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 |
|---|---|---|---|---|---|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
26,290
shares
|
$6.03 Million
0.64% of portfolio
|
Q3 2024
Added 860.19%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
26,219
shares
|
$6.01 Million
0.55% of portfolio
|
Q3 2024
Added 1252.89%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 23, 2024 Q3 2024 |
26,189
shares
|
$6 Million
2.55% of portfolio
|
Q3 2024
Added 888.26%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
26,119
shares
|
$5.99 Million
0.19% of portfolio
|
Q3 2024
Added 893.87%
|
|
|
Anderson Hoagland & CO
|
Oct 07, 2024 Q3 2024 |
26,107
shares
|
$5.98 Million
0.47% of portfolio
|
Q3 2024
Added 878.89%
|
|
|
Triasima Portfolio Management Inc.
|
Nov 12, 2024 Q3 2024 |
26,085
shares
|
$5.98 Million
1.16% of portfolio
|
Q3 2024
Added 1696.49%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
26,073
shares
|
$5.98 Million
1.13% of portfolio
|
Q3 2024
Added 900.5%
|
|
|
Bcm Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
26,024
shares
|
$5.97 Million
1.02% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
25,989
shares
|
$5.96 Million
1.17% of portfolio
|
Q3 2024
Added 888.55%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
25,978
shares
|
$5.95 Million
3.22% of portfolio
|
Q3 2024
Added 936.22%
|
|
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
Nov 12, 2024 Q3 2024 |
25,910
shares
|
$5.94 Million
3.35% of portfolio
|
Q3 2024
Added 535.05%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
25,907
shares
|
$5.94 Million
0.1% of portfolio
|
Q3 2024
Added 1048.87%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Nov 05, 2024 Q3 2024 |
25,861
shares
|
$5.93 Million
1.0% of portfolio
|
Q3 2024
Added 921.37%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
25,844
shares
|
$5.92 Million
0.17% of portfolio
|
Q3 2024
Added 886.79%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
25,815
shares
|
$5.92 Million
0.88% of portfolio
|
Q3 2024
Added 895.56%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Oct 16, 2024 Q3 2024 |
25,790
shares
|
$5.91 Million
0.88% of portfolio
|
Q3 2024
Added 945.82%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
25,758
shares
|
$5.9 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
25,752
shares
|
$5.9 Million
0.14% of portfolio
|
Q3 2024
Added 877.68%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
25,715
shares
|
$5.89 Million
1.11% of portfolio
|
Q3 2024
Added 906.46%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
25,696
shares
|
$5.89 Million
0.29% of portfolio
|
Q4 2022
Reduced 8.14%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
25,564
shares
|
$5.86 Million
0.76% of portfolio
|
Q3 2024
Added 859.61%
|
|
|
Parker Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
25,550
shares
|
$5.86 Million
0.71% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
25,546
shares
|
$5.86 Million
0.96% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
25,476
shares
|
$5.84 Million
0.7% of portfolio
|
Q3 2024
Added 843.56%
|
|
|
Hodges Capital Management Inc.
|
Nov 15, 2024 Q3 2024 |
25,470
shares
|
$5.84 Million
0.29% of portfolio
|
Q3 2024
Added 4440.11%
|