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 |
|---|---|---|---|---|---|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
30,809
shares
|
$7.06 Million
0.65% of portfolio
|
Q3 2024
Added 910.13%
|
|
|
Stoneridge Investment Partners LLC
|
Oct 30, 2024 Q3 2024 |
30,697
shares
|
$7.04 Million
1.97% of portfolio
|
Q3 2024
Added 1099.57%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
30,643
shares
|
$7.02 Million
0.62% of portfolio
|
Q3 2024
Added 1622.48%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
30,579
shares
|
$7.01 Million
0.27% of portfolio
|
Q3 2024
Added 909.54%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Nov 04, 2024 Q3 2024 |
30,516
shares
|
$7 Million
1.11% of portfolio
|
Q3 2024
Added 884.7%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
30,444
shares
|
$6.98 Million
0.13% of portfolio
|
Q3 2024
Added 1316.0%
|
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
Nov 13, 2024 Q3 2024 |
30,423
shares
|
$6.97 Million
3.32% of portfolio
|
Q3 2024
Added 962.26%
|
|
|
Chase Investment Counsel Corp
|
Nov 05, 2024 Q3 2024 |
30,325
shares
|
$6.95 Million
1.77% of portfolio
|
Q3 2024
Added 729.69%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
30,310
shares
|
$6.95 Million
0.34% of portfolio
|
Q3 2024
Added 1122.18%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
30,281
shares
|
$6.94 Million
1.08% of portfolio
|
Q4 2024
Added 6.21%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
30,256
shares
|
$6.94 Million
0.1% of portfolio
|
Q3 2024
Added 847.57%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
30,200
shares
|
$6.92 Million
0.34% of portfolio
|
Q3 2024
Added 885.96%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 10, 2024 Q3 2024 |
30,170
shares
|
$6.92 Million
0.25% of portfolio
|
Q3 2024
Added 847.25%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
30,090
shares
|
$6.9 Million
1.21% of portfolio
|
Q3 2024
Added 918.62%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
30,068
shares
|
$6.89 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
30,062
shares
|
$6.89 Million
0.73% of portfolio
|
Q3 2024
Added 902.74%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
30,028
shares
|
$6.88 Million
0.92% of portfolio
|
Q3 2024
Added 1186.0%
|
|
|
Valliance Asset Management LTD
|
Oct 31, 2024 Q3 2024 |
30,000
shares
|
$6.88 Million
9.38% of portfolio
|
Q3 2024
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
29,999
shares
|
$6.88 Million
0.18% of portfolio
|
Q3 2024
Added 952.6%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
29,985
shares
|
$6.87 Million
0.43% of portfolio
|
Q3 2024
Added 886.35%
|
|
|
Liberty One Investment Management, LLC
|
Oct 31, 2024 Q3 2024 |
29,961
shares
|
$6.87 Million
0.53% of portfolio
|
Q3 2024
Added 935.64%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
29,899
shares
|
$6.85 Million
0.19% of portfolio
|
Q3 2024
Added 847.67%
|
|
|
Human Investing LLC
|
Oct 28, 2024 Q3 2024 |
29,812
shares
|
$6.83 Million
0.93% of portfolio
|
Q3 2024
Added 886.17%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
29,785
shares
|
$6.83 Million
0.44% of portfolio
|
Q3 2024
Added 731.05%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
29,780
shares
|
$6.83 Million
0.57% of portfolio
|
Q3 2024
Added 979.77%
|