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 |
|---|---|---|---|---|---|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
48,923
shares
|
$11.2 Million
0.92% of portfolio
|
Q3 2024
Added 777.86%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Oct 21, 2024 Q3 2024 |
48,717
shares
|
$11.2 Million
0.92% of portfolio
|
Q3 2024
Added 922.18%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
48,634
shares
|
$11.1 Million
0.65% of portfolio
|
Q3 2024
Added 873.85%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Nov 06, 2024 Q3 2024 |
48,612
shares
|
$11.1 Million
1.68% of portfolio
|
Q3 2024
Added 924.06%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
48,533
shares
|
$11.1 Million
0.73% of portfolio
|
Q1 2024
Reduced 9.87%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
48,427
shares
|
$11.1 Million
0.48% of portfolio
|
Q3 2024
Added 993.9%
|
|
|
Trust Asset Management LLC
Houston, TX |
Nov 13, 2024 Q3 2024 |
48,390
shares
|
$11.1 Million
0.67% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
48,164
shares
|
$11 Million
1.03% of portfolio
|
Q3 2024
Added 897.39%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
48,065
shares
|
$11 Million
3.17% of portfolio
|
Q3 2024
Added 889.2%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
47,907
shares
|
$11 Million
1.66% of portfolio
|
Q3 2024
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
47,820
shares
|
$11 Million
0.12% of portfolio
|
Q3 2024
Added 911.21%
|
|
|
Oak Harvest Investment Services
|
Oct 25, 2024 Q3 2024 |
47,656
shares
|
$10.9 Million
1.18% of portfolio
|
Q3 2024
Added 410.07%
|
|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
Nov 14, 2024 Q3 2024 |
47,644
shares
|
$10.9 Million
0.88% of portfolio
|
Q3 2024
Added 4153.93%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 14, 2024 Q3 2024 |
47,492
shares
|
$10.9 Million
2.53% of portfolio
|
Q3 2024
Added 972.54%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
47,392
shares
|
$10.9 Million
1.65% of portfolio
|
Q3 2024
Added 1029.19%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
47,357
shares
|
$10.9 Million
0.12% of portfolio
|
Q3 2024
Added 827.11%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
47,356
shares
|
$10.9 Million
0.53% of portfolio
|
Q3 2024
Added 922.81%
|
|
|
Sea Town Holdings Pte. Ltd.
|
Nov 01, 2024 Q3 2024 |
47,348
shares
|
$10.9 Million
6.03% of portfolio
|
Q3 2024
Added 668.01%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
47,322
shares
|
$10.8 Million
0.09% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Keystone Investors Pte LTD
Singapore, U0 |
Nov 13, 2024 Q3 2024 |
47,205
shares
|
$10.8 Million
0.64% of portfolio
|
Q3 2024
Added 1063.54%
|
|
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 13, 2024 Q3 2024 |
47,072
shares
|
$10.8 Million
0.64% of portfolio
|
Q3 2024
Added 46.93%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
46,989
shares
|
$10.8 Million
1.23% of portfolio
|
Q3 2024
Added 933.41%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
46,721
shares
|
$10.7 Million
1.42% of portfolio
|
Q3 2024
Added 889.22%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
46,526
shares
|
$10.7 Million
1.36% of portfolio
|
Q3 2024
Added 961.03%
|
|
|
Efg Asset Management (North America) Corp.
|
Nov 12, 2024 Q3 2024 |
46,254
shares
|
$10.6 Million
1.36% of portfolio
|
Q3 2024
Added 858.83%
|