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 |
|---|---|---|---|---|---|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
57,896
shares
|
$13.3 Million
0.11% of portfolio
|
Q3 2022
Added 3.4%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 24, 2024 Q3 2024 |
57,857
shares
|
$13.3 Million
1.55% of portfolio
|
Q3 2024
Added 898.57%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
57,853
shares
|
$13.3 Million
2.68% of portfolio
|
Q3 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
57,692
shares
|
$13.2 Million
0.61% of portfolio
|
Q3 2024
Added 1671.87%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
57,208
shares
|
$13.1 Million
1.55% of portfolio
|
Q1 2023
Added 0.22%
|
|
|
Stony Point Capital LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
57,198
shares
|
$13.1 Million
2.42% of portfolio
|
Q3 2024
Added 924.5%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
56,826
shares
|
$13 Million
0.26% of portfolio
|
Q3 2024
Added 986.54%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
56,634
shares
|
$13 Million
0.03% of portfolio
|
Q3 2024
Added 1043.43%
|
|
|
Seaview Investment Managers LLC
|
Nov 13, 2024 Q3 2024 |
56,567
shares
|
$13 Million
2.96% of portfolio
|
Q3 2024
Added 834.37%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
56,567
shares
|
$13 Million
0.26% of portfolio
|
Q3 2024
Added 925.32%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
56,231
shares
|
$12.9 Million
0.36% of portfolio
|
Q3 2024
Added 662.25%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
56,058
shares
|
$12.9 Million
0.18% of portfolio
|
Q3 2024
Added 4891.81%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Nov 14, 2024 Q3 2024 |
55,809
shares
|
$12.8 Million
0.93% of portfolio
|
Q3 2024
New holding
|
|
|
Peterson Wealth Services
|
Nov 06, 2024 Q3 2024 |
55,772
shares
|
$12.8 Million
3.08% of portfolio
|
Q3 2024
Added 726.5%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Nov 14, 2024 Q3 2024 |
55,685
shares
|
$12.8 Million
0.22% of portfolio
|
Q3 2024
Added 1341.12%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
55,676
shares
|
$12.8 Million
1.91% of portfolio
|
Q3 2024
Added 891.03%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2024 Q3 2024 |
55,616
shares
|
$12.7 Million
1.96% of portfolio
|
Q3 2024
Added 898.49%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
55,565
shares
|
$12.7 Million
0.36% of portfolio
|
Q3 2024
Added 1316.39%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
55,548
shares
|
$12.7 Million
0.59% of portfolio
|
Q3 2024
Added 1272.23%
|
|
|
Dupont Capital Management Corp
|
Oct 22, 2024 Q3 2024 |
55,124
shares
|
$12.6 Million
0.8% of portfolio
|
Q3 2024
Added 1306.22%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
55,010
shares
|
$12.6 Million
2.45% of portfolio
|
Q3 2024
Added 913.64%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
54,936
shares
|
$12.6 Million
0.36% of portfolio
|
Q3 2024
Added 906.71%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
54,838
shares
|
$12.6 Million
0.07% of portfolio
|
Q3 2024
Added 900.88%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
54,756
shares
|
$12.6 Million
1.06% of portfolio
|
Q3 2024
Added 4928.1%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 13, 2024 Q3 2024 |
54,730
shares
|
$12.5 Million
3.76% of portfolio
|
Q3 2024
Added 895.09%
|