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 |
|---|---|---|---|---|---|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
185
shares
|
$43,021
0.02% of portfolio
|
Q3 2024
Added 1323.08%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Nov 13, 2024 Q3 2024 |
180
shares
|
$41,859
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
172
shares
|
$39,998
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
169
shares
|
$39,300
0.01% of portfolio
|
Q3 2022
Reduced 15.92%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
168
shares
|
$39,068
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
168
shares
|
$39,068
0.02% of portfolio
|
Q2 2024
Reduced 19.62%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
150
shares
|
$34,882
0.02% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
147
shares
|
$34,184
0.02% of portfolio
|
Q3 2024
Added 1030.77%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 23, 2024 Q2 2024 |
146
shares
|
$33,952
0.05% of portfolio
|
Q2 2024
Reduced 5.81%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
143
shares
|
$33,254
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
140
shares
|
$32,557
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
135
shares
|
$31,394
0.01% of portfolio
|
Q3 2024
Added 864.29%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 31, 2024 Q3 2024 |
133
shares
|
$30,929
2.04% of portfolio
|
Q3 2024
Added 1562.5%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
131
shares
|
$30,464
0.22% of portfolio
|
Q2 2022
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
130
shares
|
$30,231
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
128
shares
|
$29,766
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 08, 2024 Q3 2024 |
127
shares
|
$29,533
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
125
shares
|
$29,068
0.04% of portfolio
|
Q2 2022
Added 25.0%
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
120
shares
|
$27,906
0.01% of portfolio
|
Q3 2024
Added 192.68%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
120
shares
|
$27,906
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
120
shares
|
$27,906
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
116
shares
|
$26,975
0.03% of portfolio
|
Q3 2023
Added 5.45%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
115
shares
|
$26,743
0.02% of portfolio
|
Q2 2023
Added 15.0%
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
110
shares
|
$25,580
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
110
shares
|
$25,580
0.01% of portfolio
|
Q3 2024
Added 900.0%
|