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 |
|---|---|---|---|---|---|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
25,427
shares
|
$5.83 Million
0.8% of portfolio
|
Q4 2024
Reduced 14.32%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
25,418
shares
|
$5.83 Million
1.6% of portfolio
|
Q3 2024
Added 966.64%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
25,405
shares
|
$5.82 Million
0.52% of portfolio
|
Q3 2024
Added 882.79%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
25,371
shares
|
$5.82 Million
1.4% of portfolio
|
Q3 2024
Added 1389.78%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
25,370
shares
|
$5.82 Million
0.07% of portfolio
|
Q3 2024
Added 829.3%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
25,315
shares
|
$5.8 Million
1.24% of portfolio
|
Q3 2024
Added 894.3%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
25,243
shares
|
$5.79 Million
4.86% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Tkg Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
25,230
shares
|
$5.78 Million
2.21% of portfolio
|
Q3 2024
Added 967.71%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
25,229
shares
|
$5.78 Million
0.32% of portfolio
|
Q3 2024
Added 969.03%
|
|
|
Highview Capital Management LLC
|
Oct 25, 2024 Q3 2024 |
25,200
shares
|
$5.78 Million
1.79% of portfolio
|
Q3 2024
Added 928.99%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 12, 2024 Q3 2024 |
25,177
shares
|
$5.77 Million
2.07% of portfolio
|
Q3 2024
Added 686.04%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
25,115
shares
|
$5.76 Million
0.62% of portfolio
|
Q3 2024
Added 954.81%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
25,103
shares
|
$5.75 Million
1.44% of portfolio
|
Q3 2024
Added 932.2%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
25,090
shares
|
$5.75 Million
0.38% of portfolio
|
Q3 2024
Added 892.48%
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
25,080
shares
|
$5.75 Million
0.19% of portfolio
|
Q3 2024
Added 810.01%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
25,047
shares
|
$5.74 Million
0.11% of portfolio
|
Q3 2024
Added 911.59%
|
|
|
Nat West Group PLC
|
Oct 16, 2024 Q3 2024 |
24,955
shares
|
$5.72 Million
1.27% of portfolio
|
Q3 2024
Added 348.11%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
24,790
shares
|
$5.68 Million
0.36% of portfolio
|
Q3 2024
Added 915.57%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
24,764
shares
|
$5.68 Million
0.09% of portfolio
|
Q2 2024
Added 17.93%
|
|
|
Hourglass Capital, LLC
|
Nov 06, 2024 Q3 2024 |
24,720
shares
|
$5.67 Million
1.19% of portfolio
|
Q3 2024
Added 726.76%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
24,719
shares
|
$5.67 Million
0.13% of portfolio
|
Q2 2023
Reduced 45.29%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
24,685
shares
|
$5.66 Million
0.95% of portfolio
|
Q3 2024
Added 901.83%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Nov 14, 2024 Q3 2024 |
24,682
shares
|
$5.66 Million
3.19% of portfolio
|
Q3 2024
Added 863.76%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
24,581
shares
|
$5.63 Million
0.26% of portfolio
|
Q3 2024
Added 915.32%
|
|
|
Kanawha Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
24,497
shares
|
$5.62 Million
0.33% of portfolio
|
Q3 2024
Added 972.08%
|