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 |
|---|---|---|---|---|---|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
24
shares
|
$5,581
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
22
shares
|
$5,116
0.0% of portfolio
|
Q3 2024
Added 1000.0%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
21
shares
|
$4,883
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
20
shares
|
$4,651
0.02% of portfolio
|
Q1 2024
Reduced 4.76%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
17
shares
|
$3,953
0.01% of portfolio
|
Q3 2022
Added 70.0%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
16
shares
|
$3,720
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
10
shares
|
$2,325
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
9
shares
|
$2,092
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
9
shares
|
$2,092
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
8
shares
|
$1,860
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
8
shares
|
$1,860
0.0% of portfolio
|
Q1 2024
Reduced 99.82%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
8
shares
|
$1,860
0.0% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
7
shares
|
$1,627
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
7
shares
|
$1,627
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
5
shares
|
$1,162
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
4
shares
|
$930
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
3
shares
|
$697
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3
shares
|
$697
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
3
shares
|
$697
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
1
shares
|
$232
0.0% of portfolio
|
Q2 2021
Reduced 99.01%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1
shares
|
$232
0.0% of portfolio
|
Q2 2024
Reduced 93.33%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 30, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
New holding
|