Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 3,735 institutions that hold shares in the stock, with a total of 2.98 Billion shares, which have been reported (via 13F filing form) to have a value of $684 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
117,661
shares
|
$27 Million
0.26% of portfolio
|
Q3 2024
Added 950.08%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
117,658
shares
|
$27 Million
0.75% of portfolio
|
Q3 2024
Added 947.43%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
116,360
shares
|
$26.7 Million
0.59% of portfolio
|
Q3 2024
Added 945.46%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
116,329
shares
|
$26.7 Million
3.48% of portfolio
|
Q3 2024
Added 887.68%
|
|
|
Buckingham Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
115,671
shares
|
$26.5 Million
2.31% of portfolio
|
Q3 2024
Added 815.34%
|
|
|
Miramar Capital, LLC
|
Nov 06, 2024 Q3 2024 |
114,877
shares
|
$26.3 Million
4.63% of portfolio
|
Q3 2024
Added 862.28%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
114,692
shares
|
$26.3 Million
3.65% of portfolio
|
Q3 2024
Added 884.23%
|
|
|
Jb Capital LLC
|
Oct 31, 2024 Q3 2024 |
114,505
shares
|
$26.2 Million
1.16% of portfolio
|
Q3 2024
Added 885.24%
|
|
|
Napean Trading & Investment CO (Singapore) Pte LTD
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
114,385
shares
|
$26.2 Million
4.81% of portfolio
|
Q3 2024
Added 2106.5%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 04, 2024 Q3 2024 |
113,870
shares
|
$26.1 Million
0.38% of portfolio
|
Q3 2024
Added 928.91%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
113,775
shares
|
$26.1 Million
1.27% of portfolio
|
Q3 2024
Added 894.36%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
113,540
shares
|
$26 Million
0.25% of portfolio
|
Q3 2024
Added 1739.9%
|
|
|
Forbes J M & CO LLP
|
Oct 24, 2024 Q3 2024 |
113,500
shares
|
$26 Million
1.95% of portfolio
|
Q3 2024
Added 889.11%
|
|
|
Consolidated Investment Group LLC
|
Nov 04, 2024 Q3 2024 |
113,340
shares
|
$26 Million
2.9% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
113,056
shares
|
$25.9 Million
0.91% of portfolio
|
Q3 2024
Added 1548.05%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
112,878
shares
|
$25.9 Million
2.52% of portfolio
|
Q3 2024
Added 881.21%
|
|
|
Elk River Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
112,832
shares
|
$25.9 Million
3.59% of portfolio
|
Q3 2024
Added 913.58%
|
|
|
Sumitomo Life Insurance CO
|
Oct 16, 2024 Q3 2024 |
111,383
shares
|
$25.5 Million
0.38% of portfolio
|
Q3 2024
Added 1052.91%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
110,800
shares
|
$25.4 Million
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
110,713
shares
|
$25.4 Million
1.01% of portfolio
|
Q3 2024
Added 894.9%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
110,703
shares
|
$25.4 Million
1.55% of portfolio
|
Q3 2024
Added 881.41%
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
Nov 07, 2024 Q3 2024 |
110,480
shares
|
$25.3 Million
10.53% of portfolio
|
Q3 2024
Added 903.72%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
109,875
shares
|
$25.2 Million
1.58% of portfolio
|
Q4 2022
Added 0.08%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2024 Q3 2024 |
109,462
shares
|
$25.1 Million
2.06% of portfolio
|
Q3 2024
Added 909.05%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
109,390
shares
|
$25.1 Million
0.46% of portfolio
|
Q3 2022
Reduced 2.68%
|