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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Little House Capital LLC
Braintree, MA |
Oct 21, 2024 Q3 2024 |
39,174
shares
|
$8.98 Million
1.95% of portfolio
|
Q3 2024
Added 988.47%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
39,121
shares
|
$8.97 Million
0.07% of portfolio
|
Q3 2024
Added 1153.07%
|
|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
39,110
shares
|
$8.97 Million
3.06% of portfolio
|
Q3 2024
Added 871.19%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
39,108
shares
|
$8.96 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
39,053
shares
|
$8.95 Million
2.25% of portfolio
|
Q3 2024
Added 1126.54%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
38,962
shares
|
$8.93 Million
1.01% of portfolio
|
Q3 2024
Added 892.92%
|
|
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
Nov 12, 2024 Q3 2024 |
38,924
shares
|
$8.92 Million
1.52% of portfolio
|
Q3 2024
Added 793.16%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
38,900
shares
|
$8.92 Million
0.13% of portfolio
|
Q3 2024
Added 894.38%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
38,874
shares
|
$8.91 Million
0.65% of portfolio
|
Q3 2024
Added 1554.92%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 03, 2025 Q3 2024 |
38,849
shares
|
$8.91 Million
0.68% of portfolio
|
Q3 2024
Added 6268.69%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
38,803
shares
|
$8.89 Million
0.11% of portfolio
|
Q3 2024
Added 9.54%
|
|
|
Field & Main Bank
|
Nov 01, 2024 Q3 2024 |
38,750
shares
|
$8.88 Million
2.41% of portfolio
|
Q3 2024
Added 884.0%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
Nov 21, 2024 Q3 2024 |
38,610
shares
|
$8.85 Million
1.17% of portfolio
|
Q3 2024
Added 762.02%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
38,555
shares
|
$8.84 Million
0.54% of portfolio
|
Q3 2024
Added 873.86%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
38,482
shares
|
$8.82 Million
0.97% of portfolio
|
Q3 2024
Added 953.15%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 06, 2025 Q4 2024 |
38,466
shares
|
$8.82 Million
1.66% of portfolio
|
Q4 2024
Reduced 10.46%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Nov 04, 2024 Q3 2024 |
38,450
shares
|
$8.81 Million
3.49% of portfolio
|
Q3 2024
New holding
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
38,444
shares
|
$8.81 Million
0.97% of portfolio
|
Q3 2024
Added 1006.3%
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
38,349
shares
|
$8.79 Million
0.45% of portfolio
|
Q3 2024
Added 1011.24%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
38,319
shares
|
$8.78 Million
4.24% of portfolio
|
Q3 2024
Added 1029.02%
|
|
|
Hilton Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
38,302
shares
|
$8.78 Million
0.54% of portfolio
|
Q3 2024
Added 1727.39%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
38,265
shares
|
$8.77 Million
2.29% of portfolio
|
Q3 2024
Added 839.94%
|
|
|
Hap Trading, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
38,189
shares
|
$8.75 Million
0.76% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
38,102
shares
|
$8.73 Million
0.91% of portfolio
|
Q3 2024
Added 960.45%
|