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 |
|---|---|---|---|---|---|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
256
shares
|
$59,532
0.37% of portfolio
|
Q3 2023
Reduced 5.54%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
253
shares
|
$58,835
0.25% of portfolio
|
Q2 2024
Reduced 80.51%
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
250
shares
|
$58,137
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Estabrook Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
250
shares
|
$58,137
0.01% of portfolio
|
Q2 2024
Added 900.0%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
243
shares
|
$56,509
0.46% of portfolio
|
Q2 2024
Reduced 1.22%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
241
shares
|
$56,044
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
240
shares
|
$55,812
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
236
shares
|
$54,881
0.06% of portfolio
|
Q3 2023
Reduced 4.07%
|
|
|
Roth Financial Partners LLC
|
Oct 11, 2024 Q3 2024 |
230
shares
|
$53,486
0.02% of portfolio
|
Q4 2023
Added 51.32%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
230
shares
|
$53,486
0.01% of portfolio
|
Q2 2024
Added 900.0%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
229
shares
|
$53,253
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
224
shares
|
$52,091
0.02% of portfolio
|
Q2 2023
Reduced 15.15%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
224
shares
|
$52,091
0.02% of portfolio
|
Q2 2023
Reduced 15.15%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
224
shares
|
$52,091
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
223
shares
|
$51,858
0.01% of portfolio
|
Q3 2024
Added 1073.68%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
220
shares
|
$51,161
0.02% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
220
shares
|
$51,161
0.0% of portfolio
|
Q3 2024
Added 816.67%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
218
shares
|
$50,695
0.06% of portfolio
|
Q1 2023
Added 1.4%
|
|
|
Aton Ra Partners
Geneva, V8 |
Feb 05, 2024 Q4 2023 |
218
shares
|
$50,695
0.48% of portfolio
|
Q4 2023
Reduced 12.1%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
218
shares
|
$50,695
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
214
shares
|
$49,765
0.02% of portfolio
|
Q2 2023
Added 193.15%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
211
shares
|
$49,068
0.01% of portfolio
|
Q3 2024
Added 502.86%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
201
shares
|
$46,742
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
190
shares
|
$44,184
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Glynn Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
187
shares
|
$43,486
0.01% of portfolio
|
Q3 2024
New holding
|