Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 3,733 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 $696 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
520
shares
|
$120,926
0.02% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
506
shares
|
$117,670
0.04% of portfolio
|
Q4 2024
Added 60.63%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
500
shares
|
$116,275
0.27% of portfolio
|
Q2 2022
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
500
shares
|
$116,275
0.05% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
499
shares
|
$116,042
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
495
shares
|
$115,112
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 04, 2024 Q3 2024 |
490
shares
|
$113,949
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
485
shares
|
$112,786
0.09% of portfolio
|
Q3 2024
Added 910.42%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
479
shares
|
$111,391
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
473
shares
|
$109,996
0.06% of portfolio
|
Q3 2024
Added 1291.18%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 15, 2024 Q3 2024 |
472
shares
|
$109,763
0.04% of portfolio
|
Q3 2024
Added 904.26%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
470
shares
|
$109,298
0.01% of portfolio
|
Q3 2024
Added 623.08%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
463
shares
|
$107,670
0.17% of portfolio
|
Q2 2022
Reduced 2.11%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
462
shares
|
$107,438
0.06% of portfolio
|
Q2 2023
Added 2.21%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
459
shares
|
$106,740
0.27% of portfolio
|
Q4 2021
New holding
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
458
shares
|
$106,507
0.26% of portfolio
|
Q2 2023
Reduced 31.74%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
451
shares
|
$104,880
0.06% of portfolio
|
Q4 2022
Reduced 18.15%
|
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
450
shares
|
$104,647
0.24% of portfolio
|
Q4 2021
New holding
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
450
shares
|
$104,647
0.04% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Hanseatic Management Services Inc
|
Oct 31, 2024 Q3 2024 |
450
shares
|
$104,647
0.11% of portfolio
|
Q3 2024
Added 1400.0%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
446
shares
|
$103,717
0.61% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
440
shares
|
$102,322
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
430
shares
|
$99,996
0.02% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
425
shares
|
$98,833
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
421
shares
|
$97,903
0.13% of portfolio
|
Q2 2022
Reduced 85.02%
|