Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 3,734 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 $707 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
1,150
shares
|
$262,936
0.07% of portfolio
|
Q3 2024
Added 588.62%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
1,150
shares
|
$262,936
0.08% of portfolio
|
Q3 2024
Added 1696.88%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
1,132
shares
|
$258,820
0.2% of portfolio
|
Q1 2023
Added 0.62%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
1,132
shares
|
$258,820
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Norway Savings Bank
|
Jan 07, 2025 Q4 2024 |
1,130
shares
|
$258,363
0.14% of portfolio
|
Q4 2024
Reduced 7.0%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
1,120
shares
|
$256,076
0.1% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
1,105
shares
|
$252,647
0.21% of portfolio
|
Q2 2024
Reduced 4.49%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
1,100
shares
|
$251,503
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,099
shares
|
$251,275
0.06% of portfolio
|
Q3 2024
Added 908.26%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
1,077
shares
|
$246,245
0.1% of portfolio
|
Q4 2022
Reduced 0.46%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
1,070
shares
|
$244,644
0.57% of portfolio
|
Q4 2023
New holding
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
1,064
shares
|
$243,272
0.1% of portfolio
|
Q4 2023
Added 6.51%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,058
shares
|
$241,901
0.05% of portfolio
|
Q3 2024
Added 396.71%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
1,057
shares
|
$241,672
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lipe & Dalton
|
Nov 04, 2024 Q3 2024 |
1,050
shares
|
$240,072
0.09% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
1,043
shares
|
$238,471
0.2% of portfolio
|
Q2 2022
Reduced 90.24%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
1,040
shares
|
$237,785
0.08% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Oct 04, 2024 Q3 2024 |
1,038
shares
|
$237,328
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
1,036
shares
|
$236,871
0.91% of portfolio
|
Q3 2023
Reduced 3.81%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
1,033
shares
|
$236,185
0.05% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
1,031
shares
|
$235,727
0.02% of portfolio
|
Q3 2024
Added 1142.17%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
1,030
shares
|
$235,499
0.07% of portfolio
|
Q3 2024
Added 961.86%
|
|
|
Park Circle CO
|
Nov 08, 2024 Q3 2024 |
1,000
shares
|
$228,640
0.16% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
978
shares
|
$223,609
0.1% of portfolio
|
Q2 2023
Reduced 16.34%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
950
shares
|
$217,208
0.18% of portfolio
|
Q4 2024
Reduced 5.47%
|