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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
70
shares
|
$16,278
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Nov 06, 2024 Q3 2024 |
70
shares
|
$16,278
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
60
shares
|
$13,953
0.0% of portfolio
|
Q3 2024
Added 1400.0%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
60
shares
|
$13,953
0.01% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
60
shares
|
$13,953
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
60
shares
|
$13,953
0.0% of portfolio
|
Q3 2024
Added 2900.0%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
60
shares
|
$13,953
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sawyer & Company, Inc
|
Oct 10, 2024 Q3 2024 |
58
shares
|
$13,487
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
56
shares
|
$13,022
0.0% of portfolio
|
Q2 2024
Added 19900.0%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
50
shares
|
$11,627
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
50
shares
|
$11,627
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
50
shares
|
$11,627
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
50
shares
|
$11,627
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
50
shares
|
$11,627
0.01% of portfolio
|
Q2 2024
Added 900.0%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
43
shares
|
$9,999
0.02% of portfolio
|
Q3 2024
Added 207.14%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
40
shares
|
$9,302
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
40
shares
|
$9,302
0.01% of portfolio
|
Q3 2024
Added 29.03%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Nov 13, 2024 Q3 2024 |
37
shares
|
$8,604
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
35
shares
|
$8,139
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
33
shares
|
$7,674
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
32
shares
|
$7,441
0.02% of portfolio
|
Q1 2023
Reduced 96.61%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
30
shares
|
$6,976
0.0% of portfolio
|
Q3 2024
Added 500.0%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
29
shares
|
$6,743
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
29
shares
|
$6,743
0.15% of portfolio
|
Q3 2024
Reduced 99.24%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
24
shares
|
$5,581
0.01% of portfolio
|
Q2 2022
New holding
|