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 |
|---|---|---|---|---|---|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
769
shares
|
$175,824
0.09% of portfolio
|
Q3 2024
Added 804.71%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
764
shares
|
$174,680
0.07% of portfolio
|
Q3 2024
Added 905.26%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
750
shares
|
$171,480
0.09% of portfolio
|
Q3 2024
Added 400.0%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
740
shares
|
$169,193
0.12% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
735
shares
|
$168,050
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Knott David M Jr
Syosset, NY |
Nov 13, 2024 Q3 2024 |
710
shares
|
$162,334
0.04% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
710
shares
|
$162,334
0.02% of portfolio
|
Q1 2022
Reduced 19.13%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
703
shares
|
$160,733
0.01% of portfolio
|
Q3 2024
Added 1178.18%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
701
shares
|
$160,276
0.02% of portfolio
|
Q3 2024
Added 915.94%
|
|
|
Palouse Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
700
shares
|
$160,048
0.08% of portfolio
|
Q3 2024
Added 885.92%
|
|
|
Mizuho Bank, Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
700
shares
|
$160,048
0.02% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
West Tower Group, LLC
Richmond, VA |
Nov 13, 2024 Q3 2024 |
700
shares
|
$160,048
0.26% of portfolio
|
Q3 2024
Added 250.0%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
690
shares
|
$157,761
0.3% of portfolio
|
Q1 2023
Added 7.64%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
690
shares
|
$157,761
0.04% of portfolio
|
Q3 2024
Added 978.13%
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
678
shares
|
$155,017
0.4% of portfolio
|
Q3 2022
Added 104.22%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
674
shares
|
$154,103
0.02% of portfolio
|
Q3 2024
Added 1221.57%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2024 Q3 2024 |
673
shares
|
$153,874
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
671
shares
|
$153,417
0.04% of portfolio
|
Q3 2024
Added 1327.66%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
670
shares
|
$153,188
0.04% of portfolio
|
Q3 2024
Added 1035.59%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
666
shares
|
$152,274
0.08% of portfolio
|
Q3 2024
Added 1156.6%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
665
shares
|
$152,045
0.36% of portfolio
|
Q4 2022
Added 1.53%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
664
shares
|
$151,816
0.04% of portfolio
|
Q3 2024
Added 3061.9%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
660
shares
|
$150,902
0.07% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
651
shares
|
$148,844
0.09% of portfolio
|
Q3 2024
Added 520.0%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
630
shares
|
$144,043
0.03% of portfolio
|
Q3 2024
Added 900.0%
|