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 |
|---|---|---|---|---|---|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
51,542
shares
|
$11.8 Million
0.11% of portfolio
|
Q3 2024
Added 813.22%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
51,373
shares
|
$11.8 Million
1.13% of portfolio
|
Q3 2024
Added 836.95%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Nov 12, 2024 Q3 2024 |
51,358
shares
|
$11.8 Million
0.34% of portfolio
|
Q3 2024
Added 1162.8%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 21, 2024 Q3 2024 |
51,297
shares
|
$11.8 Million
4.07% of portfolio
|
Q3 2024
Added 991.19%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
51,266
shares
|
$11.8 Million
0.92% of portfolio
|
Q1 2023
Reduced 2.96%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Oct 11, 2024 Q3 2024 |
51,111
shares
|
$11.7 Million
1.61% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Wright Investors Service Inc
|
Oct 04, 2024 Q3 2024 |
50,977
shares
|
$11.7 Million
2.33% of portfolio
|
Q3 2024
Added 919.95%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 23, 2024 Q3 2024 |
50,897
shares
|
$11.7 Million
0.59% of portfolio
|
Q3 2024
Added 961.9%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
50,614
shares
|
$11.6 Million
0.72% of portfolio
|
Q3 2024
Added 893.8%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 24, 2024 Q3 2024 |
50,600
shares
|
$11.6 Million
1.13% of portfolio
|
Q3 2024
Added 905.76%
|
|
|
Convergence Investment Partners, LLC
|
Oct 29, 2024 Q3 2024 |
50,596
shares
|
$11.6 Million
2.39% of portfolio
|
Q3 2024
Added 1880.27%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 30, 2024 Q3 2024 |
50,567
shares
|
$11.6 Million
1.16% of portfolio
|
Q3 2024
New holding
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
50,293
shares
|
$11.5 Million
0.55% of portfolio
|
Q3 2024
Added 869.41%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
50,290
shares
|
$11.5 Million
0.99% of portfolio
|
Q3 2024
Added 1103.97%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
50,214
shares
|
$11.5 Million
2.64% of portfolio
|
Q3 2024
Added 1057.0%
|
|
|
Exor Capital LLP
London, X0 |
Nov 13, 2024 Q3 2024 |
50,000
shares
|
$11.5 Million
0.27% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
49,861
shares
|
$11.4 Million
0.71% of portfolio
|
Q3 2024
Added 995.12%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
49,803
shares
|
$11.4 Million
0.97% of portfolio
|
Q4 2024
Reduced 99.4%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
49,786
shares
|
$11.4 Million
0.6% of portfolio
|
Q3 2024
Added 904.56%
|
|
|
Vancity Investment Management LTD
Vancouver, A1 |
Nov 14, 2024 Q3 2024 |
49,743
shares
|
$11.4 Million
1.03% of portfolio
|
Q3 2024
Added 330.68%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
49,610
shares
|
$11.4 Million
0.05% of portfolio
|
Q3 2024
Added 961.4%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
49,518
shares
|
$11.4 Million
1.4% of portfolio
|
Q3 2024
Added 920.57%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Oct 21, 2024 Q3 2024 |
49,336
shares
|
$11.3 Million
6.1% of portfolio
|
Q3 2024
Added 827.37%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
49,272
shares
|
$11.3 Million
2.34% of portfolio
|
Q3 2024
Added 939.71%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 19, 2024 Q3 2024 |
49,136
shares
|
$11.3 Million
1.92% of portfolio
|
Q3 2024
Added 846.93%
|