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 |
|---|---|---|---|---|---|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
414
shares
|
$96,275
0.06% of portfolio
|
Q3 2024
Added 909.76%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
413
shares
|
$96,043
0.09% of portfolio
|
Q2 2023
Reduced 37.61%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
402
shares
|
$93,485
0.01% of portfolio
|
Q3 2024
Added 793.33%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
402
shares
|
$93,485
0.46% of portfolio
|
Q2 2024
Added 4.42%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
401
shares
|
$93,252
0.01% of portfolio
|
Q3 2024
Added 902.5%
|
|
|
Hall Capital Management CO Inc
|
Jul 26, 2024 Q2 2024 |
396
shares
|
$92,089
0.3% of portfolio
|
Q2 2024
Added 57.77%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
393
shares
|
$91,392
0.18% of portfolio
|
Q2 2023
Reduced 2.48%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
392
shares
|
$91,159
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Motive Wealth Advisors
|
Oct 15, 2024 Q3 2024 |
391
shares
|
$90,927
0.04% of portfolio
|
Q2 2024
Added 3.99%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
391
shares
|
$90,927
1.93% of portfolio
|
Q3 2024
Reduced 91.06%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
390
shares
|
$90,694
0.02% of portfolio
|
Q3 2024
Added 1952.63%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
390
shares
|
$90,694
0.03% of portfolio
|
Q3 2024
Added 926.32%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
387
shares
|
$89,996
0.03% of portfolio
|
Q4 2023
Added 10.26%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
377
shares
|
$87,671
0.05% of portfolio
|
Q2 2022
Reduced 68.19%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
370
shares
|
$86,043
0.04% of portfolio
|
Q3 2024
Added 1221.43%
|
|
|
Moser Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
370
shares
|
$86,043
0.03% of portfolio
|
Q3 2024
Added 1056.25%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
367
shares
|
$85,345
0.05% of portfolio
|
Q3 2024
Added 4487.5%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
360
shares
|
$83,718
0.02% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
345
shares
|
$80,229
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
345
shares
|
$80,229
0.02% of portfolio
|
Q3 2024
Reduced 89.26%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
338
shares
|
$78,601
0.11% of portfolio
|
Q3 2023
Reduced 3.15%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Nov 04, 2024 Q3 2024 |
336
shares
|
$78,136
1.09% of portfolio
|
Q3 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
330
shares
|
$76,741
0.01% of portfolio
|
Q3 2024
Added 2100.0%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
330
shares
|
$76,741
0.09% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
329
shares
|
$76,508
0.01% of portfolio
|
Q3 2024
Added 743.59%
|