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 |
|---|---|---|---|---|---|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
41,748
shares
|
$9.57 Million
0.3% of portfolio
|
Q3 2024
Added 903.8%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
41,710
shares
|
$9.56 Million
0.27% of portfolio
|
Q3 2024
Added 898.32%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Oct 31, 2024 Q3 2024 |
41,480
shares
|
$9.51 Million
2.53% of portfolio
|
Q3 2024
Added 899.52%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
41,265
shares
|
$9.46 Million
0.7% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
41,192
shares
|
$9.44 Million
0.43% of portfolio
|
Q3 2024
Added 906.16%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
41,163
shares
|
$9.44 Million
0.54% of portfolio
|
Q3 2024
Added 910.88%
|
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
40,735
shares
|
$9.34 Million
0.91% of portfolio
|
Q3 2024
Added 849.76%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
40,642
shares
|
$9.32 Million
0.27% of portfolio
|
Q3 2024
Added 931.78%
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 14, 2024 Q3 2024 |
40,642
shares
|
$9.32 Million
1.83% of portfolio
|
Q3 2024
Added 868.82%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
40,621
shares
|
$9.31 Million
2.07% of portfolio
|
Q1 2024
Reduced 4.33%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 05, 2024 Q3 2024 |
40,588
shares
|
$9.3 Million
4.84% of portfolio
|
Q3 2024
Added 863.63%
|
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
40,411
shares
|
$9.26 Million
0.42% of portfolio
|
Q3 2024
Added 688.05%
|
|
|
Barrier Capital Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
40,340
shares
|
$9.25 Million
7.77% of portfolio
|
Q3 2024
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
40,184
shares
|
$9.21 Million
2.38% of portfolio
|
Q3 2024
Added 941.58%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
40,178
shares
|
$9.21 Million
1.94% of portfolio
|
Q3 2024
Added 740.72%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2024 Q3 2024 |
40,070
shares
|
$9.19 Million
4.07% of portfolio
|
Q3 2024
Added 3879.15%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
40,062
shares
|
$9.18 Million
0.25% of portfolio
|
Q3 2024
Added 865.81%
|
|
|
Rnc Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
40,005
shares
|
$9.17 Million
0.38% of portfolio
|
Q2 2024
Reduced 21.46%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
39,910
shares
|
$9.15 Million
0.72% of portfolio
|
Q3 2024
Added 876.51%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
39,832
shares
|
$9.13 Million
1.72% of portfolio
|
Q3 2024
Added 1152.58%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Nov 14, 2024 Q3 2024 |
39,653
shares
|
$9.09 Million
0.08% of portfolio
|
Q3 2024
Added 67.71%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
39,487
shares
|
$9.05 Million
0.49% of portfolio
|
Q3 2024
Added 776.32%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
39,380
shares
|
$9.03 Million
1.44% of portfolio
|
Q3 2024
Added 886.97%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 01, 2024 Q3 2024 |
39,360
shares
|
$9.02 Million
0.29% of portfolio
|
Q3 2024
Added 817.48%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Dec 02, 2024 Q3 2024 |
39,210
shares
|
$8.99 Million
1.86% of portfolio
|
Q3 2024
Added 2188.97%
|