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 |
|---|---|---|---|---|---|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
944
shares
|
$215,836
1.36% of portfolio
|
Q2 2024
New holding
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Nov 14, 2024 Q3 2024 |
940
shares
|
$214,921
0.04% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
930
shares
|
$212,635
0.11% of portfolio
|
Q3 2024
Added 1503.45%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
930
shares
|
$212,635
0.02% of portfolio
|
Q3 2024
Added 1450.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
930
shares
|
$212,635
0.06% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
910
shares
|
$208,062
0.07% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
910
shares
|
$208,062
0.49% of portfolio
|
Q4 2023
Reduced 5.21%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 14, 2024 Q3 2024 |
910
shares
|
$208,062
0.13% of portfolio
|
Q3 2024
Added 502.65%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
904
shares
|
$206,690
0.08% of portfolio
|
Q3 2024
Added 1865.22%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
900
shares
|
$205,776
0.07% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2024 Q3 2024 |
900
shares
|
$205,776
0.11% of portfolio
|
Q3 2024
Added 847.37%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
896
shares
|
$204,861
0.77% of portfolio
|
Q4 2022
Added 7.69%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
890
shares
|
$203,489
0.03% of portfolio
|
Q3 2024
Added 2242.11%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
886
shares
|
$202,575
0.36% of portfolio
|
Q2 2024
Reduced 11.04%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
870
shares
|
$198,916
0.11% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
866
shares
|
$198,002
0.04% of portfolio
|
Q3 2024
Reduced 8.46%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
860
shares
|
$196,630
0.55% of portfolio
|
Q4 2022
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
853
shares
|
$195,029
0.05% of portfolio
|
Q3 2024
Added 858.43%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
850
shares
|
$194,344
0.06% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
846
shares
|
$193,429
0.05% of portfolio
|
Q3 2024
Added 256.96%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
820
shares
|
$187,484
0.05% of portfolio
|
Q4 2024
Added 41.38%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
815
shares
|
$186,341
0.01% of portfolio
|
Q3 2024
Added 3295.83%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
813
shares
|
$185,884
0.25% of portfolio
|
Q4 2022
Added 24.5%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
807
shares
|
$184,512
0.15% of portfolio
|
Q3 2023
Reduced 26.64%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
807
shares
|
$184,512
0.58% of portfolio
|
Q3 2022
Added 64.36%
|