q3 2024 |
1,218
shares
|
$278,483
0.06% of portfolio
|
Q3 2024
Added 518.27%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
1,218
shares
|
$278,483
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Mbe Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
1,215
shares
|
$277,797
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 18, 2024 Q3 2024 |
1,208
shares
|
$276,197
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 29, 2024 Q3 2024 |
1,204
shares
|
$275,282
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Hendershot Investments Inc.
|
Nov 14, 2024 Q3 2024 |
1,200
shares
|
$274,368
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
1,200
shares
|
$274,368
0.1% of portfolio
|
Q3 2024
Added 1124.49%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
1,200
shares
|
$274,368
0.03% of portfolio
|
Q3 2024
Added 727.59%
|
|
|
Hardman Johnston Global Advisors LLC
|
Oct 30, 2024 Q3 2024 |
1,200
shares
|
$274,368
0.01% of portfolio
|
Q3 2024
Added 400.0%
|
|
|
Central Asset Investments & Management Holdings (Hk) LTD
|
Nov 06, 2024 Q3 2024 |
1,200
shares
|
$274,368
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
1,200
shares
|
$274,368
0.03% of portfolio
|
Q3 2024
New holding
|