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 |
|---|---|---|---|---|---|
|
Sustainable Insight Capital Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
89,520
shares
|
$20.5 Million
7.02% of portfolio
|
Q3 2024
Added 835.23%
|
|
|
Matthews International Capital Management LLC
|
Oct 15, 2024 Q3 2024 |
89,415
shares
|
$20.5 Million
2.62% of portfolio
|
Q3 2024
Added 1286.06%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
88,597
shares
|
$20.3 Million
1.8% of portfolio
|
Q3 2024
Added 872.63%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
88,578
shares
|
$20.3 Million
0.6% of portfolio
|
Q3 2024
Added 984.98%
|
|
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
Nov 14, 2024 Q3 2024 |
88,189
shares
|
$20.2 Million
5.17% of portfolio
|
Q3 2024
Added 879.88%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
87,905
shares
|
$20.2 Million
0.71% of portfolio
|
Q3 2024
Added 902.22%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
87,870
shares
|
$20.1 Million
0.03% of portfolio
|
Q3 2024
Added 504.46%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
87,561
shares
|
$20.1 Million
0.98% of portfolio
|
Q3 2024
Added 931.34%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
87,545
shares
|
$20.1 Million
3.19% of portfolio
|
Q3 2024
Added 876.19%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 13, 2024 Q3 2024 |
87,268
shares
|
$20 Million
2.0% of portfolio
|
Q3 2024
Added 624.22%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Nov 12, 2024 Q3 2024 |
86,727
shares
|
$19.9 Million
0.03% of portfolio
|
Q3 2024
Added 348.29%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
86,696
shares
|
$19.9 Million
0.42% of portfolio
|
Q3 2024
Added 851.87%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2024 Q3 2024 |
86,559
shares
|
$19.8 Million
2.68% of portfolio
|
Q3 2024
Added 1051.36%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
86,199
shares
|
$19.8 Million
0.51% of portfolio
|
Q3 2024
Added 726.45%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
86,171
shares
|
$19.8 Million
0.71% of portfolio
|
Q3 2024
New holding
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Nov 05, 2024 Q3 2024 |
85,639
shares
|
$19.6 Million
1.96% of portfolio
|
Q3 2024
Added 906.93%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Oct 04, 2024 Q3 2024 |
85,428
shares
|
$19.6 Million
2.2% of portfolio
|
Q3 2024
Added 892.77%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
84,892
shares
|
$19.5 Million
0.38% of portfolio
|
Q3 2024
Added 951.29%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
84,831
shares
|
$19.4 Million
1.76% of portfolio
|
Q3 2024
Added 1129.08%
|
|
|
Loup Funds, LLC
Minneapolis, MN |
Oct 24, 2024 Q3 2024 |
84,631
shares
|
$19.4 Million
5.13% of portfolio
|
Q3 2024
Added 876.59%
|
|
|
Ardsley Advisory Partners LP
Stamford, CT |
Nov 14, 2024 Q3 2024 |
84,500
shares
|
$19.4 Million
2.59% of portfolio
|
Q3 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
84,415
shares
|
$19.4 Million
1.61% of portfolio
|
Q3 2024
Added 872.19%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
84,305
shares
|
$19.3 Million
0.71% of portfolio
|
Q3 2024
Added 1074.82%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
84,104
shares
|
$19.3 Million
0.4% of portfolio
|
Q3 2024
Added 875.68%
|
|
|
Marsico Capital Management LLC
Denver, CO |
Nov 12, 2024 Q3 2024 |
83,584
shares
|
$19.2 Million
0.42% of portfolio
|
Q3 2024
New holding
|