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 |
|---|---|---|---|---|---|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
110
shares
|
$25,580
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
105
shares
|
$24,417
0.2% of portfolio
|
Q1 2024
Added 40.0%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
100
shares
|
$23,255
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Oct 17, 2024 Q3 2024 |
100
shares
|
$23,255
0.01% of portfolio
|
Q3 2024
Added 488.24%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
100
shares
|
$23,255
0.01% of portfolio
|
Q3 2024
Added 17.65%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
100
shares
|
$23,255
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
100
shares
|
$23,255
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
100
shares
|
$23,255
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
92
shares
|
$21,394
0.01% of portfolio
|
Q2 2023
Added 16.46%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
90
shares
|
$20,929
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
90
shares
|
$20,929
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
88
shares
|
$20,464
0.04% of portfolio
|
Q4 2023
Reduced 42.11%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
80
shares
|
$18,604
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
80
shares
|
$18,604
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
80
shares
|
$18,604
0.01% of portfolio
|
Q3 2024
Added 1233.33%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
80
shares
|
$18,604
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
78
shares
|
$18,138
0.01% of portfolio
|
Q3 2024
Added 875.0%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
77
shares
|
$17,906
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
76
shares
|
$17,673
0.0% of portfolio
|
Q1 2021
Added 375.0%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
76
shares
|
$17,673
0.03% of portfolio
|
Q2 2024
Added 4.11%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
75
shares
|
$17,441
0.01% of portfolio
|
Q3 2024
Added 971.43%
|
|
|
Hoese & CO LLP
|
Oct 09, 2024 Q3 2024 |
70
shares
|
$16,278
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
70
shares
|
$16,278
0.13% of portfolio
|
Q2 2023
Added 7.69%
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
70
shares
|
$16,278
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
70
shares
|
$16,278
0.02% of portfolio
|
Q3 2024
New holding
|