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 |
|---|---|---|---|---|---|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
29,776
shares
|
$6.83 Million
0.9% of portfolio
|
Q3 2024
Added 881.73%
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
29,735
shares
|
$6.82 Million
2.88% of portfolio
|
Q3 2024
Added 926.41%
|
|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
29,641
shares
|
$6.79 Million
1.26% of portfolio
|
Q3 2024
Added 901.05%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
29,641
shares
|
$6.79 Million
0.19% of portfolio
|
Q3 2024
Added 870.25%
|
|
|
Select Equity Group, L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
29,465
shares
|
$6.75 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
29,396
shares
|
$6.74 Million
0.71% of portfolio
|
Q3 2024
Added 942.78%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
29,319
shares
|
$6.72 Million
0.86% of portfolio
|
Q3 2024
Added 849.45%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
29,306
shares
|
$6.72 Million
0.36% of portfolio
|
Q3 2024
Added 875.24%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
29,080
shares
|
$6.67 Million
0.18% of portfolio
|
Q3 2024
Added 917.49%
|
|
|
Taika Capital, LP
Sunny Isles Beach, FL |
Nov 14, 2024 Q3 2024 |
29,055
shares
|
$6.66 Million
3.83% of portfolio
|
Q3 2024
Added 782.06%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
29,050
shares
|
$6.66 Million
0.22% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Ally Financial Inc.
Detroit, MI |
Nov 13, 2024 Q3 2024 |
29,000
shares
|
$6.65 Million
0.61% of portfolio
|
Q3 2024
Added 2130.77%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 14, 2024 Q3 2024 |
28,900
shares
|
$6.62 Million
1.92% of portfolio
|
Q3 2024
Added 892.1%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Oct 29, 2024 Q3 2024 |
28,840
shares
|
$6.61 Million
2.22% of portfolio
|
Q3 2024
Added 871.37%
|
|
|
Boit C F David
Boston, MA |
Oct 07, 2024 Q3 2024 |
28,750
shares
|
$6.59 Million
2.46% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
De Dora Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
28,696
shares
|
$6.58 Million
1.45% of portfolio
|
Q3 2024
Added 905.82%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
28,659
shares
|
$6.57 Million
1.88% of portfolio
|
Q4 2022
Reduced 1.99%
|
|
|
Aragon Global Management, LP
Miami, FL |
Nov 14, 2024 Q3 2024 |
28,600
shares
|
$6.56 Million
2.07% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 12, 2024 Q3 2024 |
28,590
shares
|
$6.55 Million
0.77% of portfolio
|
Q3 2024
Added 1074.61%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
28,570
shares
|
$6.55 Million
0.12% of portfolio
|
Q3 2024
Added 1134.66%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
28,563
shares
|
$6.55 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
28,468
shares
|
$6.53 Million
0.92% of portfolio
|
Q3 2024
Added 899.93%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 12, 2024 Q3 2024 |
28,341
shares
|
$6.5 Million
2.91% of portfolio
|
Q3 2024
Added 879.3%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
28,233
shares
|
$6.47 Million
1.74% of portfolio
|
Q3 2024
Added 891.33%
|
|
|
Pacific Global Investment Management CO
|
Nov 13, 2024 Q3 2024 |
28,223
shares
|
$6.47 Million
0.92% of portfolio
|
Q3 2024
Added 900.82%
|